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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Trinity Street Asset Management
2451
Trinity Street Asset Management
United Kingdom
USD 555 M -USD 64.5 M -10% 10.3% 76.9% 21 9.52% 1.7
Inscription Capital
2452
Inscription Capital
Texas
USD 555 M +USD 205 M +59% 12% – 264 32.95% 1.2
BFSG LLC
2453
BFSG LLC
California
USD 554 M -USD 77.3 M -12% 12.3% 81.9% 221 28.96% 1.9
Sirios Capital Management
2454
Sirios Capital Management
Massachusetts
USD 554 M -USD 198 M -26% 15.3% 177% 63 20.63% 1.6
Sierra Capital
2455
Sierra Capital
Florida
USD 553 M -USD 81.2 M -13% 8.17% 32.4% 863 19% 0.9
PDS Planning
2456
PDS Planning
Ohio
USD 553 M -USD 15.7 M -3% 11.2% 62.7% 254 22.05% 2.3
OCMI
2457
Oaktop Capital Management II
New Jersey
USD 552 M -USD 148 M -21% 15.8% 451% 16 0% 5.5
TIM
2458
Total Investment Management
Arizona
USD 551 M +USD 29.5 M +6% 13.9% 44.4% 76 26.32% 2.2
Capricorn Fund Managers
2459
Capricorn Fund Managers
United Kingdom
USD 551 M +USD 141 M +34% 3.59% 169% 118 37.29% 0.3
Boussard & Gavaudan Investment Management
2460
Boussard & Gavaudan Investment Management
United Kingdom
USD 551 M -USD 211 M -28% 3.45% 25.8% 154 69.48% 0.4
RTS
2461
Round Table Services
New Jersey
USD 551 M -USD 47.1 M -8% 14.5% 16.1% 180 20% 2.6
Vest Financial
2462
Vest Financial
Virginia
USD 550 M -USD 548 k -0.1% 9.27% 68.4% 65 1.54% 1.4
Whitney & Co
2463
Whitney & Co
New York
USD 550 M -USD 100 M -15% 14.2% 93.2% 133 9.02% 4.4
Continuum Advisory
2464
Continuum Advisory
Idaho
USD 550 M +USD 23.1 M +4% 11.9% 77% 424 16.75% 1.5
Zuckerman Investment Group
2465
Zuckerman Investment Group
Illinois
USD 550 M -USD 70.4 M -11% 14.1% 111% 121 11.57% 2.7
Focused Wealth Management
2466
Focused Wealth Management
New York
USD 550 M -USD 81.8 M -13% 13.3% 73.9% 1,137 16.09% 3.8
Lannebo Fonder
2467
Lannebo Fonder
Sweden
USD 549 M -USD 174 M -24% 18.5% 49.8% 35 2.86% 4
Traphagen Investment Advisors
2468
Traphagen Investment Advisors
New Jersey
USD 549 M -USD 69.2 M -11% 13.1% 65.8% 136 4.41% 2.2
IR
2469
IAT Reinsurance
New York
USD 549 M -USD 828 M -60% 9.6% 60.2% 109 20.18% 3.7
Ikarian Capital
2470
Ikarian Capital
Texas
USD 548 M -USD 212 M -28% 1.2% 5,184% 232 55.17% 0.9
Koss-Olinger Consulting
2471
Koss-Olinger Consulting
Florida
USD 548 M -USD 73.1 M -12% 9.97% 57.9% 215 18.14% 0.9
Tectonic Advisors
2472
Tectonic Advisors
Texas
USD 548 M -USD 33.6 M -6% 11.6% 44.9% 228 10.53% 1.2
Stewart & Patten Company
2473
Stewart & Patten Company
California
USD 548 M -USD 74.9 M -12% 11.4% 27.5% 93 15.05% 6.4
Guardian Wealth Advisors (North Carolina)
2474
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 548 M +USD 316 M +136% 11.2% 58.9% 385 43.12% 0.3
ICICI Prudential Asset Management
2475
ICICI Prudential Asset Management
India
USD 547 M -USD 197 M -26% 14.8% 62.1% 161 9.94% 0.8