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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)
AH Equity Partners III
2476
AH Equity Partners III
California
USD 664 M +USD 78.6 M +13% 29.3% 42.6% 7 42.86% 0.3
OIM
2477
Opus Investment Management
Massachusetts
USD 664 M -USD 18.9 M -3% 4.94% 52.8% 101 8.91% 4.3
Wexford Capital
2478
Wexford Capital
Florida
USD 664 M -USD 5.93 M -0.9% 17.6% 128% 265 67.17% 0.5
Smith, Moore & Co
2479
Smith, Moore & Co
Missouri
USD 664 M +USD 45.7 M +7% 5.64% 67% 427 12.88% 3
Navellier & Associates
2480
Navellier & Associates
Nevada
USD 663 M +USD 107 M +19% 14.9% 361% 356 37.64% 1.2
Bleichroeder LP
2481
Bleichroeder LP
New York
USD 663 M +USD 70.5 M +12% 9.08% 202% 99 25.25% 0.9
Greenwood Capital Associates
2482
Greenwood Capital Associates
South Carolina
USD 662 M +USD 25.5 M +4% 7.43% 81.3% 238 20.17% 1.8
Rizvi Traverse Management
2483
Rizvi Traverse Management
Florida
USD 661 M – – 98.5% – 1 – 0
Ausdal Financial Partners
2484
Ausdal Financial Partners
Iowa
USD 661 M +USD 68.1 M +11% 5.87% 63.2% 497 16.3% 2.2
First Heartland Consultants
2485
First Heartland Consultants
Missouri
USD 660 M +USD 30.9 M +5% 5.61% 59.2% 439 24.83% 2.5
Private Trust Company
2486
Private Trust Company
Ohio
USD 660 M +USD 44.4 M +7% 6.73% 87.7% 408 7.6% 4.3
Sentinel Trust
2487
Sentinel Trust
Texas
USD 660 M +USD 96 M +17% 7.36% 79.2% 87 22.99% 1.9
Hills Bank & Trust
2488
Hills Bank & Trust
Iowa
USD 659 M +USD 43.4 M +7% 7.37% 52.8% 264 7.58% 3.3
Waddell & Associates
2489
Waddell & Associates
Tennessee
USD 659 M +USD 171 M +35% 6.23% 194% 116 81.03% 0.3
DDD Partners
2490
DDD Partners
Washington
USD 658 M +USD 72 M +12% 6.76% 62.1% 64 6.25% 1.5
Estabrook Capital Management
2491
Estabrook Capital Management
New York
USD 658 M +USD 8.86 M +1% 5.67% 87.2% 331 4.83% 5.7
Leith Wheeler Investment Counsel
2492
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 656 M +USD 48.8 M +8% 6.91% 52.3% 47 6.38% 2.3
AH
2493
Allen Holding
New York
USD 656 M +USD 40.4 M +7% 3.62% 135% 14 21.43% 3.8
RA
2494
Resolute Advisors
California
USD 656 M -USD 90.2 M -12% 9.48% 36.7% 521 21.11% 0.3
LVM Capital Management
2495
LVM Capital Management
Michigan
USD 655 M +USD 38.9 M +6% 5.83% 121% 134 4.48% 4.5
Ashton Thomas Private Wealth
2496
Ashton Thomas Private Wealth
Arizona
USD 655 M +USD 64 M +11% 6.58% 77.5% 344 17.15% 1.1
Verus Financial Partners
2497
Verus Financial Partners
Virginia
USD 655 M +USD 23.7 M +4% 5.26% 41.6% 95 9.47% 2.2
Toth Financial Advisory
2498
Toth Financial Advisory
Virginia
USD 655 M +USD 28.2 M +4% 6.73% 90.4% 762 19.55% 2.1
Occudo Quantitative Strategies
2499
Occudo Quantitative Strategies
Florida
USD 654 M +USD 197 M +43% 9.12% 94.6% 1,128 60.64% 0.2
IQ EQ Fund Management
2500
IQ EQ Fund Management
Ireland
USD 653 M +USD 85.3 M +15% 6.87% 109% 253 7.11% 2.2