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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)
SA
2476
Strategic Advisors
New York
USD 703 M +USD 239 M +51% 10.7% 106% 202 13.37% 3.1
Edenbrook Capital
2477
Edenbrook Capital
New York
USD 703 M -USD 280 M -28% 15.8% 267% 26 23.08% 1.2
TRUE Private Wealth Advisors
2478
TRUE Private Wealth Advisors
Oregon
USD 703 M +USD 15.5 M +2% 6.61% 89.2% 277 15.16% 2.7
Taiyo Life Insurance Company
2479
Taiyo Life Insurance Company
Japan
USD 702 M +USD 68 M +11% 10.7% 90.5% 5 0% 3.3
Insight Wealth Strategies
2480
Insight Wealth Strategies
California
USD 702 M -USD 9.16 M -1% 5.57% 83.5% 195 26.67% 2
Advantage Alpha Capital Partners
2481
Advantage Alpha Capital Partners
California
USD 702 M +USD 153 M +28% 4.32% 79.2% 145 19.31% 1.1
TenCore Partners
2482
TenCore Partners
New York
USD 701 M -USD 22.3 M -3% 3.46% 78.4% 16 6.25% 1.2
MG
2483
Magnolia Group
Nebraska
USD 700 M -USD 179 M -20% 1.28% 11.4% 14 42.86% 2.2
Verity & Verity
2484
Verity & Verity
South Carolina
USD 700 M +USD 31.6 M +5% 11% 90.4% 106 5.66% 4.3
Crestview Partners III
2485
Crestview Partners III
New York
USD 700 M +USD 67.3 M +11% 7.43% 51.2% 2 0% 3.8
OIM
2486
Opus Investment Management
Massachusetts
USD 700 M +USD 45.6 M +7% 9.2% 52.8% 95 5.26% 4.7
Miller Investment Management
2487
Miller Investment Management
Pennsylvania
USD 699 M +USD 117 M +20% 8.69% 60.2% 99 13.13% 4.1
West Coast Financial
2488
West Coast Financial
California
USD 699 M +USD 77.6 M +12% 10.8% 22.2% 141 9.22% 4
Royal Fund Management
2489
Royal Fund Management
Florida
USD 698 M +USD 11.3 M +2% 9% 103% 203 14.78% 2.9
Teton Advisors
2490
Teton Advisors
New York
USD 697 M +USD 7.59 M +1% 7.23% 139% 415 9.64% 5
Galibier Capital Management
2491
Galibier Capital Management
Ontario, Canada
USD 697 M -USD 33 M -5% 7.17% 66.8% 46 17.39% 1.9
George Kaiser Family Foundation
2492
George Kaiser Family Foundation
Oklahoma
USD 697 M +USD 91.1 M +15% 11.3% 106% 48 18.75% 2.5
C2C Wealth Management
2493
C2C Wealth Management
Arizona
USD 696 M – – 20.4% 77.2% 226 – 0
VCM
2494
Violich Capital Management
California
USD 696 M +USD 74.3 M +12% 12.6% 111% 123 7.32% 4.9
Cornerstone Advisory
2495
Cornerstone Advisory
Maryland
USD 696 M +USD 91.7 M +15% 7.89% 60.6% 879 73.95% 0.8
Spectrum Management Group
2496
Spectrum Management Group
Indiana
USD 695 M +USD 60.5 M +10% 11.3% 44% 436 36.93% 1.9
St. James Investment Company
2497
St. James Investment Company
Texas
USD 694 M +USD 10.3 M +2% 7.58% 43.8% 37 13.51% 2.5
VCM
2498
V3 Capital Management
Texas
USD 693 M -USD 57.5 M -8% 11.6% 20.5% 18 44.44% 1
Cornercap Investment Counsel
2499
Cornercap Investment Counsel
Georgia
USD 692 M -USD 183 M -21% 7.07% 55.4% 656 35.37% 1.2
Lisanti Capital Growth
2500
Lisanti Capital Growth
New York
USD 691 M +USD 12.7 M +2% 18.2% 1,588% 156 42.95% 0.6