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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)
Octavia Wealth Advisors
2476
Octavia Wealth Advisors
Ohio
USD 734 M +USD 57.4 M +8% 3.9% 67.9% 227 9.69% 2.3
GAMMA Investing
2477
GAMMA Investing
California
USD 734 M +USD 243 M +49% 4.35% 139% 3,583 10.75% 0.4
LVZ Inc
2478
LVZ Inc
Michigan
USD 734 M -USD 1.85 M -0.3% 0.08% 52.9% 153 12.42% 2.9
PS
2479
Portfolio Strategies
New York
USD 733 M -USD 738 M -50% 9.31% 120% 146 74.66% 3.6
Red Cedar Investment Management
2480
Red Cedar Investment Management
Michigan
USD 733 M -USD 68 M -8% 2.07% 81.4% 87 17.24% 2.6
Sphera Funds Management
2481
Sphera Funds Management
Israel
USD 733 M +USD 21.5 M +3% 4.24% 245% 138 39.13% 0.9
Professional Advisory Services
2482
Professional Advisory Services
Florida
USD 732 M -USD 4.6 M -0.6% 0.09% 69.3% 81 8.64% 5.8
Alley Investment Management Company
2483
Alley Investment Management Company
Illinois
USD 732 M +USD 5.62 M +0.8% 0.61% 54.6% 86 3.49% 2
L.J. Altfest & Co
2484
L.J. Altfest & Co
New York
USD 732 M +USD 25.7 M +4% 3.08% 90.3% 348 20.69% 3.4
Broad Run Investment Management
2485
Broad Run Investment Management
Virginia
USD 730 M -USD 83.9 M -10% 13.6% 202% 26 3.85% 5.9
Baldwin Investment Management
2486
Baldwin Investment Management
Pennsylvania
USD 730 M -USD 7.14 M -1% 0.61% 74.8% 214 6.54% 5.1
Cahill Financial Advisors
2487
Cahill Financial Advisors
Minnesota
USD 730 M -USD 3.04 M -0.4% 1.01% 55.9% 268 5.97% 4.5
Summit Creek Advisors
2488
Summit Creek Advisors
Minnesota
USD 730 M -USD 63.2 M -8% 0.45% 68.8% 72 11.11% 3.8
Jag Capital Management
2489
Jag Capital Management
Missouri
USD 730 M +USD 23.1 M +3% 8.41% 230% 154 20.13% 3.5
Naspers
2490
Naspers
South Africa
USD 730 M -USD 361 M -33% 28.6% 88.2% 4 0% 2.5
Great Lakes Retirement
2491
Great Lakes Retirement
Ohio
USD 729 M +USD 53.9 M +8% 4.5% 108% 706 68.84% 0.6
Allen Capital Group
2492
Allen Capital Group
Nebraska
USD 729 M +USD 18.9 M +3% 1.22% 56.9% 221 10.86% 1.2
Financial Management Professionals
2493
Financial Management Professionals
Texas
USD 729 M +USD 50.1 M +7% 1.44% 67.3% 1,091 14.57% 3.4
Nemes Rush Group
2494
Nemes Rush Group
Michigan
USD 728 M +USD 29.7 M +4% 4.6% 111% 700 18.71% 0.9
Pekin Hardy Strauss
2495
Pekin Hardy Strauss
Illinois
USD 728 M -USD 3.59 M -0.5% 0.65% 102% 353 16.71% 4.1
Kora Management
2496
Kora Management
New York
USD 727 M +USD 245 M +51% 22.4% 307% 7 14.29% 2
KWB Wealth
2497
KWB Wealth
California
USD 727 M -USD 16.2 M -2% 1.26% 54.8% 129 0% 1.9
Vantagepoint Investment Advisers
2498
Vantagepoint Investment Advisers
District of Columbia
USD 727 M +USD 122 M +20% 0.21% 32.7% 10 30% 1.8
Lodestar Private Asset Management
2499
Lodestar Private Asset Management
California
USD 727 M +USD 25.8 M +4% 2.29% 58.3% 217 6.45% 1.3
Silicon Valley Capital Partners
2500
Silicon Valley Capital Partners
California
USD 727 M +USD 56.6 M +8% 6.49% 103% 321 9.03% 1.6