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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)
Graves Light Lenhart Wealth
2476
Graves Light Lenhart Wealth
Virginia
USD 804 M -USD 8.78 M -1% 1.48% 47.7% 195 7.18% 4.4
Cutler Investment Counsel
2477
Cutler Investment Counsel
Oregon
USD 804 M +USD 11.1 M +1% 2.3% 61.8% 136 12.5% 5
PKO Investment Management Joint-Stock
2478
PKO Investment Management Joint-Stock
Poland
USD 803 M -USD 7.32 M -0.9% 1.26% 145% 165 10.91% 3.7
Strategies Wealth Advisors
2479
Strategies Wealth Advisors
Michigan
USD 803 M +USD 55.1 M +7% 0.92% 64.6% 135 35.56% 1.6
Southernsun Asset Management
2480
Southernsun Asset Management
Tennessee
USD 803 M -USD 40.9 M -5% 4.86% 54.7% 31 9.68% 5.3
BPIM
2481
Brant Point Investment Management
New York
USD 802 M -USD 107 M -12% 4.73% 169% 146 47.95% 2.5
Pembroke Management
2482
Pembroke Management
Quebec, Canada
USD 802 M +USD 17.9 M +2% 6.85% 105% 62 9.68% 3.2
Bedrijfstakpensioenfonds Voor De Media PNO
2483
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
USD 802 M +USD 28.7 M +4% 3.69% 146% 42 7.14% 7.3
Counterpoint Mutual Funds
2484
Counterpoint Mutual Funds
California
USD 801 M +USD 273 M +52% 2.73% 74.3% 434 70.05% 0.3
OCMI
2485
Oaktop Capital Management II
New Jersey
USD 801 M -USD 116 M -13% 7.26% 451% 15 0% 7.4
Global X Japan
2486
Global X Japan
Japan
USD 801 M +USD 18.1 M +2% 4.83% 151% 294 8.5% 0.8
Lodestar Private Asset Management
2487
Lodestar Private Asset Management
California
USD 800 M +USD 14.5 M +2% 0.19% 64.4% 221 6.79% 1.7
Institute for Wealth Management
2488
Institute for Wealth Management
Colorado
USD 798 M +USD 5.9 M +0.7% 4.65% 137% 569 14.24% 4.1
HCR Wealth Advisors
2489
HCR Wealth Advisors
California
USD 798 M +USD 34 M +4% 3.95% 107% 240 9.58% 3.8
Spirepoint Private Client
2490
Spirepoint Private Client
Florida
USD 798 M +USD 42.6 M +6% 3.01% – 228 10.96% 0.6
Aperture Investors
2491
Aperture Investors
New York
USD 796 M +USD 8.83 M +1% 12.6% 211% 88 30.68% 1.4
Red Cedar Investment Management
2492
Red Cedar Investment Management
Michigan
USD 796 M +USD 7.54 M +1% 0.58% 81.4% 84 16.67% 2.8
KL
2493
KIM LLC
Kansas
USD 793 M -USD 195 M -20% 8.12% 51.1% 49 2.04% 1
Capital Advisors Ltd
2494
Capital Advisors Ltd
Ohio
USD 793 M -USD 13 M -2% 0.23% 61.1% 1,642 11.88% 3.4
Romano Brothers & Co
2495
Romano Brothers & Co
Illinois
USD 792 M -USD 10.5 M -1% 0.34% 110% 314 5.1% 2
Trivium Point Advisory
2496
Trivium Point Advisory
Connecticut
USD 792 M +USD 74.5 M +10% 2.84% 106% 352 10.8% 2.1
Jackson Thornton Wealth Management
2497
Jackson Thornton Wealth Management
Alabama
USD 791 M +USD 34.9 M +5% 1.75% 64.4% 88 29.55% 1.2
Financial Management Professionals
2498
Financial Management Professionals
Texas
USD 791 M -USD 14.3 M -2% 0.39% 67.3% 1,063 12.14% 3.7
Alley Investment Management Company
2499
Alley Investment Management Company
Illinois
USD 791 M +USD 985 k +0.1% 0.01% 54.6% 86 3.49% 2.5
Sone Capital Management
2500
Sone Capital Management
New York
USD 790 M – – 4.62% – 113 – 0