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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)
WM
2501
Wishbone Management
Illinois
USD 404 M +USD 70.2 M +21% 55% 58.7% 13 23.08% 0.4
Camden National Bank
2502
Camden National Bank
Maine
USD 404 M +USD 35.5 M +10% 12.7% 48.8% 135 14.07% 2.1
TenCore Partners
2503
TenCore Partners
New York
USD 404 M +USD 155 M +62% 32.2% 50.4% 15 33.33% 0.3
Southeast Asset Advisors
2504
Southeast Asset Advisors
Georgia
USD 403 M +USD 61 M +18% 17% 91.5% 111 18.92% 3.4
RG
2505
Riverstone Group
Virginia
USD 403 M +USD 127 M +46% 33.6% 305% 6 16.67% 1.3
City Holding Co
2506
City Holding Co
West Virginia
USD 403 M +USD 71.5 M +22% 18% 89.2% 508 3.15% 4.6
IMOV
2507
Investment Management of Virginia
Virginia
USD 401 M +USD 70.9 M +21% 22.3% 93.4% 148 8.11% 4.4
RP Investment Advisors
2508
RP Investment Advisors
Ontario, Canada
USD 400 M +USD 387 M +2,877% 8.33% 17.4% 37 86.49% 0.1
Nadler Financial Group
2509
Nadler Financial Group
Illinois
USD 400 M +USD 74.8 M +23% 23.1% 81.8% 101 16.83% 4.1
MA Private Wealth
2510
MA Private Wealth
California
USD 400 M +USD 59.7 M +18% 15% 57.5% 93 22.58% 0.9
Keywise Capital Management (HK)
2511
Keywise Capital Management (HK)
Hong Kong
USD 400 M +USD 30.7 M +8% 52.1% 684% 43 65.12% 0.2
NTCM
2512
Nine Ten Capital Management
Illinois
USD 400 M +USD 164 M +70% 59.1% 166% 12 33.33% 1.9
Gilbert & Cook
2513
Gilbert & Cook
Iowa
USD 399 M +USD 58.8 M +17% 16.7% 63.2% 155 27.1% 1.7
Callan Capital
2514
Callan Capital
California
USD 399 M +USD 74 M +23% 18.5% 20.1% 87 9.2% 2.7
SM
2515
Sciencast Management
New Jersey
USD 399 M +USD 42.2 M +12% 24.9% 72.5% 571 81.09% 0.1
Cornerstone Wealth Group
2516
Cornerstone Wealth Group
North Carolina
USD 398 M +USD 115 M +40% 14.2% 96% 148 37.84% 0.7
Strategic Wealth Partners Group
2517
Strategic Wealth Partners Group
Illinois
USD 398 M +USD 54.4 M +16% 19.9% – 64 20.31% 1.5
Wexford Capital
2518
Wexford Capital
Florida
USD 398 M +USD 128 M +47% 22.6% 128% 235 81.7% 0.2
New England Investment & Retirement Group
2519
New England Investment & Retirement Group
Massachusetts
USD 398 M +USD 163 M +69% 15.8% 72.5% 233 76.39% 1.2
Financial Enhancement Group
2520
Financial Enhancement Group
Indiana
USD 397 M +USD 61 M +18% 16.5% 62.2% 321 33.96% 1.7
Iron Triangle Partners
2521
Iron Triangle Partners
Connecticut
USD 397 M +USD 139 M +54% 30.5% 152% 33 48.48% 0.3
Criteria Caixa
2522
Criteria Caixa
Spain
USD 397 M +USD 97.7 M +33% 18.6% 35.5% 34 26.47% 0.3
Stokes Family Office
2523
Stokes Family Office
Louisiana
USD 397 M +USD 21.6 M +6% 18.2% 68.1% 131 10.69% 0.4
Biondo Investment Advisors
2524
Biondo Investment Advisors
Pennsylvania
USD 396 M +USD 94.2 M +31% 29.7% 83.4% 81 18.52% 3.1
Benefit Street Partners
2525
Benefit Street Partners
New York
USD 395 M +USD 225 M +133% 67% – 31 38.71% 0.8