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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)
Atlas Infrastructure Partners
2501
Atlas Infrastructure Partners
United Kingdom
USD 505 M -USD 83.9 M -14% 5.09% 20.7% 5 0% 0.6
Angeles Wealth Management
2502
Angeles Wealth Management
California
USD 505 M +USD 4.48 M +0.9% 5.07% 80.6% 232 23.71% 0.4
Oldfield Partners
2503
Oldfield Partners
United Kingdom
USD 505 M -USD 192 M -28% 7.97% 90.3% 28 25% 4.5
City Holding Co
2504
City Holding Co
West Virginia
USD 504 M -USD 26.7 M -5% 3.03% 89.2% 539 8.91% 5.2
WealthShield Partners
2505
WealthShield Partners
North Carolina
USD 504 M -USD 396 k -0.1% 5.6% 71% 309 12.94% 1.9
RBO & Co
2506
RBO & Co
California
USD 503 M -USD 42.2 M -8% 6.99% 27.9% 57 3.51% 5.4
Lighthouse Investment Partners
2507
Lighthouse Investment Partners
Florida
USD 503 M +USD 216 M +75% 2.43% 96.2% 88 63.64% 0.2
Evermay Wealth Management
2508
Evermay Wealth Management
Virginia
USD 503 M -USD 12.3 M -2% 3.83% 56.2% 578 12.63% 2.1
Torray Investment Partners
2509
Torray Investment Partners
Maryland
USD 502 M -USD 22.3 M -4% 3.55% 82.4% 104 8.65% 4.5
Ikarian Capital
2510
Ikarian Capital
Texas
USD 502 M -USD 46.6 M -8% 44.6% 5,184% 180 65% 0.7
Kathmere Capital Management
2511
Kathmere Capital Management
Pennsylvania
USD 502 M -USD 40.7 M -8% 4.91% 68.3% 193 30.57% 1.4
Alley Investment Management Company
2512
Alley Investment Management Company
Illinois
USD 501 M -USD 28.9 M -5% 4.7% 54.6% 80 3.75% 0.5
Dendur Capital
2513
Dendur Capital
New York
USD 501 M +USD 21.3 M +4% 0.46% 99.6% 18 38.89% 1
KWB Wealth
2514
KWB Wealth
California
USD 501 M -USD 18.3 M -4% 5.79% 54.8% 113 16.81% 1.2
Lannebo Fonder
2515
Lannebo Fonder
Sweden
USD 501 M -USD 48.7 M -9% 5.15% 49.8% 35 5.71% 4.2
Seven Eight Capital
2516
Seven Eight Capital
New York
USD 500 M +USD 252 M +102% 7.81% 13.6% 671 76.15% 0.2
Portland Global Advisors
2517
Portland Global Advisors
Maine
USD 500 M -USD 21.9 M -4% 5.04% 43.4% 137 5.11% 5.5
Hill City Capital
2518
Hill City Capital
Massachusetts
USD 500 M +USD 65.9 M +15% 15.7% 194% 22 9.09% 1.3
NEIRG Wealth Management
2519
NEIRG Wealth Management
Massachusetts
USD 500 M +USD 41.9 M +9% 4.9% – 152 14.47% 0.6
V Wealth Advisors
2520
V Wealth Advisors
Kansas
USD 500 M -USD 30.7 M -6% 4.61% 36.9% 426 17.37% 2.1
Penn Davis McFarland
2521
Penn Davis McFarland
Texas
USD 499 M -USD 33.2 M -6% 2.7% 100% 45 4.44% 4.5
KFS
2522
Kurt F. Somerville
USD 498 M -USD 28.8 M -5% 3.05% 92.9% 120 5.83% 5.7
BFM
2523
Blacksheep Fund Management
Ireland
USD 498 M -USD 108 M -18% 12.2% 71.5% 7 14.29% 1.6
Charles-Lim Capital
2524
Charles-Lim Capital
Hong Kong
USD 498 M -USD 250 M -33% 6.96% 4.44% 9 66.67% 2.6
Intelligence Driven Advisers
2525
Intelligence Driven Advisers
California
USD 498 M -USD 12.8 M -3% 5.75% 65.6% 117 24.79% 1.3