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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)
Good Life Advisors
2626
Good Life Advisors
Pennsylvania
USD 322 M +USD 57.5 M +22% 4.98% 60% 241 13.69% 0.8
Krensavage Asset Management
2627
Krensavage Asset Management
New York
USD 321 M +USD 15 k +0% 10.3% 124% 16 12.5% 2.3
Nelson Capital Management
2628
Nelson Capital Management
California
USD 321 M +USD 17.4 M +6% 8.29% 121% 370 38.11% 1.9
Ironvine Capital Partners
2629
Ironvine Capital Partners
Nebraska
USD 321 M – – 6.44% 58.8% 83 – 0
ArchPoint Investors
2630
ArchPoint Investors
Florida
USD 321 M +USD 6.59 M +2% 4.73% 111% 169 20.71% 1.7
Monroe Bank & Trust
2631
Monroe Bank & Trust
Michigan
USD 320 M +USD 16.4 M +5% 3.57% 24.7% 266 58.65% 1.6
Invesco Private Capital
2632
Invesco Private Capital
New York
USD 320 M -USD 33.7 M -10% 8.4% 41.9% 4 0% 4
CDIA
2633
Capital Directions Investment Advisors
Georgia
USD 320 M +USD 8.92 M +3% 4.1% 7.53% 107 11.21% 2.5
Columbus Macro
2634
Columbus Macro
Pennsylvania
USD 320 M – – 4.16% 48.7% 100 – 0
Stephens Group Asset Management
2635
Stephens Group Asset Management
Arkansas
USD 320 M – – 3.62% 51.4% 12 – 0
Herald Investment Management
2636
Herald Investment Management
United Kingdom
USD 319 M +USD 10 M +3% 5.95% 493% 97 15.46% 2.7
TC
2637
Tyvor Capital
Illinois
USD 319 M -USD 208 M -39% 14.6% 20.6% 54 61.11% 0.5
Tanglewood Wealth Management
2638
Tanglewood Wealth Management
Texas
USD 318 M +USD 2.89 M +0.9% 3.82% 59.7% 11 18.18% 2.5
Legion Partners Asset Management
2639
Legion Partners Asset Management
California
USD 318 M +USD 39 M +14% 10.2% 206% 19 57.89% 0.4
Exchange Capital Management
2640
Exchange Capital Management
Michigan
USD 318 M +USD 14.7 M +5% 6.32% 57.8% 264 16.29% 1.8
Azzad Asset Management
2641
Azzad Asset Management
Virginia
USD 317 M +USD 18.6 M +6% 7.14% 101% 300 11% 2.3
Dorchester Wealth Management
2642
Dorchester Wealth Management
Quebec, Canada
USD 317 M +USD 5.24 M +2% 3.29% 18.3% 111 7.21% 2.1
HCP
2643
Holt Capital Partners
Texas
USD 316 M +USD 10.4 M +3% 5.38% 69.5% 145 5.52% 3
Broadmark Asset Management
2644
Broadmark Asset Management
California
USD 316 M +USD 115 M +57% 5.8% 39.6% 14 71.43% 0.4
City Holding Co
2645
City Holding Co
West Virginia
USD 316 M +USD 17.4 M +6% 5.56% 89.2% 609 9.2% 2.8
Whalerock Point Partners
2646
Whalerock Point Partners
Rhode Island
USD 316 M +USD 32.6 M +12% 6.99% 103% 198 18.69% 2.1
Managed Asset Portfolios
2647
Managed Asset Portfolios
Michigan
USD 316 M -USD 5.57 M -2% 3.81% 99.2% 26 11.54% 2.8
Bristlecone Advisors
2648
Bristlecone Advisors
Washington
USD 315 M +USD 7.33 M +2% 6.8% 103% 294 52.38% 1.7
Martin & Co
2649
Martin & Co
Tennessee
USD 315 M +USD 8.15 M +3% 4.47% 67.8% 108 4.63% 3.8
Deer Park Road Corp
2650
Deer Park Road Corp
Colorado
USD 315 M – – 2.59% 20.8% 10 – 0