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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)
KCP
2701
KDI Capital Partners
North Carolina
USD 314 M +USD 7.11 M +2% 2.95% 77.1% 82 28.05% 1.5
IA
2702
Independence Advisors
Pennsylvania
USD 313 M +USD 9.7 M +3% 1.52% 24.4% 81 7.41% 1.5
Alaska Wealth Advisors
2703
Alaska Wealth Advisors
Alaska
USD 313 M +USD 24.3 M +8% 0.6% 44.3% 54 18.52% 0.4
Montecito Bank & Trust
2704
Montecito Bank & Trust
California
USD 312 M +USD 6.85 M +2% 1.81% – 204 14.22% 2.6
RCM
2705
Rockshelter Capital Management
Pennsylvania
USD 312 M +USD 4.34 M +1% 2.56% 31.2% 37 5.41% 2.7
Lenox Wealth Management
2706
Lenox Wealth Management
Ohio
USD 311 M +USD 721 k +0.2% 0.35% 24.7% 639 29.26% 1.4
McKinley Carter Wealth Services
2707
McKinley Carter Wealth Services
West Virginia
USD 311 M +USD 4.75 M +2% 3.92% 63.2% 441 64.4% 2.7
HA
2708
Harbor Advisors
Florida
USD 311 M +USD 13.6 M +5% 4.87% 125% 184 13.59% 1.1
Advanced Asset Management Advisors
2709
Advanced Asset Management Advisors
Ohio
USD 310 M +USD 8.88 M +3% 2.96% 93.6% 142 25.35% 0.4
NextCapital Advisers
2710
NextCapital Advisers
Illinois
USD 310 M +USD 119 M +63% 1.25% 6.89% 15 0% 0.3
VHMC
2711
Value Holdings Management Company
New York
USD 310 M +USD 8.95 M +3% 3.88% 125% 35 17.14% 3.1
Wealth Architects
2712
Wealth Architects
California
USD 309 M +USD 6.99 M +2% 3.66% 80.1% 133 6.77% 2.6
DCM
2713
Divisar Capital Management
California
USD 309 M +USD 15.7 M +5% 8.57% 194% 30 13.33% 1
Raytheon Master Pension Trust
2714
Raytheon Master Pension Trust
Massachusetts
USD 308 M +USD 7.1 M +2% 2.44% 36.3% 5 0% 1.9
RWWM Inc
2715
RWWM Inc
California
USD 308 M +USD 15 M +5% 0.78% 40.6% 12 8.33% 3.3
Veritas Investment Management (UK)
2716
Veritas Investment Management (UK)
United Kingdom
USD 308 M +USD 13.2 M +4% 3.86% 151% 40 12.5% 2.9
ACM
2717
Accipiter Capital Management
Florida
USD 308 M +USD 260 M +550% 8.64% 55.9% 9 66.67% 1.1
Atlantic Union Bankshares
2718
Atlantic Union Bankshares
Virginia
USD 307 M -USD 15.8 M -5% 0.37% 78.9% 135 8.15% 3.2
PCMK
2719
Paragon Capital Management (Kansas)
Kansas
USD 307 M +USD 29.4 M +11% 3.02% 87.5% 66 3.03% 3.5
America First Investment Advisors
2720
America First Investment Advisors
Nebraska
USD 307 M +USD 36.9 M +14% 3.84% 78.2% 106 7.55% 3.7
George Kaiser Family Foundation
2721
George Kaiser Family Foundation
Oklahoma
USD 307 M -USD 13.2 M -4% 3.51% 106% 19 15.79% 2.1
GVO Asset Management
2722
GVO Asset Management
Switzerland
USD 307 M -USD 98.3 M -24% 8.89% 71.2% 28 42.86% 0.7
Arrow Investment Advisors
2723
Arrow Investment Advisors
Maryland
USD 306 M -USD 34.1 M -10% 3.78% 36.3% 102 51.96% 1.1
JCM
2724
JS Capital Management
New York
USD 306 M +USD 30.6 M +11% 10.9% 52.4% 31 35.48% 0.5
Greenline Partners
2725
Greenline Partners
New York
USD 305 M +USD 4.24 M +1% 2.82% 69.6% 68 11.76% 0.5