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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)
IR
2751
IAT Reinsurance
New York
USD 518 M +USD 28.9 M +6% 2.6% 60.2% 85 9.41% 4.6
CANC
2752
Culbertson A N & Co
Virginia
USD 517 M +USD 27.9 M +6% 6.55% 87.5% 117 1.71% 7.2
Bornite Capital Management
2753
Bornite Capital Management
New York
USD 517 M +USD 222 M +75% 7.34% 208% 70 44.29% 0.4
400 Capital Management
2754
400 Capital Management
New York
USD 517 M +USD 491 M +1,891% 83.8% – 6 33.33% 0.8
World Investment Advisors
2755
World Investment Advisors
California
USD 517 M +USD 37 M +8% 5.01% 65.4% 273 16.12% 2.2
Capital Investment Counsel Inc
2756
Capital Investment Counsel Inc
North Carolina
USD 516 M +USD 78.2 M +18% 12% 174% 175 8.57% 5.6
Amarillo National Bank
2757
Amarillo National Bank
Texas
USD 515 M +USD 18.1 M +4% 4.63% 63.5% 103 11.65% 5.4
Curated Wealth Partners
2758
Curated Wealth Partners
California
USD 515 M +USD 70.6 M +16% 15.5% 39.9% 143 11.19% 1.7
Herald Investment Management
2759
Herald Investment Management
United Kingdom
USD 515 M +USD 64.9 M +14% 27.5% 493% 100 4% 4.8
Moody Aldrich Partners
2760
Moody Aldrich Partners
Massachusetts
USD 515 M +USD 19.4 M +4% 13.4% 336% 184 33.7% 1.3
CCM
2761
Cohen Capital Management
California
USD 515 M +USD 20.1 M +4% 5.18% 91.5% 139 4.32% 6.1
Tarbox Family Office
2762
Tarbox Family Office
California
USD 514 M +USD 19.3 M +4% 5.15% 66.4% 102 4.9% 6.6
Navellier & Associates
2763
Navellier & Associates
Nevada
USD 513 M +USD 38.1 M +8% 9.25% 361% 315 32.7% 1.6
Claret Asset Management
2764
Claret Asset Management
Quebec, Canada
USD 513 M +USD 6.19 M +1% 3.58% 73.3% 172 21.51% 3.4
TrinityPoint Wealth
2765
TrinityPoint Wealth
Connecticut
USD 512 M +USD 45.6 M +10% 6.88% 28.4% 293 11.95% 2.8
Hunter Associates Investment Management
2766
Hunter Associates Investment Management
Pennsylvania
USD 512 M +USD 44.4 M +10% 5.75% 76.1% 267 7.49% 3.7
Laidlaw Wealth Management
2767
Laidlaw Wealth Management
New York
USD 511 M +USD 21.4 M +4% 7.61% 150% 381 12.6% 1.7
Camden National Bank
2768
Camden National Bank
Maine
USD 511 M +USD 18.2 M +4% 5.66% 48.8% 125 8.8% 4.2
KLCM Advisors
2769
KLCM Advisors
Wisconsin
USD 511 M +USD 6.95 M +1% 1.25% 122% 147 14.29% 4.1
Compass Rose Asset Management
2770
Compass Rose Asset Management
New York
USD 511 M +USD 371 M +266% 9.35% 41% 7 85.71% 0.1
Great Point Partners
2771
Great Point Partners
Connecticut
USD 511 M +USD 1.51 M +0.3% 2.79% 710% 56 50% 0.5
TBH Global Asset Management
2772
TBH Global Asset Management
Tennessee
USD 510 M +USD 41.5 M +9% 5.53% 70.7% 220 12.73% 1.8
Cyrus Capital Partners
2773
Cyrus Capital Partners
New York
USD 510 M -USD 18.4 M -3% 0.99% 163% 9 11.11% 3.8
Adventist Health System West
2774
Adventist Health System West
California
USD 510 M +USD 26.3 M +5% 5.57% 60.2% 5 0% 2.8
Graham Holdings Co Master Retirement Trust
2775
Graham Holdings Co Master Retirement Trust
Virginia
USD 510 M +USD 124 M +32% 10.8% 46% 2 50% 0.8