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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)
George Kaiser Family Foundation
2751
George Kaiser Family Foundation
Oklahoma
USD 654 M +USD 88.4 M +16% 15.7% 106% 19 15.79% 3.1
Pilgrim Global Advisors
2752
Pilgrim Global Advisors
Nevada
USD 653 M +USD 145 M +28% 29.5% – 7 42.86% 0.5
Slow Capital
2753
Slow Capital
California
USD 653 M +USD 35 M +6% 6.74% 156% 130 13.85% 4.7
Maltese Capital Management
2754
Maltese Capital Management
New York
USD 652 M +USD 111 M +20% 14.6% 114% 112 25.89% 2.8
One Wealth Advisors
2755
One Wealth Advisors
California
USD 652 M +USD 185 M +40% 5.72% 66% 274 18.25% 1.5
NM
2756
Newtyn Management
New York
USD 651 M +USD 119 M +22% 13.9% 52% 44 18.18% 1.8
Biglari Capital Corp
2757
Biglari Capital Corp
Texas
USD 651 M -USD 5.56 M -0.8% 1.34% 72.7% 13 7.69% 4.8
Adventist Health System West
2758
Adventist Health System West
California
USD 650 M +USD 34.4 M +6% 5.8% 60.2% 7 0% 2.2
Ophir Asset Management
2759
Ophir Asset Management
Australia
USD 650 M +USD 85.6 M +15% 14.6% 282% 41 43.9% 0.6
McMorgan & Co
2760
McMorgan & Co
California
USD 649 M +USD 19 M +3% 3.73% 30.1% 59 6.78% 2.1
Colonial Trust
2761
Colonial Trust
South Carolina
USD 648 M +USD 80.6 M +14% 6.71% 75.5% 1,150 18.61% 1.3
Iron Gate Global Advisors
2762
Iron Gate Global Advisors
Utah
USD 647 M +USD 40.7 M +7% 6.3% 106% 106 21.7% 3.5
Foundation Resource Management
2763
Foundation Resource Management
Arkansas
USD 647 M +USD 21 M +3% 5.32% 84.5% 54 7.41% 7.5
Zevin Asset Management
2764
Zevin Asset Management
Massachusetts
USD 647 M +USD 29 M +5% 6.05% 71.7% 82 3.66% 5.3
Hunter Associates Investment Management
2765
Hunter Associates Investment Management
Pennsylvania
USD 646 M +USD 50.9 M +9% 7.29% 81.7% 264 7.2% 4.4
BlueSky Wealth Advisors
2766
BlueSky Wealth Advisors
North Carolina
USD 644 M +USD 49.6 M +8% 5.83% 45.9% 77 3.9% 2.4
Stockman Wealth Management
2767
Stockman Wealth Management
Montana
USD 643 M +USD 72.9 M +13% 6.66% 77.5% 185 6.49% 5
USA Financial Formulas
2768
USA Financial Formulas
Michigan
USD 643 M +USD 26.4 M +4% 5.62% 104% 377 53.32% 1.2
Meridian Wealth Partners
2769
Meridian Wealth Partners
Pennsylvania
USD 643 M +USD 76.6 M +14% 5.58% 54.2% 116 14.66% 2.9
Octagon Capital Advisors
2770
Octagon Capital Advisors
New York
USD 643 M +USD 6.63 M +1% 13.8% 2,969% 52 30.77% 0.9
Cardinal Capital Management Inc (North Carolina)
2771
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 643 M +USD 49 M +8% 7.91% 86.4% 136 5.88% 8
New England Asset Management
2772
New England Asset Management
Connecticut
USD 642 M +USD 40.2 M +7% 8.5% 55.6% 121 4.13% 5.3
Blue Edge Capital
2773
Blue Edge Capital
Virginia
USD 642 M +USD 37.7 M +6% 5.87% 67.4% 118 12.71% 5.4
KWMG
2774
King Wealth Management Group
Florida
USD 642 M +USD 41.9 M +7% 5.77% 86% 157 12.1% 5.5
Total Wealth Planning
2775
Total Wealth Planning
Ohio
USD 641 M +USD 31.3 M +5% 6.48% 37.2% 92 5.43% 3.1