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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)
Golden State Equity Partners
2776
Golden State Equity Partners
California
USD 641 M +USD 160 M +33% 6.65% – 929 57.05% 0.7
Titan Global Capital Management USA
2777
Titan Global Capital Management USA
New York
USD 640 M +USD 12.6 M +2% 5.26% 191% 66 10.61% 2
CPIH
2778
Consolidated Press International Holdings
Australia
USD 640 M -USD 153 M -19% 1.36% – 15 26.67% 0.8
Quadcap Wealth Management
2779
Quadcap Wealth Management
Texas
USD 640 M +USD 85.6 M +15% 7.29% – 407 12.53% 0.6
Northside Capital Management
2780
Northside Capital Management
Oregon
USD 640 M +USD 58.3 M +10% 8.61% 99.6% 123 15.45% 4.3
Dudley & Shanley
2781
Dudley & Shanley
Florida
USD 640 M +USD 57.8 M +10% 11% 67.9% 37 5.41% 3.5
Quantum Financial Advisors
2782
Quantum Financial Advisors
California
USD 639 M +USD 69.4 M +12% 6.47% 61.1% 199 22.11% 1.2
Sompo Asset Management
2783
Sompo Asset Management
Japan
USD 638 M +USD 46.3 M +8% 7.24% 84.7% 200 7.5% 3.4
Pale Fire Capital SE
2784
Pale Fire Capital SE
Czech Republic
USD 638 M -USD 249 M -28% 7.03% 223% 68 51.47% 0.6
Almanack Investment Partners
2785
Almanack Investment Partners
Pennsylvania
USD 637 M +USD 43.2 M +7% 5.62% 77.8% 192 13.54% 2.3
Southern Farm Bureau Life Insurance
2786
Southern Farm Bureau Life Insurance
Mississippi
USD 636 M +USD 27.8 M +5% 7.07% 52.3% 17 11.76% 2.5
Covenant Asset Management
2787
Covenant Asset Management
New Jersey
USD 636 M +USD 7.31 M +1% 3.77% 177% 177 6.21% 3.7
180 Wealth Advisors
2788
180 Wealth Advisors
Washington
USD 635 M +USD 22.2 M +4% 6.21% 136% 461 9.33% 3.2
Roble Belko & Company
2789
Roble Belko & Company
Pennsylvania
USD 634 M +USD 37.2 M +6% 5.94% 53.3% 411 10.46% 4.3
Premier Path Wealth Partners
2790
Premier Path Wealth Partners
New Jersey
USD 634 M +USD 47.5 M +8% 6.53% 98.8% 385 10.13% 0.6
Sendero Wealth Management
2791
Sendero Wealth Management
Texas
USD 634 M +USD 39.9 M +7% 5.63% 99.2% 164 10.37% 1.5
Soundwatch Capital
2792
Soundwatch Capital
Connecticut
USD 634 M +USD 616 M +3,389% 5.52% 68.6% 34 58.82% 0.7
RBO & Co
2793
RBO & Co
California
USD 634 M +USD 73.8 M +13% 11.3% 27.9% 53 0% 7.2
Twin Focus Capital Partners
2794
Twin Focus Capital Partners
Massachusetts
USD 634 M +USD 7.92 M +1% 5.61% 92.5% 151 11.92% 4.8
JC
2795
Joho Capital
New York
USD 633 M -USD 73.8 M -10% 1.88% 80.2% 13 15.38% 2
Kavar Capital Partners Group
2796
Kavar Capital Partners Group
Kansas
USD 632 M +USD 77.6 M +14% 7.17% 77.2% 184 13.59% 4.6
TFC Financial Management
2797
TFC Financial Management
Massachusetts
USD 632 M +USD 62 M +11% 6.37% 66.9% 1,118 23.43% 1.9
Versor Investments
2798
Versor Investments
New York
USD 632 M +USD 89.5 M +17% 8.99% 240% 1,038 61.08% 0.4
First Turn Management
2799
First Turn Management
California
USD 632 M +USD 16.9 M +3% 20.3% – 49 48.98% 0.4
Quadratic Capital Management
2800
Quadratic Capital Management
Connecticut
USD 631 M +USD 84.9 M +16% 3.22% 0.6% 2 0% 3.4