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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)
Brooklyn Investment Group
2801
Brooklyn Investment Group
New York
USD 740 M -USD 21.3 M -3% 7.3% – 3,306 80.1% 1.1
Strategic Planning Group
2802
Strategic Planning Group
Utah
USD 740 M +USD 124 M +20% 12.3% 162% 87 27.59% 1.3
O'Brien Wealth Partners
2803
O'Brien Wealth Partners
Massachusetts
USD 738 M +USD 101 M +16% 6.22% 56.7% 103 21.36% 2.8
HG Vora Capital Management
2804
HG Vora Capital Management
New York
USD 738 M -USD 170 M -19% 0.52% 42.6% 17 23.53% 1.6
Manchester Capital Management
2805
Manchester Capital Management
Vermont
USD 738 M -USD 23.3 M -3% 10.1% 86.7% 1,353 16.04% 3.9
Roble Belko & Company
2806
Roble Belko & Company
Pennsylvania
USD 738 M +USD 50.3 M +7% 6.41% 53.3% 498 13.45% 4.3
Torray Investment Partners
2807
Torray Investment Partners
Maryland
USD 737 M +USD 48.2 M +7% 8.24% 82.4% 109 18.35% 4.8
First National Advisers
2808
First National Advisers
Nebraska
USD 737 M +USD 54 M +8% 8.44% 87.9% 232 6.47% 1.9
Tennessee Valley Asset Management Partners
2809
Tennessee Valley Asset Management Partners
Tennessee
USD 737 M +USD 343 M +87% 7.44% 65.7% 185 56.22% 1.1
Graham Holdings Co Master Retirement Trust
2810
Graham Holdings Co Master Retirement Trust
Virginia
USD 736 M +USD 16.1 M +2% 2.31% 46% 2 0% 3
Cadinha & Co
2811
Cadinha & Co
Hawaii
USD 736 M +USD 133 M +22% 7.55% 132% 106 9.43% 6.4
United Capital Management of KS
2812
United Capital Management of KS
Kansas
USD 735 M +USD 97.1 M +15% 16.4% 272% 129 25.58% 2.4
Versant Capital Management
2813
Versant Capital Management
Arizona
USD 735 M +USD 76.2 M +12% 10.2% 97.3% 2,736 7.53% 4.1
Benchstone Capital Management
2814
Benchstone Capital Management
New York
USD 733 M -USD 400 M -35% 7.51% – 43 55.81% 0.4
Wahed Invest
2815
Wahed Invest
New York
USD 732 M +USD 75.3 M +11% 13.6% 140% 238 14.71% 2.6
Intellus Advisors
2816
Intellus Advisors
Florida
USD 731 M +USD 60.5 M +9% 10.4% – 145 14.48% 0.6
CRA Financial Services
2817
CRA Financial Services
New Jersey
USD 731 M +USD 76.8 M +12% 8.41% 91.9% 298 8.05% 3.5
SJS Investment Consulting
2818
SJS Investment Consulting
Ohio
USD 731 M +USD 100 M +16% 6.51% 69.4% 1,705 13.37% 2.6
Power Corp of Canada
2819
Power Corp of Canada
Canada
USD 730 M -USD 22.7 M -3% 3.02% 14.4% 1 0% 1.8
Aperture Investors
2820
Aperture Investors
New York
USD 730 M -USD 36.5 M -5% 9.56% 211% 101 37.62% 1.4
Buck Wealth Strategies
2821
Buck Wealth Strategies
Colorado
USD 730 M +USD 73.2 M +11% 4.99% 48.4% 178 17.98% 0.8
Canyon Capital Advisors
2822
Canyon Capital Advisors
Texas
USD 729 M +USD 6.36 M +0.9% 16.1% 78% 16 12.5% 2.4
High Probability Advisors
2823
High Probability Advisors
New York
USD 729 M +USD 60.6 M +9% 5.28% 52.6% 65 7.69% 3
SSCM
2824
Summit Street Capital Management
New York
USD 729 M +USD 123 M +20% 21.9% 217% 32 12.5% 5.5
Capital Planning Advisors
2825
Capital Planning Advisors
California
USD 728 M +USD 46.3 M +7% 7.61% 64.2% 154 18.18% 4.4