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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)
Corbyn Investment Management
2951
Corbyn Investment Management
Maryland
USD 284 M +USD 40.3 M +17% 4.44% 71.9% 52 3.85% 3
Xponance
2952
Xponance
Pennsylvania
USD 284 M -USD 3.45 M -1% 0.89% 144% 75 34.67% 0.9
MCG
2953
McCollum Christoferson Group
New York
USD 283 M +USD 12.3 M +5% 7.15% 59.4% 71 4.23% 1.3
Bodenholm Capital
2954
Bodenholm Capital
Sweden
USD 283 M +USD 10.3 M +4% 5.05% 86% 12 50% 0.5
Stratford Consulting
2955
Stratford Consulting
Texas
USD 283 M +USD 3.46 M +1% 1.49% 8.23% 59 8.47% 4.3
Rossmore Private Capital
2956
Rossmore Private Capital
Connecticut
USD 283 M +USD 11.5 M +4% 1.42% 75.4% 133 6.02% 1.2
The Family Firm
2957
The Family Firm
Maryland
USD 283 M +USD 8.05 M +3% 2.06% 40.2% 142 3.52% 3.1
CIA
2958
CSat Investment Advisory
Michigan
USD 283 M +USD 85.2 M +43% 3.82% 87.4% 1,078 48.98% 0.5
Legacy Financial Advisors
2959
Legacy Financial Advisors
Kentucky
USD 283 M -USD 12.4 M -4% 3.81% 86.3% 1,081 89.64% 1.4
Icon Wealth Partners
2960
Icon Wealth Partners
Texas
USD 283 M +USD 15 M +6% 2.62% – 916 82.1% 1.3
Old Second National Bank of Aurora
2961
Old Second National Bank of Aurora
Illinois
USD 283 M +USD 3.37 M +1% 4.26% 93.7% 401 9.48% 3.7
Greencape Capital
2962
Greencape Capital
Australia
USD 282 M +USD 53.4 M +23% 4% 98.1% 8 50% 1.2
Lafayette Investments
2963
Lafayette Investments
Maryland
USD 282 M +USD 10.8 M +4% 5.6% 77.9% 92 14.13% 3.6
JGP Wealth Management
2964
JGP Wealth Management
Oregon
USD 282 M +USD 18.2 M +7% 4.94% 87.8% 130 9.23% 0.8
United Fire Group
2965
United Fire Group
Iowa
USD 282 M +USD 13.3 M +5% 5.03% 27.4% 120 6.67% 4.8
PWAP
2966
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 282 M +USD 14.5 M +5% 3.15% 58.5% 137 5.11% 4.4
Rational Advisors
2967
Rational Advisors
New York
USD 282 M -USD 87.8 M -24% 6.46% 37.7% 601 18.8% 1.2
Founders Capital Management (Connecticut)
2968
Founders Capital Management (Connecticut)
Connecticut
USD 282 M +USD 9.12 M +3% 4.47% 99.9% 59 6.78% 3
Stoneridge Investment Partners
2969
Stoneridge Investment Partners
Pennsylvania
USD 282 M -USD 58.2 M -17% 1.04% 44.2% 151 51.66% 1.3
AMG
2970
Asset Management Group
Connecticut
USD 282 M +USD 5.89 M +2% 3.12% 57% 108 2.78% 4.9
Acuta Capital Partners
2971
Acuta Capital Partners
California
USD 281 M +USD 70.9 M +34% 56.4% 7,269% 43 53.49% 1.1
BlueSky Wealth Advisors
2972
BlueSky Wealth Advisors
North Carolina
USD 281 M +USD 4.3 M +2% 1.82% 42.9% 62 9.68% 2
Bronte Capital Management
2973
Bronte Capital Management
Australia
USD 281 M +USD 14.1 M +5% 2.07% 123% 14 42.86% 0.3
Ramsay Stattman Vela & Price
2974
Ramsay Stattman Vela & Price
Colorado
USD 280 M +USD 5.86 M +2% 3.46% 81.8% 57 0% 5.1
PenderFund Capital Management
2975
PenderFund Capital Management
British Columbia, Canada
USD 280 M -USD 63.8 M -19% 4.82% 129% 79 41.77% 0.7