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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)
Center for Financial Planning
2951
Center for Financial Planning
Michigan
USD 488 M -USD 541 k -0.1% 3.9% 64.4% 585 11.45% 1.6
HA
2952
Harbor Advisors
Florida
USD 488 M -USD 50 M -9% 6.32% 125% 194 10.82% 3.2
Fagan Associates
2953
Fagan Associates
New York
USD 487 M -USD 39.8 M -8% 5.01% 127% 135 11.11% 3.4
Evolution Wealth Advisors
2954
Evolution Wealth Advisors
Florida
USD 487 M -USD 175 M -27% 4.84% 96% 150 26% 1.6
Makaira Partners
2955
Makaira Partners
California
USD 486 M -USD 62.1 M -11% 8.79% 22% 11 18.18% 3.4
Vanderbilt University
2956
Vanderbilt University
Tennessee
USD 486 M +USD 10.5 M +2% 10% 76.4% 51 62.75% 0.5
Procyon Advisors
2957
Procyon Advisors
Connecticut
USD 485 M +USD 16.4 M +3% 4.25% 92.3% 361 17.17% 1.4
Fieldpoint Private Securities
2958
Fieldpoint Private Securities
Connecticut
USD 485 M -USD 24.7 M -5% 3.66% 47.2% 1,788 10.91% 1.4
Probity Advisors
2959
Probity Advisors
Texas
USD 485 M -USD 20.9 M -4% 3.85% 61.7% 199 8.04% 4
Paradigm Operations
2960
Paradigm Operations
California
USD 483 M -USD 159 M -25% 24.8% 230% 1 0% 0.3
Arkansas Financial Group
2961
Arkansas Financial Group
Arkansas
USD 483 M -USD 15.2 M -3% 4.6% 41.4% 48 4.17% 3.8
VHMC
2962
Value Holdings Management Company
New York
USD 482 M +USD 13.3 M +3% 3.11% 125% 50 2% 4.1
Divergent Wealth Advisors
2963
Divergent Wealth Advisors
Utah
USD 482 M -USD 11.4 M -2% 4.51% 14.7% 23 21.74% 2.9
Stockman Wealth Management
2964
Stockman Wealth Management
Montana
USD 482 M -USD 8 M -2% 0.05% 77.5% 214 12.62% 3.7
World Investment Advisors
2965
World Investment Advisors
California
USD 482 M +USD 3.64 M +0.8% 2.9% 65.4% 288 13.54% 1.6
HI
2966
Hyundai Investments
South Korea
USD 481 M +USD 21.1 M +5% 4.58% 74.8% 1 0% 0.3
Rush Island Management
2967
Rush Island Management
New York
USD 481 M -USD 64.1 M -12% 1.44% 15.5% 21 38.1% 0.7
Wealth Advisory Solutions
2968
Wealth Advisory Solutions
Indiana
USD 481 M – – 1.48% 60.5% 147 – 1.3
Capital Investment Counsel Inc
2969
Capital Investment Counsel Inc
North Carolina
USD 481 M -USD 54 M -10% 3.04% 174% 225 24.89% 4.1
JC
2970
JBF Capital
Colorado
USD 480 M -USD 50.5 M -10% 2.85% 93.6% 123 52.85% 1.4
Hengistbury Investment Partners
2971
Hengistbury Investment Partners
United Kingdom
USD 480 M -USD 23.7 M -5% 7.43% 108% 7 42.86% 2.4
SailingStone Capital Partners
2972
SailingStone Capital Partners
Texas
USD 480 M +USD 137 M +40% 61.5% 152% 13 30.77% 3
Winthrop Advisory Group
2973
Winthrop Advisory Group
Massachusetts
USD 480 M -USD 18.2 M -4% 4.93% 78.3% 152 17.11% 2.4
Kinnevik AB
2974
Kinnevik AB
Sweden
USD 479 M -USD 299 M -38% 26.7% 51.4% 2 0% 0.3
Granite Point Capital Management
2975
Granite Point Capital Management
Massachusetts
USD 479 M -USD 111 M -19% 7.48% 125% 168 49.4% 0.9