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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)
Texas Treasury Safekeeping Trust Company
3001
Texas Treasury Safekeeping Trust Company
Texas
USD 306 M +USD 3.68 M +1% 1.55% 43.7% 5 40% 1.2
Human Investing
3002
Human Investing
Oregon
USD 306 M +USD 23.9 M +8% 6.82% 56.9% 408 21.32% 0.8
Ninepoint Partners
3003
Ninepoint Partners
Ontario, Canada
USD 306 M +USD 45.5 M +17% 7.2% 82.6% 110 50% 0.8
Diana Davis Spencer Foundation
3004
Diana Davis Spencer Foundation
Maryland
USD 306 M -USD 1.93 M -0.6% 0.62% 13.4% 3 0% 5
BlueSky Wealth Advisors
3005
BlueSky Wealth Advisors
North Carolina
USD 306 M +USD 15.7 M +5% 3.27% 45.9% 63 6.35% 2.5
Marietta Investment Partners
3006
Marietta Investment Partners
Wisconsin
USD 306 M +USD 14.5 M +5% 11% 160% 157 14.65% 3
Verus Capital Partners
3007
Verus Capital Partners
Arizona
USD 306 M – – 9.06% 158% 1,601 – 0
Marquette Asset Management
3008
Marquette Asset Management
Minnesota
USD 306 M +USD 6.71 M +2% 8.16% 69.6% 271 13.65% 1.8
Sky Investment Group
3009
Sky Investment Group
Connecticut
USD 306 M +USD 15.2 M +5% 5.99% 81.4% 104 5.77% 4.2
PAM
3010
Premier Asset Management
Illinois
USD 305 M -USD 114 M -27% 13.1% 104% 139 33.09% 2.5
MAK Capital One
3011
MAK Capital One
New York
USD 305 M +USD 55 M +22% 12.8% 200% 8 37.5% 1.4
LP
3012
LGL Partners
Pennsylvania
USD 305 M +USD 64.1 M +27% 7.37% 68.9% 108 9.26% 1.9
KC
3013
Keenan Capital
California
USD 304 M +USD 28.8 M +10% 13.1% 110% 15 13.33% 1.5
Glovista Investments
3014
Glovista Investments
New Jersey
USD 304 M +USD 26.9 M +10% 6.41% 2.48% 105 30.48% 2.5
AGF Investments America
3015
AGF Investments America
Ontario, Canada
USD 304 M +USD 2.87 M +1% 5.48% 72.1% 64 1.56% 3.3
Marietta Wealth Management
3016
Marietta Wealth Management
Georgia
USD 303 M +USD 29 M +11% 7.25% 93% 118 4.24% 2.3
Ashton Thomas Private Wealth
3017
Ashton Thomas Private Wealth
Arizona
USD 303 M +USD 63.6 M +27% 6.45% 85.9% 242 30.99% 0.5
Founders Capital Management (Connecticut)
3018
Founders Capital Management (Connecticut)
Connecticut
USD 303 M +USD 21.8 M +8% 7.05% 99.9% 58 8.62% 3.5
Cliffwater
3019
Cliffwater
California
USD 303 M +USD 47.2 M +18% 5.19% 29.4% 22 4.55% 1.7
Dorsey Wright & Associates
3020
Dorsey Wright & Associates
California
USD 303 M -USD 94.8 M -24% 14.2% 311% 381 55.64% 0.5
Forest Hill Capital
3021
Forest Hill Capital
Arkansas
USD 303 M +USD 18.6 M +7% 9.16% 132% 50 10% 3.8
Domani Wealth
3022
Domani Wealth
Pennsylvania
USD 303 M +USD 26.9 M +10% 7.84% 48.6% 119 12.61% 3
KSCM
3023
Key Square Capital Management
Connecticut
USD 302 M -USD 61 M -17% 1.67% 50.2% 9 55.56% 0.4
Financial Management Professionals
3024
Financial Management Professionals
Texas
USD 302 M +USD 30.8 M +11% 6.72% 67.3% 382 22.25% 2.7
III
3025
Independent Investors Inc
New York
USD 302 M +USD 35.6 M +13% 15.2% 94.5% 78 10.26% 4.8