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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)
Everest Financial Group
3101
Everest Financial Group
Minnesota
USD 738 M +USD 131 M +22% 35.3% – 221 15.84% 0.3
Barton Investment Management
3102
Barton Investment Management
Pennsylvania
USD 738 M -USD 59.1 M -7% 0.9% 80.3% 61 13.11% 6.4
LS Investment Advisors
3103
LS Investment Advisors
Michigan
USD 738 M +USD 69.6 M +10% 14.7% 98.7% 137 15.33% 8.5
Herald Investment Management
3104
Herald Investment Management
United Kingdom
USD 737 M +USD 19.7 M +3% 84.6% 493% 97 5.15% 5.5
GFI Investment Counsel
3105
GFI Investment Counsel
Ontario, Canada
USD 737 M +USD 5.78 M +0.8% 5.97% 41.8% 31 25.81% 2.9
Kingsway Capital Partners
3106
Kingsway Capital Partners
USD 736 M – – 30.6% – 5 – 0
Walmart Inc
3107
Walmart Inc
Arkansas
USD 736 M -USD 104 M -12% 10.2% – 3 0% 1.3
GR Financial Group
3108
GR Financial Group
Arizona
USD 736 M +USD 434 M +144% 14.6% 66.6% 42 59.52% 1.1
S-Bank Fund Management
3109
S-Bank Fund Management
Finland
USD 736 M +USD 64.7 M +10% 18.4% – 303 59.08% 0.6
CCM
3110
Cohen Capital Management
California
USD 735 M +USD 91.1 M +14% 24.2% 91.5% 159 7.55% 6.9
Daido Life Insurance Company
3111
Daido Life Insurance Company
Japan
USD 735 M +USD 57.2 M +8% 15.7% 68.7% 7 28.57% 5.5
Virtus Wealth Solutions
3112
Virtus Wealth Solutions
New Jersey
USD 735 M +USD 210 M +40% 106% – 67 40.3% 0.9
GF
3113
Greenfield FTC
Nevada
USD 735 M +USD 210 M +40% 14.9% 75.4% 4 25% 2.9
Balboa Wealth Partners
3114
Balboa Wealth Partners
Arizona
USD 734 M +USD 138 M +23% 32% 197% 508 21.65% 1.5
LPPL
3115
Loftus Peak Pty Ltd
Australia
USD 734 M – – 45.5% – 26 – 0
MainStreet Investment Advisors
3116
MainStreet Investment Advisors
Illinois
USD 734 M +USD 69.7 M +10% 13.1% 60.8% 170 9.41% 4.2
Graham Holdings Co Master Retirement Trust
3117
Graham Holdings Co Master Retirement Trust
Virginia
USD 734 M +USD 27.7 M +4% 3.93% 46% 2 0% 3.8
Smithbridge Asset Management
3118
Smithbridge Asset Management
Pennsylvania
USD 734 M +USD 59.8 M +9% 18.6% – 192 6.77% 4.1
Keywise Capital Management (HK)
3119
Keywise Capital Management (HK)
Hong Kong
USD 734 M +USD 104 M +17% 35.2% 684% 16 37.5% 1.5
Annandale Capital
3120
Annandale Capital
Texas
USD 733 M +USD 24 M +3% 8.07% 57.2% 139 20.86% 2.6
Massachusetts Institute of Technology
3121
Massachusetts Institute of Technology
Massachusetts
USD 733 M +USD 156 M +27% 3.48% 35.7% 8 37.5% 2.7
Liquid Strategies
3122
Liquid Strategies
Georgia
USD 732 M +USD 267 M +57% 11.8% 46.8% 9 22.22% 5.4
Hudson Edge Investment Partners
3123
Hudson Edge Investment Partners
New Jersey
USD 732 M +USD 47.7 M +7% 16.6% 68.8% 130 27.69% 3.6
Decheng Capital
3124
Decheng Capital
California
USD 732 M +USD 70.4 M +11% 15.9% – 15 13.33% 1.9
ThornTree Capital Partners
3125
ThornTree Capital Partners
Massachusetts
USD 731 M +USD 168 M +30% 18.1% 217% 21 33.33% 1.8