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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)
MAA
3151
Mraz Amerine & Associates
California
USD 487 M -USD 42.4 M -8% 1.27% 69.8% 180 7.78% 5.5
Gries Financial
3152
Gries Financial
Ohio
USD 486 M -USD 112 M -19% 1.52% 71.3% 290 21.38% 1.5
Heritage Investment Group
3153
Heritage Investment Group
Florida
USD 486 M +USD 351 k +0.1% 0.6% 51.2% 106 11.32% 1.8
Deer Management Company
3154
Deer Management Company
New York
USD 486 M -USD 65.6 M -12% 5.32% 154% 12 0% 2.3
Think Investments
3155
Think Investments
California
USD 486 M +USD 37.6 M +8% 10.5% 285% 23 26.09% 2.7
Scientech Research LLC
3156
Scientech Research LLC
New Jersey
USD 485 M +USD 297 M +157% 0.43% – 786 78.24% 0.1
Blue Bell Private Wealth Management
3157
Blue Bell Private Wealth Management
Pennsylvania
USD 484 M +USD 18.1 M +4% 3.25% 62.5% 740 5.81% 2.8
PSquared Asset Management
3158
PSquared Asset Management
Switzerland
USD 484 M -USD 158 M -25% 2.62% 178% 16 56.25% 0.3
Marotta Asset Management
3159
Marotta Asset Management
Virginia
USD 483 M +USD 24 k +0% 0.62% 51% 110 5.45% 3.3
Summit Asset Management
3160
Summit Asset Management
Tennessee
USD 483 M +USD 16.9 M +4% 0.31% 48.9% 162 6.17% 6.1
Probity Advisors
3161
Probity Advisors
Texas
USD 483 M -USD 868 k -0.2% 0.54% 61.7% 216 7.41% 4.9
Lineweaver Wealth Advisors
3162
Lineweaver Wealth Advisors
Ohio
USD 483 M +USD 61.5 M +15% 3.21% 68.4% 136 16.18% 2.4
Sentinel Pension Advisors
3163
Sentinel Pension Advisors
Massachusetts
USD 482 M +USD 14.5 M +3% 1.82% 46.5% 117 13.68% 2.4
Summit Wealth Partners
3164
Summit Wealth Partners
Florida
USD 482 M +USD 12.6 M +3% 1.15% 44.9% 233 9.44% 2.6
Armbruster Capital Management
3165
Armbruster Capital Management
New York
USD 482 M +USD 11.6 M +2% 0.68% 66.7% 120 12.5% 4.8
West Financial Advisors
3166
West Financial Advisors
Iowa
USD 482 M +USD 15.5 M +3% 1.01% 49.1% 166 10.84% 2.3
Well Done LLC
3167
Well Done LLC
Michigan
USD 481 M -USD 27.2 M -5% 1.16% 80.4% 191 9.42% 4
Smithbridge Asset Management
3168
Smithbridge Asset Management
Pennsylvania
USD 481 M -USD 3.36 M -0.7% 4.36% – 134 2.24% 4.7
KAS
3169
Kemnay Advisory Services
New York
USD 481 M -USD 39.4 M -8% 2.92% 167% 27 18.52% 3.5
Squadra Investments
3170
Squadra Investments
Brazil
USD 481 M -USD 170 M -26% 21.8% 1.55% 6 66.67% 1.2
MJP Associates
3171
MJP Associates
Connecticut
USD 481 M +USD 21.2 M +5% 3.39% 60.9% 247 13.77% 1.4
Golden State Equity Partners
3172
Golden State Equity Partners
California
USD 480 M – – 4.78% – 408 – 1.2
Point72 Asia (Singapore)
3173
Point72 Asia (Singapore)
Singapore
USD 480 M +USD 95.6 M +25% 2.66% – 1,618 73.73% 0.1
Opes Wealth Management
3174
Opes Wealth Management
California
USD 479 M +USD 46.1 M +11% 6.49% 54.1% 139 9.35% 2.8
CRB
3175
Chad R. Baker
USD 479 M +USD 9.48 M +2% 5.79% 123% 54 7.41% 5.8