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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)
Elm Ridge Management
3176
Elm Ridge Management
New York
USD 223 M -USD 14.3 M -6% 9.04% 93.6% 31 12.9% 2.3
KAS
3177
Kemnay Advisory Services
New York
USD 223 M -USD 9.01 M -4% 7% 167% 138 46.38% 1.4
Blue Bell Private Wealth Management
3178
Blue Bell Private Wealth Management
Pennsylvania
USD 223 M +USD 13.4 M +6% 3.41% 62.5% 252 11.51% 3.1
BDO Wealth Advisors
3179
BDO Wealth Advisors
Florida
USD 223 M +USD 21 M +10% 4.29% 38.3% 507 20.12% 0.4
Stockman Wealth Management
3180
Stockman Wealth Management
Montana
USD 223 M +USD 13.6 M +6% 5.02% 73.5% 161 16.77% 1.4
Diameter Capital Partners
3181
Diameter Capital Partners
New York
USD 223 M – – 8.94% 378% 15 – 0
ThornTree Capital Partners
3182
ThornTree Capital Partners
Massachusetts
USD 222 M -USD 7.4 M -3% 2.96% 217% 19 31.58% 0.6
Edmonds Duncan Registered Investment Advisors
3183
Edmonds Duncan Registered Investment Advisors
Kansas
USD 222 M +USD 6.9 M +3% 3.14% 12.8% 111 4.5% 1.5
Iowa State Bank
3184
Iowa State Bank
Iowa
USD 222 M +USD 9.7 M +5% 6.32% 85.7% 99 8.08% 2.9
Northwestern University
3185
Northwestern University
Illinois
USD 222 M +USD 78 M +54% 7.67% 28.2% 3 33.33% 1.3
TRV GP
3186
TRV GP
Massachusetts
USD 221 M – – 0.13% 3,178% 5 – 0
Western Asset Management Company
3187
Western Asset Management Company
California
USD 221 M +USD 1.92 M +0.9% 0.56% 2.29% 25 24% 1.2
Goodman Financial
3188
Goodman Financial
Texas
USD 221 M +USD 16.6 M +8% 7.41% 52.5% 159 67.3% 0.6
Biltmore Family Office
3189
Biltmore Family Office
North Carolina
USD 221 M – – 4.55% 78.1% 150 – 0
GIM
3190
Greystone Investment Management
Ohio
USD 221 M +USD 13 M +6% 7.48% 32.8% 53 11.32% 2.7
SYM Financial Corp
3191
SYM Financial Corp
Indiana
USD 221 M – – 3.5% 56% 76 – 0
Paradigm Financial Advisors
3192
Paradigm Financial Advisors
Missouri
USD 220 M +USD 13.5 M +7% 6.76% 114% 113 6.19% 2.7
General Pension Society PZU Joint Stock
3193
General Pension Society PZU Joint Stock
Poland
USD 220 M +USD 11.7 M +6% 15.5% 116% 14 0% 3.7
TSP Capital Management Group
3194
TSP Capital Management Group
New Jersey
USD 220 M +USD 10.2 M +5% 7.13% 186% 60 1.67% 2.6
U.S. Global Investors (USGI)
3195
U.S. Global Investors (USGI)
Texas
USD 219 M -USD 117 M -35% 6.62% 151% 193 61.66% 0.7
SH
3196
Sandia Holdings
Connecticut
USD 219 M -USD 13.6 M -6% 6.22% – 28 14.29% 0.7
Matisse Capital
3197
Matisse Capital
Oregon
USD 219 M +USD 9.32 M +4% 2.1% 66.9% 134 10.45% 1
PVG Asset Management
3198
PVG Asset Management
Colorado
USD 219 M -USD 9.04 M -4% 1.54% – 101 48.51% 1
GCMG
3199
Gyroscope Capital Management Group
Florida
USD 219 M +USD 20.6 M +10% 8.42% 24.8% 119 23.53% 1
Armbruster Capital Management
3200
Armbruster Capital Management
New York
USD 219 M +USD 23.7 M +12% 5.46% 66.7% 287 17.42% 1.5