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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)
Running Oak Capital
3176
Running Oak Capital
Minnesota
USD 390 M -USD 17.9 M -4% 3.39% 32.7% 57 0% 2.4
AMCA
3177
Arthur M. Cohen & Associates
Illinois
USD 390 M -USD 12.6 M -3% 1.36% 129% 141 12.06% 4.5
KI
3178
Kensington Investments
Netherlands
USD 390 M +USD 88.2 M +29% 26% – 1 0% 0.8
Element Pointe Advisors
3179
Element Pointe Advisors
Florida
USD 390 M +USD 1.14 M +0.3% 2.45% 75.1% 80 8.75% 2.3
Oliver Luxxe Assets
3180
Oliver Luxxe Assets
New Jersey
USD 389 M -USD 11.7 M -3% 1.36% 137% 184 23.37% 2.7
Truxt Investmentos
3181
Truxt Investmentos
Brazil
USD 389 M -USD 10.5 M -3% 1.86% – 27 51.85% 0.6
Ellis Investment Partners
3182
Ellis Investment Partners
Pennsylvania
USD 389 M -USD 19.5 M -5% 2.97% 70.8% 220 8.64% 3.9
Physician Wealth Advisors
3183
Physician Wealth Advisors
Utah
USD 389 M -USD 14.1 M -4% 3.82% 79.9% 156 8.97% 2.9
TAP Consulting
3184
TAP Consulting
Missouri
USD 389 M -USD 19 M -5% 2.97% 3.08% 155 23.23% 1.9
Partners in Financial Planning
3185
Partners in Financial Planning
Virginia
USD 389 M -USD 4.21 M -1% 3.67% 38.9% 98 6.12% 1.9
JT Stratford LLC
3186
JT Stratford LLC
Georgia
USD 388 M +USD 16 M +4% 2.44% 103% 253 19.37% 2.4
AXS Investments
3187
AXS Investments
New York
USD 387 M +USD 12.7 M +3% 1.22% 104% 492 41.46% 0.9
Vanderbilt University
3188
Vanderbilt University
Tennessee
USD 387 M -USD 3.31 M -0.8% 4.34% 61.8% 63 41.27% 1
Kora Management
3189
Kora Management
New York
USD 387 M +USD 15.5 M +4% 7.97% 307% 6 16.67% 1.7
IMA Advisory Services
3190
IMA Advisory Services
Colorado
USD 387 M -USD 2.25 M -0.6% 2.21% 74.5% 301 8.97% 3.9
SevenBridge Financial Group
3191
SevenBridge Financial Group
Pennsylvania
USD 387 M -USD 333 k -0.1% 2.94% 93.2% 192 12.5% 4.1
Ethos Financial Group
3192
Ethos Financial Group
Pennsylvania
USD 387 M +USD 90.6 M +31% 1.43% 63% 200 35.5% 0.5
Perseverance Asset Management International
3193
Perseverance Asset Management International
Cayman Islands
USD 386 M +USD 55.4 M +17% 13.9% 120% 17 29.41% 1
Ellenbecker Investment Group
3194
Ellenbecker Investment Group
Wisconsin
USD 386 M -USD 10.2 M -3% 4.08% 56.3% 103 12.62% 3.2
PPP
3195
Private Portfolio Partners
New Jersey
USD 386 M -USD 3.78 M -1% 3.33% 16.9% 266 12.03% 3.1
HM
3196
HCEP Management
Hong Kong
USD 386 M -USD 141 M -27% 6.64% 182% 18 50% 0.7
Capco Asset Management
3197
Capco Asset Management
Florida
USD 386 M -USD 2.88 M -0.7% 0.65% 46.1% 20 0% 4.6
Diversified
3198
Diversified
Delaware
USD 385 M -USD 7.22 M -2% 3.08% 34.4% 149 10.07% 1.8
PS
3199
Presima Securities
Quebec, Canada
USD 385 M +USD 20.9 M +6% 6.14% 10.3% 48 4.17% 4.2
Iowa State Bank
3200
Iowa State Bank
Iowa
USD 385 M -USD 13.1 M -3% 2.52% 85.7% 110 2.73% 5.6