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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)
Riverpoint Wealth Management Holdings
3201
Riverpoint Wealth Management Holdings
Illinois
USD 256 M +USD 51.5 M +25% 19.9% 53.6% 74 16.22% 2.1
Financial Partners Group (Kansas)
3202
Financial Partners Group (Kansas)
Kansas
USD 256 M +USD 94.6 M +59% 19.9% 76.7% 104 38.46% 1.1
Turiya Advisors Asia
3203
Turiya Advisors Asia
Hong Kong
USD 256 M +USD 13.2 M +5% 32.5% 247% 11 81.82% 0.2
Bridgeworth
3204
Bridgeworth
Alabama
USD 256 M +USD 36.1 M +16% 18.8% 19.3% 133 15.79% 2
RV Capital
3205
RV Capital
Switzerland
USD 256 M +USD 115 M +81% 86.2% 250% 6 16.67% 1.1
Roberts, Glore & Co
3206
Roberts, Glore & Co
Illinois
USD 256 M +USD 21.5 M +9% 16.2% 72.3% 180 17.22% 3.9
MP
3207
Mediatel Partners
Texas
USD 255 M +USD 27.8 M +12% 12.3% 11.6% 2 0% 7
Weld Capital Management
3208
Weld Capital Management
New York
USD 255 M +USD 58.8 M +30% 32% – 719 82.34% 0.1
Vector Capital Management
3209
Vector Capital Management
California
USD 255 M +USD 122 M +92% 31.4% 42.7% 5 40% 0.2
Thames Capital Management
3210
Thames Capital Management
New Jersey
USD 255 M +USD 127 M +100% 28% 1,177% 48 45.83% 0.6
HawsGoodwin Investment Management
3211
HawsGoodwin Investment Management
Tennessee
USD 255 M +USD 56.2 M +28% 13.5% – 104 25.96% 0.4
Inspirion Wealth Advisors
3212
Inspirion Wealth Advisors
Illinois
USD 255 M +USD 52.1 M +26% 19% 52.5% 78 6.41% 3.7
Oberweis Asset Management
3213
Oberweis Asset Management
Illinois
USD 255 M +USD 73.4 M +41% 72.1% 485% 203 54.68% 1.4
INCA Investments
3214
INCA Investments
Florida
USD 254 M -USD 33.1 M -12% 16.2% 128% 12 16.67% 3.6
BHZ Capital Management
3215
BHZ Capital Management
California
USD 254 M -USD 11.9 M -4% 8.86% 3.24% 149 12.08% 2.3
Union Bancaire Privee Asset Management
3216
Union Bancaire Privee Asset Management
New York
USD 254 M +USD 92.8 M +58% 27% – 41 4.88% 1.4
AIS
3217
AM Investment Strategies
Tennessee
USD 254 M – – 1.73% 121% 82 – 0
Carolinas Wealth Consulting
3218
Carolinas Wealth Consulting
North Carolina
USD 254 M +USD 69.2 M +37% 21.5% 24.6% 738 77.91% 0.1
TFO Wealth Partners
3219
TFO Wealth Partners
Ohio
USD 254 M +USD 21.3 M +9% 17.1% 63.6% 167 40.72% 0.3
Canal Insurance Company
3220
Canal Insurance Company
South Carolina
USD 254 M -USD 5.31 M -2% 10.6% 114% 83 31.33% 3.4
First Sabrepoint Capital Management
3221
First Sabrepoint Capital Management
Texas
USD 254 M +USD 6.98 M +3% 37.4% 218% 40 40% 0.8
Madison Avenue Partners
3222
Madison Avenue Partners
New York
USD 254 M +USD 51.9 M +26% 28% 284% 20 20% 0.3
Vectors Research Management
3223
Vectors Research Management
New York
USD 254 M +USD 43.1 M +20% 15.8% 67.3% 538 20.63% 1.3
Stillwater Investment Management (Minnesota)
3224
Stillwater Investment Management (Minnesota)
Minnesota
USD 253 M +USD 43.4 M +21% 20.8% 72.3% 65 1.54% 5
Claar Advisors
3225
Claar Advisors
New York
USD 253 M +USD 65.2 M +35% 19.6% 65.5% 37 32.43% 1.2