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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)
Keywise Capital Management (HK)
3201
Keywise Capital Management (HK)
Hong Kong
USD 408 M +USD 43.5 M +12% 8.25% 684% 29 68.97% 0.6
Greylock 15
3202
Greylock 15
California
USD 408 M – – 15.7% 17.8% 2 – 0
UAM
3203
UAS Asset Management
New York
USD 408 M +USD 47 M +13% 10.5% 98% 30 53.33% 1.6
Zhang Financial
3204
Zhang Financial
Michigan
USD 408 M +USD 34.8 M +9% 5.91% 67.9% 146 14.38% 3.3
Cheviot Value Management
3205
Cheviot Value Management
California
USD 407 M +USD 47.5 M +13% 6.23% 77.8% 81 12.35% 3.1
PL Capital Advisors
3206
PL Capital Advisors
Florida
USD 407 M -USD 4.44 M -1% 0.94% 100% 42 4.76% 3.4
Rowlandmiller & Partners
3207
Rowlandmiller & Partners
Georgia
USD 407 M +USD 24.1 M +6% 5.41% 84% 186 11.29% 3.7
III
3208
Independent Investors Inc
New York
USD 407 M +USD 29.3 M +8% 8.93% 61.6% 75 5.33% 5.7
Wilkins Investment Counsel
3209
Wilkins Investment Counsel
Massachusetts
USD 407 M +USD 20.5 M +5% 4.57% 56.2% 77 5.19% 6.3
Encompass Wealth Advisors
3210
Encompass Wealth Advisors
Oregon
USD 407 M +USD 14.4 M +4% 3.26% 68.7% 378 10.05% 0.3
Center for Financial Planning
3211
Center for Financial Planning
Michigan
USD 406 M +USD 23.2 M +6% 6.77% 64.4% 562 14.06% 1.2
Inspirion Wealth Advisors
3212
Inspirion Wealth Advisors
Illinois
USD 406 M +USD 28.6 M +8% 6.34% 52.5% 91 13.19% 3.9
Arbor Wealth Management (Florida)
3213
Arbor Wealth Management (Florida)
Florida
USD 406 M +USD 66.6 M +20% 10.4% 101% 53 18.87% 1.7
Cubic Asset Management
3214
Cubic Asset Management
Massachusetts
USD 405 M +USD 26.5 M +7% 5.88% 40.5% 188 7.45% 4.3
Ramsay Stattman Vela & Price
3215
Ramsay Stattman Vela & Price
Colorado
USD 404 M +USD 27.6 M +7% 6.3% 81.8% 69 5.8% 5.8
St Louis Trust
3216
St Louis Trust
Missouri
USD 404 M -USD 1.79 M -0.4% 7.04% 71.4% 96 3.13% 2.9
Southport Capital Management
3217
Southport Capital Management
Tennessee
USD 404 M +USD 22.8 M +6% 7.28% 80% 333 15.32% 2.7
GJCM
3218
Grand Jean Capital Management
California
USD 403 M +USD 25.3 M +7% 14.5% 61.4% 49 10.2% 3.3
Hutchinson Capital Management
3219
Hutchinson Capital Management
California
USD 403 M +USD 2.62 M +0.7% 8.62% 52.6% 71 5.63% 4.1
Crewe Advisors
3220
Crewe Advisors
Utah
USD 403 M -USD 79 k -0% 0.47% 96.1% 501 10.58% 1.5
Hartford Financial Management
3221
Hartford Financial Management
Connecticut
USD 403 M -USD 388 k -0.1% 5.18% 87.9% 394 7.36% 3.9
Ally Bridge Group
3222
Ally Bridge Group
New York
USD 403 M -USD 119 M -23% 2.77% 844% 40 47.5% 0.3
Peak Asset Management
3223
Peak Asset Management
Colorado
USD 402 M -USD 11.6 M -3% 6.57% 70.1% 155 10.97% 3.8
Sio Capital Management
3224
Sio Capital Management
New York
USD 402 M -USD 90.4 M -18% 1.39% 564% 105 45.71% 0.8
Greystone Financial Group
3225
Greystone Financial Group
Michigan
USD 402 M +USD 4.41 M +1% 4.24% 79.3% 93 17.2% 0.4