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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)
ACM
3226
Aquilo Capital Management
California
USD 207 M -USD 32.3 M -14% 29.1% 6.84% 15 26.67% 0.4
CBTWT
3227
Community Bank & Trust (Waco, Texas)
Texas
USD 206 M -USD 33.3 M -14% 11.7% 124% 143 6.29% 2.5
Sensible Financial Planning & Management
3228
Sensible Financial Planning & Management
Massachusetts
USD 206 M -USD 9.11 M -4% 3.6% 24.5% 31 9.68% 3.2
TCI Wealth Advisors
3229
TCI Wealth Advisors
Arizona
USD 206 M -USD 32.8 M -14% 13.5% 65% 1,819 26.77% 2.7
CVentures
3230
CVentures
Colorado
USD 206 M – – 4.97% – 1 – 5
Full Sail Capital
3231
Full Sail Capital
Oklahoma
USD 206 M – – 14.2% 55.4% 115 – 0
LCM
3232
Lionstone Capital Management
New York
USD 206 M -USD 37.9 M -16% 17.6% 74.1% 16 0% 2.9
SVC
3233
Strycker View Capital
New York
USD 206 M -USD 86.8 M -30% 14.7% 114% 24 66.67% 0.5
Wilsey Asset Management
3234
Wilsey Asset Management
California
USD 206 M -USD 25.4 M -11% 13.6% 66.9% 25 16% 2.5
Kalos Management
3235
Kalos Management
Georgia
USD 205 M +USD 18.9 M +10% 12.5% 48.5% 203 24.14% 0.9
Polunin Capital Partners
3236
Polunin Capital Partners
United Kingdom
USD 205 M +USD 3.64 M +2% 8.97% 268% 10 0% 1
BCM
3237
Birmingham Capital Management
Alabama
USD 205 M -USD 36.9 M -15% 9.35% 103% 103 10.68% 4.7
Stelac Advisory Services
3238
Stelac Advisory Services
New York
USD 205 M -USD 136 M -40% 11.7% 84.9% 144 31.94% 1.7
Ausdal Financial Partners
3239
Ausdal Financial Partners
Iowa
USD 205 M -USD 150 M -42% 11.7% 63.2% 430 44.88% 2
Dimension Capital Management
3240
Dimension Capital Management
Florida
USD 205 M -USD 3.44 M -2% 11.4% 65.5% 92 16.3% 1.2
Kentucky Farm Bureau Mutual Insurance
3241
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 204 M +USD 5.27 M +3% 12.6% 83.3% 86 6.98% 2.3
Stordahl Capital Management
3242
Stordahl Capital Management
Colorado
USD 204 M -USD 19.5 M -9% 12.3% 54% 46 15.22% 0.9
CCM
3243
CWH Capital Management
Washington
USD 204 M -USD 12.4 M -6% 11.4% 29.9% 57 28.07% 2.5
AO
3244
Allen Operations
New York
USD 204 M -USD 73.4 M -26% 20% 218% 32 37.5% 2.9
Brickley Wealth Management
3245
Brickley Wealth Management
California
USD 204 M -USD 8 M -4% 10.2% 62.6% 42 11.9% 0.6
Goldstein Munger & Associates
3246
Goldstein Munger & Associates
California
USD 204 M -USD 32.1 M -14% 11.5% 11.9% 36 5.56% 3.9
Clearfield Capital Management
3247
Clearfield Capital Management
New York
USD 204 M -USD 145 M -42% 11.4% 421% 18 66.67% 0.7
TFS
3248
Thoroughbred Financial Services
Tennessee
USD 204 M – – 11.7% 166% 170 – 0
Doliver Advisors
3249
Doliver Advisors
Texas
USD 204 M -USD 38.9 M -16% 17.1% 92.3% 249 60.64% 0.7
Schnieders Capital Management
3250
Schnieders Capital Management
California
USD 204 M -USD 40.1 M -16% 8.64% 103% 153 14.38% 3.7