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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)
GC
3251
Gratia Capital
California
USD 217 M -USD 114 M -34% 5.14% 42.4% 55 60% 0.5
Chesapeake Wealth Management
3252
Chesapeake Wealth Management
Virginia
USD 217 M +USD 258 k +0.1% 1.55% 65.9% 198 18.18% 0.2
Glenview State Bank Trust Department
3253
Glenview State Bank Trust Department
Illinois
USD 217 M +USD 4.28 M +2% 2.03% 76.6% 101 7.92% 3.4
PCA
3254
Prospect Capital Advisors
California
USD 217 M +USD 40 M +23% 12.6% 202% 29 17.24% 1.2
Cahill Financial Advisors
3255
Cahill Financial Advisors
Minnesota
USD 217 M +USD 7.35 M +4% 1.28% 55.9% 159 8.81% 2.5
Taiyo Life Insurance Company
3256
Taiyo Life Insurance Company
Japan
USD 217 M +USD 10 M +5% 4.97% 90.5% 6 0% 0.4
Private Ocean
3257
Private Ocean
California
USD 217 M +USD 6.93 M +3% 0.43% 2.82% 418 12.92% 1.7
KSA
3258
Ken Stern & Associates
California
USD 217 M -USD 10.4 M -5% 1.73% 39.4% 134 16.42% 1.7
Peak Financial Management
3259
Peak Financial Management
Massachusetts
USD 217 M +USD 6.26 M +3% 0.78% 58.2% 54 18.52% 1.4
PAS
3260
Partnervest Advisory Services
California
USD 216 M +USD 7.05 M +3% 4.7% 45.1% 233 28.76% 2.3
DLG
3261
Daniel L. Goodwin
USD 216 M +USD 11 M +5% 7.37% 72.6% 100 13% 2.8
MM
3262
Meridian Management
Arkansas
USD 216 M -USD 685 k -0.3% 0.94% 57.8% 83 19.28% 2.8
TAM
3263
Taylor Asset Management
Ontario, Canada
USD 216 M -USD 17 M -7% 1.04% 12.9% 31 9.68% 1.5
Sanders Morris Harris
3264
Sanders Morris Harris
Texas
USD 216 M -USD 22.7 M -10% 3.67% 85.8% 157 19.11% 1.5
Yorktown Energy Partners IX
3265
Yorktown Energy Partners IX
New York
USD 216 M +USD 18.4 M +9% 13.2% 67.3% 3 33.33% 1.4
TL
3266
TowerView LLC
New York
USD 216 M +USD 3.37 M +2% 5.02% 17.9% 29 17.24% 2.9
Bard Associates
3267
Bard Associates
Illinois
USD 215 M +USD 14.9 M +7% 11.6% 241% 183 6.56% 3.4
YRHAM
3268
Yong Rong (HK) Asset Management
Hong Kong
USD 215 M +USD 79.8 M +59% 11.6% 2,310% 32 56.25% 0.2
Point View Wealth Management
3269
Point View Wealth Management
New Jersey
USD 215 M +USD 7.04 M +3% 2.25% 27% 270 8.89% 3.1
EnTrust Global Partners Offshore
3270
EnTrust Global Partners Offshore
New York
USD 215 M -USD 105 M -33% 2.29% – 114 50% 0.2
TIFF Advisory Services
3271
TIFF Advisory Services
Pennsylvania
USD 215 M +USD 41.2 M +24% 4.03% 86.3% 10 60% 0.7
WAM
3272
WIM Asset Management
Hong Kong
USD 215 M +USD 23.4 M +12% 7.79% – 18 44.44% 0.3
Forefront Analytics
3273
Forefront Analytics
Pennsylvania
USD 215 M +USD 36.4 M +20% 0.1% 50.9% 53 20.75% 0.5
EMR
3274
Errol M. Rudman
USD 215 M +USD 6.41 M +3% 4.32% 60.5% 45 11.11% 1.9
Kentucky Farm Bureau Mutual Insurance
3275
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 215 M +USD 5.02 M +2% 3.68% 83.3% 84 5.95% 1.9