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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)
Brickley Wealth Management
3251
Brickley Wealth Management
California
USD 396 M +USD 22.1 M +6% 5.35% 62.6% 42 4.76% 2.2
PAX Financial Group
3252
PAX Financial Group
Texas
USD 395 M +USD 40.2 M +11% 6.22% 56% 173 11.56% 0.9
Washington State Investment Board
3253
Washington State Investment Board
Washington
USD 395 M +USD 63.2 M +19% 19% 567% 1 0% 1
Kize Capital
3254
Kize Capital
New York
USD 395 M +USD 15.5 M +4% 13.5% 34.7% 7 0% 0.5
Legacy Financial Advisors
3255
Legacy Financial Advisors
Kentucky
USD 395 M +USD 30 M +8% 5.77% 86.3% 181 17.13% 1
Bedell Frazier Investment Counselling
3256
Bedell Frazier Investment Counselling
California
USD 395 M +USD 41.1 M +12% 8.17% 72.5% 96 6.25% 1.9
Qtron Investments
3257
Qtron Investments
Massachusetts
USD 395 M +USD 36.6 M +10% 9.94% 140% 390 28.46% 0.9
Holowesko Partners
3258
Holowesko Partners
Bahamas
USD 395 M +USD 21.9 M +6% 8.89% 51.1% 27 3.7% 2.8
Olympus Peak Asset Management
3259
Olympus Peak Asset Management
Connecticut
USD 394 M +USD 323 M +451% 4.57% – 18 55.56% 0.3
Matthew Goff Investment Advisor
3260
Matthew Goff Investment Advisor
Texas
USD 394 M +USD 39.4 M +11% 6.11% 89.6% 91 4.4% 2.4
Steamboat Capital Partners
3261
Steamboat Capital Partners
New York
USD 394 M +USD 54.9 M +16% 11.1% 280% 52 15.38% 1
GWSG
3262
GPS Wealth Strategies Group
Colorado
USD 394 M +USD 54.3 M +16% 10.5% 118% 1,088 12.96% 0.3
Y-Intercept (HK)
3263
Y-Intercept (HK)
Hong Kong
USD 393 M +USD 20.1 M +5% 8.69% 41.6% 983 79.55% 0.1
Lake Street Private Wealth
3264
Lake Street Private Wealth
Illinois
USD 393 M +USD 31.1 M +9% 7.77% 105% 219 11.42% 1.4
Sentry Investment Management
3265
Sentry Investment Management
Wisconsin
USD 393 M +USD 31 M +9% 9.16% 103% 531 14.69% 3.6
Kingfisher Capital
3266
Kingfisher Capital
North Carolina
USD 392 M +USD 34.7 M +10% 8.53% 58.5% 187 8.56% 2.7
Vectors Research Management
3267
Vectors Research Management
New York
USD 392 M +USD 29.2 M +8% 5.86% 67.3% 523 18.36% 1.6
Huber Capital Management
3268
Huber Capital Management
California
USD 392 M +USD 22.1 M +6% 8.2% 70.4% 103 7.77% 4.3
Ellis Investment Partners
3269
Ellis Investment Partners
Pennsylvania
USD 392 M +USD 32.7 M +9% 7.16% 70.8% 813 8% 1.6
RC
3270
Reik & Co
New York
USD 392 M -USD 944 k -0.2% 0.87% 38.6% 54 5.56% 5.6
Paradigm Asset Management
3271
Paradigm Asset Management
New York
USD 392 M +USD 18.9 M +5% 6.32% 73.8% 325 2.46% 1.5
FPFS
3272
First Personal Financial Services
North Carolina
USD 392 M +USD 25.8 M +7% 6.41% 31.5% 326 7.36% 4.4
Brio Consultants
3273
Brio Consultants
California
USD 391 M +USD 51.7 M +15% 6.1% 42.7% 77 9.09% 1.8
Ipswich Investment Management
3274
Ipswich Investment Management
Massachusetts
USD 391 M +USD 35.7 M +10% 8.33% 104% 195 7.69% 3.4
TEC
3275
Tiger Eye Capital
Tennessee
USD 391 M -USD 97.9 M -20% 10.9% 116% 70 34.29% 1.9