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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)
Dorsey Wright & Associates
3301
Dorsey Wright & Associates
California
USD 342 M -USD 88.7 M -21% 9.63% 311% 353 44.19% 0.5
HughesLittle Investment Management
3302
HughesLittle Investment Management
USD 341 M -USD 97.1 M -22% 20% 106% 15 6.67% 4.4
Siemens
3303
Siemens
Germany
USD 341 M -USD 162 M -32% 32.2% 16.8% 1 0% 0.5
GA
3304
GRS Advisors
Illinois
USD 341 M -USD 56.2 M -14% 15.1% 54.3% 40 45% 0.8
PFMOSF
3305
Philadelphia Financial Management of San Francisco
California
USD 340 M +USD 29.6 M +10% 15.1% 209% 51 58.82% 0.3
Curated Wealth Partners
3306
Curated Wealth Partners
California
USD 340 M +USD 45.2 M +15% 22.6% 39.9% 168 40.48% 1.1
Benjamin Edwards Inc
3307
Benjamin Edwards Inc
Missouri
USD 340 M -USD 3.65 M -1% 9.8% 66.5% 760 15% 1.4
Graham Holdings Co Master Retirement Trust
3308
Graham Holdings Co Master Retirement Trust
Virginia
USD 340 M -USD 100 M -23% 22.7% 46% 2 0% 0.5
Greenspring Advisors
3309
Greenspring Advisors
Maryland
USD 340 M -USD 36.6 M -10% 12.8% – 123 21.95% 0.4
The Family Firm
3310
The Family Firm
Maryland
USD 339 M -USD 42.2 M -11% 13% 40.2% 185 10.27% 4.3
Abacus Planning Group
3311
Abacus Planning Group
South Carolina
USD 339 M -USD 32.1 M -9% 15% 59.1% 220 18.18% 2.7
SOA Wealth Advisors
3312
SOA Wealth Advisors
New York
USD 339 M -USD 70.7 M -17% 17.4% 79.1% 1,087 13.52% 1.3
Hohimer Wealth Management
3313
Hohimer Wealth Management
Washington
USD 339 M -USD 168 M -33% 14.9% 99.7% 222 14.41% 1.7
EVR Research
3314
EVR Research
Virginia
USD 339 M +USD 67.7 M +25% 10% 165% 49 61.22% 0.3
Benedict Financial Advisors
3315
Benedict Financial Advisors
Georgia
USD 338 M -USD 35.9 M -10% 8.88% 72.4% 123 5.69% 4.8
Oliver Luxxe Assets
3316
Oliver Luxxe Assets
New Jersey
USD 338 M -USD 56.8 M -14% 10.3% 137% 219 31.96% 2
SF
3317
Symphony Financial
Texas
USD 338 M -USD 87.4 M -21% 14% 95.7% 210 23.33% 1.3
Stillwater Investment Management (Minnesota)
3318
Stillwater Investment Management (Minnesota)
Minnesota
USD 338 M -USD 59.1 M -15% 15.4% 72.3% 90 8.89% 5.6
Gibson Capital
3319
Gibson Capital
Pennsylvania
USD 338 M -USD 61.8 M -15% 16.8% 67.2% 46 23.91% 4.3
Semper Augustus Investments Group
3320
Semper Augustus Investments Group
Colorado
USD 338 M -USD 55.9 M -14% 15.7% 95.4% 32 0% 5.5
Callodine Capital Management
3321
Callodine Capital Management
Massachusetts
USD 337 M +USD 26 M +8% 12% 53.8% 54 27.78% 1.2
Occidental Asset Management
3322
Occidental Asset Management
California
USD 337 M -USD 53.7 M -14% 12.1% 82.5% 201 16.92% 3.4
Noesis Capital Mangement
3323
Noesis Capital Mangement
Florida
USD 337 M -USD 78.6 M -19% 16.2% 128% 121 20.66% 4.5
Brown University
3324
Brown University
Rhode Island
USD 336 M -USD 72.3 M -18% 19.1% 37.9% 14 14.29% 0.9
Janiczek Wealth Management
3325
Janiczek Wealth Management
Colorado
USD 336 M -USD 25.8 M -7% 11.7% 16.4% 1,111 13.59% 1.6