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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)
First Bankers Trust
3326
First Bankers Trust
Kentucky
USD 202 M +USD 8.95 M +5% 5.2% 78.9% 128 3.91% 3.8
Avalon Global Asset Management
3327
Avalon Global Asset Management
California
USD 202 M -USD 60.2 M -23% 11.8% 278% 58 48.28% 1.6
Icon Wealth Partners
3328
Icon Wealth Partners
Texas
USD 202 M – – 4.66% – 878 – 0
Alliance Wealth Management Group
3329
Alliance Wealth Management Group
New Jersey
USD 202 M -USD 191 M -49% 2.5% – 98 40.82% 0.9
SIG
3330
Schaller Investment Group
North Carolina
USD 201 M +USD 10 M +5% 4.52% 21.9% 48 20.83% 3.1
Crestone Asset Management
3331
Crestone Asset Management
Colorado
USD 201 M -USD 9.7 M -5% 4.93% 6.65% 49 20.41% 1.1
Valicenti Advisory Services
3332
Valicenti Advisory Services
New York
USD 201 M +USD 2.31 M +1% 6.01% 119% 62 8.06% 2.7
Aurora Investment Counsel
3333
Aurora Investment Counsel
Georgia
USD 201 M – – 8.22% 31.7% 107 – 0.3
Shine Investment Advisory Services
3334
Shine Investment Advisory Services
Colorado
USD 201 M +USD 8.76 M +5% 4.99% 29% 703 11.52% 0.6
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
3335
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 201 M -USD 19.4 M -9% 5.09% – 4 0% 1
Rainier Group Investment Advisory
3336
Rainier Group Investment Advisory
Washington
USD 200 M +USD 14.2 M +8% 5.48% 41.4% 42 9.52% 0.9
Ninety One
3337
Ninety One
South Africa
USD 200 M +USD 10.9 M +6% 5.67% 232% 84 21.43% 1.3
Perkins Coie Trust Company
3338
Perkins Coie Trust Company
Washington
USD 200 M +USD 7.66 M +4% 7.15% 83.2% 304 1.64% 2.9
Somerset Trust
3339
Somerset Trust
Pennsylvania
USD 200 M +USD 11.6 M +6% 7.93% 80.5% 137 3.65% 3.3
Peregrine Asset Advisers
3340
Peregrine Asset Advisers
Oregon
USD 200 M +USD 10 M +5% 13% 182% 124 45.97% 1.7
Fairfield University
3341
Fairfield University
Connecticut
USD 200 M +USD 20.9 M +12% 5.16% 61.9% 4 0% 1.9
Kimmeridge Energy Management
3342
Kimmeridge Energy Management
New York
USD 200 M +USD 118 M +144% 13.4% 19.7% 3 33.33% 0.4
Newman Dignan & Sheerar Inc
3343
Newman Dignan & Sheerar Inc
Rhode Island
USD 200 M +USD 12.3 M +7% 4.99% 82.6% 169 10.65% 2.9
Archon Capital Management
3344
Archon Capital Management
Washington
USD 200 M +USD 13.5 M +7% 1.24% 222% 27 33.33% 0.7
Tiger Pacific Capital
3345
Tiger Pacific Capital
New York
USD 200 M +USD 58.9 M +42% 11.1% 84.5% 20 50% 0.4
Peddock Capital Advisors
3346
Peddock Capital Advisors
Massachusetts
USD 199 M +USD 4.24 M +2% 5.05% 113% 259 5.02% 1.8
Boston Research & Management
3347
Boston Research & Management
Massachusetts
USD 199 M +USD 3.74 M +2% 7.29% 53.2% 98 3.06% 3.8
Buckley Wealth Management
3348
Buckley Wealth Management
Nevada
USD 199 M – – 7% 88% 164 – 0
Empowered Funds
3349
Empowered Funds
Pennsylvania
USD 199 M +USD 45.2 M +29% 8.91% 127% 130 56.15% 0.3
GenWealth Group
3350
GenWealth Group
New Jersey
USD 199 M +USD 32.4 M +19% 5.21% 73.9% 60 13.33% 0.4