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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)
America First Investment Advisors
3326
America First Investment Advisors
Nebraska
USD 361 M -USD 11.4 M -3% 0.92% 78.2% 98 2.04% 5.2
Liberty Mutual Group Asset Management
3327
Liberty Mutual Group Asset Management
Massachusetts
USD 360 M -USD 33.6 M -9% 5.25% 47.9% 122 17.21% 1.3
M. Kulyk & Associates
3328
M. Kulyk & Associates
Georgia
USD 360 M +USD 1.93 M +0.5% 4.56% 63.3% 111 17.12% 2
York Capital Management Global Advisors
3329
York Capital Management Global Advisors
New York
USD 360 M -USD 169 M -32% 31.7% 74.1% 8 37.5% 1.7
Ackerman Capital Advisors
3330
Ackerman Capital Advisors
Texas
USD 359 M -USD 26.5 M -7% 3.73% 46.4% 110 20% 2.6
Steel Partners Holdings
3331
Steel Partners Holdings
New York
USD 359 M -USD 225 M -39% 8.5% – 7 28.57% 3
Golden State Equity Partners
3332
Golden State Equity Partners
California
USD 359 M +USD 3.14 M +0.9% 3.21% – 415 27.71% 1
Renaissance Investment Group
3333
Renaissance Investment Group
Massachusetts
USD 359 M -USD 22.1 M -6% 3.07% 110% 80 5% 6.7
Harber Asset Management
3334
Harber Asset Management
North Carolina
USD 359 M -USD 18.1 M -5% 4.4% 63.6% 37 18.92% 1.5
Callodine Capital Management
3335
Callodine Capital Management
Massachusetts
USD 359 M +USD 10.5 M +3% 2.18% 53.8% 47 34.04% 1.5
IAG Wealth Partners
3336
IAG Wealth Partners
Wisconsin
USD 359 M -USD 19.7 M -5% 3.79% 47.3% 476 10.92% 2.5
Shelter Mutual Insurance
3337
Shelter Mutual Insurance
Missouri
USD 358 M -USD 53.1 M -13% 2.57% 51.2% 67 10.45% 5.1
TC
3338
Teilinger Capital
Texas
USD 358 M +USD 35.2 M +11% 0.95% 30.2% 55 52.73% 0.5
NIC
3339
Northwest Investment Counselors
Oregon
USD 358 M -USD 16 M -4% 3.9% 32.4% 614 17.43% 2.9
P/E Global LLC
3340
P/E Global LLC
Massachusetts
USD 358 M -USD 9.8 M -3% 3.99% 49% 1 0% 1.5
Studio Investment Management
3341
Studio Investment Management
Illinois
USD 358 M +USD 711 k +0.2% 3.03% 51.3% 246 15.45% 1.2
TenCore Partners
3342
TenCore Partners
New York
USD 358 M -USD 49 M -12% 1.77% 50.4% 16 12.5% 1.8
GR Financial Group
3343
GR Financial Group
Arizona
USD 358 M +USD 35.9 M +11% 4.01% 75.4% 14 7.14% 0.7
CMH Wealth Management
3344
CMH Wealth Management
New Hampshire
USD 358 M -USD 14.1 M -4% 3.08% 88% 49 18.37% 3.8
Sage Advisory Services
3345
Sage Advisory Services
Texas
USD 357 M +USD 14.5 M +4% 3.41% 37.8% 49 10.2% 2.5
Retirement Income Solutions
3346
Retirement Income Solutions
Michigan
USD 357 M -USD 16.2 M -4% 3.66% 60.8% 144 13.89% 3
Global Wealth Management Investment Advisory
3347
Global Wealth Management Investment Advisory
Florida
USD 357 M -USD 7.14 M -2% 2.53% 67.5% 508 10.83% 1.3
Cederberg Capital
3348
Cederberg Capital
United Kingdom
USD 357 M +USD 128 M +56% 26.4% 273% 6 33.33% 1.3
Marietta Investment Partners
3349
Marietta Investment Partners
Wisconsin
USD 357 M -USD 28.9 M -7% 3.27% 160% 169 7.1% 4.5
Pacific Capital Wealth Advisors
3350
Pacific Capital Wealth Advisors
California
USD 357 M -USD 37.7 M -10% 4.19% 54.1% 70 11.43% 2.3