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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)
Rowlandmiller & Partners
3376
Rowlandmiller & Partners
Georgia
USD 479 M -USD 13.8 M -3% 0.62% 84% 193 8.81% 5.9
Te Ahumairangi Investment Management
3377
Te Ahumairangi Investment Management
New Zealand
USD 478 M -USD 85.7 M -15% 1.22% 55.5% 84 4.76% 3.6
Core Alternative Capital
3378
Core Alternative Capital
Georgia
USD 478 M -USD 38.9 M -8% 1.42% 74.5% 370 5.14% 3
SeaBridge Investment Advisors
3379
SeaBridge Investment Advisors
New Jersey
USD 478 M +USD 69.4 M +17% 2.2% 139% 211 33.18% 3.2
Marotta Asset Management
3380
Marotta Asset Management
Virginia
USD 478 M -USD 31.4 M -6% 4.28% 51% 114 6.14% 3.8
Fulcrum Capital
3381
Fulcrum Capital
Washington
USD 478 M +USD 18.5 M +4% 1.79% 102% 116 8.62% 2.9
Ironwood Financial
3382
Ironwood Financial
Arizona
USD 477 M +USD 821 k +0.2% 0.87% 54.1% 159 5.66% 5
AT
3383
Arlington Trust
Alabama
USD 477 M +USD 17.4 M +4% 0.18% 65% 584 10.79% 0.9
Mitchell McLeod Pugh & Williams
3384
Mitchell McLeod Pugh & Williams
Alabama
USD 476 M -USD 2.68 M -0.6% 2.04% 90.7% 277 10.47% 6.1
Essex LLC
3385
Essex LLC
Illinois
USD 476 M -USD 11.7 M -2% 0.16% 91.4% 178 9.55% 2.4
Hunter Perkins Capital Management
3386
Hunter Perkins Capital Management
Illinois
USD 476 M -USD 16.4 M -3% 1.45% 58% 114 14.91% 2.1
111 Capital
3387
111 Capital
France
USD 476 M – – 5.85% – 383 – 0
Burton Enright Welch
3388
Burton Enright Welch
California
USD 476 M +USD 10 M +2% 1.67% 62.8% 99 7.07% 1.9
Lincoln Capital
3389
Lincoln Capital
Nebraska
USD 476 M +USD 2.83 M +0.6% 1.86% 67.1% 120 10% 5.8
Longitude (Cayman)
3390
Longitude (Cayman)
Cayman Islands
USD 476 M +USD 132 M +39% 31.4% – 50 32% 1.6
Brass Tax Wealth Management
3391
Brass Tax Wealth Management
Ohio
USD 475 M +USD 8.06 M +2% 0.77% – 214 10.75% 0.5
Gould Asset Management
3392
Gould Asset Management
California
USD 475 M +USD 8.08 M +2% 0.96% 42.8% 173 10.4% 5.6
New Hampshire Trust
3393
New Hampshire Trust
New Hampshire
USD 475 M +USD 7.83 M +2% 1.77% 88.5% 183 7.65% 1.8
Westside Investment Management
3394
Westside Investment Management
California
USD 475 M +USD 4.88 M +1% 3.6% 126% 1,050 11.81% 4.2
CSNH
3395
Crow's Nest Holdings
Virginia
USD 474 M -USD 67.8 M -13% 1.35% 103% 10 20% 1.5
Oasis Management Company
3396
Oasis Management Company
Cayman Islands
USD 474 M +USD 9.29 M +2% 58.3% 368% 98 35.71% 0.8
Renaissance Investment Group
3397
Renaissance Investment Group
Massachusetts
USD 474 M -USD 6.76 M -1% 1.05% 110% 89 16.85% 7
IR
3398
IAT Reinsurance
New York
USD 474 M +USD 32 M +7% 3.11% 60.2% 77 10.39% 5
Watts Gwilliam & Co
3399
Watts Gwilliam & Co
Arizona
USD 474 M +USD 14.9 M +3% 4.18% – 229 16.16% 0.6
TWP
3400
Tyche Wealth Partners
Texas
USD 473 M +USD 31.8 M +7% 1.15% – 329 20.97% 0.8