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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)
Hartree Partners
3476
Hartree Partners
New York
USD 436 M +USD 35.9 M +9% 2.34% 138% 91 48.35% 0.6
Overbrook Management Corp
3477
Overbrook Management Corp
New York
USD 436 M +USD 39.7 M +10% 5.78% 157% 62 20.97% 4
BCM Advisors
3478
BCM Advisors
Louisiana
USD 436 M +USD 14.1 M +3% 7.9% 59.3% 72 6.94% 4.1
Regent Peak Wealth Advisors
3479
Regent Peak Wealth Advisors
Georgia
USD 436 M -USD 1.14 M -0.3% 7.84% – 185 15.14% 2.9
JHCM
3480
Juniper Hill Capital Management
California
USD 436 M +USD 35.4 M +9% 4.55% 33.6% 6 16.67% 1.6
Fiduciary Financial Group
3481
Fiduciary Financial Group
California
USD 435 M +USD 21.3 M +5% 6.03% – 272 11.4% 0.2
LT
3482
Legacy Trust
Michigan
USD 435 M +USD 33.3 M +8% 7.31% 95% 161 12.42% 1.5
Sierra Summit Advisors
3483
Sierra Summit Advisors
Nevada
USD 435 M +USD 31.9 M +8% 6.64% 302% 160 25.63% 0.6
GenWealth Group
3484
GenWealth Group
New Jersey
USD 435 M +USD 28.8 M +7% 6.3% 73.9% 74 13.51% 4.3
Optas LLC
3485
Optas LLC
Texas
USD 435 M +USD 46.5 M +12% 5.03% 118% 264 20.83% 2.2
PenderFund Capital Management
3486
PenderFund Capital Management
British Columbia, Canada
USD 434 M +USD 70.3 M +19% 4.64% 129% 180 52.22% 0.9
Presilium Private Wealth
3487
Presilium Private Wealth
Pennsylvania
USD 434 M +USD 38.2 M +10% 6.19% 45.9% 76 3.95% 1.3
Northwest Quadrant Wealth Management
3488
Northwest Quadrant Wealth Management
Oregon
USD 434 M +USD 27.6 M +7% 6.62% 45.6% 66 7.58% 4.9
TCP Asset Management
3489
TCP Asset Management
Ohio
USD 434 M +USD 38.4 M +10% 4.85% 65% 93 22.58% 1.1
Rhino Investment Partners
3490
Rhino Investment Partners
Pennsylvania
USD 434 M -USD 124 M -22% 16.1% 110% 37 45.95% 0.8
Harbour Capital Advisors
3491
Harbour Capital Advisors
Virginia
USD 433 M +USD 11.9 M +3% 6.99% 168% 321 27.41% 2.6
FCA
3492
FLC Capital Advisors
California
USD 433 M +USD 27 M +7% 5.51% 59.3% 181 12.15% 3.1
Tucker Asset Management
3493
Tucker Asset Management
Colorado
USD 433 M -USD 25 M -5% 4.3% 71.6% 1,852 28.94% 1.3
Harbor Group
3494
Harbor Group
New Hampshire
USD 433 M +USD 42.4 M +11% 6.23% 43% 90 5.56% 2
Nvidia Corp
3495
Nvidia Corp
California
USD 433 M +USD 39.7 M +10% 17.5% – 6 16.67% 0.5
Boston Research & Management
3496
Boston Research & Management
Massachusetts
USD 433 M +USD 37.3 M +9% 8.38% 53.2% 121 9.92% 7.8
Capco Asset Management
3497
Capco Asset Management
Florida
USD 433 M +USD 10 M +2% 4.75% 46.1% 18 0% 5.6
Cliffwater
3498
Cliffwater
California
USD 432 M -USD 34.9 M -7% 4.55% 29.4% 26 11.54% 4.8
WESPAC Advisors SoCal
3499
WESPAC Advisors SoCal
California
USD 432 M +USD 34.2 M +9% 4.95% 135% 107 28.97% 2.3
Polymer Capital Management (HK)
3500
Polymer Capital Management (HK)
Hong Kong
USD 432 M -USD 61.6 M -12% 21.1% – 214 56.07% 0.3