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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)
Integrated Investment Consultants
3526
Integrated Investment Consultants
Michigan
USD 375 M +USD 33.6 M +10% 6.54% 70.2% 312 13.78% 2.4
Abacus Planning Group
3527
Abacus Planning Group
South Carolina
USD 374 M +USD 60.4 M +19% 7.94% 67.8% 219 15.53% 2.2
Ullmann Wealth Partners Group
3528
Ullmann Wealth Partners Group
Florida
USD 374 M +USD 121 M +48% 7.36% 68% 92 14.13% 2.5
Bulldog Investors
3529
Bulldog Investors
New Jersey
USD 374 M +USD 21.5 M +6% 1.07% 22.5% 364 50% 0.6
Graham Holdings Co Master Retirement Trust
3530
Graham Holdings Co Master Retirement Trust
Virginia
USD 374 M – – 9.55% 46% 2 – 0
Simon Quick Advisors
3531
Simon Quick Advisors
New Jersey
USD 374 M -USD 14.8 M -4% 8.15% 77.8% 431 14.15% 2.5
Retirement Income Solutions
3532
Retirement Income Solutions
Michigan
USD 374 M +USD 75.4 M +25% 9.24% 60.8% 115 17.39% 2.3
First Sabrepoint Capital Management
3533
First Sabrepoint Capital Management
Texas
USD 374 M -USD 2.75 M -0.7% 1.52% 218% 35 22.86% 1.2
Leelyn Smith
3534
Leelyn Smith
Illinois
USD 374 M +USD 28.5 M +8% 7.63% 86% 421 19.24% 1.4
Essex LLC
3535
Essex LLC
Illinois
USD 374 M +USD 13.1 M +4% 3.6% 91.4% 175 5.71% 0.2
Bourne Lent Asset Management
3536
Bourne Lent Asset Management
New York
USD 374 M +USD 25.4 M +7% 9.25% 95.1% 63 6.35% 4.7
Teza Capital Management
3537
Teza Capital Management
Illinois
USD 374 M +USD 166 M +80% 8.94% 133% 564 69.5% 0.3
CoreView Capital Management
3538
CoreView Capital Management
Hong Kong
USD 374 M – – 8.35% 50.9% 11 – 0.5
Bar Harbor Trust Services
3539
Bar Harbor Trust Services
Maine
USD 373 M +USD 53.4 M +17% 12.2% 86.4% 134 8.96% 2.8
Single Point Partners
3540
Single Point Partners
Massachusetts
USD 373 M +USD 328 M +716% 6.15% 56.4% 89 71.91% 0.3
LPC
3541
Lion Point Capital
New York
USD 373 M -USD 160 M -30% 3.37% 319% 48 54.17% 0.9
IFS
3542
Ifrah Financial Services
Arkansas
USD 373 M +USD 25.1 M +7% 6.96% 64.1% 227 11.45% 3.4
West Financial Advisors
3543
West Financial Advisors
Iowa
USD 373 M +USD 31.2 M +9% 4.8% 49.1% 178 16.85% 0.8
Sourcerock Group
3544
Sourcerock Group
Colorado
USD 373 M +USD 92.5 M +33% 2.42% 59.1% 20 45% 0.5
Truxt Investmentos
3545
Truxt Investmentos
Brazil
USD 372 M -USD 347 M -48% 21.3% – 20 70% 0.5
AP
3546
Arlington Partners
Alabama
USD 372 M +USD 25 M +7% 8.03% 46.4% 712 52.39% 0.7
Northwest Quadrant Wealth Management
3547
Northwest Quadrant Wealth Management
Oregon
USD 372 M +USD 23.4 M +7% 5.49% 45.6% 66 4.55% 3.4
Greylock 15
3548
Greylock 15
California
USD 372 M -USD 115 M -24% 9.83% 17.8% 3 0% 0.4
Vantage Consulting Group
3549
Vantage Consulting Group
Virginia
USD 372 M -USD 95 M -20% 7.93% 261% 244 20.9% 0.6
Peninsula Wealth
3550
Peninsula Wealth
California
USD 372 M +USD 56.8 M +18% 7.39% 30% 66 63.64% 0.9