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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)
Geometric Wealth Advisors
3576
Geometric Wealth Advisors
District of Columbia
USD 321 M -USD 480 k -0.1% 3.44% 62.1% 40 12.5% 1.3
LCM
3577
Lionstone Capital Management
New York
USD 321 M -USD 17.6 M -5% 4.09% 74.1% 12 0% 3.7
MWM
3578
Mascoma Wealth Management
New Hampshire
USD 320 M -USD 6.38 M -2% 3.26% 43.7% 518 9.85% 2.2
Key Bridge Compliance
3579
Key Bridge Compliance
USD 319 M – – 2.59% – 114 – 0
PT
3580
Plimoth Trust
Massachusetts
USD 319 M -USD 15 M -4% 3.07% 110% 158 0.63% 4.9
West Paces Advisors
3581
West Paces Advisors
Georgia
USD 319 M -USD 20.1 M -6% 3.74% 57.7% 560 9.64% 4.5
Accurate Wealth Management
3582
Accurate Wealth Management
Florida
USD 319 M -USD 1.83 M -0.6% 1.5% 101% 305 22.3% 1.1
CWM
3583
Compass Wealth Management
Connecticut
USD 318 M -USD 12.6 M -4% 2.53% 103% 427 12.88% 0.7
AA
3584
Ashford Advisors
New York
USD 318 M -USD 14.6 M -4% 3.52% 66.5% 15 0% 2.3
Chanos & Company
3585
Chanos & Company
New York
USD 318 M -USD 208 M -39% 0.81% – 66 56.06% 0.6
AGUR Provident & Training Funds Management
3586
AGUR Provident & Training Funds Management
Israel
USD 318 M +USD 22.4 M +8% 3.92% – 27 18.52% 1
VARA
3587
Value Aligned Research Advisors
New Jersey
USD 317 M -USD 2.39 M -0.7% 0.2% 1,641% 19 15.79% 0.6
Barometer Capital Management
3588
Barometer Capital Management
Ontario, Canada
USD 317 M -USD 57.2 M -15% 3.69% 339% 151 48.34% 0.5
Divisadero Street Capital Management
3589
Divisadero Street Capital Management
Florida
USD 317 M -USD 28.8 M -8% 1.82% 718% 68 64.71% 0.3
Knightsbridge Asset Management
3590
Knightsbridge Asset Management
California
USD 317 M +USD 6.52 M +2% 0.24% 150% 113 14.16% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
3591
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 317 M -USD 19.5 M -6% 5.96% 17.8% 1 0% 10.3
PBF
3592
Petix & Botte Financial
California
USD 317 M -USD 5.04 M -2% 2.64% 47.5% 124 11.29% 2
Financial Strategies Group
3593
Financial Strategies Group
Michigan
USD 317 M +USD 4.46 M +1% 3.37% 44.9% 79 12.66% 2.5
Boone Capital Management
3594
Boone Capital Management
Georgia
USD 317 M +USD 38.4 M +14% 3.42% 278% 16 37.5% 0.5
Continental General Insurance Company
3595
Continental General Insurance Company
Texas
USD 317 M +USD 39.4 M +14% 30.3% 188% 14 21.43% 0.6
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3596
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
USD 317 M -USD 27.7 M -8% 1.83% 1,119% 27 7.41% 1.1
Greenspring Advisors
3597
Greenspring Advisors
Maryland
USD 317 M -USD 9.09 M -3% 3.46% – 78 7.69% 1.4
MAM
3598
Morse Asset Management
Connecticut
USD 316 M -USD 12.7 M -4% 0.45% 222% 148 19.59% 3.2
Intellectus Partners
3599
Intellectus Partners
California
USD 316 M -USD 17.1 M -5% 2.89% 157% 278 10.79% 3.2
Kerrisdale Advisers
3600
Kerrisdale Advisers
Florida
USD 316 M -USD 55.3 M -15% 0.71% 78.8% 95 22.11% 0.9