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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)
Wilson Asset Management
3651
Wilson Asset Management
Australia
USD 382 M -USD 5.62 M -1% 3.39% 58% 30 23.33% 1.5
RS Crum Inc
3652
RS Crum Inc
California
USD 382 M +USD 14.9 M +4% 0.34% 54.2% 96 16.67% 1.7
AMANSA Capital
3653
AMANSA Capital
Singapore
USD 381 M +USD 89.8 M +31% 11.4% 115% 3 0% 0.8
Battery Management Corp
3654
Battery Management Corp
Massachusetts
USD 381 M -USD 72.6 M -16% 15.6% 45.1% 5 0% 2.7
Impact Partnership Wealth
3655
Impact Partnership Wealth
Georgia
USD 381 M +USD 128 M +51% 0.05% 47.3% 727 75.38% 0.7
Harvey Capital Management
3656
Harvey Capital Management
Florida
USD 380 M +USD 38.7 M +11% 11.1% 147% 83 14.46% 4.2
Liquid Strategies
3657
Liquid Strategies
Georgia
USD 380 M -USD 6.3 M -2% 1.82% 46.8% 15 13.33% 1.9
Arista Wealth Management
3658
Arista Wealth Management
Nevada
USD 380 M +USD 249 M +190% 2.2% 60.1% 66 48.48% 0.6
RDST Capital
3659
RDST Capital
Washington
USD 380 M -USD 22.1 M -5% 0.04% 43% 20 25% 1.5
DoubleLine ETF Adviser
3660
DoubleLine ETF Adviser
Florida
USD 380 M -USD 12.8 M -3% 1.52% 51.6% 247 48.99% 0.7
Altrius Capital Management
3661
Altrius Capital Management
North Carolina
USD 380 M -USD 16.9 M -4% 3.21% 43.8% 92 7.61% 1.8
Wright Investors Service
3662
Wright Investors Service
Connecticut
USD 380 M -USD 14.8 M -4% 3.78% 146% 163 26.99% 4.1
Burt Wealth Advisors
3663
Burt Wealth Advisors
Maryland
USD 379 M -USD 14.9 M -4% 2.19% 57.3% 124 14.52% 5.2
Canal Insurance Company
3664
Canal Insurance Company
South Carolina
USD 379 M -USD 11.1 M -3% 0.95% 114% 100 22% 5
Balboa Wealth Partners
3665
Balboa Wealth Partners
Arizona
USD 379 M +USD 39.1 M +12% 8.57% 214% 351 30.48% 1
GPI Capital
3666
GPI Capital
New York
USD 379 M -USD 67.5 M -15% 17.5% 261% 5 0% 2.9
First Reserve GP XIII
3667
First Reserve GP XIII
Connecticut
USD 379 M +USD 11.4 M +3% 3.12% 5.56% 1 0% 0.5
Monetary Management Group
3668
Monetary Management Group
Missouri
USD 378 M +USD 19.3 M +5% 6.77% 138% 333 6.61% 6.8
Convergence Financial
3669
Convergence Financial
Missouri
USD 378 M +USD 136 M +56% 2.42% 70.6% 151 70.2% 0.4
Elequin Capital
3670
Elequin Capital
New York
USD 378 M -USD 143 M -27% 3.72% 52.4% 392 89.54% 0.1
Gifford Fong Associates
3671
Gifford Fong Associates
California
USD 377 M +USD 14.8 M +4% 5.73% 180% 129 2.33% 5.6
Encompass Wealth Advisors
3672
Encompass Wealth Advisors
Oregon
USD 377 M +USD 727 k +0.2% 1.97% 68.7% 330 23.03% 2.2
Progressive Investment Management
3673
Progressive Investment Management
Oregon
USD 377 M +USD 12.8 M +4% 7.28% 139% 64 10.94% 4.2
Ackerman Capital Advisors
3674
Ackerman Capital Advisors
Texas
USD 377 M +USD 15.3 M +4% 1.64% 40.4% 110 20.91% 3
IBOK
3675
Independence Bank of Kentucky
Kentucky
USD 377 M +USD 43.3 M +13% 2.49% 94.3% 551 8.35% 3.6