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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)
Supplemental Annuity Collective Trust (SACT) of New Jersey
3726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 304 M -USD 4.03 M -1% 0.27% 147% 226 3.1% 4
Yorktown Energy Partners X
3727
Yorktown Energy Partners X
New York
USD 304 M +USD 271 M +819% 16.8% 95.9% 5 60% 1.7
Mill Road Capital Management
3728
Mill Road Capital Management
Connecticut
USD 304 M +USD 7.55 M +3% 7.61% 85.1% 30 23.33% 1.4
FNBOMD
3729
First National Bank of Mount Dora
Florida
USD 304 M -USD 119 k -0% 0.75% 96.2% 126 9.52% 3.9
JCIC Asset Management
3730
JCIC Asset Management
Ontario, Canada
USD 304 M -USD 84.4 M -22% 0.35% – 126 3.97% 2.9
Morgan Dempsey Capital Management
3731
Morgan Dempsey Capital Management
Wisconsin
USD 304 M -USD 15.2 M -5% 1.97% 52.1% 104 34.62% 2.9
Conrad N. Hilton Foundation
3732
Conrad N. Hilton Foundation
California
USD 303 M +USD 210 M +226% 1.12% – 8 25% 0.3
PCA
3733
Prospect Capital Advisors
California
USD 303 M +USD 34.3 M +13% 1.81% 202% 39 28.21% 1.7
KS
3734
Karpas Strategies
Connecticut
USD 303 M +USD 21.3 M +8% 0.32% 16.1% 120 5% 5.7
Holderness Investments Company
3735
Holderness Investments Company
North Carolina
USD 303 M +USD 153 k +0.1% 0.28% 144% 233 14.16% 3.7
Columbus Macro
3736
Columbus Macro
Pennsylvania
USD 303 M -USD 18.7 M -6% 1.12% 48.7% 175 18.29% 2.1
Peterson Wealth Advisors
3737
Peterson Wealth Advisors
Utah
USD 303 M +USD 20.6 M +7% 0.6% 50.9% 54 3.7% 2.4
Moller Wealth Partners
3738
Moller Wealth Partners
USD 303 M -USD 1.91 M -0.6% 1.96% 44.1% 48 2.08% 5.6
Jones Road Capital Management
3739
Jones Road Capital Management
New York
USD 302 M +USD 5.04 M +2% 3.86% 88.5% 80 28.75% 0.4
Broadleaf Partners
3740
Broadleaf Partners
Ohio
USD 302 M +USD 14.5 M +5% 2.8% 180% 75 6.67% 2.4
Firestone Capital Management
3741
Firestone Capital Management
Florida
USD 302 M +USD 25.1 M +9% 1.7% 51.6% 488 2.46% 1.4
Alight Capital Management
3742
Alight Capital Management
New York
USD 302 M -USD 45.6 M -13% 2.75% 466% 75 56% 0.6
Argyle Capital Management
3743
Argyle Capital Management
Pennsylvania
USD 302 M -USD 7.49 M -2% 1.67% 106% 130 2.31% 6.6
First Wilshire Securities Management
3744
First Wilshire Securities Management
California
USD 302 M +USD 16 M +6% 2.77% 135% 88 7.95% 3.4
Smithbridge Asset Management
3745
Smithbridge Asset Management
Pennsylvania
USD 302 M -USD 5.47 M -2% 0.54% – 116 9.48% 3.7
Lawson Kroeker Investment Management
3746
Lawson Kroeker Investment Management
Nebraska
USD 301 M -USD 14.5 M -5% 3.51% 69.7% 61 3.28% 6.2
TFC Financial Management
3747
TFC Financial Management
Massachusetts
USD 301 M +USD 8.73 M +3% 0.49% 66.9% 606 6.44% 0.9
DCM
3748
DeGreen Capital Management
Arizona
USD 301 M +USD 3.46 M +1% 1.17% 28.5% 22 4.55% 3.1
AFS
3749
Annapolis Financial Services
Maryland
USD 301 M +USD 3.11 M +1% 1.17% 15% 483 11.18% 0.6
Atlas Venture Associates IX
3750
Atlas Venture Associates IX
Massachusetts
USD 301 M -USD 268 M -47% 38.4% 89.8% 7 0% 3.5