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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)
WFI
3776
West Family Investments
California
USD 448 M +USD 64.6 M +17% 9.85% 116% 398 12.56% 1.7
Davidson Capital Management
3777
Davidson Capital Management
Texas
USD 448 M +USD 31.2 M +7% 6.16% 79.4% 93 18.28% 2.3
Gavilan Investment Partners
3778
Gavilan Investment Partners
California
USD 448 M +USD 31.5 M +8% 5.05% 109% 13 7.69% 2.3
Raab & Moskowitz Asset Management
3779
Raab & Moskowitz Asset Management
New Jersey
USD 447 M +USD 27.5 M +7% 7.67% 75% 193 6.74% 6.4
Dorsey Wright & Associates
3780
Dorsey Wright & Associates
California
USD 447 M +USD 26.7 M +6% 14.6% 311% 174 46.55% 0.9
Capital Impact Advisors
3781
Capital Impact Advisors
Massachusetts
USD 447 M +USD 115 M +35% 22.1% – 37 37.84% 0.4
Brooklyn FI
3782
Brooklyn FI
New York
USD 446 M +USD 56 M +14% 7.28% 54.7% 80 5% 2.1
Shelter Mutual Insurance
3783
Shelter Mutual Insurance
Missouri
USD 446 M +USD 14.6 M +3% 4.63% 51.2% 58 0% 6.9
Paradice Investment Management
3784
Paradice Investment Management
Colorado
USD 446 M -USD 46.4 M -9% 2.97% 72.2% 37 48.65% 2.7
KEB Asset Management
3785
KEB Asset Management
Illinois
USD 446 M +USD 44.4 M +11% 8.03% 68.9% 95 7.37% 2.2
Convergence Investment Partners
3786
Convergence Investment Partners
Florida
USD 446 M +USD 51.1 M +13% 15.5% 304% 299 38.46% 3
Hourglass Capital
3787
Hourglass Capital
Texas
USD 445 M +USD 40.8 M +10% 9.65% 94.4% 109 5.5% 6.1
FVCM
3788
F&V Capital Management
Florida
USD 445 M +USD 54 M +14% 12.5% 123% 56 7.14% 5.4
Tradewinds Capital Management
3789
Tradewinds Capital Management
Washington
USD 445 M +USD 47.4 M +12% 7.44% 96.9% 719 15.99% 4.2
Builder Investment Group
3790
Builder Investment Group
Georgia
USD 445 M +USD 40.5 M +10% 12.2% 169% 105 5.71% 2.3
IAM Advisory
3791
IAM Advisory
Pennsylvania
USD 445 M +USD 28.1 M +7% 6.41% 74.5% 108 15.74% 2.1
NVWM LLC
3792
NVWM LLC
Pennsylvania
USD 445 M +USD 30.4 M +7% 8.21% 119% 724 11.74% 2.9
Apeiron RIA
3793
Apeiron RIA
Texas
USD 445 M +USD 56.2 M +14% 7.16% 68.5% 228 18.42% 2.2
Kettle Hill Capital Management
3794
Kettle Hill Capital Management
New York
USD 444 M +USD 12.4 M +3% 8.91% 37.4% 52 51.92% 0.5
Fonville Wealth Management
3795
Fonville Wealth Management
Virginia
USD 444 M +USD 49.6 M +13% 6.26% 53.9% 131 9.16% 1.3
Winch Advisory Services
3796
Winch Advisory Services
Wisconsin
USD 444 M +USD 34.9 M +9% 7.5% 80.8% 527 5.31% 5
Essex Savings Bank
3797
Essex Savings Bank
Connecticut
USD 444 M +USD 24.4 M +6% 7.94% 95.2% 321 7.17% 3.8
BCS Wealth Management
3798
BCS Wealth Management
Tennessee
USD 444 M -USD 20.8 M -4% 5.5% 46.7% 270 11.48% 1.8
West Wealth Group
3799
West Wealth Group
California
USD 444 M +USD 41.4 M +10% 8.41% 79.8% 127 15.75% 1.6
Kendall Capital Management
3800
Kendall Capital Management
Maryland
USD 444 M +USD 65.4 M +17% 10% 130% 237 7.17% 3.4