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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)
Delphi Financial Group
3826
Delphi Financial Group
Delaware
USD 327 M -USD 12.3 M -4% 1.87% 66.3% 31 16.13% 2.8
TCM
3827
Tao Capital Management
California
USD 327 M -USD 48.1 M -13% 5.76% 314% 17 29.41% 0.9
WESPAC Advisors SoCal
3828
WESPAC Advisors SoCal
California
USD 327 M +USD 21.3 M +7% 11.3% 135% 88 15.91% 2.7
Supplemental Annuity Collective Trust (SACT) of New Jersey
3829
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 327 M +USD 22.7 M +7% 11.7% 166% 226 2.21% 4.3
Blue Water Life Science Advisors
3830
Blue Water Life Science Advisors
California
USD 327 M +USD 19.5 M +6% 6.03% 503% 29 72.41% 0.4
Steamboat Capital Partners
3831
Steamboat Capital Partners
New York
USD 327 M -USD 104 M -24% 6.13% 280% 46 21.74% 1.4
Partners in Financial Planning
3832
Partners in Financial Planning
Virginia
USD 327 M +USD 6.39 M +2% 3.76% 42% 97 7.22% 0.5
Kadensa Capital
3833
Kadensa Capital
Hong Kong
USD 327 M +USD 155 M +91% 1.85% 191% 21 47.62% 0.3
Johanson Financial Advisors
3834
Johanson Financial Advisors
California
USD 326 M +USD 36.1 M +12% 11.1% 101% 134 10.45% 2.9
Great Point Wealth Advisors
3835
Great Point Wealth Advisors
Massachusetts
USD 326 M +USD 35.5 M +12% 3.28% – 61 21.31% 1.8
Oakhurst Advisors
3836
Oakhurst Advisors
California
USD 326 M +USD 16.9 M +5% 2.35% – 7 14.29% 0.5
Cedar Mountain Advisors
3837
Cedar Mountain Advisors
Oregon
USD 326 M +USD 25.4 M +8% 7.62% 57.7% 336 9.82% 1.5
Flagstar Advisors
3838
Flagstar Advisors
New York
USD 326 M +USD 25.5 M +8% 6.64% 81.9% 239 46.03% 0.2
RenaissanceRe Holdings
3839
RenaissanceRe Holdings
Bermuda
USD 326 M +USD 51 M +19% 12% 40.8% 6 0% 1.3
Broadleaf Partners
3840
Broadleaf Partners
Ohio
USD 326 M +USD 23.5 M +8% 12.6% 180% 77 14.29% 2.6
Marino Stram & Associates
3841
Marino Stram & Associates
Massachusetts
USD 326 M +USD 36.4 M +13% 9.46% 72.2% 150 8.67% 1.6
Harrell Investment Partners
3842
Harrell Investment Partners
Texas
USD 325 M +USD 14.6 M +5% 9.49% 121% 105 13.33% 1.5
Pacifica Capital Investments
3843
Pacifica Capital Investments
Texas
USD 325 M +USD 15.5 M +5% 6.48% 69.8% 21 9.52% 5.5
Absoluto Partners Gestao de Recursos
3844
Absoluto Partners Gestao de Recursos
Brazil
USD 325 M -USD 187 M -37% 11.7% 78.7% 33 36.36% 0.7
Henry James International Management
3845
Henry James International Management
New York
USD 325 M +USD 7.33 M +2% 4.33% 125% 158 9.49% 2.2
Trilantic Capital Management
3846
Trilantic Capital Management
New York
USD 324 M – – 33.7% – 12 – 0
Wedmont Private Capital
3847
Wedmont Private Capital
Pennsylvania
USD 324 M – – 5.98% 87.5% 240 – 0
Dow Chemical Company
3848
Dow Chemical Company
Michigan
USD 324 M -USD 114 M -26% 0.64% 29.4% 12 8.33% 1.4
Element Pointe Advisors
3849
Element Pointe Advisors
Florida
USD 324 M +USD 27.8 M +9% 7.63% 75.1% 122 22.95% 1.4
LFM
3850
Lumina Fund Management
New York
USD 324 M +USD 45.2 M +16% 12% 28.1% 56 42.86% 1.8