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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)
Strategic Equity Management
3851
Strategic Equity Management
Arizona
USD 292 M +USD 55.6 M +24% 5.5% 70.3% 41 31.71% 0.3
Signet Financial Management
3852
Signet Financial Management
New Jersey
USD 292 M -USD 242 M -45% 5.8% 65.2% 249 58.23% 2.6
Yale University
3853
Yale University
Connecticut
USD 292 M +USD 245 M +531% 8.07% 33.7% 20 75% 0.4
Sax Wealth Advisors
3854
Sax Wealth Advisors
New Jersey
USD 292 M +USD 18.1 M +7% 5.46% 64.3% 162 9.88% 0.4
Buckley Wealth Management
3855
Buckley Wealth Management
Nevada
USD 291 M +USD 21.7 M +8% 9.28% 88% 133 9.02% 2.5
Eagle Health Investments
3856
Eagle Health Investments
Connecticut
USD 291 M +USD 36.7 M +14% 6.94% 241% 31 25.81% 0.4
First National Corp
3857
First National Corp
Massachusetts
USD 291 M -USD 112 M -28% 6.26% 56.3% 162 19.75% 1.9
Elgethun Capital Management
3858
Elgethun Capital Management
South Dakota
USD 291 M +USD 33.7 M +13% 6.92% 61.5% 104 2.88% 2.9
13D Management
3859
13D Management
New York
USD 291 M +USD 20.7 M +8% 7.42% 157% 33 15.15% 1.5
Single Point Partners
3860
Single Point Partners
Massachusetts
USD 290 M +USD 16.9 M +6% 5.33% 56.4% 106 51.89% 0.8
White Pine Investment Company
3861
White Pine Investment Company
Michigan
USD 290 M +USD 21 M +8% 6.78% 73.3% 58 1.72% 3.9
Walter & Keenan Wealth Management
3862
Walter & Keenan Wealth Management
Indiana
USD 290 M +USD 7.47 M +3% 7.72% 92% 147 6.8% 2.6
Bellwether Advisors
3863
Bellwether Advisors
Nebraska
USD 290 M +USD 37.5 M +15% 6.19% 115% 493 22.72% 0.4
Raffa Wealth Management
3864
Raffa Wealth Management
District of Columbia
USD 289 M +USD 5.22 M +2% 4.06% 35.8% 1,129 6.02% 1.3
Investors Research Corp
3865
Investors Research Corp
Georgia
USD 289 M +USD 23.6 M +9% 6.06% 62.1% 1,057 8.42% 2.1
Centric Wealth Management
3866
Centric Wealth Management
Illinois
USD 289 M -USD 61.4 M -18% 13.7% 44.4% 227 39.65% 1.2
Norwest Venture Partners XIII
3867
Norwest Venture Partners XIII
California
USD 289 M +USD 28.4 M +11% 15.8% – 3 66.67% 0.2
Monument Capital Management
3868
Monument Capital Management
Virginia
USD 289 M +USD 39.4 M +16% 6.98% 170% 149 34.23% 1.2
Jackson Hole Capital Partners
3869
Jackson Hole Capital Partners
Oklahoma
USD 289 M +USD 45.9 M +19% 9% 71.4% 256 10.94% 1.6
Arkos Global Advisors
3870
Arkos Global Advisors
Texas
USD 289 M +USD 28.2 M +11% 4.62% 43.6% 95 12.63% 1.4
Day & Ennis
3871
Day & Ennis
Georgia
USD 289 M +USD 23.8 M +9% 4.7% 15.2% 129 10.85% 2.6
VAM
3872
Velanne Asset Management
United Kingdom
USD 288 M +USD 109 M +61% 6.13% 29.6% 20 5% 1.8
Birinyi Associates
3873
Birinyi Associates
Connecticut
USD 288 M +USD 25.8 M +10% 10.8% 113% 70 10% 4.8
Clear Perspective Advisors
3874
Clear Perspective Advisors
Illinois
USD 288 M +USD 32.4 M +13% 7.77% 88.5% 167 11.98% 2.3
Roanoke Asset Management
3875
Roanoke Asset Management
New Jersey
USD 288 M +USD 57.8 M +25% 7.76% 50.3% 115 13.04% 4.5