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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)
Iron Gate Global Advisors
4026
Iron Gate Global Advisors
Utah
USD 175 M +USD 10.1 M +6% 5.32% 106% 83 33.73% 1.4
Pettee Investors
4027
Pettee Investors
Connecticut
USD 175 M +USD 15.7 M +10% 9.88% 96.1% 121 9.92% 3.3
Peterson Wealth Advisors
4028
Peterson Wealth Advisors
Utah
USD 175 M +USD 11.6 M +7% 5.53% 50.9% 45 11.11% 1.6
Shorepoint Capital Partners
4029
Shorepoint Capital Partners
Massachusetts
USD 175 M +USD 5.33 M +3% 7.81% – 93 9.68% 0.7
AA
4030
Antipodean Advisors
New York
USD 175 M +USD 54.9 M +46% 52.1% 67.8% 13 46.15% 1.6
Butensky & Cohen Financial Security
4031
Butensky & Cohen Financial Security
Florida
USD 175 M +USD 8.42 M +5% 6.29% 81% 91 5.49% 3.7
GVO Asset Management
4032
GVO Asset Management
Switzerland
USD 175 M -USD 39.7 M -19% 13.9% 71.2% 19 68.42% 0.4
Resource Planning Group
4033
Resource Planning Group
Georgia
USD 175 M +USD 3.55 M +2% 2.84% 1.9% 62 11.29% 1
BM
4034
Bislett Management
California
USD 174 M +USD 5.63 M +3% 9.01% 19.8% 18 0% 4.7
Sequent Asset Management
4035
Sequent Asset Management
Texas
USD 174 M +USD 37.8 M +28% 4.79% 51.3% 65 20% 3.1
HIM
4036
Hotaling Investment Management
Pennsylvania
USD 174 M +USD 18.7 M +12% 8.99% 52.6% 125 14.4% 0.8
Core Wealth Advisors (Florida)
4037
Core Wealth Advisors (Florida)
Florida
USD 174 M – – 5.39% 59.7% 135 – 0
EP
4038
Elkhorn Partners
Nebraska
USD 174 M +USD 3.28 M +2% 3.46% 32.2% 45 20% 4
Wills Financial Group
4039
Wills Financial Group
Virginia
USD 174 M +USD 18.2 M +12% 6.45% 57.5% 61 13.11% 3.6
Highside Global Management
4040
Highside Global Management
Texas
USD 174 M – – 7.62% 11.1% 16 – 0
Curtis Advisory Group
4041
Curtis Advisory Group
California
USD 174 M – – 8.86% 67.6% 52 – 0
Private Wealth Advisors (California)
4042
Private Wealth Advisors (California)
California
USD 174 M +USD 20.4 M +13% 6.31% 63.6% 80 22.5% 0.7
Cook & Bynum Capital Management
4043
Cook & Bynum Capital Management
Alabama
USD 174 M -USD 3.43 M -2% 1.53% 46.8% 5 0% 3.9
RPg Family Wealth Advisory
4044
RPg Family Wealth Advisory
Massachusetts
USD 174 M +USD 8.76 M +5% 9.17% 117% 308 19.16% 1.8
Larson Financial Group
4045
Larson Financial Group
Missouri
USD 174 M +USD 20.7 M +14% 6.31% 81.2% 697 23.1% 0.8
Chou Associates Management
4046
Chou Associates Management
Ontario, Canada
USD 174 M +USD 9.8 M +6% 16% 66.4% 22 9.09% 4
Siris Capital Group
4047
Siris Capital Group
New York
USD 174 M -USD 63.4 M -27% 26.7% – 1 0% 1.3
Ford Financial Group
4048
Ford Financial Group
California
USD 174 M +USD 16.9 M +11% 6.67% 47.7% 96 10.42% 1.1
First United Bank & Trust
4049
First United Bank & Trust
Maryland
USD 174 M +USD 14.4 M +9% 7.8% 78% 130 5.38% 3.8
HCM
4050
Highlander Capital Management
New Jersey
USD 174 M +USD 11.2 M +7% 9.29% 34.4% 652 5.98% 4