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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)
SCC
4101
Steel Canyon Capital
Arizona
USD 126 M -USD 3.38 M -3% 12.4% 62.8% 20 30% 0.7
SLA
4102
Silver Lake Advisory
Utah
USD 126 M -USD 9.12 M -7% 2.91% 70.9% 91 21.98% 3.3
O'Keefe Stevens Advisory
4103
O'Keefe Stevens Advisory
New York
USD 125 M +USD 12.3 M +11% 4.93% 208% 49 26.53% 0.6
LA
4104
LFL Advisers
Illinois
USD 125 M +USD 4.79 M +4% 6.26% 83% 10 10% 1.4
One Wealth Advisors
4105
One Wealth Advisors
California
USD 125 M +USD 11.9 M +10% 3.89% 66% 601 19.8% 0.4
Whalerock Point Partners
4106
Whalerock Point Partners
Rhode Island
USD 125 M -USD 187 M -60% 3.38% 103% 200 42% 3.1
Penn Mutual Life Insurance
4107
Penn Mutual Life Insurance
Pennsylvania
USD 125 M -USD 14 M -10% 1.26% 1.64% 29 17.24% 1.8
Landaas & Company
4108
Landaas & Company
Wisconsin
USD 125 M +USD 25.9 M +26% 2.38% 60.3% 354 85.31% 0.1
WPA
4109
Winning Points Advisors
Florida
USD 125 M +USD 2.6 M +2% 1.76% – 77 11.69% 1.3
Daniel Devine & Co
4110
Daniel Devine & Co
Florida
USD 125 M +USD 1.99 M +2% 3.43% 34.2% 52 9.62% 2.7
Weatherstone Capital Management
4111
Weatherstone Capital Management
Colorado
USD 125 M -USD 7.41 M -6% 1.24% 32% 98 26.53% 1.5
Kelso & Company
4112
Kelso & Company
New York
USD 125 M -USD 14.5 M -10% 10.4% – 1 0% 4.5
Tiemann Investment Advisors
4113
Tiemann Investment Advisors
California
USD 125 M +USD 633 k +0.5% 1.63% 77% 175 3.43% 3.2
Loudon Investment Management
4114
Loudon Investment Management
New Hampshire
USD 125 M -USD 1.07 M -0.9% 1.64% 61.6% 88 5.68% 3.3
SCA
4115
Sander Capital Advisors
Washington
USD 125 M +USD 4.77 M +4% 12.8% 113% 16 37.5% 0.4
Hellman Jordan Management Company
4116
Hellman Jordan Management Company
Massachusetts
USD 125 M +USD 64.1 M +106% 1.41% 203% 59 44.07% 0.6
Investment Counsel
4117
Investment Counsel
Michigan
USD 125 M +USD 2.98 M +2% 2.33% 50.1% 54 1.85% 2.3
Madrona Financial Services
4118
Madrona Financial Services
Washington
USD 124 M -USD 1.26 M -1% 1.88% 75.4% 43 6.98% 2.2
LFWA
4119
LBJ Family Wealth Advisors
Texas
USD 124 M +USD 3.6 M +3% 3.74% 64.9% 17 0% 3.5
Bishop & Co Investment Management
4120
Bishop & Co Investment Management
Pennsylvania
USD 124 M +USD 6.31 M +5% 1.4% 47.6% 22 31.82% 1.5
Donald L. Hagan LLC
4121
Donald L. Hagan LLC
Florida
USD 124 M +USD 4.01 M +3% 2.93% 47.9% 90 20% 1.7
PIM
4122
Partner Investment Management
California
USD 124 M +USD 31.3 M +34% 10.1% 168% 124 38.71% 0.7
Wheatland Advisors
4123
Wheatland Advisors
Pennsylvania
USD 124 M +USD 2.58 M +2% 3.13% 30.5% 98 4.08% 3.6
Donor Advised Charitable Giving
4124
Donor Advised Charitable Giving
California
USD 123 M -USD 5.73 M -4% 2.33% 365% 18 27.78% 0.4
Peterson Wealth Advisors
4125
Peterson Wealth Advisors
Utah
USD 123 M +USD 2.37 M +2% 2.27% 50.9% 49 16.33% 0.5