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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)
Nicollet Investment Management
4201
Nicollet Investment Management
Minnesota
USD 246 M +USD 17.4 M +8% 9.27% 104% 70 11.43% 2.7
Academy Capital Management
4202
Academy Capital Management
Texas
USD 245 M -USD 274 M -53% 4.93% 71.2% 38 36.84% 2.7
Biltmore Wealth Management
4203
Biltmore Wealth Management
Arizona
USD 245 M +USD 15.3 M +7% 5.08% 59.8% 50 12% 1.9
Highside Global Management
4204
Highside Global Management
Texas
USD 245 M -USD 998 k -0.4% 9.01% 11.1% 18 33.33% 0.5
Cincinnati Specialty Underwriters Insurance
4205
Cincinnati Specialty Underwriters Insurance
Ohio
USD 245 M +USD 14.4 M +6% 6.57% 115% 38 0% 5.2
Lodbrok Capital
4206
Lodbrok Capital
United Kingdom
USD 245 M +USD 222 M +963% 11.4% 25.9% 3 66.67% 0.2
KRC
4207
Kehrs Ridge Capital
New Jersey
USD 245 M +USD 60.8 M +33% 5.59% – 47 82.98% 0.1
Sage Capital Advisors
4208
Sage Capital Advisors
South Dakota
USD 245 M +USD 22 M +10% 6.36% 105% 115 15.65% 2
Somerset Trust
4209
Somerset Trust
Pennsylvania
USD 245 M +USD 12.9 M +6% 5.55% 80.5% 133 8.27% 4.2
United Capital Management of KS
4210
United Capital Management of KS
Kansas
USD 245 M +USD 27.3 M +13% 10.2% 272% 97 11.34% 1.7
BHK Investment Advisors
4211
BHK Investment Advisors
Alabama
USD 245 M +USD 29.5 M +14% 5.54% 54.6% 67 8.96% 2.5
Courage Miller Partners
4212
Courage Miller Partners
Virginia
USD 245 M +USD 14.4 M +6% 4.89% 43.5% 86 4.65% 5.2
Marvin & Palmer Associates
4213
Marvin & Palmer Associates
Delaware
USD 245 M +USD 19.6 M +9% 11.8% 392% 40 62.5% 0.8
Searle & Co
4214
Searle & Co
Connecticut
USD 245 M +USD 20.3 M +9% 8.12% 93.8% 151 9.27% 3.3
ETI
4215
Enterprise Trust & Investment
California
USD 244 M +USD 20.8 M +9% 9.92% 58.6% 221 25.79% 1.4
Physicians Financial Services
4216
Physicians Financial Services
North Carolina
USD 244 M +USD 10.5 M +4% 7.71% 100% 121 12.4% 4
Old Mission Investment Co
4217
Old Mission Investment Co
Michigan
USD 244 M +USD 28.8 M +13% 7.03% 82% 108 8.33% 1.2
Front Row Advisors
4218
Front Row Advisors
California
USD 244 M +USD 37.3 M +18% 10.2% 142% 1,014 10.85% 2.4
Windward Private Wealth Management
4219
Windward Private Wealth Management
Kansas
USD 244 M +USD 18.4 M +8% 3.78% 35.5% 45 0% 0.5
MAM
4220
Miria Asset Management
Malta
USD 243 M +USD 25.6 M +12% 15.1% 265% 43 65.12% 0.2
Vivid Financial Management
4221
Vivid Financial Management
California
USD 243 M +USD 25.8 M +12% 6.72% – 161 17.39% 0.8
Relyea Zuckerberg Hanson
4222
Relyea Zuckerberg Hanson
Connecticut
USD 243 M +USD 16.8 M +7% 7.83% 95.9% 132 6.06% 1.2
Heritage Way Advisors
4223
Heritage Way Advisors
Illinois
USD 243 M +USD 15.2 M +7% 7.24% 79.4% 69 5.8% 2.8
Fairmount Funds Management
4224
Fairmount Funds Management
Pennsylvania
USD 243 M +USD 5.99 M +3% 10.2% 2,136% 21 9.52% 1
Virtus ETF Advisers
4225
Virtus ETF Advisers
New York
USD 243 M +USD 6.44 M +3% 5.45% 177% 410 16.1% 1.5