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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)
FC Advisory
4376
FC Advisory
Pennsylvania
USD 297 M +USD 24.6 M +9% 5.6% 46.6% 102 6.86% 4.7
Hilltop Partners
4377
Hilltop Partners
Indiana
USD 297 M +USD 26.1 M +10% 5.43% 64.9% 113 16.81% 1.2
Winmill & Co
4378
Winmill & Co
New Hampshire
USD 297 M +USD 3.94 M +1% 8.68% 146% 58 6.9% 2.9
Claar Advisors
4379
Claar Advisors
New York
USD 297 M -USD 14 M -5% 4.84% 65.5% 24 16.67% 4.6
WFA
4380
Wade Financial Advisory
California
USD 297 M +USD 19.3 M +7% 6.27% 15.9% 82 2.44% 3.4
Goldstream Capital Management
4381
Goldstream Capital Management
Hong Kong
USD 297 M -USD 125 M -30% 3.6% 686% 54 53.7% 0.6
Beach Point Capital Management
4382
Beach Point Capital Management
California
USD 297 M +USD 14.5 M +5% 9.43% 84.1% 10 20% 1.8
CCP
4383
Caden Capital Partners
California
USD 297 M +USD 20.1 M +7% 8.49% 19.1% 15 33.33% 0.9
Bayberry Capital Partners
4384
Bayberry Capital Partners
New York
USD 297 M -USD 202 M -41% 14.9% 99.7% 26 38.46% 0.8
3G Capital Partners
4385
3G Capital Partners
New York
USD 296 M +USD 36.5 M +14% 17.9% 351% 15 20% 0.7
VisionPoint Advisory Group
4386
VisionPoint Advisory Group
Texas
USD 296 M +USD 14.9 M +5% 6.66% 79.3% 824 71% 1.6
Diana Davis Spencer Foundation
4387
Diana Davis Spencer Foundation
Maryland
USD 296 M +USD 13.7 M +5% 4.87% 13.4% 4 0% 7.4
Arcataur Capital Management
4388
Arcataur Capital Management
Wisconsin
USD 296 M +USD 15.1 M +5% 6.52% 65.4% 98 2.04% 1.2
Weybosset Research & Management
4389
Weybosset Research & Management
Rhode Island
USD 295 M +USD 28.6 M +11% 8.41% 74.8% 55 20% 3.8
AMI Investment Management
4390
AMI Investment Management
Indiana
USD 295 M +USD 8.85 M +3% 4.63% 52% 73 9.59% 5.2
Quantum Private Wealth
4391
Quantum Private Wealth
Florida
USD 295 M +USD 13.5 M +5% 6.94% 240% 196 10.2% 2
Packer & Co
4392
Packer & Co
Australia
USD 295 M +USD 1.06 M +0.4% 4.41% – 3 0% 4.8
FP
4393
Fiduciary Planning
Florida
USD 295 M +USD 15.2 M +5% 3.84% 71.4% 64 10.94% 1.7
NC
4394
Nokomis Capital
Texas
USD 294 M +USD 13.4 M +5% 12.2% 145% 62 20.97% 2
Kerrisdale Advisers
4395
Kerrisdale Advisers
Florida
USD 294 M -USD 25.4 M -8% 5.17% 78.8% 106 20.75% 1.3
LFGO
4396
Legacy Financial Group (Oklahoma)
Oklahoma
USD 294 M +USD 30 M +11% 5.55% 64.2% 82 15.85% 1.3
Mount Lucas Management
4397
Mount Lucas Management
Pennsylvania
USD 294 M -USD 55.5 M -16% 14.5% 109% 165 17.58% 0.9
Beacon Financial Advisory
4398
Beacon Financial Advisory
Ohio
USD 294 M +USD 26.2 M +10% 6.59% 76.8% 318 14.78% 2.1
Palogic Value Management
4399
Palogic Value Management
Texas
USD 294 M +USD 58.1 M +25% 2.74% 31.3% 188 18.62% 1.3
Fairfield Financial Advisors
4400
Fairfield Financial Advisors
Massachusetts
USD 294 M -USD 46.1 M -14% 1.94% – 301 7.31% 2