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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)
Vance Wealth
4501
Vance Wealth
California
USD 220 M +USD 33.5 M +18% 5.96% 66.4% 84 16.67% 1
University of Chicago
4502
University of Chicago
Illinois
USD 219 M -USD 285 k -0.1% 1.11% 62.3% 6 0% 2.8
Atomi Financial Group
4503
Atomi Financial Group
New York
USD 219 M +USD 40.2 M +22% 6.38% 139% 290 27.93% 0.2
EJF Capital
4504
EJF Capital
Virginia
USD 219 M -USD 51.4 M -19% 2.28% 127% 107 19.63% 1.8
FC
4505
Fore Capital
New York
USD 219 M +USD 38.1 M +21% 0.06% 25.4% 30 36.67% 0.8
Peachtree Investment Partners
4506
Peachtree Investment Partners
Florida
USD 219 M +USD 59 M +37% 12.4% 92.2% 111 20.72% 2.5
Thomas Story & Son
4507
Thomas Story & Son
Indiana
USD 219 M +USD 12.7 M +6% 5.41% 101% 53 1.89% 6.4
Red Lighthouse Investment Management
4508
Red Lighthouse Investment Management
New York
USD 219 M +USD 12.2 M +6% 5.35% 63.4% 97 4.12% 0.5
Parisi Gray Wealth Management
4509
Parisi Gray Wealth Management
New Jersey
USD 219 M +USD 58 M +36% 8.72% 137% 102 18.63% 3.5
Cumberland Advisors
4510
Cumberland Advisors
Florida
USD 219 M -USD 24.9 M -10% 5.9% 73.5% 61 9.84% 3.6
SC
4511
Sawyer & Company
Massachusetts
USD 219 M +USD 33 M +18% 7.01% 111% 180 7.22% 3.9
RI
4512
Rinkey Investments
California
USD 219 M +USD 27.8 M +15% 2.08% 38.4% 65 21.54% 0.8
TriaGen Wealth Management
4513
TriaGen Wealth Management
California
USD 219 M +USD 19.6 M +10% 7.36% 132% 185 24.86% 1.4
HighVista Strategies
4514
HighVista Strategies
Massachusetts
USD 219 M +USD 95.8 M +78% 15.9% 622% 163 51.53% 0.6
Omega Financial Group
4515
Omega Financial Group
California
USD 218 M +USD 1.77 M +0.8% 2.99% 45.2% 83 3.61% 3
Ceeto Capital Group
4516
Ceeto Capital Group
Florida
USD 218 M +USD 17.6 M +9% 9.84% 94.4% 165 10.3% 3.7
Forest Avenue Capital Management
4517
Forest Avenue Capital Management
Florida
USD 218 M +USD 79.7 M +58% 11% 415% 36 61.11% 0.2
BOC
4518
Barbara Oil Co
Illinois
USD 218 M +USD 9.5 M +5% 5.14% 76.9% 84 2.38% 7.1
Glass Jacobson Investment Advisors
4519
Glass Jacobson Investment Advisors
Maryland
USD 218 M – – 4.13% 63.1% 796 – 0.5
Argent Advisors
4520
Argent Advisors
Louisiana
USD 218 M +USD 8.63 M +4% 2.62% 63.1% 139 10.79% 2.5
Roman Butler Fullerton & Co
4521
Roman Butler Fullerton & Co
Missouri
USD 218 M +USD 16.9 M +8% 10.8% 134% 203 14.78% 2.9
Continental Grain Company
4522
Continental Grain Company
New York
USD 218 M +USD 12.1 M +6% 5.11% 5.73% 5 20% 2.1
Pantechnicon Advisors
4523
Pantechnicon Advisors
United Kingdom
USD 218 M -USD 28.9 M -12% 5.62% – 22 36.36% 0.3
Pelion Inc
4524
Pelion Inc
Utah
USD 218 M +USD 80.6 M +59% 66.1% 16.9% 4 0% 1.5
LGT Fund Management
4525
LGT Fund Management
Liechtenstein
USD 218 M -USD 17.2 M -7% 10.7% 121% 151 31.13% 1