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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)
NFC Investments
4526
NFC Investments
Tennessee
USD 354 M +USD 8.67 M +3% 3.19% – 45 8.89% 4.7
PCG Wealth Advisors
4527
PCG Wealth Advisors
Kansas
USD 353 M +USD 10.2 M +3% 3.46% 87% 157 9.55% 1.6
DI
4528
DKRT Investments
USD 353 M -USD 63.1 M -15% 1.05% – 49 16.33% 0.4
Rhino Investment Partners
4529
Rhino Investment Partners
Pennsylvania
USD 353 M +USD 35.8 M +11% 5.47% 110% 42 40.48% 1.1
Oldfield Partners
4530
Oldfield Partners
United Kingdom
USD 353 M +USD 32.5 M +10% 10.8% 98% 20 5% 4.9
Taconic Capital Advisors
4531
Taconic Capital Advisors
New York
USD 352 M -USD 80.6 M -19% 21.6% 273% 49 71.43% 0.7
Thrive Capital Management (New York)
4532
Thrive Capital Management (New York)
New York
USD 352 M -USD 128 M -27% 16.1% 205% 6 33.33% 2.1
Starr Indemnity & Liability Company
4533
Starr Indemnity & Liability Company
New York
USD 352 M +USD 45.9 M +15% 7.95% – 4 0% 0.6
Tidemark
4534
Tidemark
California
USD 352 M +USD 8.68 M +3% 1.83% – 716 14.25% 1.6
Seascape Capital Management
4535
Seascape Capital Management
New Hampshire
USD 352 M +USD 3.14 M +0.9% 2.77% 111% 100 13% 3.4
Capital Innovations
4536
Capital Innovations
Wisconsin
USD 351 M – – 1.55% – 51 – 0.1
S.E.E.D. Planning Group
4537
S.E.E.D. Planning Group
New York
USD 351 M +USD 7.75 M +2% 2.51% 57.3% 92 14.13% 3.2
Tensor Edge Capital
4538
Tensor Edge Capital
Massachusetts
USD 351 M – – 19.2% – 14 – 0
Redwood Grove Capital
4539
Redwood Grove Capital
California
USD 351 M +USD 1.37 M +0.4% 5.2% 79.8% 22 4.55% 2.6
Snow Phipps Group
4540
Snow Phipps Group
New York
USD 351 M +USD 39.7 M +13% 12.8% 58% 2 0% 5.8
Liberty Square Wealth Partners
4541
Liberty Square Wealth Partners
Pennsylvania
USD 351 M +USD 26.6 M +8% 2.12% – 151 7.28% 0.9
Sterling Wealth Management
4542
Sterling Wealth Management
Illinois
USD 351 M +USD 20.6 M +6% 2.11% – 114 10.53% 1.7
Seaside Wealth Management
4543
Seaside Wealth Management
California
USD 350 M +USD 13.5 M +4% 2.46% 53.4% 65 6.15% 2.6
Wealth Management Partners
4544
Wealth Management Partners
Arizona
USD 350 M +USD 35.5 M +11% 2.81% 194% 151 11.26% 2.7
Seven Springs Wealth Group
4545
Seven Springs Wealth Group
Tennessee
USD 350 M -USD 63.4 M -15% 1.21% 59.2% 88 11.36% 3.5
Warren Street Wealth Advisors
4546
Warren Street Wealth Advisors
California
USD 350 M +USD 14.4 M +4% 2.44% 84.6% 157 22.29% 2.1
Global Assets Advisory
4547
Global Assets Advisory
Florida
USD 350 M +USD 13.4 M +4% 2.71% 95.9% 304 15.46% 0.9
AIA
4548
AIMZ Investment Advisors
California
USD 350 M +USD 31 M +10% 6.98% 81.3% 144 13.89% 6.8
MWM
4549
MGB Wealth Management
Texas
USD 350 M -USD 4.39 M -1% 0.92% – 337 15.73% 1.5
MEPT
4550
Missouri Education Pension Trust
Missouri
USD 349 M – – 1.99% – 2 – 0