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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)
RFG Holdings
4551
RFG Holdings
Texas
USD 263 M +USD 25.3 M +11% 2.55% 72.3% 49 16.33% 1
Standard General
4552
Standard General
New York
USD 263 M +USD 105 M +67% 292% 259% 3 0% 5.8
Aquamarine Zurich
4553
Aquamarine Zurich
Switzerland
USD 263 M +USD 623 k +0.2% 0.36% 74.8% 14 14.29% 1.5
FNWM
4554
Financial Network Wealth Management
Utah
USD 263 M +USD 51.3 M +24% 5.45% – 109 63.3% 1
Viola Ventures VC Management 4
4555
Viola Ventures VC Management 4
Israel
USD 262 M -USD 10.6 M -4% 4.66% 79.1% 5 0% 1.3
Jeppson Wealth Management
4556
Jeppson Wealth Management
California
USD 262 M +USD 4.39 M +2% 4.24% 107% 217 9.68% 2.6
Iron Horse Wealth Management
4557
Iron Horse Wealth Management
Iowa
USD 262 M +USD 8.86 M +4% 0.04% 29.1% 496 10.69% 1.5
Cerro Pacific Wealth Advisors
4558
Cerro Pacific Wealth Advisors
California
USD 262 M – – 4.25% – 149 – 2.5
WealthBridge Investment Counsel
4559
WealthBridge Investment Counsel
Alberta, Canada
USD 261 M -USD 8.09 M -3% 0.92% 106% 44 2.27% 3.8
Bard Associates
4560
Bard Associates
Illinois
USD 261 M -USD 16.8 M -6% 0.91% 241% 179 5.59% 5.5
Allegiance Financial Group Advisory Services
4561
Allegiance Financial Group Advisory Services
Virginia
USD 261 M +USD 16.8 M +7% 0.56% 62.6% 74 6.76% 1.3
Anatole Investment Management
4562
Anatole Investment Management
Hong Kong
USD 261 M -USD 62.6 M -19% 9.71% 3,486% 11 63.64% 0.3
Sandbox Financial Partners
4563
Sandbox Financial Partners
Maryland
USD 261 M +USD 22.8 M +10% 6.24% 69.6% 103 11.65% 2
PAM
4564
Pegasus Asset Management
New York
USD 261 M +USD 2.57 M +1% 3.42% 89% 73 8.22% 4.8
Allred Capital Management
4565
Allred Capital Management
Texas
USD 261 M +USD 4.74 M +2% 2.09% 73.5% 175 5.14% 3.9
Bourne Lent Asset Management
4566
Bourne Lent Asset Management
New York
USD 261 M +USD 12.8 M +5% 7.57% 76.1% 63 3.17% 6.4
MCF
4567
MKA Charitable Fund
California
USD 261 M -USD 27.9 M -10% 8.08% – 1 0% 0.5
Sicart Associates
4568
Sicart Associates
New York
USD 261 M -USD 12.4 M -5% 0.53% 99.1% 79 12.66% 3.9
McCarthy & Cox
4569
McCarthy & Cox
Ohio
USD 261 M -USD 4.22 M -2% 0.31% – 54 14.81% 0.2
Bill Few Associates
4570
Bill Few Associates
Pennsylvania
USD 261 M +USD 14 M +6% 3.77% 91.5% 181 11.05% 1.7
Swiss Re
4571
Swiss Re
Switzerland
USD 260 M -USD 238 M -48% 4.56% – 2 0% 1.1
Snow Phipps Group
4572
Snow Phipps Group
New York
USD 260 M -USD 30.6 M -11% 0.06% 58% 2 0% 4.3
Fielder Capital Group
4573
Fielder Capital Group
Tennessee
USD 260 M +USD 36.4 M +16% 4.31% – 207 22.22% 0.4
Stiles Financial Services
4574
Stiles Financial Services
Minnesota
USD 260 M +USD 10.4 M +4% 4.35% 133% 187 8.56% 1.9
3G Capital Partners
4575
3G Capital Partners
New York
USD 260 M +USD 21.9 M +9% 8.6% 351% 15 40% 0.4