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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)
United Community Bank
4626
United Community Bank
South Carolina
USD 323 M +USD 30.6 M +10% 5.98% 72.7% 641 29.17% 1.6
BC
4627
Bruce & Co
Illinois
USD 323 M +USD 14.5 M +5% 13.1% 94.5% 40 2.5% 6.6
CVA
4628
Central Valley Advisors
California
USD 323 M +USD 29.1 M +10% 6.93% 77.8% 149 11.41% 1.1
Comprehensive Financial Consultants Institutional
4629
Comprehensive Financial Consultants Institutional
Indiana
USD 323 M +USD 18 M +6% 5.71% 78% 192 8.85% 2.4
Keystone Financial Services (Colorado)
4630
Keystone Financial Services (Colorado)
Colorado
USD 323 M +USD 28.7 M +10% 7.25% 66% 131 13.74% 1.9
AFS
4631
Aft Forsyth & Sober
Florida
USD 323 M +USD 25.7 M +9% 9.86% 94.6% 65 18.46% 4.5
Punch Card Management
4632
Punch Card Management
Florida
USD 322 M +USD 12.5 M +4% 1.09% 41% 7 28.57% 2.3
Centerpoint Advisors
4633
Centerpoint Advisors
Massachusetts
USD 322 M +USD 27.5 M +9% 8.96% 74.2% 472 13.35% 3.4
TM
4634
TigerOak Management
New Mexico
USD 322 M +USD 30.4 M +10% 10.7% – 121 8.26% 0.7
Blue Owl Capital Holdings
4635
Blue Owl Capital Holdings
New York
USD 322 M +USD 12.3 M +4% 27.7% 145% 80 20% 0.9
Lightspeed Management Company
4636
Lightspeed Management Company
California
USD 322 M +USD 83.2 M +35% 10.3% – 8 50% 0.4
Congress Park Capital
4637
Congress Park Capital
New York
USD 322 M +USD 16.7 M +5% 5.89% 99.9% 135 19.26% 3.7
VSM Wealth Advisory
4638
VSM Wealth Advisory
Maryland
USD 322 M +USD 18.8 M +6% 6.64% – 519 15.41% 0.7
Hobbs Group Advisors
4639
Hobbs Group Advisors
South Carolina
USD 321 M +USD 28.8 M +10% 6.47% – 165 15.15% 1.2
CAGAS
4640
Capital Advisory Group Advisory Services
Minnesota
USD 321 M +USD 43.1 M +16% 7% 54.8% 186 10.22% 2.6
Oldfather Financial Services
4641
Oldfather Financial Services
Nebraska
USD 321 M +USD 30.2 M +10% 7.71% 60.8% 92 8.7% 3.4
Denver PWM
4642
Denver PWM
Colorado
USD 321 M +USD 81.6 k +0% 4.48% 48.6% 78 0% 2.8
First National Bank Sioux Falls
4643
First National Bank Sioux Falls
South Dakota
USD 321 M +USD 48.2 M +18% 6.84% 70.3% 141 7.09% 4.7
Ceera Investments
4644
Ceera Investments
Texas
USD 321 M -USD 5.98 M -2% 0.39% 56.1% 117 10.26% 2.2
Oldfield Partners
4645
Oldfield Partners
United Kingdom
USD 320 M +USD 29.2 M +10% 1.03% 98% 20 5% 4.5
X-Square Capital
4646
X-Square Capital
Puerto Rico
USD 320 M +USD 42.1 M +15% 10.8% 158% 173 13.87% 3.3
EE
4647
EWG Elevate
California
USD 320 M -USD 4.57 M -1% 7.79% 76% 170 46.47% 1.9
SC
4648
Slotnik Capital
Texas
USD 320 M +USD 57.5 M +22% 13.2% – 42 85.71% 0.2
FIFTHDELTA
4649
FIFTHDELTA
United Kingdom
USD 320 M +USD 9.47 M +3% 8.61% 16.6% 10 60% 1.2
Pure Portfolios Holdings
4650
Pure Portfolios Holdings
Oregon
USD 320 M +USD 24.7 M +8% 7.92% – 107 8.41% 0.9