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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)
FCT
4726
Family Capital Trust
Massachusetts
USD 289 M +USD 9.8 M +4% 5.44% 39.1% 62 0% 7
Headwater Capital
4727
Headwater Capital
China
USD 288 M +USD 65.8 M +30% 18.2% – 17 64.71% 0.2
Kelleher Financial Advisors
4728
Kelleher Financial Advisors
New York
USD 288 M +USD 37.2 M +15% 7.55% 72.4% 144 15.97% 4
BDA
4729
Borer Denton & Associates
Pennsylvania
USD 288 M +USD 5.39 M +2% 4.97% 44.2% 60 5% 2.9
Purus Wealth Management
4730
Purus Wealth Management
California
USD 288 M +USD 52.9 M +23% 19.7% 174% 142 17.61% 2.6
Maestria Partners
4731
Maestria Partners
Georgia
USD 288 M +USD 51.2 M +22% 27.6% – 15 13.33% 0.4
GoodHaven Capital Management
4732
GoodHaven Capital Management
New Jersey
USD 288 M -USD 7.43 M -3% 1.22% 80.7% 26 3.85% 5.4
American Assets Inc
4733
American Assets Inc
California
USD 288 M -USD 881 k -0.3% 4.4% 63.2% 26 26.92% 3.3
EHP Funds Inc
4734
EHP Funds Inc
Canada
USD 288 M +USD 161 M +126% 40.8% 173% 60 75% 0.3
Halter Ferguson Financial
4735
Halter Ferguson Financial
Indiana
USD 288 M +USD 92.3 M +47% 22.8% 131% 35 25.71% 1.2
Addison Capital
4736
Addison Capital
Pennsylvania
USD 288 M +USD 32.4 M +13% 9.52% 59.7% 147 5.44% 4.5
KKM Financial
4737
KKM Financial
Illinois
USD 288 M +USD 51 M +22% 10.3% – 158 9.49% 1.2
First International Bank & Trust
4738
First International Bank & Trust
North Dakota
USD 287 M -USD 28.7 M -9% 4.73% 38.6% 76 25% 2.4
Front Row Advisors
4739
Front Row Advisors
California
USD 287 M +USD 27.2 M +10% 17.5% 142% 567 14.64% 5
Cherrydale Wealth Management
4740
Cherrydale Wealth Management
New Jersey
USD 287 M +USD 34.5 M +14% 11.1% 80.8% 82 19.51% 1.9
Cutler Capital Management
4741
Cutler Capital Management
Massachusetts
USD 287 M -USD 100 k -0% 0% 39.7% 122 12.3% 3.5
Ceeto Capital Group
4742
Ceeto Capital Group
Florida
USD 287 M +USD 24.2 M +9% 8.87% 94.4% 191 16.23% 4.5
Tekne Capital Management
4743
Tekne Capital Management
New York
USD 287 M +USD 25.1 M +10% 18.9% 516% 7 57.14% 1.4
Claris Advisors
4744
Claris Advisors
Missouri
USD 287 M +USD 19 M +7% 8.36% 65.7% 87 31.03% 1.9
State of New Jersey Common Pension Fund A
4745
State of New Jersey Common Pension Fund A
New Jersey
USD 287 M +USD 216 M +303% 2.65% – 2 50% 0.5
Silverleafe Capital Partners
4746
Silverleafe Capital Partners
Tennessee
USD 287 M -USD 3.88 M -1% 6.45% 87.7% 100 24% 2.2
Union Heritage Capital
4747
Union Heritage Capital
Michigan
USD 287 M +USD 18.5 M +7% 11.1% 82.1% 64 0% 3.5
IronBridge Private Wealth
4748
IronBridge Private Wealth
Texas
USD 287 M +USD 33 M +13% 21% 122% 55 29.09% 1.9
GPI Capital
4749
GPI Capital
New York
USD 287 M +USD 44.3 M +18% 21.3% 261% 4 0% 3.8
First United Bank & Trust
4750
First United Bank & Trust
Maryland
USD 287 M +USD 19.2 M +7% 8.64% 78% 406 5.42% 3.4