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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)
Palisades Hudson Asset Management
5001
Palisades Hudson Asset Management
Florida
USD 237 M +USD 19.4 M +9% 7.53% 66.8% 105 14.29% 6.1
Kercheville Advisors
5002
Kercheville Advisors
Texas
USD 237 M +USD 6.61 M +3% 5.2% 261% 93 18.28% 2.2
Infusive Asset Management
5003
Infusive Asset Management
New York
USD 237 M -USD 10.8 M -4% 5.57% 33.8% 41 24.39% 0.9
Investment Research & Advisory Group
5004
Investment Research & Advisory Group
Georgia
USD 237 M +USD 11.3 M +5% 6.13% 105% 219 10.96% 3
Clarus Group
5005
Clarus Group
Texas
USD 237 M +USD 10.4 M +5% 4.23% 67.5% 126 20.63% 2.1
Brightline Capital Management
5006
Brightline Capital Management
Florida
USD 237 M +USD 35.3 M +18% 21.4% 810% 25 44% 0.4
Sonata Capital Group
5007
Sonata Capital Group
Washington
USD 237 M +USD 41.8 M +21% 5.63% 66.5% 117 24.79% 5.1
Holistic Planning
5008
Holistic Planning
Texas
USD 236 M +USD 106 M +82% 4.43% – 168 37.5% 0.5
Spectrum Asset Management (California)
5009
Spectrum Asset Management (California)
California
USD 236 M +USD 20.2 M +9% 6.96% 68.3% 108 22.22% 3.2
Edenbrook Capital
5010
Edenbrook Capital
New York
USD 236 M -USD 29.2 M -11% 5.83% 267% 20 45% 3
Ovata Capital Management
5011
Ovata Capital Management
Hong Kong
USD 236 M +USD 52.2 M +28% 4.17% 69.1% 47 48.94% 0.5
SGH
5012
Sivik Global Healthcare
Connecticut
USD 236 M -USD 42.2 M -15% 8.23% 83.8% 47 44.68% 2.1
Visa Foundation
5013
Visa Foundation
California
USD 236 M +USD 1.69 M +0.7% 1.21% 58.1% 2 0% 1.5
325 Capital
5014
325 Capital
New York
USD 236 M -USD 1.91 M -0.8% 4.39% 226% 14 28.57% 1.8
Purus Wealth Management
5015
Purus Wealth Management
California
USD 236 M +USD 9.7 M +4% 4.39% 174% 121 7.44% 2.5
Prairiewood Capital
5016
Prairiewood Capital
North Dakota
USD 236 M +USD 25.4 M +12% 8.06% 42.6% 81 6.17% 2.2
Gunderson Capital Management
5017
Gunderson Capital Management
South Carolina
USD 236 M +USD 3.1 M +1% 5.42% 961% 49 38.78% 0.9
Perry Creek Capital
5018
Perry Creek Capital
New York
USD 236 M +USD 24.5 M +12% 17.9% 51.2% 14 21.43% 3.4
BCH
5019
Berkshire Capital Holdings
California
USD 236 M -USD 11.6 M -5% 14.4% 2,748% 91 5.49% 2.7
Providence First Trust
5020
Providence First Trust
Arizona
USD 236 M +USD 13.7 M +6% 4.64% 64.1% 110 27.27% 3.1
Dean Capital Management
5021
Dean Capital Management
Kansas
USD 236 M +USD 158 M +203% 12.7% 89.7% 142 47.89% 1
Maxwell Wealth Strategies
5022
Maxwell Wealth Strategies
California
USD 235 M +USD 31.2 M +15% 6.14% – 109 7.34% 0.7
BCS Wealth Management
5023
BCS Wealth Management
Tennessee
USD 235 M +USD 29.6 M +14% 4.15% 46.7% 169 9.47% 1.8
Greenhaven Road Investment Management
5024
Greenhaven Road Investment Management
Connecticut
USD 235 M +USD 19.3 M +9% 18.7% 70.2% 19 26.32% 2.2
Vienna Insurance Group
5025
Vienna Insurance Group
Poland
USD 235 M -USD 20.3 M -8% 4.43% 188% 94 3.19% 1.7