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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)
IP
5001
Investment Partners
Ohio
USD 284 M +USD 19.8 M +7% 7.94% 83.2% 162 7.41% 5.7
FullCircle Wealth
5002
FullCircle Wealth
Texas
USD 284 M +USD 15.8 M +6% 5.49% – 273 10.26% 0.9
Theory Financial
5003
Theory Financial
Colorado
USD 284 M +USD 20.1 M +8% 5.6% 54.5% 93 12.9% 1.7
Sculati Wealth Management
5004
Sculati Wealth Management
Michigan
USD 284 M +USD 17.4 M +7% 7.86% 80.3% 129 7.75% 3.5
Engle Capital Management
5005
Engle Capital Management
Connecticut
USD 284 M -USD 48.1 M -15% 13.7% 398% 33 54.55% 0.8
Future Fund LLC
5006
Future Fund LLC
Illinois
USD 283 M +USD 59.4 M +27% 8.42% 93.1% 175 5.71% 0.5
University of Illinois Foundation
5007
University of Illinois Foundation
Illinois
USD 283 M +USD 32.5 M +13% 11.8% – 20 70% 0.5
Hazlett, Burt & Watson
5008
Hazlett, Burt & Watson
West Virginia
USD 283 M +USD 39 M +16% 9.31% 97.1% 935 16.9% 2.2
Meritech Capital Associates V
5009
Meritech Capital Associates V
California
USD 283 M +USD 43.5 M +18% 19.5% 133% 2 0% 4.6
Members Advisory Group
5010
Members Advisory Group
New York
USD 283 M +USD 16.7 M +6% 6.94% 70.6% 41 14.63% 1.3
Bank OZK
5011
Bank OZK
Arkansas
USD 283 M +USD 21.9 M +8% 7.61% 112% 152 7.24% 6.4
Long Road Investment Counsel
5012
Long Road Investment Counsel
Michigan
USD 283 M +USD 14.7 M +5% 11% 53.8% 82 4.88% 7.7
Midwest Heritage Bank
5013
Midwest Heritage Bank
Iowa
USD 282 M +USD 16.6 M +6% 5.87% 52.2% 59 1.69% 2.5
CCM
5014
Consolidated Capital Management
California
USD 282 M +USD 5.61 M +2% 7.09% 166% 55 16.36% 3.3
Elmwood Wealth Management
5015
Elmwood Wealth Management
California
USD 282 M +USD 30 M +12% 5.46% 42.1% 144 13.19% 3.8
State of New Jersey Common Pension Fund A
5016
State of New Jersey Common Pension Fund A
New Jersey
USD 282 M -USD 5.11 M -2% 9.06% – 3 33.33% 0.5
Chaney Capital Management
5017
Chaney Capital Management
Washington
USD 282 M +USD 27 M +11% 7.22% – 39 12.82% 1.4
First Citizens Asset Management
5018
First Citizens Asset Management
North Carolina
USD 282 M -USD 103 k -0% 5.84% 44.2% 28 7.14% 2.4
WMA
5019
Wealth Management Associates
New Jersey
USD 282 M +USD 24.8 M +10% 10.5% 111% 242 14.46% 3.5
Regents Gate Capital
5020
Regents Gate Capital
United Kingdom
USD 282 M -USD 1.4 M -0.5% 1.7% – 59 59.32% 0.2
Medallion Wealth Advisors
5021
Medallion Wealth Advisors
Connecticut
USD 282 M +USD 22.8 M +9% 6.57% – 1,129 5.05% 0.7
Bourne Lent Asset Management
5022
Bourne Lent Asset Management
New York
USD 281 M +USD 23.1 M +9% 12.7% 76.1% 63 1.59% 7.3
ODFS
5023
O'Donnell Financial Services
California
USD 281 M +USD 20.6 M +8% 7.27% 61% 58 18.97% 1.6
Beacon Bridge Wealth Partners
5024
Beacon Bridge Wealth Partners
Pennsylvania
USD 281 M +USD 29.2 M +12% 6.04% 52% 94 14.89% 2
Union Square Park Capital Management
5025
Union Square Park Capital Management
New York
USD 281 M +USD 43.1 M +18% 14.1% 75.8% 71 49.3% 0.7