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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)
Spectrum Asset Management (California)
5076
Spectrum Asset Management (California)
California
USD 216 M -USD 17 M -7% 0.81% 68.3% 112 25% 3.3
Boothe Investment Group
5077
Boothe Investment Group
Delaware
USD 216 M +USD 17.6 M +9% 0.85% 75.6% 44 25% 1.8
Greenhaven Road Investment Management
5078
Greenhaven Road Investment Management
Connecticut
USD 216 M -USD 20.3 M -9% 1.06% 70.2% 20 15% 2
Richmond Hill Investments
5079
Richmond Hill Investments
New York
USD 216 M +USD 4.11 M +2% 1.19% 55.2% 4 0% 6.3
X-Square Capital
5080
X-Square Capital
Puerto Rico
USD 216 M +USD 4.63 M +2% 1.22% 158% 167 14.37% 2.7
Doma Perpetual Capital Management
5081
Doma Perpetual Capital Management
Florida
USD 216 M +USD 65.3 M +43% 6.76% – 10 20% 0.4
Deseret Mutual Benefit Administrators
5082
Deseret Mutual Benefit Administrators
Utah
USD 216 M +USD 15.9 M +8% 0.47% 75.5% 497 2.82% 2.8
Axis Capital Holdings
5083
Axis Capital Holdings
USD 216 M +USD 8.04 M +4% 3.88% 67% 3 0% 7.6
Whetstone Capital Advisors
5084
Whetstone Capital Advisors
Kansas
USD 215 M -USD 13 M -6% 7.26% 282% 44 43.18% 1.3
Patient Square Capital
5085
Patient Square Capital
California
USD 215 M -USD 19.4 M -8% 7.29% 329% 2 0% 0.9
Red Spruce Capital
5086
Red Spruce Capital
Pennsylvania
USD 215 M -USD 169 k -0.1% 0.05% 98.4% 86 4.65% 3.5
Moseley Investment Management
5087
Moseley Investment Management
Florida
USD 215 M +USD 14 M +7% 7.07% 96.6% 155 11.61% 3.5
Canopy Partners
5088
Canopy Partners
Ohio
USD 215 M +USD 10.7 M +5% 4.03% – 209 9.57% 0.4
EntryPoint Capital
5089
EntryPoint Capital
New York
USD 215 M +USD 104 M +93% 4.98% – 1,960 60.05% 0.2
Crescent Park Management
5090
Crescent Park Management
California
USD 215 M -USD 41.9 M -16% 7.91% 87% 32 21.88% 2.1
Solitude Financial Services
5091
Solitude Financial Services
Virginia
USD 215 M -USD 1.98 M -0.9% 0.52% 62.4% 38 13.16% 2.4
WealthCare Investment Partners
5092
WealthCare Investment Partners
Rhode Island
USD 215 M +USD 8.28 M +4% 1.01% 62.6% 138 7.25% 1.7
Hoxton Planning & Management
5093
Hoxton Planning & Management
West Virginia
USD 215 M +USD 6.03 M +3% 4.12% 77.8% 170 10.59% 1.1
IWN
5094
Independent Wealth Network
Iowa
USD 215 M +USD 1.46 M +0.7% 1.61% 78.2% 233 12.45% 2
Emergence GP Partners
5095
Emergence GP Partners
California
USD 215 M -USD 51.6 M -19% 18.8% – 3 0% 2
BancFirst Trust & Investment Management
5096
BancFirst Trust & Investment Management
Oklahoma
USD 215 M +USD 2.5 M +1% 0.17% 44.9% 58 24.14% 1.7
IMS Capital Management
5097
IMS Capital Management
Oregon
USD 215 M -USD 475 k -0.2% 2.02% 119% 151 12.58% 4.8
Wela Strategies
5098
Wela Strategies
Georgia
USD 215 M +USD 3.08 M +1% 0.46% 51.3% 51 3.92% 3.3
Leisure Capital Management
5099
Leisure Capital Management
California
USD 215 M +USD 15.2 M +8% 4.02% 98% 144 14.58% 4.9
Wealth Advisors of Tampa Bay
5100
Wealth Advisors of Tampa Bay
Florida
USD 214 M +USD 3.95 M +2% 2.79% 86.2% 83 4.82% 3.7