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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)
Rainwater Charitable Foundation
5701
Rainwater Charitable Foundation
Texas
USD 138 M -USD 10.7 M -7% 7.03% 44% 3 0% 2.3
Founders Capital Management (Texas)
5702
Founders Capital Management (Texas)
Texas
USD 137 M +USD 6.72 M +5% 5.97% 131% 411 6.33% 3.5
Bullseye Investment Management
5703
Bullseye Investment Management
Ohio
USD 137 M +USD 775 k +0.6% 5.07% 36.2% 63 61.9% 0.5
Planning Directions
5704
Planning Directions
Pennsylvania
USD 137 M +USD 2.94 M +2% 3.52% 46.3% 72 11.11% 2.7
Sensible Money
5705
Sensible Money
Arizona
USD 137 M +USD 21.6 M +19% 4.36% 69.1% 75 5.33% 0.5
IF
5706
Integrity Financial
Wyoming
USD 137 M +USD 13.6 M +11% 6.48% 66.3% 218 5.5% 1.3
Elizabeth Park Capital Advisors
5707
Elizabeth Park Capital Advisors
Ohio
USD 137 M -USD 18.4 M -12% 5.29% 119% 57 26.32% 1.8
Leverty Financial Group
5708
Leverty Financial Group
Wisconsin
USD 137 M +USD 9.8 M +8% 5.87% 57.3% 28 0% 1.2
Coombe, Bender & Co
5709
Coombe, Bender & Co
New York
USD 137 M +USD 9.6 M +8% 3% – 83 10.84% 0.9
SA
5710
Stonebridge Advisors
Connecticut
USD 137 M -USD 1.1 M -0.8% 0.84% 3.35% 4 0% 1.2
V-Square Quantitative Management
5711
V-Square Quantitative Management
Illinois
USD 137 M +USD 28.6 M +26% 11.1% 111% 481 72.77% 0.1
Clarus Group
5712
Clarus Group
Texas
USD 137 M +USD 30.6 M +29% 8.38% 67.5% 119 25.21% 1.6
IFS
5713
Intelligent Financial Strategies
Minnesota
USD 137 M +USD 9.5 M +7% 8.09% 63.5% 93 3.23% 1.4
Soditic Asset Management
5714
Soditic Asset Management
United Kingdom
USD 137 M +USD 46.7 M +52% 9.23% 23.4% 10 0% 2.2
AIP
5715
Alapocas Investment Partners
Massachusetts
USD 137 M +USD 16.2 M +13% 13.8% 50% 20 10% 1.5
First National Bank of Hutchinson
5716
First National Bank of Hutchinson
Kansas
USD 137 M +USD 11.1 M +9% 8.79% 121% 111 10.81% 3.9
Financial Designs
5717
Financial Designs
California
USD 137 M +USD 3.03 M +2% 3.45% 49% 14 0% 0.5
BCS Wealth Management
5718
BCS Wealth Management
Tennessee
USD 137 M -USD 84.4 M -38% 2.9% 46.7% 183 51.37% 1.4
YC
5719
Yunqi Capital
Hong Kong
USD 137 M -USD 21.2 M -13% 13.9% 71.4% 8 37.5% 0.5
Foresite Capital Management V
5720
Foresite Capital Management V
California
USD 137 M +USD 1.63 M +1% 12.2% 401% 11 9.09% 2.1
Sound Financial Strategies Group
5721
Sound Financial Strategies Group
Mississippi
USD 137 M -USD 13 M -9% 2.49% 26.4% 76 30.26% 0.7
AH
5722
Aviva Holdings
Bahamas
USD 137 M -USD 6.55 M -5% 1.32% 36.5% 4 0% 4.3
Heronetta Management
5723
Heronetta Management
New York
USD 137 M +USD 620 k +0.5% 2.48% 59.7% 24 0% 6.1
C.M. Bidwell & Associates
5724
C.M. Bidwell & Associates
Hawaii
USD 137 M +USD 4.87 M +4% 6.38% 70.6% 594 29.63% 2.1
Bull Oak Capital
5725
Bull Oak Capital
California
USD 137 M +USD 7.43 M +6% – 62.1% 16 6.25% 0.3