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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)
AREX Capital Management
7051
AREX Capital Management
New York
USD 87.5 M -USD 1.74 M -2% 12% 36.2% 13 23.08% 1.4
Guild Investment Management
7052
Guild Investment Management
California
USD 87.5 M +USD 9.25 M +12% 8.29% 101% 62 38.71% 1.7
Arena Capital Advisors
7053
Arena Capital Advisors
California
USD 87.4 M +USD 24.1 M +38% 8.02% 124% 40 12.5% 1.7
Barington Capital Group
7054
Barington Capital Group
New York
USD 87.3 M -USD 14.2 M -14% 14.5% 71.1% 14 14.29% 1.9
Exos Asset Management
7055
Exos Asset Management
New York
USD 87.3 M -USD 81.8 M -48% 1.15% – 193 29.53% 0.4
Navis Wealth Advisors
7056
Navis Wealth Advisors
New York
USD 87.2 M +USD 3.88 M +5% 4.35% 107% 98 2.04% 2.2
Sender Company & Partners
7057
Sender Company & Partners
New York
USD 87.1 M +USD 28.9 M +50% 4.26% 69.8% 55 70.91% 0.2
CP
7058
CPV Partners
Connecticut
USD 87.1 M -USD 46.9 M -35% 13.3% 105% 5 0% 2.8
Cowbird Capital
7059
Cowbird Capital
New York
USD 87 M -USD 15.8 M -15% 6.17% 21.3% 17 52.94% 0.9
New Covenant Trust Company
7060
New Covenant Trust Company
Indiana
USD 87 M -USD 13.1 M -13% 3.7% – 420 82.14% 0.2
CCA
7061
Covey Capital Advisors
Georgia
USD 86.7 M +USD 3.89 M +5% 1.54% 118% 38 5.26% 3.7
Verdad Advisers
7062
Verdad Advisers
Massachusetts
USD 86.6 M -USD 5.28 M -6% 1.74% – 163 42.33% 0.5
Talisman Wealth Advisors
7063
Talisman Wealth Advisors
New Jersey
USD 86.5 M +USD 7 M +9% 3.13% 70.8% 98 10.2% 1.2
Oslo Asset Management AS
7064
Oslo Asset Management AS
Norway
USD 86.5 M +USD 3.99 M +5% 7.08% 82.7% 10 20% 2.3
Soditic Asset Management
7065
Soditic Asset Management
United Kingdom
USD 86.3 M +USD 1.87 M +2% 3.67% 23.4% 12 16.67% 2.6
Wealthspring Capital
7066
Wealthspring Capital
New York
USD 86 M +USD 1.39 M +2% 1.11% 24.1% 85 38.82% 0.5
JCP
7067
Jennifer C. Price
USD 85.9 M -USD 20.1 M -19% 4.52% – 43 25.58% 1.7
Members Capital Advisors Inc
7068
Members Capital Advisors Inc
Wisconsin
USD 85.9 M +USD 50.5 M +143% 0.14% – 29 3.45% 3.6
Syncona Portfolio
7069
Syncona Portfolio
Guernsey
USD 85.9 M -USD 64.2 M -43% 44.1% 6.19% 3 33.33% 1.7
Marathon Strategic Advisors
7070
Marathon Strategic Advisors
Pennsylvania
USD 85.6 M +USD 3.43 M +4% 0.3% 110% 52 67.31% 0.2
Boyce & Associates Wealth Consulting
7071
Boyce & Associates Wealth Consulting
Texas
USD 85.1 M +USD 7.67 M +10% 1.33% 58.2% 69 17.39% 1.3
Summit Investment Advisory Services
7072
Summit Investment Advisory Services
Minnesota
USD 85.1 M -USD 83.9 M -50% 1.91% 68.3% 96 87.5% 0.4
Dai-ichi Life Holdings
7073
Dai-ichi Life Holdings
Japan
USD 84.9 M +USD 3.36 M +4% 0.6% – 22 27.27% 0.2
City Center Advisors LLC
7074
City Center Advisors LLC
Michigan
USD 84.9 M USD 0 0% 0.57% – 157 0% 0.3
Evoke Wealth
7075
Evoke Wealth
California
USD 84.8 M -USD 3292 M -97% 2.08% 65.2% 413 77.48% 1.6