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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)
Wells Financial Advisors
7801
Wells Financial Advisors
Massachusetts
USD 74.7 M +USD 1.95 M +3% 6.81% 54% 77 9.09% 3.1
LL
7802
LMDAGG LLC
California
USD 74.7 M -USD 4.07 M -5% 14.1% – 3 33.33% 1.1
Clear Investment Research
7803
Clear Investment Research
Georgia
USD 74.6 M -USD 4.64 M -6% 6.22% 48.5% 254 10.24% 4.1
Stapp Wealth Management
7804
Stapp Wealth Management
Washington
USD 74.4 M +USD 4.95 M +7% 8.82% 54.4% 33 12.12% 1.4
TM
7805
Thiel Macro
California
USD 74.4 M -USD 138 M -65% 23.5% – 5 80% 0.3
WEO
7806
William E. Oberndorf
USD 74.2 M -USD 16.3 M -18% 4.4% 36.2% 9 33.33% 2
Advisor Resource Council
7807
Advisor Resource Council
Texas
USD 74.1 M -USD 182 M -71% 7.09% 74.7% 197 83.25% 1.4
Gordian Capital (Singapore)
7808
Gordian Capital (Singapore)
Singapore
USD 73.9 M +USD 5.78 M +8% 25.6% 321% 165 43.03% 1.4
KCM
7809
Key Colony Management
Arkansas
USD 73.7 M -USD 14.7 M -17% 8.05% 113% 7 28.57% 3.2
KA
7810
Kailix Advisors
Florida
USD 73.5 M +USD 8.89 M +14% 15.7% 16.3% 10 50% 1.1
Amica Retiree Medical Trust
7811
Amica Retiree Medical Trust
Rhode Island
USD 73.2 M +USD 3.9 M +6% 7.51% – 143 5.59% 4.1
Holland Advisory Services
7812
Holland Advisory Services
Florida
USD 72.8 M +USD 4.34 M +6% 6.57% 63% 45 6.67% 2.6
OR
7813
Olympiad Research
Connecticut
USD 71.9 M +USD 10.6 M +17% 18.6% 189% 300 75.33% 0.2
Redmont Wealth Advisors
7814
Redmont Wealth Advisors
Illinois
USD 71.8 M +USD 3.63 M +5% 5.69% 46.1% 311 3.54% 0.8
Texas County & District Retirement System
7815
Texas County & District Retirement System
Texas
USD 71.3 M +USD 800 k +1% 1.13% 27.9% 1 0% 2.8
Truxt Investmentos
7816
Truxt Investmentos
Brazil
USD 71.3 M – – 18.9% – 22 – 0.4
KFP
7817
Kerr Financial Planning
California
USD 71 M – – 15.3% – 561 – 0
Element Capital Management
7818
Element Capital Management
New York
USD 70.6 M +USD 29.7 M +73% 1.74% 49.4% 47 93.62% 0.2
ABS Direct Equity Fund
7819
ABS Direct Equity Fund
Connecticut
USD 69.9 M +USD 7.04 M +11% 2.19% – 37 32.43% 1
Silver Rock Financial
7820
Silver Rock Financial
California
USD 69.3 M -USD 329 M -83% 0.6% 2.58% 30 3.33% 2.2
26North Partners
7821
26North Partners
New York
USD 69.1 M +USD 5.11 M +8% 7.8% 77.8% 1 0% 2.8
Deuterium Capital Management
7822
Deuterium Capital Management
Florida
USD 69.1 M +USD 15.8 M +30% 30.8% 225% 18 0% 2.1
Invested Advisors
7823
Invested Advisors
Pennsylvania
USD 68.7 M – – 5.77% – 108 – 0
A
7824
Atomvest
Hong Kong
USD 68.5 M +USD 15.2 M +29% 7.44% 90% 6 83.33% 1.2
Tikehau Investment Management
7825
Tikehau Investment Management
France
USD 68.4 M +USD 4.32 M +7% 6.08% 102% 19 0% 2.4