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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)
BCM
8451
Beaumont Capital Management
Massachusetts
USD 86.4 M +USD 5.36 M +7% 7.96% 45.4% 43 44.19% 1
Yorkville Advisors Global
8452
Yorkville Advisors Global
New Jersey
USD 86.2 M -USD 68.3 M -44% 16.6% – 58 67.24% 0.3
CPWA  LLC
8453
CPWA LLC
Oregon
USD 86.1 M +USD 2.4 M +3% 18.3% – 97 10.31% 0.2
Elite Life Management
8454
Elite Life Management
Florida
USD 85.4 M +USD 5.44 M +7% 12.7% – 63 12.7% 1.2
Alpine Peaks Capital
8455
Alpine Peaks Capital
New York
USD 85.4 M -USD 13.8 M -14% 14.8% 24.3% 22 13.64% 3.6
FinDec Wealth Services
8456
FinDec Wealth Services
California
USD 84.6 M +USD 2.87 M +4% 9.43% 47.6% 34 17.65% 2.8
Applied Fundamental Research
8457
Applied Fundamental Research
Massachusetts
USD 84.5 M +USD 8.75 M +12% 20.4% 44.6% 12 33.33% 2.5
Naspers
8458
Naspers
South Africa
USD 84.4 M -USD 169 M -67% 113% 88.2% 3 33.33% 4.5
Private Harbour Investment Management & Counsel
8459
Private Harbour Investment Management & Counsel
Ohio
USD 84.3 M -USD 6.76 M -7% 0.79% 82.6% 37 5.41% 8.5
Riverview Trust Company
8460
Riverview Trust Company
Washington
USD 83.9 M +USD 2.74 M +3% 20.5% 87.6% 206 21.36% 3.9
Triveni Capital Investments
8461
Triveni Capital Investments
Connecticut
USD 83.8 M -USD 17.1 M -17% 10.9% – 16 18.75% 0.4
Centennial Advisors
8462
Centennial Advisors
Texas
USD 83.8 M +USD 5.22 M +7% 8.11% – 107 51.4% 0.3
CC
8463
CF Capital
Massachusetts
USD 83.4 M +USD 339 k +0.4% 2.85% – 48 47.92% 0.8
Virginia Estate & Retirement Planning Advisors
8464
Virginia Estate & Retirement Planning Advisors
Virginia
USD 83 M +USD 25.9 M +45% 6.48% – 204 31.37% 0.2
SA
8465
Stonebridge Advisors
Connecticut
USD 83 M -USD 1.51 M -2% 0.09% 3.35% 3 33.33% 1.8
HB
8466
Hauser Brothers
Germany
USD 83 M +USD 11.7 M +16% 18.4% – 4 0% 2.4
John W. Brooker & Co
8467
John W. Brooker & Co
California
USD 82.8 M +USD 19.3 M +30% 10.1% 43.4% 73 12.33% 2.4
PCB Capital
8468
PCB Capital
New Jersey
USD 82.1 M +USD 18.7 M +29% 22.2% – 116 14.66% 0.4
BG
8469
BRX Global
New York
USD 81.9 M +USD 5.21 M +7% 7.71% 65.8% 3 0% 4.6
MQS Management
8470
MQS Management
New York
USD 81.9 M -USD 66.1 M -45% 3.34% 6.42% 516 80.04% 0.2
NVIM
8471
New Vernon Investment Management
Illinois
USD 81.7 M -USD 12.5 M -13% 9.15% 83.1% 44 27.27% 3.9
Lotus Technology Management
8472
Lotus Technology Management
Florida
USD 81.5 M +USD 54.5 M +201% 53.3% – 104 89.42% 0
Rithm Capital
8473
Rithm Capital
New York
USD 81.4 M +USD 14 M +21% 24.8% – 41 14.63% 1.1
Charis Legacy Partners
8474
Charis Legacy Partners
Texas
USD 81.3 M +USD 13 M +19% 18.5% – 29 10.34% 1.3
Robert Wood Johnson Foundation
8475
Robert Wood Johnson Foundation
New Jersey
USD 81 M -USD 43.8 M -35% 17.3% 4.83% 2 0% 3.5