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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)
Tran Capital Management
1951
Tran Capital Management
California
USD 791 M +USD 9.24 M +1% 6.74% 173% 40 10% 2.5
Criteria Caixa
1952
Criteria Caixa
Spain
USD 790 M +USD 88.6 M +13% 13% 35.5% 57 42.11% 1.6
Globeflex Capital
1953
Globeflex Capital
California
USD 790 M +USD 208 M +36% 14.9% 186% 546 22.89% 1.9
Salomon & Ludwin
1954
Salomon & Ludwin
Virginia
USD 789 M +USD 122 M +18% 8.28% 52.6% 167 15.57% 1.8
First Command Bank
1955
First Command Bank
Texas
USD 788 M +USD 100 M +15% 10.2% 34.1% 425 16.71% 3.7
First Command Financial Services
1956
First Command Financial Services
Texas
USD 788 M +USD 100 M +15% 10.2% 34.4% 425 16.71% 3.7
Conservest Capital Advisors
1957
Conservest Capital Advisors
Pennsylvania
USD 788 M +USD 77.4 M +11% 9.25% 58.6% 91 98.9% 0
Security Benefit Life Insurance Company
1958
Security Benefit Life Insurance Company
Kansas
USD 787 M -USD 277 M -26% 0.8% 60.6% 109 22.02% 0.8
Petrus Trust Company
1959
Petrus Trust Company
Texas
USD 787 M +USD 84.3 M +12% 5.4% 36.9% 570 76.32% 0.3
Taurus Asset Management
1960
Taurus Asset Management
New York
USD 787 M +USD 39.9 M +5% 8.98% 26.9% 90 3.33% 6.2
Harvey Partners
1961
Harvey Partners
New York
USD 787 M +USD 104 M +15% 22.2% 174% 44 36.36% 1.7
Naples Global Advisors
1962
Naples Global Advisors
Florida
USD 787 M +USD 60.3 M +8% 9.51% 103% 392 7.4% 4.9
SC
1963
Sasco Capital
Connecticut
USD 786 M +USD 114 M +17% 17.5% 15.5% 52 11.54% 3.5
Core Alternative Capital
1964
Core Alternative Capital
Georgia
USD 786 M +USD 159 M +25% 10.9% 74.5% 450 14% 1.2
E-L Financial Corp
1965
E-L Financial Corp
Ontario, Canada
USD 786 M +USD 37.7 M +5% 7.02% 68.6% 1 0% 6
Foster Victor Wealth Advisors
1966
Foster Victor Wealth Advisors
South Carolina
USD 786 M +USD 100 M +15% 10.3% 78.2% 172 23.84% 2.1
RVW Wealth
1967
RVW Wealth
California
USD 785 M +USD 72.5 M +10% 8.75% 65.8% 156 23.72% 1.8
Sound Income Strategies
1968
Sound Income Strategies
Florida
USD 785 M +USD 97.1 M +14% 9.82% 31.4% 1,036 12.64% 2.9
CVI Holdings
1969
CVI Holdings
Delaware
USD 784 M -USD 507 M -39% 0.67% 25.8% 914 36.21% 1.1
Zhang Financial
1970
Zhang Financial
Michigan
USD 784 M +USD 121 M +18% 8.3% 67.9% 240 15% 3.1
Ninepoint Partners
1971
Ninepoint Partners
Ontario, Canada
USD 783 M -USD 18.9 M -2% 9.55% 82.6% 98 37.76% 1.2
Bowie Capital Management
1972
Bowie Capital Management
Texas
USD 782 M -USD 168 M -18% 10.1% 31.6% 44 18.18% 3
Wealthcare Capital Management
1973
Wealthcare Capital Management
Virginia
USD 782 M -USD 9.36 M -1% 4.33% 46.2% 73 15.07% 4.7
CC
1974
Cornerstone Capital
California
USD 781 M +USD 69 M +10% 8.6% 91.2% 96 16.67% 5.2
Hilltop Holdings
1975
Hilltop Holdings
Texas
USD 780 M +USD 41.3 M +6% 7.81% 96.7% 566 16.43% 3.3