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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)
NJ State Employees Deferred Compensation Plan
2301
NJ State Employees Deferred Compensation Plan
New Jersey
USD 795 M +USD 57.8 M +8% 11.6% 127% 516 4.84% 5
Hazelview Securities
2302
Hazelview Securities
Ontario, Canada
USD 795 M +USD 12.4 M +2% 17.2% – 29 24.14% 1.7
Richard C. Young & Co
2303
Richard C. Young & Co
Rhode Island
USD 793 M +USD 64.9 M +9% 8.99% 152% 74 6.76% 3.8
Forte Capital
2304
Forte Capital
New York
USD 793 M +USD 54.3 M +7% 9.85% 98.3% 234 12.39% 2.6
Strategic Blueprint
2305
Strategic Blueprint
Georgia
USD 793 M +USD 149 M +23% 7.38% 82.1% 507 24.06% 0.9
KC
2306
Keenan Capital
California
USD 792 M +USD 71.1 M +10% 7.88% 110% 17 23.53% 2.3
Twele Capital Management
2307
Twele Capital Management
Minnesota
USD 792 M +USD 32.2 M +4% 4.17% 37.1% 41 0% 7.1
Vista Capital Partners
2308
Vista Capital Partners
Oregon
USD 791 M +USD 94.6 M +14% 9.31% 61.2% 97 21.65% 3.6
Jackson Wealth Management
2309
Jackson Wealth Management
Florida
USD 790 M +USD 782 M +9,474% 11.9% 72.1% 124 37.9% 1.8
Harbor Investment Advisory
2310
Harbor Investment Advisory
Maryland
USD 790 M +USD 52.1 M +7% 8.83% 97.5% 1,404 9.47% 1.5
ALAM
2311
Asahi Life Asset Management
Japan
USD 790 M +USD 56.6 M +8% 9.67% 133% 261 41% 1.3
Highland Private Wealth Management
2312
Highland Private Wealth Management
Washington
USD 790 M +USD 81.8 M +12% 7.23% 19% 196 14.8% 2.3
Standard General
2313
Standard General
New York
USD 789 M -USD 126 M -14% 18.9% 259% 7 14.29% 2.5
Suncoast Equity Management
2314
Suncoast Equity Management
Florida
USD 789 M +USD 73.9 M +10% 12.5% 96.1% 58 20.69% 2.6
Cabot Wealth Management
2315
Cabot Wealth Management
Massachusetts
USD 789 M +USD 44 M +6% 6.14% 75.9% 174 10.92% 3.7
Arax Advisory Partners
2316
Arax Advisory Partners
Colorado
USD 789 M +USD 57.3 M +8% 5.93% 64.7% 1,212 21.7% 1.8
Sand Grove Capital Management
2317
Sand Grove Capital Management
United Kingdom
USD 788 M -USD 101 M -11% 16.7% 410% 19 57.89% 0.4
Ion Asset Management
2318
Ion Asset Management
Israel
USD 787 M +USD 56 M +8% 9.15% 125% 63 66.67% 0.8
American Financial Advisors
2319
American Financial Advisors
Georgia
USD 786 M +USD 37.2 M +5% 4.12% 52.7% 140 9.29% 2.1
Connable Office Inc
2320
Connable Office Inc
Michigan
USD 786 M +USD 96.8 M +14% 6.22% 68.3% 233 14.16% 3.1
Ionic Capital Management
2321
Ionic Capital Management
New York
USD 786 M -USD 4.64 M -0.6% 6.92% 163% 472 48.94% 0.4
GPI Capital
2322
GPI Capital
New York
USD 786 M +USD 5.57 M +0.7% 4.11% 261% 8 37.5% 0.3
Phocas Financial Corp
2323
Phocas Financial Corp
California
USD 786 M -USD 5.3 M -0.7% 9.81% – 217 16.13% 2.5
IA Venture Strategies Fund II
2324
IA Venture Strategies Fund II
New York
USD 785 M – – 1.32% 375% 2 – 0
IA Venture Partners
2325
IA Venture Partners
New York
USD 785 M – – 1.32% – 2 – 0