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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)
Steigerwald Gordon & Koch
2301
Steigerwald Gordon & Koch
Virginia
USD 629 M +USD 83 M +15% 13.4% 59.5% 113 9.73% 5
Royal Fund Management
2302
Royal Fund Management
Florida
USD 629 M +USD 78.5 M +14% 8.36% 103% 283 31.45% 2.4
Bridgeworth
2303
Bridgeworth
Alabama
USD 628 M +USD 196 M +45% 6.05% 19.3% 162 16.67% 3
McGowan Group Asset Management
2304
McGowan Group Asset Management
Texas
USD 628 M +USD 51.4 M +9% 6.35% 69.8% 140 18.57% 3
JLB & Associates
2305
JLB & Associates
Michigan
USD 628 M +USD 63.8 M +11% 15.1% 69.9% 75 5.33% 6.4
John G. Ullman & Associates
2306
John G. Ullman & Associates
New York
USD 627 M +USD 55.7 M +10% 15.9% 156% 174 12.64% 3.6
Amplius Wealth Advisors
2307
Amplius Wealth Advisors
Pennsylvania
USD 626 M +USD 67.1 M +12% 8.16% 58% 199 38.69% 0.7
Clean Energy Transition
2308
Clean Energy Transition
United Kingdom
USD 626 M -USD 246 M -28% 19.8% 129% 18 44.44% 0.7
PDS Planning
2309
PDS Planning
Ohio
USD 626 M +USD 76.4 M +14% 8.43% 62.7% 236 18.64% 2.5
DDD Partners
2310
DDD Partners
Washington
USD 625 M +USD 73.9 M +13% 15.3% 62.1% 88 15.91% 1.9
Strategic Global Advisors
2311
Strategic Global Advisors
California
USD 625 M +USD 24.5 M +4% 11.3% 137% 156 22.44% 2
Rossmore Private Capital
2312
Rossmore Private Capital
Connecticut
USD 625 M +USD 65.8 M +12% 12.5% 87.1% 233 7.3% 3.2
Oakmont Corp
2313
Oakmont Corp
California
USD 624 M -USD 15.3 M -2% 7.7% 70.2% 35 2.86% 2.1
Goodnow Investment Group
2314
Goodnow Investment Group
Connecticut
USD 624 M +USD 29.1 M +5% 13.4% 131% 18 11.11% 4.4
Southern Farm Bureau Life Insurance
2315
Southern Farm Bureau Life Insurance
Mississippi
USD 623 M +USD 17.8 M +3% 9.1% 52.3% 19 21.05% 1.5
Boenning & Scattergood
2316
Boenning & Scattergood
Pennsylvania
USD 622 M +USD 132 M +27% 9.82% 34.5% 424 19.1% 2.9
Atlas Merchant Capital
2317
Atlas Merchant Capital
New York
USD 622 M – – 1.97% 65.7% 184 – 0
Eubel Brady & Suttman Asset Management
2318
Eubel Brady & Suttman Asset Management
Ohio
USD 621 M +USD 60.8 M +11% 10.1% 40.2% 92 11.96% 4.1
First Heartland Consultants
2319
First Heartland Consultants
Missouri
USD 621 M -USD 545 M -47% 5.86% 59.2% 405 22.96% 3
FORA Capital
2320
FORA Capital
Florida
USD 620 M +USD 98.5 M +19% 10.6% 162% 676 76.48% 0.2
Perella Weinberg Partners Capital Management
2321
Perella Weinberg Partners Capital Management
New York
USD 619 M -USD 74.4 M -11% 5.81% 1.52% 26 23.08% 2.5
NJ State Employees Deferred Compensation Plan
2322
NJ State Employees Deferred Compensation Plan
New Jersey
USD 618 M +USD 34.4 M +6% 10.3% 127% 492 4.88% 5.8
PDT Partners
2323
PDT Partners
New York
USD 618 M -USD 43.1 M -7% 8.44% 211% 973 54.27% 0.7
Trinity Street Asset Management
2324
Trinity Street Asset Management
United Kingdom
USD 617 M +USD 122 M +25% 17.9% 76.9% 20 10% 2.1
Trust Company
2325
Trust Company
Kansas
USD 617 M +USD 160 M +35% 6.99% 40.6% 352 17.61% 4.4