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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)
Ironvine Capital Partners
2301
Ironvine Capital Partners
Nebraska
USD 1005 M +USD 39.6 M +4% 5.34% 58.8% 53 3.77% 5
Infrastructure Capital Advisors
2302
Infrastructure Capital Advisors
New York
USD 1004 M -USD 275 M -21% 0.29% 52% 162 32.1% 1.3
GA
2303
GuoLine Advisory
Singapore
USD 1004 M +USD 60.6 M +6% 8.17% 112% 22 4.55% 1.7
KLCM Advisors
2304
KLCM Advisors
Wisconsin
USD 1003 M +USD 62.1 M +7% 9.49% 122% 200 20.5% 4.5
Suncoast Equity Management
2305
Suncoast Equity Management
Florida
USD 1002 M +USD 25.7 M +3% 4.75% 82.9% 92 9.78% 3.2
Global Strategic Investment Solutions
2306
Global Strategic Investment Solutions
Arizona
USD 1002 M +USD 66.2 M +7% 6.19% 56.8% 158 6.96% 3.8
Nan Fung Trinity
2307
Nan Fung Trinity
Hong Kong
USD 1002 M +USD 166 M +20% 20.4% 82.3% 76 28.95% 0.5
Tower Bridge Advisors
2308
Tower Bridge Advisors
Pennsylvania
USD 1001 M +USD 71.1 M +8% 9.84% 78.9% 199 6.53% 6.8
Greenland Capital Management
2309
Greenland Capital Management
New York
USD 1001 M +USD 27.8 M +3% 20.1% 210% 454 57.05% 0.4
Jackson Wealth Management
2310
Jackson Wealth Management
Florida
USD 1000 M +USD 81.1 M +9% 8.86% 72.1% 184 23.91% 1.5
Wellesley Asset Management
2311
Wellesley Asset Management
New Hampshire
USD 999 M -USD 50.4 M -5% 0% 0% 56 0% 1.1
Graham Holdings Company
2312
Graham Holdings Company
Virginia
USD 999 M +USD 109 M +12% 12% 95.1% 6 16.67% 3
Everhart Financial Group
2313
Everhart Financial Group
Ohio
USD 998 M +USD 132 M +15% 8.45% 123% 401 17.96% 2
Mainstay Capital Management
2314
Mainstay Capital Management
Michigan
USD 998 M -USD 1030 M -51% 10.2% 131% 153 32.03% 2.7
TCOT
2315
Trust Company of Toledo
Ohio
USD 998 M +USD 90.9 M +10% 8.74% 109% 805 5.71% 2.3
Pekin Hardy Strauss
2316
Pekin Hardy Strauss
Illinois
USD 997 M +USD 118 M +13% 11.9% 102% 431 21.58% 3.8
Shell Asset Management
2317
Shell Asset Management
Netherlands
USD 996 M -USD 1900 M -66% 8.99% – 1,275 11.14% 6.7
Gleason Group
2318
Gleason Group
Kentucky
USD 996 M +USD 72.7 M +8% 6.97% 69.1% 214 10.75% 4.2
Miller Investment Management
2319
Miller Investment Management
Pennsylvania
USD 995 M +USD 42.7 M +4% 6.53% 60.2% 101 7.92% 6.6
IMA Advisory Services
2320
IMA Advisory Services
Colorado
USD 992 M +USD 59.5 M +6% 6.64% 74.5% 581 8.78% 0.9
J.V. Bruni & Co
2321
J.V. Bruni & Co
Colorado
USD 991 M +USD 40.8 M +4% 12.6% 97.9% 32 3.13% 5.9
Ikarian Capital
2322
Ikarian Capital
Texas
USD 990 M +USD 470 M +90% 132% 5,184% 202 50.5% 0.6
Monograph Wealth Advisors
2323
Monograph Wealth Advisors
California
USD 988 M +USD 177 M +22% 8.54% 68% 144 16.67% 2
Linden Thomas Advisory Services
2324
Linden Thomas Advisory Services
North Carolina
USD 988 M +USD 80.1 M +9% 10.8% 149% 493 5.07% 2
Financial Synergies Wealth Advisors
2325
Financial Synergies Wealth Advisors
Texas
USD 988 M +USD 69.6 M +8% 6.93% 79% 95 7.37% 3.3