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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)
Crestview Partners II
2326
Crestview Partners II
New York
USD 679 M +USD 14 M +2% 3.19% 157% 3 0% 4.9
Coastline Trust
2327
Coastline Trust
Rhode Island
USD 678 M -USD 35.8 M -5% 2.16% 106% 283 12.01% 6.8
Heartwood Wealth Advisors
2328
Heartwood Wealth Advisors
Virginia
USD 678 M -USD 26.9 M -4% 3.36% 59.4% 149 18.79% 2.1
Koss-Olinger Consulting
2329
Koss-Olinger Consulting
Florida
USD 678 M -USD 183 M -21% 3.93% 57.9% 313 21.73% 1.2
AIC
2330
AWM Investment Company
New York
USD 678 M -USD 59.4 M -8% 2.9% 778% 121 18.18% 3
Minneapolis Portfolio Management Group
2331
Minneapolis Portfolio Management Group
Minnesota
USD 676 M -USD 79.6 M -11% 4.38% 140% 30 13.33% 4.6
Kathmere Capital Management
2332
Kathmere Capital Management
Pennsylvania
USD 675 M +USD 31.5 M +5% 2.2% 68.3% 282 21.99% 1.5
Manchester Capital Management
2333
Manchester Capital Management
Vermont
USD 675 M -USD 71.3 M -10% 5.1% 86.7% 1,049 13.16% 3.5
Strategic Wealth Partners Group
2334
Strategic Wealth Partners Group
Illinois
USD 674 M -USD 17 M -2% 3.82% – 63 3.17% 3.9
Hackensack Meridian Health
2335
Hackensack Meridian Health
New Jersey
USD 674 M -USD 54.9 M -8% 2.65% 53.4% 6 0% 1
HPM
2336
H. Partners Management
New York
USD 674 M -USD 72.5 M -10% 7.05% 13.5% 3 0% 4.6
Lannebo Fonder
2337
Lannebo Fonder
Sweden
USD 673 M -USD 38.4 M -5% 3.11% 49.8% 32 6.25% 4.9
Adams Natural Resources Fund
2338
Adams Natural Resources Fund
Maryland
USD 673 M +USD 56.7 M +9% 9.87% 50.6% 57 1.75% 6.1
Willow Creek Wealth Management
2339
Willow Creek Wealth Management
California
USD 672 M -USD 34.3 M -5% 2.25% – 145 9.66% 3.3
Tortoise Investment Management
2340
Tortoise Investment Management
New York
USD 672 M -USD 2.05 M -0.3% 3.89% 40.2% 823 8.14% 4.6
Newbrook Capital Advisors
2341
Newbrook Capital Advisors
New York
USD 671 M -USD 45.7 M -6% 1.05% 299% 22 27.27% 0.7
Cat Rock Capital Management
2342
Cat Rock Capital Management
Connecticut
USD 671 M -USD 54.1 M -7% 0.16% 66.7% 14 21.43% 2.1
Polus Capital Management
2343
Polus Capital Management
United Kingdom
USD 671 M +USD 151 M +29% 8.12% – 16 50% 0.3
SP
2344
Solel Partners
Massachusetts
USD 671 M +USD 36.4 M +6% 5.12% 25.9% 26 7.69% 1.4
West Coast Financial
2345
West Coast Financial
California
USD 670 M -USD 36.6 M -5% 4.37% 22.2% 152 6.58% 4.6
Freemont Management
2346
Freemont Management
Switzerland
USD 670 M -USD 158 M -19% 1.78% 113% 96 12.5% 1.6
Journey Advisory Group
2347
Journey Advisory Group
Kentucky
USD 670 M -USD 2.67 M -0.4% 2.75% 66.2% 228 6.58% 2
TT International Asset Management
2348
TT International Asset Management
United Kingdom
USD 669 M +USD 67.8 M +11% 1.9% 308% 49 34.69% 0.9
Stratos Investment Management
2349
Stratos Investment Management
Ohio
USD 669 M +USD 17.5 M +3% 3.03% 58.2% 175 13.14% 2.7
Vista Capital Partners
2350
Vista Capital Partners
Oregon
USD 669 M -USD 52.1 M -7% 4.55% 61.2% 90 12.22% 5.1