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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)
NRA
2376
NSI Retail Advisors
Pennsylvania
USD 708 M – – 6.88% 26.2% 53 – 0
Stokes Family Office
2377
Stokes Family Office
Louisiana
USD 707 M +USD 63.4 M +10% 6.29% 68.1% 226 16.37% 1
Column Group
2378
Column Group
California
USD 707 M -USD 337 M -32% 8.63% 95.1% 6 16.67% 0.5
Beacon Financial Group
2379
Beacon Financial Group
Texas
USD 706 M +USD 67.3 M +11% 4.87% 66.6% 212 9.43% 3.9
Whitegate Investment Counselors
2380
Whitegate Investment Counselors
New Hampshire
USD 706 M +USD 50.2 M +8% 5.6% 48% 226 6.64% 4.2
Biglari Capital Corp
2381
Biglari Capital Corp
Texas
USD 706 M +USD 6.67 M +1% 3.42% 72.7% 10 0% 4.2
Willis Johnson & Associates
2382
Willis Johnson & Associates
Texas
USD 706 M +USD 52.7 M +8% 5.13% 50.9% 102 15.69% 0.4
Perpetual Investment Management
2383
Perpetual Investment Management
Australia
USD 705 M +USD 103 M +17% 5.92% – 248 29.44% 0.4
Longfellow Investment Management
2384
Longfellow Investment Management
Massachusetts
USD 704 M -USD 128 M -15% 8.66% 45.9% 519 16.57% 0.4
Gagnon Securities
2385
Gagnon Securities
New York
USD 704 M +USD 47.6 M +7% 9.01% 129% 118 14.41% 2.6
JC
2386
Joho Capital
New York
USD 704 M +USD 59.9 M +9% 6.95% 80.2% 22 4.55% 1
Insight Wealth Strategies
2387
Insight Wealth Strategies
California
USD 704 M -USD 42.7 M -6% 5.32% 83.5% 242 33.88% 1.4
Stanley-Laman Group
2388
Stanley-Laman Group
Pennsylvania
USD 703 M +USD 97.6 M +16% 10.6% 114% 254 8.66% 1.5
Snow Capital Management
2389
Snow Capital Management
Pennsylvania
USD 703 M +USD 13.8 M +2% 4.03% 58.5% 150 16% 2.5
AC
2390
AMS Capital
Brazil
USD 702 M +USD 69.2 M +11% 7.58% 63.1% 32 21.88% 0.8
Artemis Wealth Advisors
2391
Artemis Wealth Advisors
New York
USD 702 M +USD 62.7 M +10% 9.24% 174% 90 23.33% 1.7
Blue Chip Partners
2392
Blue Chip Partners
Michigan
USD 701 M +USD 49.4 M +8% 6.65% 81.2% 165 7.88% 3.5
Heritage Trust
2393
Heritage Trust
Oklahoma
USD 700 M +USD 43.9 M +7% 7.09% – 246 7.72% 2.6
LaFleur & Godfrey
2394
LaFleur & Godfrey
Michigan
USD 699 M +USD 185 M +36% 6.11% 85.2% 122 29.51% 3.1
OCMI
2395
Oaktop Capital Management II
New Jersey
USD 699 M +USD 50.2 M +8% 10.8% 451% 16 0% 5.3
Kahn Brothers Group
2396
Kahn Brothers Group
New York
USD 698 M +USD 52.3 M +8% 9.61% 53.4% 43 2.33% 5.3
Freemont Management
2397
Freemont Management
Switzerland
USD 697 M +USD 84.8 M +14% 8.16% 113% 84 17.86% 0.4
Circle Wealth Management
2398
Circle Wealth Management
New Jersey
USD 696 M +USD 69.5 M +11% 8.9% 71.8% 179 11.73% 1.9
Criteria Caixa
2399
Criteria Caixa
Spain
USD 696 M +USD 66.2 M +10% 5.36% 35.5% 45 35.56% 0.8
Matrix Asset Advisors
2400
Matrix Asset Advisors
New York
USD 696 M +USD 25.3 M +4% 5.85% 84.9% 94 19.15% 3.9