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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)
Running Oak Capital
2376
Running Oak Capital
Minnesota
USD 900 M +USD 70.4 M +8% 5.01% 32.7% 56 0% 3.1
Cutler Investment Counsel
2377
Cutler Investment Counsel
Oregon
USD 899 M +USD 66.3 M +8% 7.48% 56.2% 139 4.32% 5
RW Investment Management
2378
RW Investment Management
Idaho
USD 897 M +USD 83.7 M +10% 6.99% – 109 11.93% 1.9
Khrom Capital Management
2379
Khrom Capital Management
Florida
USD 897 M +USD 149 M +20% 11.3% 35.6% 17 29.41% 1
PSG Equity
2380
PSG Equity
Massachusetts
USD 897 M +USD 35.9 M +4% 4.17% 13.7% 1 0% 3.5
Iron Gate Global Advisors
2381
Iron Gate Global Advisors
Utah
USD 897 M +USD 172 M +24% 16.1% 106% 103 27.18% 3.8
SBCM
2382
Schwerin Boyle Capital Management
Massachusetts
USD 897 M -USD 73.1 M -8% 7.22% 72.3% 54 7.41% 6.5
Institute for Wealth Management
2383
Institute for Wealth Management
Colorado
USD 897 M +USD 117 M +15% 17.3% 137% 568 8.63% 4
Technology Crossover Management X
2384
Technology Crossover Management X
California
USD 897 M +USD 212 M +31% 31.5% 73.1% 6 0% 4
Kohmann Bosshard Financial Services
2385
Kohmann Bosshard Financial Services
Ohio
USD 896 M +USD 48.5 M +6% 6.31% 42.8% 292 34.59% 4
Abner Herrman & Brock
2386
Abner Herrman & Brock
New Jersey
USD 896 M +USD 113 M +14% 17.4% 156% 57 10.53% 5.6
Wealth Alliance
2387
Wealth Alliance
New York
USD 895 M +USD 69.1 M +8% 8.16% 75.7% 571 14.71% 3
Jag Capital Management
2388
Jag Capital Management
Missouri
USD 894 M +USD 144 M +19% 22.3% 230% 161 26.71% 3.9
BFSG LLC
2389
BFSG LLC
California
USD 894 M +USD 72.1 M +9% 8.34% 81.9% 708 10.03% 2
Bensler
2390
Bensler
Washington
USD 894 M +USD 95.1 M +12% 13.1% 106% 177 15.82% 2.3
Unison Advisors
2391
Unison Advisors
District of Columbia
USD 894 M +USD 108 M +14% 6.48% 54.6% 179 3.35% 3.4
BDF Gestion
2392
BDF Gestion
France
USD 894 M -USD 23.1 M -3% 16.4% – 148 10.81% 0.9
SYM Financial Corp
2393
SYM Financial Corp
Indiana
USD 893 M +USD 81.8 M +10% 8.86% 56% 452 29.2% 1.5
Nellore Capital Management
2394
Nellore Capital Management
California
USD 892 M +USD 157 M +21% 22.3% 73.8% 17 23.53% 2.5
AIC
2395
AWM Investment Company
New York
USD 892 M +USD 166 M +23% 41% 778% 106 21.7% 3.3
Occudo Quantitative Strategies
2396
Occudo Quantitative Strategies
Florida
USD 891 M +USD 138 M +18% 12% 94.6% 949 70.07% 0.3
Middleton & Co
2397
Middleton & Co
Massachusetts
USD 890 M +USD 34.3 M +4% 9.06% 81.8% 168 11.31% 6.5
TRUE Private Wealth Advisors
2398
TRUE Private Wealth Advisors
Oregon
USD 890 M +USD 66.8 M +8% 7.85% 89.2% 260 16.92% 4.2
Graham Holdings Company
2399
Graham Holdings Company
Virginia
USD 890 M -USD 11.5 M -1% 0.01% 95.1% 5 0% 3.4
Financial Management Professionals
2400
Financial Management Professionals
Texas
USD 889 M +USD 106 M +14% 9.63% 67.3% 1,087 15.36% 3.9