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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)
Data Collective IV
2401
Data Collective IV
California
USD 741 M – – 15.9% 317% 5 – 0
Sunflower Bank
2402
Sunflower Bank
Texas
USD 741 M +USD 31.9 M +5% 6.9% 42.7% 208 6.73% 1.1
Battery Management Corp
2403
Battery Management Corp
Massachusetts
USD 741 M -USD 1403 M -65% 13% 45.1% 12 33.33% 0.7
Financial Architects (New Jersey)
2404
Financial Architects (New Jersey)
New Jersey
USD 740 M +USD 51.1 M +7% 7.22% 31.3% 354 14.41% 4.4
Equitec Proprietary Markets
2405
Equitec Proprietary Markets
Illinois
USD 739 M +USD 199 M +37% 18.2% 352% 517 64.22% 0.3
KWMG LLC
2406
KWMG LLC
Kansas
USD 739 M +USD 53.9 M +8% 6.4% 76.2% 146 2.74% 4.1
Pekin Hardy Strauss
2407
Pekin Hardy Strauss
Illinois
USD 739 M +USD 38.1 M +5% 7.25% 105% 372 20.16% 3.1
Massachusetts Institute of Technology
2408
Massachusetts Institute of Technology
Massachusetts
USD 738 M – – 1.27% 35.7% 10 – 0.8
Professional Advisory Services
2409
Professional Advisory Services
Florida
USD 735 M +USD 54.3 M +8% 7.4% 69.3% 82 7.32% 4.6
Column Group
2410
Column Group
California
USD 735 M -USD 144 M -16% 12.4% 95.1% 7 0% 0.7
WM
2411
Wishbone Management
Illinois
USD 735 M +USD 10.1 M +1% 4.12% 58.7% 11 9.09% 0.9
Foster Victor Wealth Advisors
2412
Foster Victor Wealth Advisors
South Carolina
USD 735 M +USD 110 M +18% 8.05% 78.2% 160 21.88% 1.7
Toth Financial Advisory
2413
Toth Financial Advisory
Virginia
USD 734 M +USD 75.3 M +11% 12.6% 90.4% 851 22.91% 2.3
First American Trust
2414
First American Trust
California
USD 732 M +USD 70 M +11% 9.81% 84.6% 174 18.39% 3.2
BIM
2415
Bridgecreek Investment Management
Oklahoma
USD 732 M +USD 32.5 M +5% 7.13% 48.4% 121 14.05% 3.8
VR Adviser
2416
VR Adviser
New York
USD 732 M -USD 47 M -6% 2.44% 1,698% 29 20.69% 0.7
Southern Farm Bureau Life Insurance
2417
Southern Farm Bureau Life Insurance
Mississippi
USD 730 M +USD 47.2 M +7% 5.8% 52.3% 34 2.94% 0.9
Financial Synergies Wealth Advisors
2418
Financial Synergies Wealth Advisors
Texas
USD 730 M -USD 1.59 M -0.2% 4.69% 79% 72 13.89% 1.6
Hartline Investment Corp
2419
Hartline Investment Corp
Illinois
USD 730 M +USD 10.4 M +1% 15.4% 222% 126 11.9% 4.2
DDD Partners
2420
DDD Partners
Washington
USD 729 M +USD 61 M +9% 7.45% 85.9% 85 30.59% 1.4
Southeast Asset Advisors
2421
Southeast Asset Advisors
Georgia
USD 729 M +USD 120 M +20% 11.6% 91.5% 152 9.87% 3.3
BFM
2422
Blacksheep Fund Management
Ireland
USD 728 M -USD 117 M -14% 10.8% 71.5% 7 14.29% 1.7
Kahn Brothers Group
2423
Kahn Brothers Group
New York
USD 728 M +USD 17.7 M +2% 5.2% 53.4% 43 0% 5.7
Hills Bank & Trust
2424
Hills Bank & Trust
Iowa
USD 728 M +USD 65.9 M +10% 11.1% 52.8% 266 6.02% 3.6
Mudrick Capital Management
2425
Mudrick Capital Management
New York
USD 728 M +USD 56.8 M +8% 15.3% 212% 13 15.38% 0.9