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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)
Berkshire Money Management
2426
Berkshire Money Management
Massachusetts
USD 1094 M +USD 118 M +12% 14.2% 56.5% 59 16.95% 3.6
Taiyo Life Insurance Company
2427
Taiyo Life Insurance Company
Japan
USD 1094 M +USD 188 M +21% 20.4% 79.2% 11 9.09% 4.6
Koch Inc
2428
Koch Inc
Kansas
USD 1094 M +USD 172 M +19% 62.9% – 10 20% 1
Goldstone Financial Group
2429
Goldstone Financial Group
Illinois
USD 1094 M +USD 172 M +19% 13.8% 54.9% 252 13.1% 2
Stansberry Asset Management
2430
Stansberry Asset Management
Texas
USD 1091 M +USD 119 M +12% 10.5% 79.6% 162 20.99% 2.5
Alta Park Capital
2431
Alta Park Capital
California
USD 1091 M +USD 450 M +70% 102% 1,071% 37 59.46% 1.3
Intrua Financial
2432
Intrua Financial
Texas
USD 1091 M +USD 122 M +13% 13.3% 71% 525 18.29% 2.6
Asset Advisors Investment Management
2433
Asset Advisors Investment Management
Georgia
USD 1090 M +USD 41.4 M +4% 7.73% 58.7% 108 7.41% 5.4
Rational Advisors
2434
Rational Advisors
New York
USD 1090 M +USD 110 M +11% 6.85% 37.7% 208 20.19% 1.6
Armis Advisers
2435
Armis Advisers
Georgia
USD 1089 M +USD 53.2 M +5% 13% – 504 13.1% 0.8
TCM
2436
Trybe Capital Management
Connecticut
USD 1089 M +USD 508 M +87% 122% 681% 8 12.5% 2
Legacy Edge Advisors
2437
Legacy Edge Advisors
New York
USD 1089 M +USD 137 M +14% 13% – 248 13.71% 1.7
Common Fund For Nonprofit Organizations
2438
Common Fund For Nonprofit Organizations
Connecticut
USD 1088 M +USD 53.2 M +5% 9.7% 70.8% 29 10.34% 2
Granite Bay Wealth Management
2439
Granite Bay Wealth Management
New Hampshire
USD 1086 M +USD 616 M +131% 14% – 175 49.14% 0.9
Palisade Asset Management
2440
Palisade Asset Management
Minnesota
USD 1083 M +USD 87.4 M +9% 13.9% 61.8% 205 5.37% 8
Graham Holdings Company
2441
Graham Holdings Company
Virginia
USD 1083 M +USD 116 M +12% 12% 95.1% 6 0% 3.8
Dock Street Asset Management
2442
Dock Street Asset Management
Florida
USD 1081 M +USD 131 M +14% 21.3% 175% 68 20.59% 3.9
Boulay Financial Advisors
2443
Boulay Financial Advisors
Minnesota
USD 1080 M +USD 209 M +24% 13.6% – 6 16.67% 0.7
Great Waters Wealth Management
2444
Great Waters Wealth Management
Minnesota
USD 1079 M +USD 135 M +14% 10.9% 49% 128 6.25% 2.5
Hook Mill Capital Partners
2445
Hook Mill Capital Partners
New York
USD 1077 M -USD 56.1 M -5% 12.8% 149% 48 41.67% 1.2
KMG Fiduciary Partners
2446
KMG Fiduciary Partners
Ohio
USD 1076 M -USD 276 M -20% 19.3% 114% 272 27.94% 4.3
Water Island Capital
2447
Water Island Capital
New York
USD 1075 M +USD 179 M +20% 16.1% 438% 138 68.84% 0.2
TriCert Investment Counsel
2448
TriCert Investment Counsel
USD 1074 M – – 10.9% – 88 – 0
GA
2449
GuoLine Advisory
Singapore
USD 1074 M +USD 118 M +12% 24.1% 112% 25 12% 2.2
Ironvine Capital Partners
2450
Ironvine Capital Partners
Nebraska
USD 1073 M +USD 163 M +18% 14.1% 58.8% 62 17.74% 5.3