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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)
Auxier Asset Management
2526
Auxier Asset Management
Oregon
USD 586 M -USD 16.6 M -3% 1.84% 71.7% 170 4.71% 7.3
VCM
2527
Violich Capital Management
California
USD 586 M -USD 34.5 M -6% 0.68% 111% 111 15.32% 6.8
Stanley-Laman Group
2528
Stanley-Laman Group
Pennsylvania
USD 586 M -USD 19.4 M -3% 1.79% 114% 250 13.2% 1.9
Rodgers Brothers
2529
Rodgers Brothers
Pennsylvania
USD 586 M +USD 17.9 M +3% 2.54% 108% 222 8.56% 5.6
XTX Topco
2530
XTX Topco
Cayman Islands
USD 586 M +USD 27.7 M +5% 5.19% 87.3% 2,170 68.06% 0.2
Kingswood Wealth Advisors
2531
Kingswood Wealth Advisors
California
USD 585 M +USD 271 M +87% 2.69% 134% 487 59.55% 0.1
SCM
2532
Somerset Capital Management
United Kingdom
USD 585 M -USD 45.9 M -7% 1.63% 7.5% 10 20% 3.1
Permanens Capital
2533
Permanens Capital
New York
USD 585 M +USD 150 M +35% 2.01% 76.9% 45 37.78% 2
Lodestar Private Asset Management
2534
Lodestar Private Asset Management
California
USD 584 M -USD 11.8 M -2% 3.96% 64.4% 202 7.92% 0.7
Navellier & Associates
2535
Navellier & Associates
Nevada
USD 584 M +USD 70.5 M +14% 1.52% 361% 353 38.81% 1.4
Olstein Capital Management
2536
Olstein Capital Management
New York
USD 583 M -USD 35.2 M -6% 8.22% 16.6% 100 3% 5.5
Compass Ion Advisors
2537
Compass Ion Advisors
Pennsylvania
USD 583 M +USD 189 M +48% 3.07% 75.6% 226 65.93% 0.7
Twele Capital Management
2538
Twele Capital Management
Minnesota
USD 583 M -USD 37.5 M -6% 3.94% 37.1% 41 4.88% 7.6
Massachusetts Institute of Technology
2539
Massachusetts Institute of Technology
Massachusetts
USD 581 M -USD 87.9 M -13% 3.89% 35.7% 11 54.55% 2
Kohmann Bosshard Financial Services
2540
Kohmann Bosshard Financial Services
Ohio
USD 581 M +USD 608 k +0.1% 3.46% 42.8% 191 7.33% 2.9
Alpha Omega Wealth Management
2541
Alpha Omega Wealth Management
Virginia
USD 580 M -USD 11.9 M -2% 0.06% 65.9% 207 4.35% 5.4
Crewe Advisors
2542
Crewe Advisors
Utah
USD 578 M -USD 134 M -19% 3.43% 96.1% 946 46.93% 1.6
RR Advisors
2543
RR Advisors
Texas
USD 578 M +USD 30.5 M +6% 8.13% 115% 22 22.73% 3.2
Arete Wealth Advisors
2544
Arete Wealth Advisors
Illinois
USD 578 M -USD 554 M -49% 2.99% 85.3% 758 45.65% 2
Common Fund For Nonprofit Organizations
2545
Common Fund For Nonprofit Organizations
Connecticut
USD 576 M -USD 59.1 M -9% 3.85% 70.8% 11 18.18% 1.8
De Burlo Group
2546
De Burlo Group
Massachusetts
USD 576 M -USD 25.4 M -4% 2.49% 147% 86 5.81% 2.8
Stewart & Patten Company
2547
Stewart & Patten Company
California
USD 576 M -USD 36.4 M -6% 5.2% 27.5% 92 8.7% 7
CBT
2548
Central Bank & Trust
Kentucky
USD 575 M -USD 14.8 M -3% 1.63% 118% 339 5.9% 5.8
Keebeck Wealth Management
2549
Keebeck Wealth Management
Illinois
USD 574 M -USD 154 M -21% 4.04% 81.3% 277 14.44% 2.2
Talbot Financial
2550
Talbot Financial
Washington
USD 574 M -USD 14.3 M -2% 2.17% 118% 59 8.47% 0.7