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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)
Rodgers & Associates
2551
Rodgers & Associates
Pennsylvania
USD 664 M +USD 49.1 M +8% 6.73% 56.3% 94 4.26% 0.9
Creative Financial Designs
2552
Creative Financial Designs
Indiana
USD 664 M +USD 59.1 M +10% 4.97% 58.8% 1,514 26.55% 1.9
LS Investment Advisors
2553
LS Investment Advisors
Michigan
USD 663 M -USD 114 M -15% 13% 98.7% 168 12.5% 7.5
Evolution Wealth Advisors
2554
Evolution Wealth Advisors
Florida
USD 662 M +USD 196 M +42% 2.5% 96% 680 82.06% 1.5
NEWAS
2555
N.E.W. Advisory Services
Wisconsin
USD 662 M +USD 48.4 M +8% 5.35% 51.1% 140 10.71% 1.4
Biglari Capital Corp
2556
Biglari Capital Corp
Texas
USD 660 M -USD 66.8 M -9% 9.62% 72.7% 14 35.71% 3.8
Signet Financial Management
2557
Signet Financial Management
New Jersey
USD 660 M +USD 81.1 M +14% 8.78% 65.2% 1,490 83.15% 0.3
Morningstar Investment Management
2558
Morningstar Investment Management
Illinois
USD 660 M +USD 60.2 M +10% 3.22% 48.2% 47 10.64% 1.2
Raub Brock Capital Management
2559
Raub Brock Capital Management
California
USD 658 M USD 0 0% 13.6% 54.7% 66 0% 2.2
Hendershot Investments
2560
Hendershot Investments
Virginia
USD 658 M +USD 128 M +24% 10.9% 61.9% 152 34.21% 2.9
Stillwater Capital Advisors
2561
Stillwater Capital Advisors
Pennsylvania
USD 657 M +USD 50.3 M +8% 11.9% 121% 77 11.69% 4.2
Lindbrook Capital
2562
Lindbrook Capital
California
USD 657 M +USD 275 M +72% 7.36% 35.8% 2,266 20.87% 1.8
HAM
2563
Hillcrest Asset Management
Texas
USD 656 M -USD 42.7 M -6% 7.9% 97.2% 65 18.46% 2
Wallington Asset Management
2564
Wallington Asset Management
Indiana
USD 656 M +USD 54.7 M +9% 8% 120% 83 13.25% 4.1
CKW Financial Group
2565
CKW Financial Group
Hawaii
USD 656 M +USD 7.75 M +1% 6.93% 70.3% 246 10.98% 4
RGT Wealth Advisors
2566
RGT Wealth Advisors
Texas
USD 655 M +USD 149 M +29% 5.32% 9.35% 349 84.53% 0.3
RCM
2567
Ratan Capital Management
Florida
USD 655 M -USD 119 M -15% 4.22% 616% 168 61.31% 1
Adams Street Partners
2568
Adams Street Partners
Illinois
USD 655 M -USD 124 M -16% 19.5% 399% 36 55.56% 1.2
Prysm Capital
2569
Prysm Capital
New Jersey
USD 655 M – – 2.94% 46.6% 1 – 0
DGM
2570
Darwin Global Management
Jersey
USD 655 M +USD 111 M +20% 27.1% 2,582% 17 52.94% 0.3
Caledonia Investments plc (UK)
2571
Caledonia Investments plc (UK)
United Kingdom
USD 654 M +USD 81.6 M +14% 7.69% 61.9% 12 8.33% 4.6
IQ EQ Fund Management
2572
IQ EQ Fund Management
Ireland
USD 652 M -USD 3.06 M -0.5% 5.24% 109% 270 23.7% 2.6
Tradewinds Capital Management
2573
Tradewinds Capital Management
Washington
USD 652 M +USD 63.5 M +11% 7.05% 96.9% 846 10.99% 4
Enterprise Financial Services Corp (EFSC)
2574
Enterprise Financial Services Corp (EFSC)
Missouri
USD 652 M -USD 121 M -16% 7% 112% 492 40.85% 4.4
Wealthquest
2575
Wealthquest
Ohio
USD 652 M +USD 59.1 M +10% 6.88% 52.1% 147 11.56% 2.9