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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)
Lodestar Private Asset Management
2551
Lodestar Private Asset Management
California
USD 521 M – – 6.55% 64.4% 190 – 0
Lannebo Fonder
2552
Lannebo Fonder
Sweden
USD 521 M +USD 19.7 M +4% 3.91% 49.8% 36 11.11% 4.1
Silicon Valley Community Foundation
2553
Silicon Valley Community Foundation
California
USD 520 M -USD 286 M -35% 8.26% 309% 23 21.74% 1.7
Cahill Financial Advisors
2554
Cahill Financial Advisors
Minnesota
USD 520 M +USD 45.9 M +10% 8.75% 55.9% 233 12.45% 4
Guardian Wealth Advisors (North Carolina)
2555
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 520 M -USD 16.4 M -3% 5.97% 58.9% 399 18.05% 0.7
Ophir Asset Management
2556
Ophir Asset Management
Australia
USD 520 M -USD 29.1 M -5% 11.4% 282% 41 60.98% 0.4
River Wealth Advisors
2557
River Wealth Advisors
Pennsylvania
USD 519 M +USD 55.2 M +12% 9.41% 80.3% 211 8.53% 4.8
MA
2558
Madrone Advisors
California
USD 519 M – – 9.37% 10.4% 7 – 0
Bremer Bank National Association
2559
Bremer Bank National Association
Minnesota
USD 518 M +USD 69.9 M +16% 8.99% 37.4% 215 17.21% 2.6
RIA
2560
RPG Investment Advisory
California
USD 518 M +USD 54.7 M +12% 13% 186% 88 10.23% 3.6
CF
2561
Clarity Financial
Texas
USD 518 M +USD 90.5 M +21% 44.6% 56.8% 106 24.53% 1
Insight Wealth Strategies
2562
Insight Wealth Strategies
California
USD 517 M -USD 21.1 M -4% 7.81% 83.5% 159 25.16% 2.4
ICM
2563
Indaba Capital Management
California
USD 517 M -USD 133 M -20% 6.92% 66.7% 43 18.6% 1.5
Sectoral Asset Management
2564
Sectoral Asset Management
Quebec, Canada
USD 517 M +USD 9.2 M +2% 4.07% 168% 131 25.19% 1.6
Heck Capital Advisors
2565
Heck Capital Advisors
Wisconsin
USD 516 M +USD 30.4 M +6% 8.02% 67% 150 18.67% 2.9
Baker Ellis Asset Management
2566
Baker Ellis Asset Management
Washington
USD 516 M +USD 57.3 M +12% 11% 91.9% 222 19.82% 4.8
Opus Capital Group
2567
Opus Capital Group
Ohio
USD 516 M +USD 54.4 M +12% 9.88% 49.7% 124 16.13% 4.3
Atlas FRM
2568
Atlas FRM
Connecticut
USD 515 M +USD 175 M +52% 28.5% 38.9% 8 12.5% 0.6
KFS
2569
Kurt F. Somerville
USD 515 M +USD 16.6 M +3% 10.6% 92.9% 118 12.71% 6.1
1SP
2570
140 Summer Partners
New York
USD 514 M +USD 24.6 M +5% 11.5% 202% 17 58.82% 0.6
Voss Capital
2571
Voss Capital
Texas
USD 514 M +USD 164 M +47% 15.8% 78.4% 56 39.29% 0.9
LS Investment Advisors
2572
LS Investment Advisors
Michigan
USD 514 M +USD 20.9 M +4% 10.2% 98.7% 133 11.28% 7.6
Sunbelt Securities
2573
Sunbelt Securities
Texas
USD 512 M +USD 38.8 M +8% 9.09% 83.5% 474 13.92% 2.7
Investure LLC
2574
Investure LLC
Virginia
USD 511 M +USD 2.49 M +0.5% 4.39% 55.4% 22 4.55% 2.3
K.J. Harrison & Partners
2575
K.J. Harrison & Partners
Ontario, Canada
USD 511 M +USD 229 M +81% 7.55% 140% 272 38.24% 2.5