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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)
Vision Capital Management
2551
Vision Capital Management
Oregon
USD 641 M +USD 98 M +18% 12.5% 78.4% 116 36.21% 3.9
Cornerstone Advisory
2552
Cornerstone Advisory
Maryland
USD 641 M +USD 69.7 M +12% 8.73% 53.5% 230 11.3% 4.3
Primavera Capital Management
2553
Primavera Capital Management
Cayman Islands
USD 641 M -USD 168 M -21% 19.8% 1.21% 4 0% 4.6
Mechanics Bank - Trust Department
2554
Mechanics Bank - Trust Department
California
USD 641 M +USD 42.1 M +7% 9.65% 76.8% 185 11.35% 6.2
Gladius Capital Management
2555
Gladius Capital Management
Illinois
USD 641 M -USD 1756 M -73% 11.6% 78% 439 42.6% 0.9
Winthrop Advisory Group
2556
Winthrop Advisory Group
Massachusetts
USD 640 M +USD 31 M +5% 10.8% 78.3% 145 16.55% 3.3
Pale Fire Capital SE
2557
Pale Fire Capital SE
Czech Republic
USD 640 M -USD 355 M -36% 2.42% 223% 93 40.86% 0.3
Dock Street Asset Management
2558
Dock Street Asset Management
Florida
USD 640 M +USD 69.2 M +12% 13% 175% 44 6.82% 5.2
Baldwin Investment Management
2559
Baldwin Investment Management
Pennsylvania
USD 640 M +USD 41.7 M +7% 7.5% 74.8% 207 9.18% 4.8
Arbor Investment Advisors
2560
Arbor Investment Advisors
North Carolina
USD 639 M +USD 66.9 M +12% 8.22% 48.5% 109 12.84% 4.5
Stewart & Patten Company
2561
Stewart & Patten Company
California
USD 639 M +USD 63.7 M +11% 10.4% 27.5% 96 10.42% 6.5
Sunriver Management
2562
Sunriver Management
Connecticut
USD 638 M +USD 109 M +21% 14.3% 9.27% 24 29.17% 1.2
Greatmark Investment Partners
2563
Greatmark Investment Partners
Georgia
USD 638 M +USD 72.6 M +13% 13.5% 72.5% 133 8.27% 5.8
American National Bank & Trust
2564
American National Bank & Trust
Texas
USD 637 M +USD 49.1 M +8% 11.2% 102% 708 38.42% 2.5
Pinnacle Wealth Planning Services
2565
Pinnacle Wealth Planning Services
Ohio
USD 637 M +USD 29.9 M +5% 9.01% 84.5% 523 21.61% 2.5
Riposte Capital
2566
Riposte Capital
New York
USD 636 M -USD 234 M -27% 0.81% 370% 23 43.48% 0.6
Sahana Capital Management
2567
Sahana Capital Management
Connecticut
USD 636 M +USD 37.7 M +6% 9.95% 0.48% 9 22.22% 1.8
Diversified Portfolios Inc
2568
Diversified Portfolios Inc
Michigan
USD 636 M +USD 105 M +20% 8.19% 38.2% 127 11.81% 3.3
Lake Street Private Wealth
2569
Lake Street Private Wealth
Illinois
USD 635 M +USD 79 M +14% 10.8% 105% 322 17.7% 2.4
Kahn Brothers Group
2570
Kahn Brothers Group
New York
USD 635 M -USD 6.18 M -1% 4.49% 53.4% 44 4.55% 6.4
Financial Planning & Information Services
2571
Financial Planning & Information Services
Wisconsin
USD 634 M +USD 97 M +18% 9.01% 13% 86 4.65% 5
Rodgers Brothers
2572
Rodgers Brothers
Pennsylvania
USD 634 M +USD 47.8 M +8% 10.1% 108% 231 6.93% 5.6
Allen Capital Group
2573
Allen Capital Group
Nebraska
USD 633 M +USD 68.5 M +12% 9.14% 62.8% 187 15.51% 1
HCR Wealth Advisors
2574
HCR Wealth Advisors
California
USD 633 M +USD 177 M +39% 11.4% 107% 217 27.19% 3.4
Flaharty Asset Management
2575
Flaharty Asset Management
Florida
USD 633 M +USD 35.5 M +6% 6.76% 33.4% 477 76.31% 3