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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)
Almanack Investment Partners
2601
Almanack Investment Partners
Pennsylvania
USD 569 M +USD 62.4 M +12% 1.8% 77.8% 179 14.53% 1.8
Lake Street Private Wealth
2602
Lake Street Private Wealth
Illinois
USD 569 M +USD 33.2 M +6% 7.7% 105% 304 10.53% 2.2
Cornerstone Advisory
2603
Cornerstone Advisory
Maryland
USD 569 M +USD 13.9 M +3% 5.67% 53.5% 218 6.88% 4.1
Rockbridge Investment Management
2604
Rockbridge Investment Management
New York
USD 569 M +USD 25.9 M +5% 2.48% 38.6% 111 4.5% 2.5
Mirova
2605
Mirova
France
USD 568 M -USD 125 M -18% 1.28% 64.6% 166 3.01% 1.8
Perennial Investment Advisors
2606
Perennial Investment Advisors
California
USD 568 M +USD 30.1 M +6% 7.6% 84.3% 399 17.04% 1.3
Rodgers Brothers
2607
Rodgers Brothers
Pennsylvania
USD 568 M +USD 47.2 M +9% 6.27% 108% 218 10.55% 5.7
Kadensa Capital
2608
Kadensa Capital
Hong Kong
USD 568 M +USD 68 M +14% 12.3% 191% 36 58.33% 0.4
Ascent Wealth Partners
2609
Ascent Wealth Partners
New York
USD 568 M +USD 70 M +14% 6.82% 105% 161 11.18% 3.6
Arbor Investment Advisors
2610
Arbor Investment Advisors
North Carolina
USD 568 M +USD 24.5 M +5% 3.59% 44.3% 110 9.09% 4
Hardy Reed
2611
Hardy Reed
Mississippi
USD 567 M -USD 914 k -0.2% 5.64% 69.7% 115 18.26% 2.6
Nemes Rush Group
2612
Nemes Rush Group
Michigan
USD 567 M – – 9.58% 111% 677 – 0
EEP
2613
Edgehill Endowment Partners
Connecticut
USD 566 M +USD 65.7 M +13% 3.31% 11.6% 9 22.22% 2.7
Wescott Financial Advisory Group
2614
Wescott Financial Advisory Group
Pennsylvania
USD 566 M +USD 106 M +23% 4.92% 55.5% 167 9.58% 1.4
Anatole Investment Management
2615
Anatole Investment Management
Hong Kong
USD 566 M +USD 388 M +219% 18% 3,486% 8 75% 0.1
Great Lakes Retirement
2616
Great Lakes Retirement
Ohio
USD 566 M +USD 34.7 M +7% 7.24% 108% 239 17.57% 1.4
Moloney Securities Asset Management
2617
Moloney Securities Asset Management
Missouri
USD 566 M +USD 28.7 M +5% 5.65% 86% 472 16.53% 3.1
Stillwater Capital Advisors
2618
Stillwater Capital Advisors
Pennsylvania
USD 565 M +USD 50.3 M +10% 11.2% 121% 72 8.33% 5.1
Minot Capital
2619
Minot Capital
Colorado
USD 564 M +USD 11.8 M +2% 8.09% 19.6% 21 9.52% 2.8
PFG Investments
2620
PFG Investments
New York
USD 564 M +USD 72 M +15% 7.19% 106% 545 13.39% 0.2
Acorn Financial Advisory Services
2621
Acorn Financial Advisory Services
Virginia
USD 563 M +USD 49.1 M +10% 7.59% 96.9% 248 11.69% 2.2
GA
2622
GRS Advisors
Illinois
USD 562 M +USD 38.9 M +7% 5.42% 54.3% 37 40.54% 0.9
Penn Davis McFarland
2623
Penn Davis McFarland
Texas
USD 562 M +USD 16.5 M +3% 3% 100% 46 8.7% 4.7
Oslo Pensjonsforsikring
2624
Oslo Pensjonsforsikring
USD 561 M +USD 44.1 M +9% 9.25% 79% 16 0% 4.5
Campbell & Co Investment Adviser
2625
Campbell & Co Investment Adviser
Maryland
USD 561 M +USD 24.6 M +5% 5.74% 31% 1,219 66.37% 0.3