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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)
Meristem Family Wealth
2676
Meristem Family Wealth
Minnesota
USD 238 M +USD 12.2 M +5% 3.28% 67.7% 118 11.86% 1.6
Peak Asset Management
2677
Peak Asset Management
Colorado
USD 238 M +USD 11.9 M +5% 4.2% 70.1% 147 11.56% 1.2
Buffington Mohr McNeal
2678
Buffington Mohr McNeal
Idaho
USD 238 M +USD 11.1 M +5% 1.88% 29.3% 166 9.04% 1.4
Argus Investors Counsel
2679
Argus Investors Counsel
New York
USD 238 M +USD 1.55 M +0.7% 5.39% 132% 53 0% 3
Glade Brook Capital Partners
2680
Glade Brook Capital Partners
Connecticut
USD 238 M +USD 114 M +92% 10.8% – 7 42.86% 1.2
IIA
2681
IPG Investment Advisors
California
USD 238 M -USD 4.15 M -2% 10.2% 106% 146 36.3% 1.3
America First Investment Advisors
2682
America First Investment Advisors
Nebraska
USD 238 M -USD 1.8 M -0.7% 2% 78.2% 148 27.03% 2.1
RP
2683
Ridgegate Proprietary
Australia
USD 237 M -USD 5.35 M -2% 0.69% – 3 0% 1.5
Managed Asset Portfolios
2684
Managed Asset Portfolios
Michigan
USD 237 M +USD 9.11 M +4% 6.31% 99.2% 31 9.68% 2.3
Pinkerton Retirement Specialists
2685
Pinkerton Retirement Specialists
Idaho
USD 237 M +USD 38.4 M +19% 3.32% 82.9% 704 15.06% 0.5
Northeast Financial Consultants
2686
Northeast Financial Consultants
Connecticut
USD 237 M +USD 12 M +5% 3.53% 63.8% 169 18.93% 1.6
EFG Asset Management (Americas)
2687
EFG Asset Management (Americas)
Florida
USD 237 M +USD 24.4 M +11% 2.22% 112% 126 34.13% 1.3
Kestrel Investment Management
2688
Kestrel Investment Management
California
USD 236 M -USD 5.35 M -2% 11.2% 89.2% 47 25.53% 1.1
PVG Asset Management
2689
PVG Asset Management
Colorado
USD 236 M -USD 4.93 M -2% 1.74% – 89 33.71% 0.7
FFT Wealth Management
2690
FFT Wealth Management
Pennsylvania
USD 236 M -USD 17.3 M -7% 2.53% 65.6% 69 13.04% 0.6
Autonomy Capital (Jersey)
2691
Autonomy Capital (Jersey)
Jersey
USD 236 M -USD 19.2 M -8% 9.79% 33.4% 10 60% 0.4
Analyst IMS Investment Management Services
2692
Analyst IMS Investment Management Services
Israel
USD 236 M -USD 474 k -0.2% 7.26% 99.4% 103 8.74% 1.4
ARS Wealth Advisors
2693
ARS Wealth Advisors
Florida
USD 236 M +USD 866 k +0.4% 1% 61.8% 103 18.45% 1.5
Argent Trust Co
2694
Argent Trust Co
Tennessee
USD 236 M +USD 8.42 M +4% 2.54% 86.2% 267 11.99% 1.3
Steadfast Advisors
2695
Steadfast Advisors
New York
USD 235 M +USD 72.2 M +44% 15.4% 81.4% 56 32.14% 0.9
Edge Wealth Management
2696
Edge Wealth Management
New York
USD 235 M -USD 5.29 M -2% 5.34% 75.3% 543 22.47% 1.8
Kays Financial Advisory
2697
Kays Financial Advisory
Georgia
USD 235 M +USD 12.7 M +6% 1.67% 23.3% 68 11.76% 1.8
Gagnon Securities
2698
Gagnon Securities
New York
USD 235 M +USD 20.6 M +10% 11.1% 129% 107 24.3% 1.8
Palouse Capital Management
2699
Palouse Capital Management
Washington
USD 235 M -USD 11 M -4% 4% 67.8% 105 26.67% 1.4
IberiaBank
2700
IberiaBank
Louisiana
USD 235 M +USD 7.59 M +3% 3.14% 39.6% 152 19.08% 2.1