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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)
Sunflower Bank Wealth Management
2701
Sunflower Bank Wealth Management
Arizona
USD 276 M -USD 18.3 M -6% 4.12% 33.7% 102 13.73% 3.3
Simon Quick Advisors
2702
Simon Quick Advisors
New Jersey
USD 276 M +USD 98.6 M +56% 3.81% 69.5% 558 51.61% 0.3
Grace Capital
2703
Grace Capital
Massachusetts
USD 275 M +USD 25.2 M +10% 3.86% 127% 99 17.17% 2.2
CIM
2704
CIM Investment Management
Pennsylvania
USD 275 M -USD 6.19 M -2% 3.41% 123% 400 32% 1.8
Alley Company
2705
Alley Company
Illinois
USD 275 M +USD 10.2 M +4% 3.57% 88.2% 79 5.06% 3.2
Summit Financial Wealth Advisors
2706
Summit Financial Wealth Advisors
Louisiana
USD 275 M +USD 22.1 M +9% 4% 71.4% 158 20.25% 1.7
Wright Investors Service
2707
Wright Investors Service
Connecticut
USD 275 M +USD 10.2 M +4% 6.82% 146% 246 22.36% 2.1
Willingdon Wealth Management
2708
Willingdon Wealth Management
North Carolina
USD 275 M +USD 22.9 M +9% 4.57% 15.3% 315 63.17% 0.6
Trust Asset Management
2709
Trust Asset Management
Texas
USD 275 M +USD 349 k +0.1% 0.74% 91.1% 70 34.29% 1.7
Gerber Kawasaki Wealth & Investment Management
2710
Gerber Kawasaki Wealth & Investment Management
California
USD 274 M +USD 10.9 M +4% 6.53% 91.5% 124 19.35% 1.1
TCM
2711
TVR Capital Management
Connecticut
USD 274 M -USD 94.4 M -26% 8.96% – 66 74.24% 0.1
Mitchell Capital Management
2712
Mitchell Capital Management
Kansas
USD 274 M +USD 12.6 M +5% 7.55% 219% 73 24.66% 1.2
Timpani Capital Management
2713
Timpani Capital Management
Wisconsin
USD 274 M +USD 4.68 M +2% 14.9% 383% 122 38.52% 0.7
Gilbert & Cook
2714
Gilbert & Cook
Iowa
USD 274 M -USD 9.31 M -3% 3.31% 63.2% 146 43.84% 0.7
HA
2715
Harbor Advisors
Florida
USD 273 M +USD 20.3 M +8% 5.28% 125% 159 10.06% 0.6
Northeast Financial Consultants
2716
Northeast Financial Consultants
Connecticut
USD 273 M +USD 19.3 M +8% 4.85% 63.8% 154 10.39% 2.3
Front Street Capital Management
2717
Front Street Capital Management
Montana
USD 273 M +USD 13.1 M +5% 8.33% 316% 64 12.5% 1.2
Gargoyle Investment Advisor
2718
Gargoyle Investment Advisor
New Jersey
USD 272 M +USD 19.4 M +8% 3.98% 34.5% 212 33.96% 1.1
OneDigital Investment Advisors
2719
OneDigital Investment Advisors
Kansas
USD 272 M -USD 63.1 M -19% 4.15% 57.3% 1,326 28.51% 0.2
Heritage Trust
2720
Heritage Trust
Oklahoma
USD 272 M +USD 12.5 M +5% 4.31% – 396 20.45% 0.4
Harber Asset Management
2721
Harber Asset Management
North Carolina
USD 272 M +USD 28.5 M +12% 7.22% 63.6% 48 22.92% 1
PAM
2722
PineView Asset Management
Connecticut
USD 272 M -USD 55.7 M -17% 7.85% – 20 20% 0.8
SWK
2723
Stephen W. Kidder
USD 271 M +USD 7.44 M +3% 4.44% 94.7% 96 9.38% 3.1
Barry Investment Advisors
2724
Barry Investment Advisors
Massachusetts
USD 271 M +USD 5.94 M +2% 4.1% 66.7% 74 14.86% 1.9
CCM
2725
Castine Capital Management
Massachusetts
USD 271 M +USD 48.6 M +22% 5.08% 13.9% 36 16.67% 1.8