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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)
Ironwood Investment Counsel
2826
Ironwood Investment Counsel
Arizona
USD 475 M +USD 30.6 M +7% 4.94% 64% 259 22.01% 4.2
KWMG
2827
King Wealth Management Group
Florida
USD 474 M -USD 20.4 M -4% 3.16% 86% 153 7.19% 5.2
Moisand Fitzgerald Tamayo
2828
Moisand Fitzgerald Tamayo
Florida
USD 474 M -USD 15.4 M -3% 3.35% 51.1% 833 17.89% 2.2
Sentry LLC
2829
Sentry LLC
Tennessee
USD 474 M +USD 14 M +3% 4.25% 52.6% 125 8.8% 0.5
Townsend & Associates
2830
Townsend & Associates
Colorado
USD 474 M +USD 85 M +22% 3.84% 58% 123 20.33% 1.5
Pine Ridge Advisers
2831
Pine Ridge Advisers
New York
USD 473 M +USD 20.4 M +5% 3.43% 90.1% 27 3.7% 2.1
Mainstay Capital Management
2832
Mainstay Capital Management
Michigan
USD 473 M -USD 84.9 M -15% 1.15% 131% 112 25.89% 2.9
LWANC
2833
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 473 M -USD 26.5 M -5% 2.2% 71.1% 607 5.44% 3.5
Oak Harvest Investment Services
2834
Oak Harvest Investment Services
Texas
USD 473 M +USD 26.4 M +6% 1.93% 120% 124 25.81% 1.5
Adventist Health System West
2835
Adventist Health System West
California
USD 472 M -USD 37.2 M -7% 3.41% 60.2% 5 0% 3.1
Arcadia Investment Management
2836
Arcadia Investment Management
Michigan
USD 472 M -USD 20.8 M -4% 2.47% 83.5% 346 7.23% 4.5
NRA
2837
NSI Retail Advisors
Pennsylvania
USD 472 M -USD 125 M -21% 2.89% 26.2% 53 26.42% 1.9
Academy Capital Management
2838
Academy Capital Management
Texas
USD 472 M -USD 27.7 M -6% 2.61% 85% 36 13.89% 3.3
Concord Wealth Partners
2839
Concord Wealth Partners
Virginia
USD 471 M +USD 6.37 M +1% 2.27% 71.1% 1,086 9.21% 0.9
Atlas Venture Advisors
2840
Atlas Venture Advisors
Massachusetts
USD 471 M -USD 120 M -20% 15% 34.6% 5 0% 3.8
Herald Investment Management
2841
Herald Investment Management
United Kingdom
USD 470 M -USD 44.5 M -9% 1.34% 493% 105 8.57% 4.9
Live Oak Private Wealth
2842
Live Oak Private Wealth
North Carolina
USD 470 M -USD 32.6 M -6% 4.07% 74.6% 168 5.95% 2.7
Allen Mooney & Barnes Investment Advisors
2843
Allen Mooney & Barnes Investment Advisors
Georgia
USD 469 M +USD 18 M +4% 2.05% 78.9% 155 11.61% 1.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2844
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
USD 469 M -USD 17.2 M -4% 4.39% 80.8% 89 13.48% 2.7
Investure LLC
2845
Investure LLC
Virginia
USD 469 M -USD 54 M -10% 6.3% 55.4% 13 0% 4
Strategic Point Investment Advisors
2846
Strategic Point Investment Advisors
Rhode Island
USD 468 M -USD 19.1 M -4% 3.53% 58.2% 35 5.71% 3.6
American Investment Services
2847
American Investment Services
Massachusetts
USD 468 M -USD 25.3 M -5% 3.64% 63.1% 141 5.67% 5.1
Harbor Capital Advisors
2848
Harbor Capital Advisors
Illinois
USD 468 M -USD 32.3 M -6% 2.65% 128% 674 36.05% 0.7
Makena Capital Management
2849
Makena Capital Management
California
USD 467 M -USD 56.3 M -11% 2.23% 85.5% 49 32.65% 1.5
Centerbridge Partners
2850
Centerbridge Partners
New York
USD 467 M -USD 175 M -27% 1.29% 15.9% 15 6.67% 2