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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)
Dillon & Associates
2876
Dillon & Associates
Michigan
USD 243 M +USD 7.78 M +3% 4.32% 98.2% 75 8% 3.1
Clarius Group LLC
2877
Clarius Group LLC
Washington
USD 243 M +USD 512 k +0.2% 3.91% 92.1% 99 12.12% 1.2
Argent Trust Co
2878
Argent Trust Co
Tennessee
USD 242 M +USD 340 k +0.1% 3.54% 86.2% 273 15.02% 1.8
RCM
2879
Ratan Capital Management
Florida
USD 242 M +USD 33.4 M +16% 7.55% 616% 34 50% 0.4
Independent Portfolio Consultants
2880
Independent Portfolio Consultants
Florida
USD 241 M -USD 48.6 M -17% 3.51% 32.4% 876 19.06% 1.9
Proficio Capital Partners
2881
Proficio Capital Partners
Massachusetts
USD 241 M +USD 12 M +5% 2.5% 97% 1,401 8.49% 1.1
Avidian Wealth Enterprises
2882
Avidian Wealth Enterprises
Texas
USD 241 M -USD 20.4 M -8% 1.92% 71.7% 104 33.65% 1.1
American Assets Capital Advisers
2883
American Assets Capital Advisers
California
USD 240 M +USD 65.7 M +38% 3.34% 73.5% 35 25.71% 1.7
Marquette Asset Management
2884
Marquette Asset Management
Minnesota
USD 240 M -USD 5.62 M -2% 2.91% 69.6% 92 9.78% 2.7
Mosaic Family Wealth
2885
Mosaic Family Wealth
Missouri
USD 240 M +USD 8.6 M +4% 1.88% 85.2% 768 10.16% 1.3
Tokio Marine & Nichido Fire Insurance Company
2886
Tokio Marine & Nichido Fire Insurance Company
Japan
USD 240 M +USD 5.92 M +3% 2.67% – 5 20% 2.3
DMK
2887
David M. Knott
USD 240 M +USD 31.8 M +15% 7.42% 81% 94 20.21% 2
American National Registered Investment Advisor
2888
American National Registered Investment Advisor
Texas
USD 239 M +USD 4.02 M +2% 2.48% 95.8% 250 0.8% 3.1
OM
2889
Opaleye Management
Massachusetts
USD 239 M +USD 38.5 M +19% 23.8% 748% 53 39.62% 0.9
Clean Yield Group
2890
Clean Yield Group
Vermont
USD 239 M +USD 1.68 M +0.7% 3.77% 65% 303 58.75% 2.9
Ackerman Capital Advisors
2891
Ackerman Capital Advisors
Texas
USD 239 M – – 2.44% 40.4% 88 – 0
Gemmer Asset Management
2892
Gemmer Asset Management
California
USD 239 M +USD 14.7 M +7% 1.87% 96.8% 1,312 7.39% 2.6
NorthRock Partners
2893
NorthRock Partners
Minnesota
USD 239 M +USD 6.72 M +3% 1.23% 62.8% 54 22.22% 1.2
Ritholtz Wealth Management
2894
Ritholtz Wealth Management
New York
USD 238 M – – 2.99% 93% 69 – 0.4
PL
2895
Polianta Ltd
Jersey
USD 238 M +USD 71.7 M +43% 2.99% 31.6% 108 70.37% 0.2
WIP
2896
Wellesley Investment Partners
Massachusetts
USD 238 M +USD 11.4 M +5% 2.12% 22.7% 123 12.2% 1.1
United Bank (West Virginia)
2897
United Bank (West Virginia)
West Virginia
USD 238 M +USD 8.21 M +4% 0.5% 22.5% 109 4.59% 3
Univest Financial
2898
Univest Financial
Pennsylvania
USD 238 M +USD 9.08 M +4% 4.92% 82.6% 96 8.33% 2.9
Moller Wealth Partners
2899
Moller Wealth Partners
USD 238 M +USD 8.93 M +4% 2.59% 44.1% 49 12.24% 2.9
Pathstone Family Office
2900
Pathstone Family Office
New Jersey
USD 237 M +USD 55.9 M +31% 3.46% 38.9% 729 57.48% 0.5