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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)
PL
2926
Polianta Ltd
Jersey
USD 809 M +USD 55.3 M +7% 6.4% 31.6% 114 47.37% 0.5
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2927
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
USD 809 M +USD 303 M +60% 17.6% 80.8% 81 40.74% 2.7
Capital Investment Counsel (Colorado)
2928
Capital Investment Counsel (Colorado)
Colorado
USD 808 M +USD 78.6 M +11% 11.8% 68.7% 168 19.64% 1.5
Eagle Rock Investment Company
2929
Eagle Rock Investment Company
Georgia
USD 808 M +USD 120 M +17% 26.3% 115% 165 9.7% 3
Newbridge Financial Services Group
2930
Newbridge Financial Services Group
Florida
USD 808 M +USD 200 M +33% 39% 189% 1,294 13.99% 2.1
Mechanics Bank - Trust Department
2931
Mechanics Bank - Trust Department
California
USD 808 M +USD 86 M +12% 12.4% 76.8% 218 11.93% 6.7
ARQ Wealth Advisors
2932
ARQ Wealth Advisors
Arizona
USD 807 M +USD 252 M +45% 9.63% 53.3% 231 26.84% 1.5
Klaas Financial Asset Advisors
2933
Klaas Financial Asset Advisors
Illinois
USD 803 M +USD 78.4 M +11% 8.17% 36.2% 59 0% 3
White Lighthouse Investment Management
2934
White Lighthouse Investment Management
Massachusetts
USD 802 M +USD 81.6 M +11% 11.1% 55.3% 154 7.79% 5.2
Blue Bell Private Wealth Management
2935
Blue Bell Private Wealth Management
Pennsylvania
USD 802 M +USD 107 M +15% 13.1% 62.5% 759 10.28% 3.6
NM
2936
Newtyn Management
New York
USD 801 M -USD 135 M -14% 9.17% 52% 39 28.21% 1.7
Liberty Wealth Management
2937
Liberty Wealth Management
California
USD 800 M USD 0 0% 12.2% 64.2% 268 0% 2.6
Corsair Capital Management
2938
Corsair Capital Management
New York
USD 800 M +USD 127 M +19% 28.6% 435% 186 30.11% 1.9
HORAN Wealth
2939
HORAN Wealth
Ohio
USD 800 M -USD 252 M -24% 13.5% – 228 19.3% 0.7
Live Oak Private Wealth
2940
Live Oak Private Wealth
North Carolina
USD 800 M +USD 82.5 M +11% 11.8% 65% 218 8.26% 4.1
Johnson & Johnson
2941
Johnson & Johnson
New Jersey
USD 799 M +USD 146 M +22% 24.4% 281% 17 17.65% 3.6
Suncoast Equity Management
2942
Suncoast Equity Management
Florida
USD 798 M -USD 34.9 M -4% 15.8% 82.9% 102 46.08% 3.3
TrueMark Investments
2943
TrueMark Investments
Illinois
USD 798 M +USD 285 M +55% 11.6% – 218 37.61% 0.7
Garden Investment Management
2944
Garden Investment Management
Connecticut
USD 798 M +USD 212 M +36% 32.8% – 2 0% 0.9
Quantum Capital Management (New Jersey)
2945
Quantum Capital Management (New Jersey)
New Jersey
USD 798 M +USD 16.1 M +2% 2.42% 22.7% 37 13.51% 5.5
XY Planning Network
2946
XY Planning Network
Montana
USD 797 M +USD 171 M +27% 10.7% – 356 27.81% 0.7
Allied Investment Advisors
2947
Allied Investment Advisors
Montana
USD 797 M +USD 99.1 M +14% 6.24% 68.4% 112 12.5% 3.9
Emerald Advisors
2948
Emerald Advisors
Washington
USD 796 M -USD 11.8 M -1% 1.17% 71.8% 144 22.92% 3.1
Technology Crossover Management X
2949
Technology Crossover Management X
California
USD 795 M +USD 13.9 M +2% 5.27% 73.1% 6 0% 4.4
HA
2950
Harbor Advisors
Florida
USD 795 M +USD 103 M +15% 29.2% 125% 207 11.11% 5.1