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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)
Farmers Trust Company
2926
Farmers Trust Company
Ohio
USD 467 M +USD 13.8 M +3% 5.28% 73.5% 166 10.84% 5.9
Elk River Wealth Management
2927
Elk River Wealth Management
Colorado
USD 467 M +USD 26.5 M +6% 8.09% 81.8% 113 8.85% 2
JCP
2928
JB Capital Partners
New York
USD 467 M +USD 44.9 M +11% 17.6% 142% 77 2.6% 2
Covalis Capital
2929
Covalis Capital
United Kingdom
USD 466 M +USD 110 M +31% 1.35% 37.9% 58 72.41% 0.3
EFG Asset Management
2930
EFG Asset Management
Oregon
USD 466 M +USD 13.7 M +3% 13.2% 211% 209 22.97% 1
CFO4Life Group
2931
CFO4Life Group
Texas
USD 466 M +USD 26 M +6% 5.08% 56.7% 187 16.04% 2.8
High Probability Advisors
2932
High Probability Advisors
New York
USD 466 M +USD 37.9 M +9% 3.01% 52.6% 47 8.51% 1.9
Monograph Wealth Advisors
2933
Monograph Wealth Advisors
California
USD 466 M +USD 39.8 M +9% 5.74% 68% 94 9.57% 1.1
RK Capital Management (Colorado)
2934
RK Capital Management (Colorado)
Colorado
USD 466 M +USD 10.6 M +2% 7.93% 89% 50 14% 2.5
Chemung Canal Trust
2935
Chemung Canal Trust
New York
USD 466 M +USD 30.9 M +7% 7.06% 80.9% 123 8.13% 6.5
Fiduciary Alliance
2936
Fiduciary Alliance
South Carolina
USD 466 M +USD 67.3 M +17% 7.5% 104% 1,014 86.29% 0.1
Stockman Wealth Management
2937
Stockman Wealth Management
Montana
USD 466 M +USD 18.2 M +4% 4.62% 73.5% 211 12.32% 4.1
Coerente Capital Management
2938
Coerente Capital Management
Ontario, Canada
USD 466 M +USD 20.6 M +5% 6.16% 40% 37 8.11% 2.1
Eagle Rock Investment Company
2939
Eagle Rock Investment Company
Georgia
USD 465 M +USD 29.3 M +7% 7.44% 121% 132 8.33% 1.2
Concord Wealth Partners
2940
Concord Wealth Partners
Virginia
USD 464 M +USD 112 M +32% 4.37% 66% 1,076 11.71% 0.7
Winslow Asset Management
2941
Winslow Asset Management
Ohio
USD 464 M +USD 35.9 M +8% 12.4% 89.9% 75 8% 6.5
Alera Investment Advisors
2942
Alera Investment Advisors
Illinois
USD 464 M +USD 29.9 M +7% 6.72% 28.9% 180 10% 2.1
HeadInvest LLC
2943
HeadInvest LLC
Maine
USD 464 M +USD 8.12 M +2% 4.46% 59.1% 232 6.47% 5
Tufton Capital Management
2944
Tufton Capital Management
Maryland
USD 464 M +USD 1.15 M +0.2% 3.81% 96.1% 124 7.26% 6.7
Buffington Mohr McNeal
2945
Buffington Mohr McNeal
Idaho
USD 463 M +USD 26.8 M +6% 6.67% 29.3% 129 9.3% 4.8
TF
2946
TimeScale Financial
Massachusetts
USD 463 M +USD 21.9 M +5% 4.3% 31.3% 645 5.89% 2.8
Bernzott Capital Advisors
2947
Bernzott Capital Advisors
California
USD 463 M -USD 20.8 M -4% 4.95% 46.6% 56 19.64% 3.3
Iron Gate Global Advisors
2948
Iron Gate Global Advisors
Utah
USD 463 M +USD 56.8 M +14% 13.8% 106% 97 14.43% 2.8
Force Hill Capital Management
2949
Force Hill Capital Management
New York
USD 462 M +USD 78.9 M +21% 7.7% 46.3% 68 47.06% 0.7
Cyrus J. Lawrence
2950
Cyrus J. Lawrence
New York
USD 462 M +USD 119 M +34% 11.1% – 157 8.28% 1.1