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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)
Crews Bank & Trust
3026
Crews Bank & Trust
Florida
USD 766 M +USD 76.2 M +11% 11.8% – 721 14.84% 1.3
Hendershot Investments
3027
Hendershot Investments
Virginia
USD 766 M +USD 21.6 M +3% 5.08% 50.5% 137 8.03% 5.8
NetEase Inc
3028
NetEase Inc
China
USD 765 M -USD 169 M -18% 23% 464% 2 0% 2.5
Clearstead Trust
3029
Clearstead Trust
Maine
USD 765 M +USD 152 M +25% 25.8% 111% 1,035 11.5% 2.3
Cornerstone Advisors Asset Management
3030
Cornerstone Advisors Asset Management
Pennsylvania
USD 765 M +USD 117 M +18% 10% 41.2% 143 13.29% 2.8
JC
3031
JBF Capital
Colorado
USD 764 M +USD 87.6 M +13% 17.2% 93.6% 133 38.35% 1.9
United Capital Management of KS
3032
United Capital Management of KS
Kansas
USD 763 M +USD 103 M +16% 34.7% 272% 120 25.83% 3.2
Essex Investment Management
3033
Essex Investment Management
Massachusetts
USD 763 M +USD 132 M +21% 40.1% 372% 330 14.85% 4
Kelman-Lazarov Inc
3034
Kelman-Lazarov Inc
Tennessee
USD 763 M +USD 65.7 M +9% 9.94% 46.6% 156 11.54% 4.3
Adams Natural Resources Fund
3035
Adams Natural Resources Fund
Maryland
USD 763 M -USD 100 M -12% 9.78% 43% 54 5.56% 7.9
Sentinel Pension Advisors
3036
Sentinel Pension Advisors
Massachusetts
USD 762 M +USD 85.8 M +13% 8.86% 46.5% 150 10.67% 2.8
Ironwood Investment Counsel
3037
Ironwood Investment Counsel
Arizona
USD 762 M +USD 68 M +10% 13.6% 64% 278 9.35% 5.4
Schnieders Capital Management
3038
Schnieders Capital Management
California
USD 762 M +USD 133 M +21% 17.9% 103% 252 20.63% 5.4
Knightsbridge Asset Management
3039
Knightsbridge Asset Management
California
USD 762 M +USD 18.8 M +3% 36.2% 150% 339 33.33% 1.7
Westside Investment Management
3040
Westside Investment Management
California
USD 761 M +USD 109 M +17% 22.6% 114% 1,534 9.52% 3.6
Biltmore Family Office
3041
Biltmore Family Office
North Carolina
USD 761 M +USD 45.4 M +6% 14.3% 78.1% 346 9.83% 4
Dean Investment Associates
3042
Dean Investment Associates
Ohio
USD 761 M +USD 50.4 M +7% 12% 63.5% 206 14.08% 4.9
Horst & Graben Wealth Management
3043
Horst & Graben Wealth Management
Oregon
USD 760 M +USD 31.3 M +4% 13.2% 55.1% 208 7.69% 3.1
Fourpath Capital Management
3044
Fourpath Capital Management
Oklahoma
USD 760 M +USD 62.5 M +9% 5.71% 78% 246 18.29% 2
Keating Financial Advisory Services
3045
Keating Financial Advisory Services
Kansas
USD 760 M +USD 141 M +23% 16.1% – 2,738 11.07% 0.4
Excelsior Advisor Network
3046
Excelsior Advisor Network
Colorado
USD 759 M +USD 496 M +189% 13.9% – 455 50.77% 0.2
Mivtachim The Workers Social Insurance Fund
3047
Mivtachim The Workers Social Insurance Fund
Israel
USD 759 M -USD 30.2 M -4% 25% 163% 52 36.54% 2.4
Rollins Financial Advisors
3048
Rollins Financial Advisors
New York
USD 759 M +USD 127 M +20% 21.7% – 178 16.85% 1.7
Riversedge Advisors
3049
Riversedge Advisors
Delaware
USD 759 M +USD 141 M +23% 13.4% 71.3% 328 37.8% 1.3
Alvarez & Marsal Private Wealth Partners
3050
Alvarez & Marsal Private Wealth Partners
Florida
USD 759 M +USD 46.5 M +7% 13.6% – 189 49.74% 0.4