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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)
Security National Trust
3076
Security National Trust
West Virginia
USD 432 M -USD 18.6 M -4% 1.23% 58.3% 409 3.91% 5.7
MPM Asset Management
3077
MPM Asset Management
Massachusetts
USD 431 M -USD 106 M -20% 14.9% 5.89% 10 20% 1.4
GPC
3078
Guardian Point Capital
Virginia
USD 431 M -USD 9.6 M -2% 0.82% 142% 22 18.18% 1.4
Websterrogers Financial Advisors
3079
Websterrogers Financial Advisors
South Carolina
USD 431 M +USD 12.5 M +3% 1.39% 42.9% 65 13.85% 0.6
Steamboat Capital Partners
3080
Steamboat Capital Partners
New York
USD 431 M +USD 37 M +9% 3.24% 280% 55 34.55% 1.3
TBH Global Asset Management
3081
TBH Global Asset Management
Tennessee
USD 431 M -USD 2.92 M -0.7% 0.37% 70.7% 192 13.02% 1.2
TAA
3082
TB Alternative Assets
Cayman Islands
USD 430 M -USD 71.5 M -14% 44.9% 312% 50 52% 0.9
Synergy Asset Management
3083
Synergy Asset Management
Washington
USD 430 M +USD 53.3 M +14% 0.13% 97.3% 144 65.28% 0.3
CFO4Life Group
3084
CFO4Life Group
Texas
USD 430 M -USD 3.67 M -0.8% 1.77% 56.7% 154 16.23% 2.3
Great Point Partners
3085
Great Point Partners
Connecticut
USD 429 M -USD 47.2 M -10% 3.08% 710% 44 50% 0.4
Carolinas Wealth Consulting
3086
Carolinas Wealth Consulting
North Carolina
USD 429 M -USD 25.7 M -6% 1.09% 24.6% 1,023 10.36% 1.1
Intercontinental Wealth Advisors
3087
Intercontinental Wealth Advisors
Texas
USD 429 M -USD 75.9 M -15% 0.64% 46.7% 299 10.7% 2.1
PCR
3088
Potrero Capital Research
California
USD 429 M +USD 12.5 M +3% 0.51% 226% 116 37.93% 0.8
Twin Focus Capital Partners
3089
Twin Focus Capital Partners
Massachusetts
USD 428 M -USD 3.72 M -0.9% 1.57% 92.5% 202 11.88% 2.7
PWMAG
3090
Pinnacle Wealth Management Advisory Group
New Jersey
USD 428 M +USD 822 k +0.2% 1.08% 90.7% 235 10.21% 3.2
MidWestOne Financial Group
3091
MidWestOne Financial Group
Iowa
USD 427 M +USD 3.09 M +0.7% 1.06% 62.7% 239 8.79% 1.5
HughesLittle Investment Management
3092
HughesLittle Investment Management
USD 426 M -USD 3.52 M -0.8% 0.52% 106% 16 0% 5
McDonald Partners
3093
McDonald Partners
Ohio
USD 426 M +USD 2.78 M +0.7% 1.07% 90.7% 307 3.91% 0.7
WoodTrust Financial
3094
WoodTrust Financial
Wisconsin
USD 426 M +USD 46.7 M +12% 0.34% 80.3% 135 12.59% 1.9
Noked Capital
3095
Noked Capital
Israel
USD 425 M +USD 23.8 M +6% 3.42% 197% 53 49.06% 0.5
Noked Israel
3096
Noked Israel
Israel
USD 425 M +USD 23.8 M +6% 3.42% 265% 53 49.06% 0.5
EVM
3097
Evelyn V. Moreno
USD 425 M -USD 1.07 M -0.3% 1.12% 39.4% 58 5.17% 5.4
Vanderbilt University
3098
Vanderbilt University
Tennessee
USD 425 M -USD 44.3 M -9% 1.1% 61.8% 44 84.09% 0.3
Martin & Co
3099
Martin & Co
Tennessee
USD 425 M +USD 23 M +6% 1.52% 67.8% 116 3.45% 6.6
Arbor Wealth Management (Florida)
3100
Arbor Wealth Management (Florida)
Florida
USD 424 M +USD 18.8 M +5% 0.8% 101% 55 14.55% 1.9