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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)
MA Private Wealth
3076
MA Private Wealth
California
USD 535 M +USD 29.3 M +6% 4.79% 57.5% 80 17.5% 2.5
MTC
3077
Matrix Trust Company
Colorado
USD 535 M +USD 91.9 M +21% 7.05% 51.4% 278 52.52% 0.7
Hoey Investments
3078
Hoey Investments
Pennsylvania
USD 534 M USD 0 0% 0.48% 247% 397 0% 2.2
Gries Financial
3079
Gries Financial
Ohio
USD 534 M +USD 48 M +10% 5.77% 71.3% 291 22.34% 1.5
EWA
3080
ERTS Wealth Advisors
Michigan
USD 534 M +USD 36.7 M +7% 6.36% 39.3% 91 7.69% 3.8
PPP
3081
Private Portfolio Partners
New Jersey
USD 533 M +USD 411 M +334% 5.73% 16.9% 295 70.51% 0.9
Tufton Capital Management
3082
Tufton Capital Management
Maryland
USD 533 M +USD 19.2 M +4% 6.76% 96.1% 125 8% 7.4
Summit Financial Wealth Advisors
3083
Summit Financial Wealth Advisors
Louisiana
USD 533 M +USD 39.8 M +8% 6.7% 71.4% 154 10.39% 4.2
Sycale Advisors
3084
Sycale Advisors
New York
USD 533 M +USD 184 M +53% 8.38% 31.5% 23 34.78% 0.7
Summit Asset Management
3085
Summit Asset Management
Tennessee
USD 532 M +USD 49.3 M +10% 6.78% 48.9% 168 8.33% 5.9
Alpha Capital Management
3086
Alpha Capital Management
Texas
USD 532 M +USD 18.3 M +4% 7.68% 88% 118 7.63% 4.1
Point72 Asia (Singapore)
3087
Point72 Asia (Singapore)
Singapore
USD 532 M +USD 52 M +11% 6.29% – 1,414 63.72% 0.2
Beck Bode LLC
3088
Beck Bode LLC
Massachusetts
USD 531 M +USD 33.9 M +7% 10.4% 155% 135 46.67% 1
Chandler Asset Management
3089
Chandler Asset Management
California
USD 531 M +USD 37.3 M +8% 6.91% 35.6% 24 0% 4.8
Peak Asset Management
3090
Peak Asset Management
Colorado
USD 531 M +USD 20 M +4% 6.12% 70.1% 152 3.29% 5.4
NBW Capital
3091
NBW Capital
Massachusetts
USD 530 M +USD 23.5 M +5% 4.94% 86% 117 23.08% 3.8
Bremer Bank National Association
3092
Bremer Bank National Association
Minnesota
USD 530 M +USD 18 M +4% 6.41% 37.4% 182 7.69% 3.9
Cheviot Value Management
3093
Cheviot Value Management
California
USD 530 M +USD 18.2 M +4% 7.98% 77.8% 70 5.71% 5.5
Act Two Investors
3094
Act Two Investors
California
USD 530 M +USD 24.9 M +5% 3.24% 53% 52 19.23% 2.4
Tyler-Stone Wealth Management
3095
Tyler-Stone Wealth Management
Ohio
USD 530 M +USD 286 M +118% 7.51% – 990 68.59% 2.4
Peterson Wealth Advisors
3096
Peterson Wealth Advisors
Utah
USD 529 M +USD 52.6 M +11% 5.62% 50.9% 84 11.9% 3.3
Ellenbecker Investment Group
3097
Ellenbecker Investment Group
Wisconsin
USD 529 M +USD 32.3 M +6% 6.63% 56.3% 121 13.22% 3.7
Medicxi Ventures Management
3098
Medicxi Ventures Management
Jersey
USD 529 M +USD 194 M +58% 65.5% 505% 4 0% 3.1
Stieven Capital Advisors
3099
Stieven Capital Advisors
Missouri
USD 529 M +USD 77.3 M +17% 18.2% 117% 57 35.09% 3.2
Sugarloaf Wealth Management
3100
Sugarloaf Wealth Management
Georgia
USD 529 M +USD 35 M +7% 6.5% 10.2% 716 13.41% 3.5