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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)
Round Rock Advisors
3101
Round Rock Advisors
Connecticut
USD 580 M +USD 40.5 M +8% 7.47% 87.4% 230 12.61% 2.3
Nicolet Bankshares
3102
Nicolet Bankshares
Wisconsin
USD 579 M +USD 80.7 M +16% 10.4% 75.5% 211 8.53% 5.8
UAG
3103
United Advisor Group
Ohio
USD 578 M +USD 90.7 M +19% 9.41% – 399 17.79% 0.9
P.J. Schmidt Investment Management (PJS)
3104
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 578 M +USD 32.4 M +6% 9.32% 65.9% 200 14.5% 5.3
Calton & Associates
3105
Calton & Associates
Florida
USD 578 M +USD 140 M +32% 7.85% 73.9% 433 32.56% 1.1
Scion Asset Management
3106
Scion Asset Management
California
USD 578 M +USD 379 M +190% 0.96% 1.91% 21 95.24% 0
Security National Bank
3107
Security National Bank
Nebraska
USD 578 M +USD 48.3 M +9% 10.3% 125% 329 8.21% 2.4
MPM BioImpact
3108
MPM BioImpact
Massachusetts
USD 577 M -USD 4.53 M -0.8% 6.98% 550% 51 29.41% 1.1
Think Investments
3109
Think Investments
California
USD 577 M +USD 64.2 M +13% 21.5% 285% 24 25% 2.7
Burton Enright Welch
3110
Burton Enright Welch
California
USD 577 M +USD 84.9 M +17% 8.27% 62.8% 126 19.84% 1.9
Varenne Capital Partners
3111
Varenne Capital Partners
France
USD 576 M +USD 298 M +107% 25.6% 212% 30 66.67% 0.4
Pfizer
3112
Pfizer
New York
USD 576 M +USD 75.4 M +15% 21.9% – 21 0% 0.5
Trigran Investments
3113
Trigran Investments
Illinois
USD 576 M -USD 104 M -15% 0.61% 30.2% 17 11.76% 4.3
Noesis Capital Mangement
3114
Noesis Capital Mangement
Florida
USD 576 M +USD 73 M +15% 15.7% 139% 138 15.22% 4.4
Sompo Asset Management
3115
Sompo Asset Management
Japan
USD 576 M +USD 37.1 M +7% 10.3% 84.7% 194 5.15% 4
Rice Partnership
3116
Rice Partnership
Hawaii
USD 576 M +USD 88.4 M +18% 11.8% 123% 178 20.22% 3.3
FRG Family Wealth Advisors
3117
FRG Family Wealth Advisors
Washington
USD 575 M +USD 57.8 M +11% 13.6% 76.4% 153 5.88% 6.1
Capital Insight Partners
3118
Capital Insight Partners
Arizona
USD 575 M +USD 2.25 M +0.4% 8.44% 51.7% 172 13.95% 3.5
Cornerstone Management
3119
Cornerstone Management
Georgia
USD 575 M +USD 41.2 M +8% 6.52% 43.6% 63 15.87% 4.7
West Financial Advisors
3120
West Financial Advisors
Iowa
USD 575 M +USD 48.5 M +9% 7.28% 49.1% 214 8.41% 2.4
Greenup Street Wealth Management
3121
Greenup Street Wealth Management
Michigan
USD 575 M +USD 70 M +14% 10.3% 65.6% 106 11.32% 1.6
SP
3122
Solel Partners
Massachusetts
USD 574 M +USD 34.4 M +6% 9.41% 25.9% 24 29.17% 1.7
Endurance Services Ltd
3123
Endurance Services Ltd
New York
USD 574 M +USD 34.7 M +6% 6.6% – 14 0% 1.1
LJI Wealth Management
3124
LJI Wealth Management
Indiana
USD 574 M +USD 72.2 M +14% 9.89% 61.5% 194 10.31% 1.8
Ignite Planners
3125
Ignite Planners
California
USD 574 M +USD 63.4 M +12% 9.42% 83.8% 370 14.59% 1.8