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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)
Phocas Financial Corp
3151
Phocas Financial Corp
California
USD 721 M +USD 83.9 M +13% 29.3% – 170 18.82% 2.9
Jackson Square Capital
3152
Jackson Square Capital
California
USD 719 M +USD 242 M +51% 69.5% 416% 156 28.85% 2.7
Drexel Morgan & Co
3153
Drexel Morgan & Co
Pennsylvania
USD 719 M +USD 37 M +5% 2.97% 50.1% 61 3.28% 7.9
Elgethun Capital Management
3154
Elgethun Capital Management
South Dakota
USD 718 M +USD 113 M +19% 9.68% 61.5% 175 5.71% 4.7
Austin Asset Management
3155
Austin Asset Management
Texas
USD 718 M +USD 109 M +18% 13.7% 85.2% 98 17.35% 2.5
Towercrest Capital Management
3156
Towercrest Capital Management
Pennsylvania
USD 717 M +USD 75.6 M +12% 9.52% 39.1% 115 14.78% 5.6
Canvas Wealth Advisors
3157
Canvas Wealth Advisors
Kansas
USD 717 M +USD 129 M +22% 28.2% 115% 272 19.49% 2.1
Rather & Kittrell
3158
Rather & Kittrell
Tennessee
USD 716 M +USD 67.7 M +10% 6.8% 41.1% 113 4.42% 2.7
Abu Dhabi Investment Council
3159
Abu Dhabi Investment Council
United Arab Emirates
USD 715 M -USD 260 M -27% 10.2% – 28 17.86% 0.2
First Commonwealth Financial Corp
3160
First Commonwealth Financial Corp
Pennsylvania
USD 715 M +USD 86 M +14% 13.7% 72.9% 283 11.66% 4.1
TC
3161
Teilinger Capital
Texas
USD 714 M -USD 553 M -44% 0.03% 30.2% 15 26.67% 0.8
Huntleigh Advisors
3162
Huntleigh Advisors
Missouri
USD 714 M +USD 129 M +22% 30.2% – 333 24.32% 1
LJI Wealth Management
3163
LJI Wealth Management
Indiana
USD 714 M +USD 87.9 M +14% 13.5% 61.5% 214 15.42% 2.2
MAK Capital One
3164
MAK Capital One
New York
USD 714 M +USD 35.1 M +5% 38.8% 200% 23 30.43% 2.2
Secure Asset Management
3165
Secure Asset Management
Michigan
USD 714 M +USD 81.9 M +13% 17.6% 86.5% 370 21.62% 2
Optas LLC
3166
Optas LLC
Texas
USD 714 M +USD 52.8 M +8% 21.9% 118% 560 25.71% 2
Zevin Asset Management
3167
Zevin Asset Management
Massachusetts
USD 713 M -USD 10.3 M -1% 14.3% 71.7% 100 10% 4.9
SSCM
3168
Summit Street Capital Management
New York
USD 713 M +USD 5.27 M +0.7% 35.2% 217% 32 6.25% 5.9
Alight Capital Management
3169
Alight Capital Management
New York
USD 712 M +USD 295 M +71% 66% 466% 97 48.45% 0.7
HMI Capital Management
3170
HMI Capital Management
California
USD 712 M -USD 41.9 M -6% 12% 5.95% 18 61.11% 1
TWP
3171
Tyche Wealth Partners
Texas
USD 712 M +USD 63.9 M +10% 14.7% – 375 17.07% 1.8
Radnor Capital Management
3172
Radnor Capital Management
Pennsylvania
USD 712 M +USD 36.3 M +5% 14.5% 86.6% 328 10.98% 2.9
First National Advisers
3173
First National Advisers
Nebraska
USD 712 M +USD 28.3 M +4% 17% 87.9% 266 15.79% 2
SFG
3174
SageGuard Financial Group
Tennessee
USD 712 M +USD 65.5 M +10% 10.3% – 224 18.3% 0.6
Hexagon Capital Partners
3175
Hexagon Capital Partners
Arkansas
USD 711 M +USD 28 M +4% 8.06% 104% 282 15.6% 1.4