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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)
Parker Investment Management
3151
Parker Investment Management
California
USD 194 M +USD 8.32 M +4% 7.36% 208% 22 9.09% 0.9
Tarbox Family Office
3152
Tarbox Family Office
California
USD 194 M +USD 19.4 M +11% 5.19% 60.5% 625 9.44% 2.5
International City Management Association Retirement Corp
3153
International City Management Association Retirement Corp
District of Columbia
USD 193 M +USD 12.6 M +7% 11% 42.9% 1 0% 0.3
Endicott Management
3154
Endicott Management
New York
USD 193 M +USD 12.2 M +7% 2.31% 229% 42 61.9% 0.9
Glenview State Bank Trust Department
3155
Glenview State Bank Trust Department
Illinois
USD 193 M +USD 9.17 M +5% 5.41% 76.6% 98 9.18% 2.6
Moloney Securities Asset Management
3156
Moloney Securities Asset Management
Missouri
USD 193 M +USD 27.6 M +17% 7.76% 86% 267 20.97% 0.2
Trust Company of Oklahoma
3157
Trust Company of Oklahoma
Oklahoma
USD 193 M +USD 6.18 M +3% 3.89% 101% 115 9.57% 2.6
Windsor Capital Management
3158
Windsor Capital Management
Arizona
USD 193 M +USD 7.86 M +4% 3.52% 49.1% 118 13.56% 2.7
GIIO
3159
Gen IV Investment Opportunities
New York
USD 193 M +USD 426 k +0.2% 0.19% – 12 25% 0.2
Walter & Keenan Wealth Management
3160
Walter & Keenan Wealth Management
Indiana
USD 193 M +USD 4.79 M +3% 4.41% 92% 149 8.72% 2.2
Corsair Capital
3161
Corsair Capital
New York
USD 193 M -USD 468 k -0.2% 0.36% 17.1% 3 0% 1.9
Pacifica Capital Investments
3162
Pacifica Capital Investments
Texas
USD 192 M -USD 8.93 M -4% 2.03% 70.4% 17 5.88% 3
CCM
3163
CWH Capital Management
Washington
USD 192 M +USD 27.7 M +17% 5.61% 29.9% 53 20.75% 1.7
BSWMG
3164
Barrington Strategic Wealth Management Group
Illinois
USD 192 M +USD 5.71 M +3% 3.37% 17.9% 103 0.97% 2.9
Raab & Moskowitz Asset Management
3165
Raab & Moskowitz Asset Management
New Jersey
USD 192 M +USD 7.56 M +4% 5.2% 75% 139 6.47% 2.4
TIFF Advisory Services
3166
TIFF Advisory Services
Pennsylvania
USD 192 M -USD 1.82 M -0.9% 3.03% 86.3% 5 60% 0.4
Avalon Global Asset Management
3167
Avalon Global Asset Management
California
USD 192 M +USD 69.9 M +57% 13.2% 278% 48 52.08% 1.2
DE
3168
DFT Energy
New York
USD 192 M -USD 43.8 M -19% 11.3% – 20 5% 0.3
TCI Wealth Advisors
3169
TCI Wealth Advisors
Arizona
USD 192 M +USD 940 k +0.5% 5.48% 65% 1,482 17.54% 2.1
Kentucky Farm Bureau Mutual Insurance
3170
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 192 M +USD 12.9 M +7% 6.22% 83.3% 84 3.57% 0.9
McNamara Financial Services
3171
McNamara Financial Services
Massachusetts
USD 191 M +USD 9.13 M +5% 5.76% 42.6% 36 8.33% 1
GA
3172
GRS Advisors
Illinois
USD 191 M +USD 27.4 M +17% 3.78% 54.3% 27 40.74% 0.8
YorkBridge Wealth Partners
3173
YorkBridge Wealth Partners
New York
USD 191 M +USD 21.8 M +13% 6.95% 36.5% 987 17.53% 0.2
GPC
3174
Guardian Point Capital
Virginia
USD 191 M +USD 47 M +33% 7.2% 142% 22 50% 0.6
Goodman Financial
3175
Goodman Financial
Texas
USD 191 M +USD 12.2 M +7% 4.67% 52.5% 45 17.78% 1.8