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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)
Cortland Associates
3226
Cortland Associates
Missouri
USD 692 M -USD 4.96 M -0.7% 6.47% 57.1% 67 14.93% 6.3
Blue Fin Capital
3227
Blue Fin Capital
Rhode Island
USD 692 M +USD 82.1 M +13% 17.3% 125% 166 10.84% 6.5
SeaBridge Investment Advisors
3228
SeaBridge Investment Advisors
New Jersey
USD 692 M +USD 101 M +17% 31.6% 128% 203 14.78% 3.8
Wealth Alliance Advisory Group
3229
Wealth Alliance Advisory Group
Kansas
USD 691 M +USD 59.8 M +9% 13.3% 72.7% 216 14.81% 4.2
Ionic Capital Management
3230
Ionic Capital Management
New York
USD 690 M -USD 678 M -50% 36.7% 163% 192 52.6% 0.8
CT
3231
Chicago Trust
Illinois
USD 690 M +USD 64.4 M +10% 18.3% 85.9% 405 11.85% 4.3
Heirloom Wealth Management
3232
Heirloom Wealth Management
Colorado
USD 690 M +USD 135 M +24% 7.96% 81.8% 94 42.55% 2
Technology Crossover Management IX
3233
Technology Crossover Management IX
California
USD 690 M -USD 62.3 M -8% 6.46% 13% 6 0% 6.7
MTC
3234
Matrix Trust Company
Colorado
USD 690 M +USD 87.5 M +15% 10.6% 51.4% 188 52.13% 2.4
Boston Standard Wealth Management
3235
Boston Standard Wealth Management
Massachusetts
USD 689 M +USD 78.5 M +13% 10.2% 47.1% 60 8.33% 5.2
Gabelli & Co Investment Advisers
3236
Gabelli & Co Investment Advisers
New York
USD 688 M +USD 13.5 M +2% 13.8% 248% 380 38.68% 1.4
Encompass More Asset Management
3237
Encompass More Asset Management
California
USD 687 M +USD 90.8 M +15% 11.2% 80.4% 337 41.54% 0.9
PWW
3238
Pettyjohn Wood & White
Virginia
USD 687 M +USD 59.4 M +9% 11.4% 70.9% 228 8.77% 6.6
Laurel Oak Wealth Management
3239
Laurel Oak Wealth Management
New Jersey
USD 687 M +USD 91 M +15% 16.3% – 398 13.32% 0.4
CFSG
3240
Community Financial Services Group
Vermont
USD 686 M +USD 118 M +21% 16.6% – 547 18.65% 1.1
Marshall Financial Group (Maryland)
3241
Marshall Financial Group (Maryland)
Maryland
USD 686 M +USD 61.2 M +10% 12.8% 63.5% 343 23.91% 2.1
Toews Corporation
3242
Toews Corporation
New Jersey
USD 686 M +USD 426 M +165% 6.96% 22% 151 96.03% 0.1
Blume Capital Management
3243
Blume Capital Management
California
USD 684 M +USD 95.6 M +16% 20% 96.9% 368 10.33% 5.5
Burling Wealth Partners
3244
Burling Wealth Partners
Illinois
USD 683 M +USD 65.1 M +11% 12.8% – 191 13.09% 1.2
AMG
3245
Asset Management Group
Connecticut
USD 683 M +USD 64.7 M +10% 13.9% 57% 140 3.57% 8.9
Calton & Associates
3246
Calton & Associates
Florida
USD 683 M -USD 13.1 M -2% 17.6% 73.9% 503 29.62% 1.5
Principal Street Partners
3247
Principal Street Partners
Tennessee
USD 683 M +USD 69.9 M +11% 16.3% 91% 284 15.49% 3
Beacon Capital Management LLC (Tennessee)
3248
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 683 M +USD 116 M +20% 16.7% 72% 195 25.13% 2.6
Wilsey Asset Management
3249
Wilsey Asset Management
California
USD 681 M +USD 43.2 M +7% 3.86% 55% 28 10.71% 3.6
Bell Investment Advisors
3250
Bell Investment Advisors
California
USD 681 M +USD 41.7 M +7% 9.94% 41% 1,931 9.43% 3.6