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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)
Beverly Hills Private Wealth
3226
Beverly Hills Private Wealth
California
USD 495 M +USD 34.7 M +8% 7.39% 91.6% 370 14.59% 1.3
Chemung Canal Trust
3227
Chemung Canal Trust
New York
USD 494 M -USD 22.2 M -4% 5.16% 93.4% 125 8.8% 7.1
Laffer Tengler Investments
3228
Laffer Tengler Investments
Tennessee
USD 494 M +USD 29.8 M +6% 6.54% 96.5% 400 58.75% 2.6
Gallagher Fiduciary Advisors
3229
Gallagher Fiduciary Advisors
Illinois
USD 494 M +USD 47.6 M +11% 7.95% 25.1% 305 26.23% 0.8
III
3230
Independent Investors Inc
New York
USD 493 M +USD 37.8 M +8% 9.03% 94.5% 69 2.9% 8.2
TLWM Financial
3231
TLWM Financial
Texas
USD 493 M +USD 28.5 M +6% 5.01% 53.9% 75 10.67% 3.1
Hunter Perkins Capital Management
3232
Hunter Perkins Capital Management
Illinois
USD 493 M +USD 17 M +4% 8.11% 58% 110 6.36% 1.9
Fermata Advisors
3233
Fermata Advisors
California
USD 493 M +USD 57.2 M +13% 5.41% 58.3% 259 16.22% 1.1
Lebenthal Global Advisors
3234
Lebenthal Global Advisors
New York
USD 493 M +USD 36.3 M +8% 5.19% 57.2% 199 18.59% 1.6
Schoolcraft Capital
3235
Schoolcraft Capital
Colorado
USD 493 M +USD 26.5 M +6% 5.95% 58.7% 69 5.8% 3.7
Savvy Advisors Inc
3236
Savvy Advisors Inc
New York
USD 492 M +USD 186 M +61% 5.67% – 374 25.94% 0.4
Montag & Caldwell
3237
Montag & Caldwell
Georgia
USD 492 M -USD 2.73 M -0.6% 4.49% 91.3% 89 8.99% 4
Rowlandmiller & Partners
3238
Rowlandmiller & Partners
Georgia
USD 492 M +USD 33.7 M +7% 7.89% 84% 186 5.91% 5.8
Permanens Capital
3239
Permanens Capital
New York
USD 492 M -USD 487 M -50% 5.62% 76.9% 55 54.55% 1.9
Raub Brock Capital Management
3240
Raub Brock Capital Management
California
USD 492 M +USD 34.3 M +7% 11% 54.7% 40 5% 3.6
LM Advisors
3241
LM Advisors
California
USD 492 M -USD 75.4 M -13% 4.57% – 186 15.59% 0.7
HughesLittle Investment Management
3242
HughesLittle Investment Management
USD 492 M +USD 35.9 M +8% 8.73% 106% 17 0% 5.3
Gibson Capital
3243
Gibson Capital
Pennsylvania
USD 491 M +USD 38.3 M +8% 8.86% 67.2% 79 15.19% 3.8
SFS
3244
Security Financial Services
Indiana
USD 491 M +USD 30.9 M +7% 5.63% 67.7% 176 15.34% 1.7
East Coast Asset Management
3245
East Coast Asset Management
Massachusetts
USD 491 M +USD 49.7 M +11% 16.3% 167% 75 2.67% 8
Delta Investment Management
3246
Delta Investment Management
California
USD 491 M +USD 37.5 M +8% 4.04% 65.8% 260 24.23% 2.1
Goehring & Rozencwajg Associates
3247
Goehring & Rozencwajg Associates
New York
USD 491 M -USD 13.1 M -3% 2% 148% 48 8.33% 1.6
Walkner Condon Financial Advisors
3248
Walkner Condon Financial Advisors
Wisconsin
USD 490 M +USD 26.7 M +6% 6.31% 62.6% 276 11.59% 2.2
Brickley Wealth Management
3249
Brickley Wealth Management
California
USD 490 M +USD 33.5 M +7% 7.58% 75.9% 48 4.17% 3.7
MAK Capital One
3250
MAK Capital One
New York
USD 489 M +USD 71.5 M +17% 24.9% 200% 10 10% 3.4