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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)
JCP
3251
JB Capital Partners
New York
USD 540 M +USD 63.1 M +13% 19.7% 142% 82 6.1% 3.3
Martel Wealth Advisors
3252
Martel Wealth Advisors
Washington
USD 539 M +USD 37.4 M +7% 6.85% 43.4% 72 6.94% 3.4
Westside Investment Management
3253
Westside Investment Management
California
USD 539 M +USD 69.8 M +15% 12.5% 114% 1,338 30.94% 3.4
GWN Securities
3254
GWN Securities
Florida
USD 539 M -USD 1234 M -70% 7.49% – 748 55.08% 0.3
Meteora Capital
3255
Meteora Capital
Florida
USD 539 M +USD 228 M +73% 9.58% 56.9% 250 71.2% 0.4
Perennial Advisors
3256
Perennial Advisors
New York
USD 538 M +USD 37 M +7% 9.63% – 127 14.17% 3.9
CRB
3257
Chad R. Baker
USD 538 M +USD 47.3 M +10% 12.6% 123% 50 0% 6.1
Amarillo National Bank
3258
Amarillo National Bank
Texas
USD 538 M +USD 24.1 M +5% 9.12% 63.5% 84 9.52% 6.8
SeaBridge Investment Advisors
3259
SeaBridge Investment Advisors
New Jersey
USD 538 M +USD 74.8 M +16% 11.7% 128% 212 14.62% 3.4
Pier 88 Investment Partners
3260
Pier 88 Investment Partners
California
USD 538 M +USD 16.5 M +3% 5.28% 36.1% 114 19.3% 1.9
Lawson Kroeker Investment Management
3261
Lawson Kroeker Investment Management
Nebraska
USD 538 M -USD 4.28 M -0.8% 0.07% 69.7% 97 8.25% 4.4
FA
3262
Financial Advisors
Massachusetts
USD 537 M +USD 30.1 M +6% 7.14% 71.5% 83 8.43% 4.7
Mitchell McLeod Pugh & Williams
3263
Mitchell McLeod Pugh & Williams
Alabama
USD 537 M +USD 53.3 M +11% 9.83% 90.7% 280 7.14% 6.1
Overbrook Management Corp
3264
Overbrook Management Corp
New York
USD 536 M +USD 111 M +26% 22.7% 157% 52 23.08% 3.6
Crawford Fund Management
3265
Crawford Fund Management
Massachusetts
USD 536 M +USD 117 M +28% 8.9% – 216 24.54% 0.9
SXL
3266
Summit X LLC
Missouri
USD 536 M +USD 60.7 M +13% 9.68% 62.9% 270 16.67% 3.3
First Turn Management
3267
First Turn Management
California
USD 536 M +USD 40 M +8% 14.9% – 42 33.33% 0.7
Lebenthal Global Advisors
3268
Lebenthal Global Advisors
New York
USD 536 M +USD 2.22 M +0.4% 7.94% 50.8% 207 24.64% 1.9
Strategy Asset Managers
3269
Strategy Asset Managers
California
USD 536 M +USD 50.5 M +10% 15.4% 115% 255 10.98% 3.3
Ramsay Stattman Vela & Price
3270
Ramsay Stattman Vela & Price
Colorado
USD 536 M +USD 9.4 M +2% 6.77% 81.8% 81 3.7% 7.3
Farmers Trust Company
3271
Farmers Trust Company
Ohio
USD 535 M +USD 3.75 M +0.7% 8.56% 73.5% 198 12.12% 6.4
Mitchell Capital Management
3272
Mitchell Capital Management
Kansas
USD 535 M +USD 10.3 M +2% 23.5% 219% 123 25.2% 3.7
IFC Advisors
3273
IFC Advisors
California
USD 535 M +USD 55.5 M +12% 10% – 181 16.02% 0.4
Corsair Capital Management
3274
Corsair Capital Management
New York
USD 534 M +USD 139 M +35% 39% 435% 173 41.04% 1.6
Abundance Wealth Counselors
3275
Abundance Wealth Counselors
Pennsylvania
USD 534 M +USD 56.6 M +12% 16% 94.7% 170 14.12% 1.6