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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)
Orrstown Financial Services
3276
Orrstown Financial Services
Pennsylvania
USD 674 M +USD 76.2 M +13% 14.6% 73.7% 121 5.79% 4.4
Vertex Planning Partners
3277
Vertex Planning Partners
Illinois
USD 673 M +USD 159 M +31% 13.1% 55.4% 162 19.14% 1.8
Truvestments Capital
3278
Truvestments Capital
Florida
USD 673 M +USD 119 M +21% 32.9% 131% 1,315 23.42% 1.8
PAX Financial Group
3279
PAX Financial Group
Texas
USD 673 M +USD 86.7 M +15% 13.7% 56% 226 20.35% 3.4
MYDA Advisors
3280
MYDA Advisors
New York
USD 672 M +USD 64 M +11% 28% 232% 250 67.2% 0.4
Curran Financial Partners
3281
Curran Financial Partners
South Carolina
USD 672 M +USD 113 M +20% 6.95% 53.5% 144 14.58% 2.4
MA Private Wealth
3282
MA Private Wealth
California
USD 671 M +USD 80 M +14% 15.9% 57.5% 90 6.67% 3.3
Prevail Innovative Wealth Advisors
3283
Prevail Innovative Wealth Advisors
Kansas
USD 671 M +USD 77.2 M +13% 13.2% 31.3% 245 46.94% 0.8
Avenir Tech
3284
Avenir Tech
Hong Kong
USD 671 M -USD 119 M -15% 0.19% – 36 50% 0.6
Armbruster Capital Management
3285
Armbruster Capital Management
New York
USD 671 M +USD 60.6 M +10% 14.6% 66.7% 134 8.21% 5.9
Square Wave Capital
3286
Square Wave Capital
New York
USD 670 M +USD 257 M +62% 71.1% – 14 35.71% 0.4
Founders Capital Management (Connecticut)
3287
Founders Capital Management (Connecticut)
Connecticut
USD 670 M +USD 61.7 M +10% 11.1% 99.9% 80 8.75% 6.6
Strategy Asset Managers
3288
Strategy Asset Managers
California
USD 670 M +USD 60.4 M +10% 16.7% 115% 289 17.3% 3.5
Verum Partners
3289
Verum Partners
North Carolina
USD 669 M +USD 142 M +27% 11.2% 57.7% 207 16.91% 2.2
Montecito Bank & Trust
3290
Montecito Bank & Trust
California
USD 668 M +USD 61.1 M +10% 14.5% – 280 8.21% 6.5
General Pension Society PZU Joint Stock
3291
General Pension Society PZU Joint Stock
Poland
USD 668 M +USD 13.9 M +2% 8.76% 116% 16 6.25% 7.7
ORG Wealth Partners
3292
ORG Wealth Partners
Texas
USD 667 M +USD 159 M +31% 39.1% – 745 13.15% 1.2
Vancity Investment Management
3293
Vancity Investment Management
British Columbia, Canada
USD 666 M +USD 37 M +6% 12% – 107 26.17% 2.3
Annis Gardner Whiting Capital Advisors
3294
Annis Gardner Whiting Capital Advisors
Florida
USD 666 M +USD 41.8 M +7% 15.6% 85% 1,347 75.35% 2.1
Steginsky Capital
3295
Steginsky Capital
New York
USD 666 M +USD 61.2 M +10% 8.21% 99.4% 8 0% 8.3
CM
3296
Capital Management
Virginia
USD 666 M +USD 81.1 M +14% 12.4% 63.6% 75 9.33% 4.9
Cynosure Group
3297
Cynosure Group
Utah
USD 666 M -USD 135 M -17% 12.2% 63% 269 59.48% 1.3
Advocate Group
3298
Advocate Group
Minnesota
USD 665 M +USD 25.8 M +4% 8.29% 56.3% 134 14.93% 3.1
Cantillon Capital Management
3299
Cantillon Capital Management
New York
USD 665 M -USD 14.4 mil M -96% 19% 105% 38 28.95% 6.8
ARG
3300
Advisory Resource Group
Oklahoma
USD 665 M +USD 83.8 M +14% 13.7% 72% 192 15.1% 3