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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)
Nucleo Capital
3301
Nucleo Capital
Brazil
USD 243 M +USD 119 M +97% 65.2% 116% 4 50% 0.3
SL
3302
SWF LLC
Nebraska
USD 243 M -USD 4.43 M -2% 1.74% 82.9% 2 0% 2.5
Leelyn Smith
3303
Leelyn Smith
Illinois
USD 243 M +USD 55.2 M +29% 16.1% 86% 439 34.4% 0.3
Benedict Financial Advisors
3304
Benedict Financial Advisors
Georgia
USD 242 M +USD 30.1 M +14% 13.9% 72.4% 103 10.68% 4.2
Waterton Global Resource Management
3305
Waterton Global Resource Management
Ontario, Canada
USD 242 M +USD 110 M +83% 68.1% 21% 6 33.33% 0.5
Wellspring Financial Advisors
3306
Wellspring Financial Advisors
Ohio
USD 242 M +USD 34.9 M +17% 19.3% 77.2% 98 19.39% 0.2
Security National Bank
3307
Security National Bank
Nebraska
USD 242 M +USD 51.7 M +27% 25.9% 125% 69 8.7% 2.3
Hefren-Tillotson
3308
Hefren-Tillotson
Pennsylvania
USD 242 M -USD 13.2 M -5% 20.5% 40% 16 31.25% 3.4
Banco BTG Pactual
3309
Banco BTG Pactual
Brazil
USD 242 M +USD 146 M +151% 40.3% 135% 107 69.16% 0.4
Franklin, Parlapiano, Turner & Welch
3310
Franklin, Parlapiano, Turner & Welch
Texas
USD 242 M +USD 24.2 M +11% 14.9% 49.3% 47 14.89% 5.1
GeoWealth Management
3311
GeoWealth Management
Illinois
USD 242 M +USD 100 M +71% 11.4% 58% 172 59.88% 0.3
Mosaic Family Wealth
3312
Mosaic Family Wealth
Missouri
USD 242 M +USD 44.6 M +23% 21.2% 85.2% 149 16.78% 3.5
Glenview State Bank Trust Department
3313
Glenview State Bank Trust Department
Illinois
USD 242 M +USD 33.9 M +16% 17.7% 76.6% 111 11.71% 4.5
Great Diamond Partners
3314
Great Diamond Partners
Maine
USD 242 M +USD 47.3 M +24% 20.7% 86.1% 155 23.87% 0.4
HNP Capital
3315
HNP Capital
New York
USD 241 M -USD 433 M -64% 15.7% 52.4% 319 79% 0.7
Susquehanna International Securities
3316
Susquehanna International Securities
Ireland
USD 241 M -USD 5.61 M -2% 9.8% 2.8% 112 58.93% 0.4
Wilsey Asset Management
3317
Wilsey Asset Management
California
USD 241 M +USD 45.8 M +23% 19.6% 66.9% 25 28% 2.7
Sterling Investment Advisors (Pennsylvania)
3318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 241 M +USD 52 M +27% 25.6% 111% 460 11.09% 2.2
Boston Research & Management
3319
Boston Research & Management
Massachusetts
USD 241 M +USD 41.5 M +21% 19% 53.2% 98 7.14% 5.6
Oakwood Capital Management
3320
Oakwood Capital Management
California
USD 240 M +USD 51.2 M +27% 20.4% 72.7% 58 25.86% 2.8
TFS
3321
Thoroughbred Financial Services
Tennessee
USD 240 M -USD 40.4 M -14% 24.3% 166% 270 29.63% 1
O'Brien Wealth Partners
3322
O'Brien Wealth Partners
Massachusetts
USD 240 M +USD 62.1 M +35% 18.7% 56.7% 36 36.11% 2.2
Redmond Asset Management
3323
Redmond Asset Management
Virginia
USD 240 M +USD 39.1 M +19% 29.4% 68.2% 169 10.06% 3
Illinois Municipal Retirement Fund
3324
Illinois Municipal Retirement Fund
Illinois
USD 240 M +USD 38.8 M +19% 18.7% 116% 276 49.28% 0.3
Martin Investment Management
3325
Martin Investment Management
Florida
USD 240 M +USD 42.5 M +22% 19.7% 44% 47 21.28% 3.4