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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)
AAM
3351
AR Asset Management
California
USD 357 M -USD 16.1 M -4% 3.35% 66% 112 2.68% 7.4
Security National Bank
3352
Security National Bank
Nebraska
USD 356 M -USD 36.3 M -9% 3.23% 125% 107 7.48% 3.6
Harfst & Associates
3353
Harfst & Associates
Wyoming
USD 356 M -USD 19.4 M -5% 3.27% 88.1% 93 5.38% 4.8
Northwest Quadrant Wealth Management
3354
Northwest Quadrant Wealth Management
Oregon
USD 356 M -USD 5.59 M -2% 3.18% 45.6% 61 11.48% 4.6
The Family Firm
3355
The Family Firm
Maryland
USD 356 M -USD 22.2 M -6% 3.24% 40.2% 184 5.43% 5.2
Edmonds Duncan Registered Investment Advisors
3356
Edmonds Duncan Registered Investment Advisors
Kansas
USD 356 M +USD 23.4 M +7% 3.77% 12.8% 143 9.79% 4.4
Sage Rhino Capital
3357
Sage Rhino Capital
California
USD 356 M -USD 3.04 M -0.8% 2.76% 93.9% 237 10.55% 2.9
Essex LLC
3358
Essex LLC
Illinois
USD 356 M -USD 3.01 M -0.8% 2.93% 91.4% 167 14.97% 1.6
Systelligence LLC
3359
Systelligence LLC
Minnesota
USD 356 M +USD 39.5 M +12% 2.73% 58.3% 56 53.57% 0.9
ICA Group Wealth Management
3360
ICA Group Wealth Management
Colorado
USD 356 M -USD 43.1 M -11% 3.58% – 1,335 82.4% 1.3
Affinity Asset Advisors
3361
Affinity Asset Advisors
New York
USD 356 M +USD 69.2 M +24% 4.84% 1,487% 101 52.48% 0.6
CCP
3362
Caden Capital Partners
California
USD 355 M -USD 38.7 M -10% 8.25% 19.1% 16 18.75% 0.6
Fermata Advisors
3363
Fermata Advisors
California
USD 355 M +USD 244 M +221% 4.12% 58.3% 165 58.18% 0.7
Lowell Blake & Associates
3364
Lowell Blake & Associates
Massachusetts
USD 355 M +USD 10 M +3% 3.01% 44.2% 63 4.76% 2.6
Schoolcraft Capital
3365
Schoolcraft Capital
Colorado
USD 355 M -USD 9.9 M -3% 3.07% 58.7% 77 2.6% 2.7
Perkins Coie Trust Company
3366
Perkins Coie Trust Company
Washington
USD 354 M +USD 2.29 M +0.7% 3.8% 83.2% 615 64.55% 2.6
SFS
3367
Security Financial Services
Indiana
USD 354 M +USD 1.74 M +0.5% 3.91% 67.7% 170 16.47% 1.2
Gould Asset Management
3368
Gould Asset Management
California
USD 354 M -USD 4.08 M -1% 4.02% 48.3% 151 1.32% 5.2
American Assets Capital Advisers
3369
American Assets Capital Advisers
California
USD 354 M -USD 42.5 M -11% 3.47% 73.5% 35 11.43% 3
Rice Partnership
3370
Rice Partnership
Hawaii
USD 353 M -USD 11.8 M -3% 2.67% 123% 146 13.01% 2.9
Contravisory Investment Management
3371
Contravisory Investment Management
Massachusetts
USD 353 M -USD 25.1 M -7% 3.28% 135% 396 46.46% 1.4
Paradigm Asset Management
3372
Paradigm Asset Management
New York
USD 353 M -USD 19.6 M -5% 1.65% 79.2% 627 29.67% 1.6
venBio Partners
3373
venBio Partners
California
USD 353 M +USD 76.3 M +28% 4.1% 564% 8 12.5% 1.9
Albar Capital
3374
Albar Capital
United Kingdom
USD 353 M -USD 94.4 M -21% 1.3% 163% 61 63.93% 0.2
Vitruvian Partners
3375
Vitruvian Partners
United Kingdom
USD 353 M -USD 139 M -28% 3.74% 96.9% 10 10% 2.1