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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)
Elwood & Goetz Wealth Advisory Group
3376
Elwood & Goetz Wealth Advisory Group
Georgia
USD 328 M +USD 31.9 M +11% 5.78% 63.7% 75 16% 2
Northwest Quadrant Wealth Management
3377
Northwest Quadrant Wealth Management
Oregon
USD 328 M +USD 23.2 M +8% 7.69% 45.6% 60 13.33% 4.2
Brandywine Trust
3378
Brandywine Trust
Delaware
USD 328 M +USD 50 M +18% 18.6% 32.7% 24 8.33% 7.9
Cooper Financial Group
3379
Cooper Financial Group
California
USD 327 M +USD 49.6 M +18% 5.77% 87.2% 308 20.13% 1.6
Astor Investment Management
3380
Astor Investment Management
Illinois
USD 327 M -USD 22.6 M -6% 1.64% 23.3% 24 12.5% 1.8
Aire Advisors
3381
Aire Advisors
California
USD 327 M +USD 37.1 M +13% 7.73% 77.4% 147 10.2% 0.8
Berkshire Bank
3382
Berkshire Bank
Massachusetts
USD 327 M +USD 22.4 k +0% 9.66% 76.2% 142 7.75% 1.8
MI
3383
M3F Inc
Utah
USD 327 M +USD 41.9 M +15% 14.7% 139% 45 20% 3.1
Singapore Technologies Telemedia
3384
Singapore Technologies Telemedia
Singapore
USD 327 M +USD 46.9 M +17% 16.8% 173% 1 0% 5.8
Legion Partners Asset Management
3385
Legion Partners Asset Management
California
USD 326 M +USD 49.5 M +18% 13.3% 206% 17 29.41% 1.9
FC
3386
Franchise Capital
Cayman Islands
USD 326 M +USD 96.3 M +42% 15.5% 537% 22 63.64% 0.4
Monarch Capital Management
3387
Monarch Capital Management
Indiana
USD 326 M +USD 19.3 M +6% 13% 77% 114 5.26% 7
Capricorn Investment Group
3388
Capricorn Investment Group
California
USD 325 M -USD 120 M -27% 24.4% 95.9% 8 0% 1
Schoolcraft Capital
3389
Schoolcraft Capital
Colorado
USD 325 M +USD 30 M +10% 7.04% 58.7% 64 21.88% 2.6
Great Diamond Partners
3390
Great Diamond Partners
Maine
USD 325 M +USD 32.3 M +11% 9.34% 86.1% 228 21.05% 1.9
Prosperity Capital Advisors
3391
Prosperity Capital Advisors
Ohio
USD 325 M – – 7.85% 72.2% 191 – 0
CoreCommodity Management
3392
CoreCommodity Management
Connecticut
USD 324 M +USD 49.8 M +18% 16.4% 65.8% 168 22.02% 3
Hi-Line Capital Management
3393
Hi-Line Capital Management
South Dakota
USD 324 M +USD 75.9 M +31% 13.2% 57.5% 42 42.86% 1.5
Pasadena Private Wealth
3394
Pasadena Private Wealth
California
USD 324 M +USD 39.8 M +14% 6.86% 53% 125 29.6% 1.6
Pathway Financial Advisors
3395
Pathway Financial Advisors
Vermont
USD 324 M +USD 33.6 M +12% 6.98% 52.7% 138 16.67% 3.4
LT
3396
Legacy Trust
Michigan
USD 324 M – – 8.9% 95% 151 – 0
Equius Partners
3397
Equius Partners
California
USD 324 M +USD 45.6 M +16% 13.1% – 28 35.71% 0.5
IBT
3398
International Biotechnology Trust
United Kingdom
USD 324 M +USD 11.9 M +4% 15.4% 11.1% 69 13.04% 1.8
Krensavage Asset Management
3399
Krensavage Asset Management
New York
USD 324 M +USD 9.6 M +3% 7.79% 124% 14 14.29% 2.8
Element Pointe Advisors
3400
Element Pointe Advisors
Florida
USD 323 M +USD 149 M +86% 5.67% 75.1% 86 43.02% 1.7