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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)
Dechtman Wealth Management
3376
Dechtman Wealth Management
Colorado
USD 429 M +USD 48.4 M +13% 8.89% – 64 14.06% 0.6
New Hampshire Trust
3377
New Hampshire Trust
New Hampshire
USD 428 M +USD 11.8 M +3% 9.52% 88.5% 180 8.89% 1.1
Investors Research Corp
3378
Investors Research Corp
Georgia
USD 428 M +USD 13.4 M +3% 7.15% 62.1% 1,112 11.69% 3.8
Rainey & Randall Wealth Advisors
3379
Rainey & Randall Wealth Advisors
Florida
USD 428 M +USD 35.5 M +9% 5.5% 52.3% 54 16.67% 2.8
Divisadero Street Capital Management
3380
Divisadero Street Capital Management
Florida
USD 427 M -USD 15.4 M -3% 25.6% 718% 86 66.28% 0.3
Ipswich Investment Management
3381
Ipswich Investment Management
Massachusetts
USD 427 M +USD 31.4 M +8% 10.2% 104% 197 6.09% 5.3
Hohimer Wealth Management
3382
Hohimer Wealth Management
Washington
USD 427 M +USD 32.3 M +8% 8.26% 111% 246 30.08% 2.1
Perkins Coie Trust Company
3383
Perkins Coie Trust Company
Washington
USD 427 M +USD 30.6 M +8% 7.54% 83.2% 300 15% 6
Bender Robert & Associates
3384
Bender Robert & Associates
California
USD 427 M +USD 29.9 M +8% 17.1% 146% 50 14% 7.4
SGH
3385
Sivik Global Healthcare
Connecticut
USD 427 M +USD 187 M +78% 12.5% 83.8% 55 43.64% 1.8
Callan Family Office
3386
Callan Family Office
Pennsylvania
USD 427 M +USD 21.6 M +5% 8.38% 93.4% 109 27.52% 1
Schoolcraft Capital
3387
Schoolcraft Capital
Colorado
USD 426 M +USD 30.2 M +8% 7.54% 58.7% 68 8.82% 3.4
Secure Asset Management
3388
Secure Asset Management
Michigan
USD 425 M +USD 53.2 M +14% 8.56% 97.2% 266 28.95% 1.6
Stone House Investment Management
3389
Stone House Investment Management
Pennsylvania
USD 425 M +USD 135 M +47% 7.21% 57.9% 444 38.29% 0.7
Pacific Capital Wealth Advisors
3390
Pacific Capital Wealth Advisors
California
USD 425 M +USD 30.3 M +8% 5.56% 54.1% 544 41.18% 0.5
Commonwealth Financial Services
3391
Commonwealth Financial Services
West Virginia
USD 424 M -USD 158 k -0% 5.83% 64.2% 187 2.14% 3.6
Rice Partnership
3392
Rice Partnership
Hawaii
USD 424 M +USD 41.2 M +11% 13.1% 123% 166 28.31% 2.7
Edenbrook Capital
3393
Edenbrook Capital
New York
USD 424 M +USD 59.5 M +16% 13.8% 267% 17 29.41% 2.7
Cambridge Advisors
3394
Cambridge Advisors
Nebraska
USD 424 M +USD 26.1 M +7% 6.85% 58.6% 170 4.71% 5.8
Cantor Fitzgerald
3395
Cantor Fitzgerald
New York
USD 424 M -USD 63.1 M -13% 22.4% 373% 374 58.02% 0.7
HCM
3396
Harspring Capital Management
New York
USD 424 M +USD 1.91 M +0.5% 5.46% 70.6% 17 0% 2.5
Sage Rhino Capital
3397
Sage Rhino Capital
California
USD 424 M +USD 34.3 M +9% 12.9% 93.9% 251 13.55% 3
Sloy Dahl & Holst
3398
Sloy Dahl & Holst
Washington
USD 424 M -USD 63.8 M -13% 3.37% 132% 97 19.59% 2.1
Geometric Wealth Advisors
3399
Geometric Wealth Advisors
District of Columbia
USD 424 M +USD 46.7 M +12% 6.95% 62.1% 48 10.42% 1.4
American National Bank & Trust (Virginia)
3400
American National Bank & Trust (Virginia)
Virginia
USD 423 M – – 11.4% – 133 – 4.4