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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)
DA
3501
Dash Acquisitions
California
USD 472 M +USD 23.6 M +5% 11.7% 52% 66 13.64% 2.4
Garden Investment Management
3502
Garden Investment Management
Connecticut
USD 472 M +USD 71.3 M +18% 5.25% – 1 0% 0.5
Seaview Investment Managers
3503
Seaview Investment Managers
Florida
USD 472 M +USD 60.3 M +15% 17.7% 148% 154 30.52% 1.2
WestHill Financial Advisors
3504
WestHill Financial Advisors
California
USD 471 M +USD 34.3 M +8% 8.51% 62.9% 75 6.67% 3.3
Farmers & Merchants Trust Company
3505
Farmers & Merchants Trust Company
California
USD 471 M +USD 76 M +19% 8.42% 79.8% 227 18.94% 3.9
GF
3506
Greenfield FTC
Nevada
USD 471 M +USD 40.1 M +9% 10.3% 75.4% 3 0% 4.5
Mengis Capital Management
3507
Mengis Capital Management
Oregon
USD 471 M -USD 8.31 M -2% 9.07% 104% 206 11.17% 5.5
New World Advisors
3508
New World Advisors
Massachusetts
USD 470 M +USD 28.5 M +6% 3.88% 84.1% 94 41.49% 2.2
Quarry LP
3509
Quarry LP
New York
USD 470 M +USD 8.98 M +2% 4.67% 83.2% 2,159 47.66% 0.6
West Paces Advisors
3510
West Paces Advisors
Georgia
USD 470 M +USD 31 M +7% 7.35% 57.7% 585 69.4% 6.1
Palo Alto Investors
3511
Palo Alto Investors
California
USD 470 M -USD 55.1 M -11% 5.27% 157% 50 22% 3.8
Satovsky Asset Management
3512
Satovsky Asset Management
New York
USD 470 M +USD 22.8 M +5% 5.54% 53.6% 66 19.7% 2.4
BCM Advisors
3513
BCM Advisors
Louisiana
USD 470 M +USD 28.6 M +6% 5.29% 59.3% 71 4.23% 4.6
HeadInvest LLC
3514
HeadInvest LLC
Maine
USD 469 M -USD 44.9 M -9% 8.52% 59.1% 238 14.71% 6.3
OP
3515
ORG Partners
Indiana
USD 469 M +USD 62.6 M +15% 7.92% 69.5% 1,686 23.67% 0.8
Cranbrook Wealth Management
3516
Cranbrook Wealth Management
Michigan
USD 469 M +USD 38.2 M +9% 7.55% 48.8% 453 17.88% 5.3
Kentucky Farm Bureau Mutual Insurance
3517
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 468 M +USD 42.4 M +10% 12.6% 83.3% 68 0% 6.9
TBH Global Asset Management
3518
TBH Global Asset Management
Tennessee
USD 468 M -USD 53.6 M -10% 7.89% 70.7% 180 10% 3.1
MinichMacGregor Wealth Management
3519
MinichMacGregor Wealth Management
New York
USD 468 M +USD 21.2 M +5% 11.4% 130% 147 29.93% 1.9
Foguth Wealth Management
3520
Foguth Wealth Management
Michigan
USD 467 M +USD 55.3 M +13% 6.35% – 169 29.59% 0.8
JMAC Enterprises
3521
JMAC Enterprises
Pennsylvania
USD 467 M +USD 45.7 M +11% 7.36% 65% 125 18.4% 2.3
VH
3522
V3 Holding
New York
USD 466 M +USD 242 M +108% 108% – 1 0% 0.5
Ironwood Financial
3523
Ironwood Financial
Arizona
USD 466 M -USD 14.2 k -0% 5.38% 54.1% 160 0.63% 5.4
Chemistry Wealth Management
3524
Chemistry Wealth Management
New York
USD 466 M +USD 36.3 M +8% 7.29% 77.1% 200 9.5% 2.3
Webs Creek Capital Management
3525
Webs Creek Capital Management
Texas
USD 466 M +USD 23.7 M +5% 0.12% 133% 22 40.91% 0.7