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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)
Cadence Bank NA
3526
Cadence Bank NA
Texas
USD 337 M +USD 2.23 M +0.7% 0.34% 33.3% 220 5.91% 4
Greystone Financial Group
3527
Greystone Financial Group
Michigan
USD 336 M -USD 65.8 M -16% 1.44% 79.3% 94 20.21% 0.6
Sterling Investment Advisors (Pennsylvania)
3528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 336 M -USD 5.58 M -2% 0.76% 111% 627 15.47% 2.3
Permit Capital
3529
Permit Capital
Pennsylvania
USD 336 M +USD 3.67 M +1% 1.39% 121% 25 8% 4
Hunting Hill Global Capital
3530
Hunting Hill Global Capital
New York
USD 336 M -USD 10.6 M -3% 1.44% 132% 122 70.49% 0.3
McIlrath & Eck
3531
McIlrath & Eck
Washington
USD 336 M +USD 6.85 M +2% 0.22% 44% 857 7.93% 2.3
Paradiem
3532
Paradiem
Louisiana
USD 336 M +USD 13.7 M +4% 3.78% 107% 110 12.73% 0.6
Boston Research & Management
3533
Boston Research & Management
Massachusetts
USD 336 M +USD 6.12 M +2% 0.28% 53.2% 110 3.64% 6.1
22NW LP
3534
22NW LP
Washington
USD 336 M -USD 36.4 M -10% 6.89% 138% 34 17.65% 1.6
BCWM LLC
3535
BCWM LLC
Kansas
USD 335 M -USD 3.16 M -0.9% 2.94% – 69 13.04% 3.4
Firsthand Capital Management
3536
Firsthand Capital Management
California
USD 335 M -USD 63.9 M -16% 8.5% 265% 64 25% 2.7
Hoey Investments
3537
Hoey Investments
Pennsylvania
USD 335 M -USD 1.92 M -0.6% 1.56% 247% 258 16.28% 1
Insight Advisors
3538
Insight Advisors
Pennsylvania
USD 335 M +USD 16 M +5% 0.67% 74% 339 16.52% 0.6
Strategic Wealth Investment Group
3539
Strategic Wealth Investment Group
Kentucky
USD 335 M +USD 52.5 M +19% 0.43% – 94 10.64% 1.2
Boston Standard Wealth Management
3540
Boston Standard Wealth Management
Massachusetts
USD 335 M +USD 4.12 M +1% 1% 47.1% 40 7.5% 3.4
Legacy Financial Group (Iowa)
3541
Legacy Financial Group (Iowa)
Iowa
USD 334 M +USD 3.22 M +1% 1.4% 44.3% 67 16.42% 0.6
Cypress Wealth Services
3542
Cypress Wealth Services
California
USD 334 M -USD 32.2 M -9% 0.51% 82.7% 270 19.26% 0.7
American Financial Group Inc 401(K) Retirement & Savings Plan
3543
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 334 M -USD 1.1 M -0.3% 0.89% 17.8% 1 0% 8.3
Clare Market Investments
3544
Clare Market Investments
Texas
USD 334 M +USD 22.4 M +7% 0.03% – 158 24.05% 1.3
ArchPoint Investors
3545
ArchPoint Investors
Florida
USD 334 M +USD 39 M +13% 0.64% 111% 120 62.5% 1.6
Community Bank of Raymore
3546
Community Bank of Raymore
Missouri
USD 334 M +USD 19.6 M +6% 1.76% 91.9% 72 6.94% 4
EnerVest
3547
EnerVest
Texas
USD 333 M -USD 26.3 M -7% 13.8% 20.5% 1 0% 2.8
Zeal Asset Management
3548
Zeal Asset Management
Hong Kong
USD 333 M -USD 105 M -24% 20.7% 26.9% 9 44.44% 0.9
Pier 88 Investment Partners
3549
Pier 88 Investment Partners
California
USD 333 M -USD 14.8 M -4% 0.93% 36.1% 120 10.83% 1.4
Cedar Brook Financial Partners
3550
Cedar Brook Financial Partners
Ohio
USD 333 M -USD 13 M -4% 0.82% 47% 381 11.81% 1.7