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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)
Levy Wealth Management Group
3601
Levy Wealth Management Group
Pennsylvania
USD 391 M +USD 34.1 M +10% 2.72% 21.1% 108 10.19% 2.4
Harbor Group
3602
Harbor Group
New Hampshire
USD 391 M +USD 11.3 M +3% 0.1% 43% 89 12.36% 1.9
NTCM
3603
Nut Tree Capital Management
New York
USD 391 M +USD 29 M +8% 6.69% 101% 15 33.33% 1.4
AWAM
3604
Appian Way Asset Management
New York
USD 391 M +USD 9.16 M +2% 2.93% 49.4% 53 66.04% 0.2
AA
3605
Ancient Art
Texas
USD 390 M -USD 104 M -21% 8.39% 168% 19 26.32% 2.4
Old Second National Bank of Aurora
3606
Old Second National Bank of Aurora
Illinois
USD 390 M +USD 5.22 M +1% 3.6% 93.7% 349 9.46% 6.1
Martin Investment Management
3607
Martin Investment Management
Florida
USD 390 M -USD 17.3 M -4% 4.34% 44% 52 15.38% 4.8
SPC
3608
Stony Point Capital
New York
USD 390 M +USD 84.9 M +28% 9.32% 208% 49 65.31% 0.6
Mitchell Sinkler & Starr
3609
Mitchell Sinkler & Starr
Pennsylvania
USD 390 M -USD 10.3 M -3% 1.98% 85.6% 206 21.36% 3.5
First Pacific Financial
3610
First Pacific Financial
Washington
USD 389 M +USD 31.3 M +9% 1.44% 53.6% 488 34.84% 1.2
Cypress Asset Management
3611
Cypress Asset Management
Texas
USD 388 M +USD 19.6 M +5% 7.79% 141% 113 10.62% 6.6
Optas LLC
3612
Optas LLC
Texas
USD 388 M +USD 21.8 M +6% 5.86% 118% 233 15.45% 2.3
First Commonwealth Financial Corp
3613
First Commonwealth Financial Corp
Pennsylvania
USD 388 M +USD 11.6 M +3% 3.46% 72.9% 215 18.6% 4.2
Peddock Capital Advisors
3614
Peddock Capital Advisors
Massachusetts
USD 388 M +USD 6.6 M +2% 6.63% 113% 155 1.94% 5.8
Aspire Private Capital
3615
Aspire Private Capital
North Carolina
USD 388 M +USD 8.73 M +2% 1.64% 49.6% 757 12.15% 3
RA
3616
Resolute Advisors
California
USD 388 M -USD 153 M -28% 22.2% 36.7% 61 9.84% 2.4
Westover Capital Advisors
3617
Westover Capital Advisors
Delaware
USD 388 M +USD 46.5 M +14% 6.36% 144% 230 27.83% 2.4
Blankinship & Foster
3618
Blankinship & Foster
California
USD 388 M +USD 6.51 M +2% 2.4% 67.1% 74 13.51% 3.8
Newman Dignan & Sheerar Inc
3619
Newman Dignan & Sheerar Inc
Rhode Island
USD 388 M +USD 13.7 M +4% 3.17% 82.6% 175 5.71% 5.8
Creekmur Asset Management
3620
Creekmur Asset Management
Illinois
USD 388 M +USD 95.3 M +33% 3.73% – 1,170 38.55% 0.3
Logan Stone Capital
3621
Logan Stone Capital
Illinois
USD 387 M -USD 77.9 M -17% 0.82% 43.9% 199 50.25% 0.8
Chemistry Wealth Management
3622
Chemistry Wealth Management
New York
USD 387 M +USD 16.1 M +4% 3.38% 77.1% 173 7.51% 1.8
RC
3623
Reik & Co
New York
USD 387 M -USD 13.4 M -3% 2.23% 47.2% 55 5.45% 8
Northwest Wealth Management
3624
Northwest Wealth Management
Iowa
USD 386 M +USD 21.4 M +6% 1.34% 63.4% 179 10.61% 3.5
North of South Capital
3625
North of South Capital
United Kingdom
USD 386 M – – 1% – 17 – 0