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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)
TruNorth Capital Management
3601
TruNorth Capital Management
Michigan
USD 450 M +USD 47.7 M +12% 7.44% – 436 19.27% 1.1
AAM
3602
AR Asset Management
California
USD 450 M +USD 9.6 M +2% 3.2% 64.9% 116 6.03% 8.5
Hexagon Capital Partners
3603
Hexagon Capital Partners
Arkansas
USD 449 M -USD 78.9 M -15% 9.73% 104% 1,832 95.85% 4.1
Welch Capital Partners
3604
Welch Capital Partners
New York
USD 449 M +USD 29 M +7% 13.9% 79.2% 25 24% 5.4
Corebridge Financial
3605
Corebridge Financial
Texas
USD 449 M -USD 16.9 mil M -97% 1% – 3,015 99.9% 0.6
Northwest Quadrant Wealth Management
3606
Northwest Quadrant Wealth Management
Oregon
USD 449 M +USD 22.5 M +5% 5.47% 45.6% 71 9.86% 4.9
Bender Robert & Associates
3607
Bender Robert & Associates
California
USD 448 M +USD 52.2 M +13% 17.8% 146% 46 13.04% 0.6
WESPAC Advisors SoCal
3608
WESPAC Advisors SoCal
California
USD 448 M +USD 64.2 M +17% 17.3% 135% 113 17.7% 2.6
Hamilton Wealth
3609
Hamilton Wealth
California
USD 447 M +USD 31.9 M +8% 12.8% 108% 127 35.43% 1.7
Harvest Investment Services
3610
Harvest Investment Services
Illinois
USD 447 M +USD 88 M +25% 15.2% 282% 355 32.39% 1.3
Canal Insurance Company
3611
Canal Insurance Company
South Carolina
USD 447 M +USD 22.3 M +5% 17.4% 114% 93 29.03% 6.2
Sunburst Financial Group
3612
Sunburst Financial Group
Alabama
USD 446 M +USD 39.2 M +10% 7.17% 55.7% 117 5.98% 3.2
Burke & Herbert Bank & Trust
3613
Burke & Herbert Bank & Trust
Virginia
USD 446 M +USD 30.8 M +7% 7.93% 67.8% 242 6.2% 4.7
Waterfront Wealth
3614
Waterfront Wealth
Kansas
USD 446 M +USD 36.1 M +9% 8.01% 71.8% 271 8.49% 3.1
Gallatin Point Capital
3615
Gallatin Point Capital
Connecticut
USD 446 M -USD 24.5 M -5% 4.04% – 2 0% 0.5
Conrad Siegel Investment Advisors
3616
Conrad Siegel Investment Advisors
Pennsylvania
USD 446 M +USD 56 M +14% 8.95% 64.9% 55 12.73% 1.8
CEI
3617
Clark Estates Inc
New York
USD 446 M -USD 26.6 M -6% 1.4% 34.5% 108 23.15% 2.2
Prevail Innovative Wealth Advisors
3618
Prevail Innovative Wealth Advisors
Kansas
USD 446 M +USD 70.2 M +19% 5.65% 31.3% 232 44.4% 0.7
IR
3619
IAT Reinsurance
New York
USD 445 M -USD 33.9 M -7% 1.03% 60.2% 84 10.71% 4.7
Glynn Capital Management
3620
Glynn Capital Management
California
USD 445 M +USD 64.7 M +17% 35.7% 252% 56 30.36% 5.5
Cisco Systems
3621
Cisco Systems
California
USD 444 M +USD 161 M +57% 139% 210% 4 25% 1.4
MLCM
3622
M & L Capital Management
United Kingdom
USD 444 M +USD 110 M +33% 41.8% – 30 46.67% 0.3
Stuart Chaussee & Associates
3623
Stuart Chaussee & Associates
California
USD 444 M +USD 42.4 M +11% 10.3% 58.6% 201 17.91% 3.8
AGM
3624
Alpine Global Management
New York
USD 444 M +USD 65.9 M +17% 17.1% 149% 231 73.59% 0.5
FNBOMD
3625
First National Bank of Mount Dora
Florida
USD 443 M +USD 34.2 M +8% 10.5% 96.2% 132 3.79% 6