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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)
HT Partners
3726
HT Partners
Connecticut
USD 342 M +USD 15 M +5% 4.43% 71.1% 50 2% 3.4
Canal Insurance Company
3727
Canal Insurance Company
South Carolina
USD 342 M +USD 47.2 M +16% 9.71% 114% 91 25.27% 3.7
Ninepoint Partners
3728
Ninepoint Partners
Ontario, Canada
USD 342 M -USD 31.7 M -8% 18.4% 82.6% 98 39.8% 1
CWM
3729
Cordatus Wealth Management
Pennsylvania
USD 341 M +USD 211 M +163% 12.2% 108% 173 69.94% 0.6
Magnolia Capital Advisors
3730
Magnolia Capital Advisors
Mississippi
USD 341 M +USD 54.4 M +19% 7.89% 78.7% 215 17.67% 0.7
Perkins Coie Trust Company
3731
Perkins Coie Trust Company
Washington
USD 341 M +USD 21.4 M +7% 11.4% 83.2% 282 19.86% 5.9
Orchard Capital Management
3732
Orchard Capital Management
Illinois
USD 341 M +USD 8.58 M +3% 4.96% 140% 50 16% 0.8
Washington State Investment Board
3733
Washington State Investment Board
Washington
USD 341 M +USD 41.7 M +14% 14% 567% 1 0% 1.5
Adams Wealth Management
3734
Adams Wealth Management
Utah
USD 340 M +USD 75.8 M +29% 9.98% 105% 91 23.08% 1.4
Mattern Wealth Management
3735
Mattern Wealth Management
Kansas
USD 340 M +USD 43 M +14% 9.58% 62.2% 179 15.64% 1.4
Outlook Wealth Advisors
3736
Outlook Wealth Advisors
Texas
USD 340 M +USD 34.6 M +11% 8.55% 76% 233 21.03% 1.5
Kize Capital
3737
Kize Capital
New York
USD 340 M +USD 1.13 M +0.3% 9.45% 34.7% 7 0% 0.9
Bank of Stockton
3738
Bank of Stockton
California
USD 340 M +USD 13.7 M +4% 9.02% 99.2% 126 5.56% 4.7
PLFAM
3739
Pineno Levin & Ford Asset Management
Virginia
USD 340 M +USD 30.7 M +10% 9.81% 81.6% 121 8.26% 4.8
Whitegate Investment Counselors
3740
Whitegate Investment Counselors
New Hampshire
USD 340 M -USD 365 M -52% 6.77% 51% 231 74.46% 5.1
BCWM LLC
3741
BCWM LLC
Kansas
USD 340 M +USD 4.52 M +1% 4.8% – 68 13.24% 3.4
CBTWT
3742
Community Bank & Trust (Waco, Texas)
Texas
USD 340 M +USD 32.2 M +10% 13.5% 124% 135 4.44% 4.2
Tamar Securities
3743
Tamar Securities
California
USD 339 M +USD 62.6 M +23% 8.98% 101% 61 16.39% 1
APEIRON Capital Ltd
3744
APEIRON Capital Ltd
Hong Kong
USD 339 M -USD 41.7 M -11% 6.76% 362% 12 8.33% 0.7
FNBOMD
3745
First National Bank of Mount Dora
Florida
USD 339 M +USD 35 M +12% 10.2% 96.2% 127 4.72% 4
DCM Advisors
3746
DCM Advisors
New York
USD 339 M +USD 79.3 M +31% 11.9% 99.3% 336 50.6% 0.5
Radcliff Management
3747
Radcliff Management
New York
USD 339 M – – 25.1% 47.6% 3 – 0
Insight Advisors
3748
Insight Advisors
Pennsylvania
USD 339 M +USD 4.24 M +1% 8.66% 74% 334 12.57% 0.8
Holderness Investments Company
3749
Holderness Investments Company
North Carolina
USD 339 M +USD 35.7 M +12% 11.3% 144% 234 9.4% 3.7
59 North Capital Management
3750
59 North Capital Management
Texas
USD 339 M +USD 43.7 M +15% 2.29% 81.4% 13 38.46% 0.6