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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)
WrapManager Inc
3751
WrapManager Inc
California
USD 387 M +USD 24.7 M +7% 5.64% 64.6% 270 17.78% 3.8
Manhattan West Asset Management
3752
Manhattan West Asset Management
California
USD 387 M +USD 16.4 M +4% 4.71% 65.6% 149 10.74% 1.8
Bienville Capital Management
3753
Bienville Capital Management
New York
USD 386 M -USD 30.6 M -7% 3.95% 36.3% 89 26.97% 3.4
Auxano Advisors
3754
Auxano Advisors
Washington
USD 386 M +USD 24.7 M +7% 5.4% 85.4% 161 7.45% 2
Ellsworth Advisors
3755
Ellsworth Advisors
Ohio
USD 386 M +USD 27.5 M +8% 9.66% 131% 202 25.74% 1.6
Arjuna Capital
3756
Arjuna Capital
North Carolina
USD 386 M +USD 14.4 M +4% 6.57% 105% 119 28.57% 2.5
Cederberg Capital
3757
Cederberg Capital
United Kingdom
USD 386 M +USD 81.8 M +27% 9.9% 273% 9 44.44% 1.3
Boone Capital Management
3758
Boone Capital Management
Georgia
USD 386 M +USD 2.38 M +0.6% 13% 278% 21 28.57% 0.9
PFA
3759
Professional Financial Advisors
Nebraska
USD 386 M +USD 23.6 M +7% 5.28% 59.2% 108 8.33% 2.3
Fruth Investment Management
3760
Fruth Investment Management
Texas
USD 385 M +USD 17.7 M +5% 7.88% 79.4% 222 4.5% 7.9
Kiley Juergens Wealth Management
3761
Kiley Juergens Wealth Management
Washington
USD 385 M +USD 25.2 M +7% 4.96% 106% 74 9.46% 4
VARA
3762
Value Aligned Research Advisors
New Jersey
USD 385 M -USD 71.7 M -16% 4.05% 1,641% 35 51.43% 0.8
RAM Investment Partners
3763
RAM Investment Partners
Washington
USD 384 M +USD 39.6 M +11% 5.03% 61.9% 92 10.87% 1.1
Drive Wealth Management
3764
Drive Wealth Management
Utah
USD 384 M +USD 13.4 M +4% 6.06% 94.4% 364 23.9% 1.4
Watchman Group
3765
Watchman Group
Texas
USD 384 M +USD 70.4 M +22% 7.01% 54% 86 13.95% 2.5
Sage Capital Advisors
3766
Sage Capital Advisors
South Dakota
USD 383 M +USD 34.9 M +10% 6.85% 105% 153 22.22% 3.3
New World Advisors
3767
New World Advisors
Massachusetts
USD 383 M +USD 23.7 M +7% 6.6% 84.1% 81 13.58% 1.9
Morton Community Bank
3768
Morton Community Bank
Illinois
USD 383 M +USD 28.8 M +8% 9.7% – 112 6.25% 0.7
MJP
3769
Michael J. Puzo
USD 383 M +USD 22.3 M +6% 6.41% 90.3% 78 8.97% 6.8
Shakespeare Wealth Management
3770
Shakespeare Wealth Management
Wisconsin
USD 383 M +USD 36.3 M +10% 7.21% 55.5% 94 7.45% 3.8
True North Advisors
3771
True North Advisors
Texas
USD 382 M +USD 7.91 M +2% 8.99% 82.9% 214 21.03% 2.2
MHR
3772
Matthew Hamilton Rosenberg
USD 382 M +USD 43.6 M +13% 4.98% 52% 855 8.07% 3.1
Wright Investors Service
3773
Wright Investors Service
Connecticut
USD 382 M +USD 2.41 M +0.6% 8.67% 146% 158 25.32% 4.2
AW
3774
Avion Wealth
Texas
USD 382 M +USD 19.6 M +5% 6.15% 45.4% 1,405 19.5% 1.7
Anchorage Capital Group
3775
Anchorage Capital Group
New York
USD 382 M +USD 58 M +18% 21.3% 24.9% 8 12.5% 2.9