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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)
Trust Company of Oklahoma
3901
Trust Company of Oklahoma
Oklahoma
USD 280 M -USD 15.8 M -5% 0.73% 101% 141 9.22% 4.8
Kanen Wealth Management
3902
Kanen Wealth Management
Florida
USD 279 M -USD 159 M -36% 6.15% 328% 34 32.35% 0.4
CAZ Investments
3903
CAZ Investments
Texas
USD 279 M -USD 31 M -10% 1.41% 263% 44 9.09% 1.5
Trinity Legacy Partners
3904
Trinity Legacy Partners
Texas
USD 279 M +USD 6.49 M +2% 2.63% 63.3% 132 29.55% 1.2
LFM
3905
Lumina Fund Management
New York
USD 279 M +USD 61.1 M +28% 0.51% 28.1% 54 40.74% 1.5
Compass Ion Advisors
3906
Compass Ion Advisors
Pennsylvania
USD 278 M +USD 20.9 M +8% 2.17% 75.6% 95 10.53% 1
PCJ Investment Counsel
3907
PCJ Investment Counsel
Ontario, Canada
USD 278 M +USD 11.2 M +4% 0.53% 164% 93 46.24% 1.7
NVWM LLC
3908
NVWM LLC
Pennsylvania
USD 278 M -USD 260 k -0.1% 0.96% 119% 555 25.59% 1.7
First Commonwealth Financial Corp
3909
First Commonwealth Financial Corp
Pennsylvania
USD 278 M -USD 7.58 M -3% 0.94% 72.9% 177 10.17% 3.6
Ayalon Insurance Company
3910
Ayalon Insurance Company
Israel
USD 278 M -USD 22.8 M -8% 0.28% 99.6% 167 23.95% 2.4
High Note Wealth
3911
High Note Wealth
Minnesota
USD 277 M +USD 1.92 M +0.7% 1.42% 82.8% 84 4.76% 0.7
Tucker Asset Management
3912
Tucker Asset Management
Colorado
USD 277 M +USD 56 M +25% 0.05% 71.6% 407 21.87% 0.6
Soundmark Wealth Management
3913
Soundmark Wealth Management
Washington
USD 277 M +USD 34.3 M +14% 1.7% 17.2% 74 18.92% 0.6
Red Wave Investments
3914
Red Wave Investments
Pennsylvania
USD 277 M +USD 9.14 M +3% 1.03% 58% 99 8.08% 0.7
Radnor Financial Advisors
3915
Radnor Financial Advisors
Pennsylvania
USD 277 M -USD 476 k -0.2% 2.03% 3.04% 26 0% 1.3
Tamar Securities
3916
Tamar Securities
California
USD 277 M +USD 17 M +7% 1.97% 84.8% 55 10.91% 1
Gleason Group
3917
Gleason Group
Kentucky
USD 277 M +USD 854 k +0.3% 1.56% 69.1% 211 4.74% 1.5
Raab & Moskowitz Asset Management
3918
Raab & Moskowitz Asset Management
New Jersey
USD 277 M +USD 3.36 M +1% 0.09% 84.7% 163 4.29% 4.5
Nixon Peabody Trust
3919
Nixon Peabody Trust
Massachusetts
USD 277 M +USD 17.2 M +7% 1.53% 101% 74 13.51% 3.8
AlphaMark Advisors
3920
AlphaMark Advisors
Kentucky
USD 277 M +USD 2.45 M +0.9% 0.62% 26.4% 627 9.89% 3.3
American National Registered Investment Advisor
3921
American National Registered Investment Advisor
Texas
USD 276 M -USD 3.05 M -1% 0.43% 95.8% 238 1.68% 5.2
LCP
3922
Legacy Capital Partners
Wisconsin
USD 276 M -USD 3.16 M -1% 0.21% 85.6% 147 12.93% 4.9
TRB Advisors
3923
TRB Advisors
New York
USD 276 M -USD 165 M -37% 1.88% 64% 13 38.46% 3.2
Summit Financial Group
3924
Summit Financial Group
West Virginia
USD 276 M +USD 9.02 M +3% 0.83% 26.1% 208 7.69% 2.4
Voce Capital Management
3925
Voce Capital Management
California
USD 276 M -USD 2.47 M -0.9% 0.11% 69.2% 12 16.67% 2.2