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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)
Astoria Strategic Wealth
4026
Astoria Strategic Wealth
Texas
USD 271 M +USD 11.7 M +5% 3.16% 42.1% 33 6.06% 2.4
Matthew 25 Management Corp
4027
Matthew 25 Management Corp
Pennsylvania
USD 271 M +USD 14.2 M +6% 9.98% 141% 24 16.67% 5
Holderness Investments Company
4028
Holderness Investments Company
North Carolina
USD 271 M +USD 20.5 M +8% 9.28% 144% 210 10.95% 5.1
Trust Company of Oklahoma
4029
Trust Company of Oklahoma
Oklahoma
USD 271 M +USD 14.9 M +6% 8% 101% 148 12.16% 5.1
Baker Boyer National Bank
4030
Baker Boyer National Bank
Washington
USD 270 M +USD 10.9 M +4% 3.46% 44.7% 83 3.61% 4.8
SIM
4031
SW Investment Management
Colorado
USD 270 M +USD 22.2 M +9% 4.35% 143% 12 16.67% 1.4
Old Mission Investment Co
4032
Old Mission Investment Co
Michigan
USD 270 M +USD 14 M +5% 6.7% 82% 117 6.84% 2.6
Goodman Advisory Group
4033
Goodman Advisory Group
Massachusetts
USD 270 M +USD 86.1 M +47% 3.76% 88.8% 182 25.27% 0.8
Drive Wealth Management
4034
Drive Wealth Management
Utah
USD 270 M +USD 30.8 M +13% 6.54% 94.4% 325 24% 0.7
FCA Corp
4035
FCA Corp
Texas
USD 270 M +USD 3.09 M +1% 4.79% 57.4% 181 10.5% 4.1
Canvas Wealth Advisors
4036
Canvas Wealth Advisors
Kansas
USD 269 M +USD 31.4 M +13% 10.5% 115% 146 19.18% 1.4
Alliance Wealth Advisors (Utah)
4037
Alliance Wealth Advisors (Utah)
Utah
USD 269 M +USD 20.7 M +8% 5.46% 63.3% 243 18.11% 0.4
Brown University
4038
Brown University
Rhode Island
USD 269 M +USD 7.71 M +3% 5.17% 37.9% 8 37.5% 1.5
TLP
4039
Tri Locum Partners
New York
USD 269 M -USD 59.3 M -18% 26% 357% 84 73.81% 0.2
Hi-Line Capital Management
4040
Hi-Line Capital Management
South Dakota
USD 269 M -USD 23.9 M -8% 3.21% 57.5% 41 9.76% 2
Solus Alternative Asset Management
4041
Solus Alternative Asset Management
New Jersey
USD 269 M +USD 7.55 M +3% 7.87% 79.3% 11 27.27% 1.6
HPC
4042
Hobart Private Capital
North Carolina
USD 269 M +USD 15.3 M +6% 5.5% 60% 39 2.56% 1.1
Brady Family Wealth
4043
Brady Family Wealth
Missouri
USD 269 M +USD 15.4 M +6% 6.17% 61.8% 118 5.93% 0.5
Ironwood Wealth Management (Arizona)
4044
Ironwood Wealth Management (Arizona)
Arizona
USD 269 M +USD 15.3 M +6% 2.21% 31.1% 45 6.67% 4.6
Permit Capital
4045
Permit Capital
Pennsylvania
USD 269 M +USD 928 k +0.3% 3.3% 121% 25 8% 5
TS Financial Group (TSFG)
4046
TS Financial Group (TSFG)
Illinois
USD 268 M -USD 1.15 M -0.4% 7.12% 81% 1,096 12.59% 2.8
NovaPoint Capital
4047
NovaPoint Capital
Georgia
USD 268 M +USD 24 M +10% 5.44% 94% 139 10.79% 2.4
Clare Market Investments
4048
Clare Market Investments
Texas
USD 268 M +USD 28.8 M +12% 13.8% – 145 25.52% 2.1
Manhattan West Asset Management
4049
Manhattan West Asset Management
California
USD 268 M +USD 38.3 M +17% 3.79% 65.6% 135 14.81% 1
White Pine Capital
4050
White Pine Capital
Minnesota
USD 268 M +USD 10.6 M +4% 4.73% 143% 211 8.53% 5.8