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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)
First International Bank & Trust
4126
First International Bank & Trust
North Dakota
USD 285 M – – 2.83% 38.6% 93 – 0
Spinnaker Investment Group
4127
Spinnaker Investment Group
California
USD 285 M – – 5.27% 56.9% 90 – 0
AFS
4128
Aft Forsyth & Sober
Florida
USD 285 M +USD 18.8 M +7% 9.44% 94.6% 96 18.75% 1.8
EPG Wealth Management
4129
EPG Wealth Management
Georgia
USD 284 M +USD 35 M +14% 8.66% 108% 403 8.68% 0.8
Seaview Investment Managers
4130
Seaview Investment Managers
Florida
USD 284 M +USD 74.4 M +35% 13.1% 148% 115 45.22% 0.4
GCMG
4131
Gyroscope Capital Management Group
Florida
USD 284 M +USD 19.2 M +7% 8.23% 24.8% 129 17.83% 2.2
Proquility Private Wealth Partners
4132
Proquility Private Wealth Partners
Nevada
USD 284 M +USD 19.5 M +7% 5.39% 19.4% 93 16.13% 0.8
Taylor Wealth Management Partners
4133
Taylor Wealth Management Partners
Massachusetts
USD 284 M +USD 3.48 M +1% 8.34% 62% 71 9.86% 2.3
PCJ Investment Counsel
4134
PCJ Investment Counsel
Ontario, Canada
USD 284 M +USD 5.74 M +2% 10.2% 164% 93 40.86% 1.9
CWS Financial Advisors
4135
CWS Financial Advisors
Michigan
USD 284 M – – 6.89% 55.7% 151 – 1.6
Aisling Capital Management
4136
Aisling Capital Management
New York
USD 283 M -USD 218 M -43% 28.1% 793% 21 0% 1.8
Newfoundland Capital Management
4137
Newfoundland Capital Management
Brazil
USD 283 M -USD 304 M -52% 9.58% 49.5% 68 60.29% 0.5
PCM
4138
Prime Capital Management
Hong Kong
USD 283 M -USD 40.7 M -13% 11.2% 569% 9 11.11% 1
Shaker Financial Services
4139
Shaker Financial Services
Virginia
USD 283 M +USD 33.3 M +13% 1.06% 12.9% 184 36.41% 1.2
Resource Consulting Group
4140
Resource Consulting Group
Florida
USD 283 M – – 5.78% – 72 – 0
Abacus Wealth Partners
4141
Abacus Wealth Partners
California
USD 283 M +USD 11.4 M +4% 6.4% 49.5% 136 23.53% 0.7
Measured Wealth Private Client Group
4142
Measured Wealth Private Client Group
New Hampshire
USD 283 M +USD 23.2 M +9% 9.84% 84.3% 168 13.69% 1.8
Pinnacle Bancorp
4143
Pinnacle Bancorp
Nebraska
USD 283 M +USD 32.8 M +13% 8.75% 72.9% 742 7.28% 3.1
Richard P. Slaughter Associates
4144
Richard P. Slaughter Associates
Texas
USD 283 M +USD 30.6 M +12% 4.24% 55.7% 132 12.88% 1.4
Quattro Financial Advisors
4145
Quattro Financial Advisors
Texas
USD 283 M -USD 92.1 M -25% 3.51% 77.6% 122 37.7% 0.9
RIT Capital Partners
4146
RIT Capital Partners
United Kingdom
USD 282 M +USD 26.1 M +10% 4.44% 73.5% 13 46.15% 0.7
LJHT
4147
Laurie J. Hall Trustee
USD 282 M +USD 23.4 M +9% 11.8% 105% 339 6.49% 4.8
Mass General Brigham
4148
Mass General Brigham
Massachusetts
USD 282 M -USD 88.6 M -24% 6.9% – 11 72.73% 0.5
SSI
4149
Scott & Selber Inc
Texas
USD 282 M +USD 35.2 M +14% 13% 202% 120 24.17% 2.3
Radnor Financial Advisors
4150
Radnor Financial Advisors
Pennsylvania
USD 281 M +USD 4.26 M +2% 3.21% 3.04% 26 0% 1.6