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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)
Mattson Financial Services
4301
Mattson Financial Services
Michigan
USD 315 M +USD 35.7 M +13% 0.76% – 383 38.9% 0.3
D.B. Root & Company
4302
D.B. Root & Company
Pennsylvania
USD 314 M +USD 11 M +4% 0.62% 63% 196 14.8% 3.7
Clean Yield Group
4303
Clean Yield Group
Vermont
USD 314 M -USD 1.21 M -0.4% 0.85% 80.7% 481 6.24% 3.7
Ogorek Anthony Joseph
4304
Ogorek Anthony Joseph
New York
USD 314 M +USD 23 M +8% 0.38% 61.1% 322 20.19% 3.6
LI
4305
LHM Inc
Utah
USD 314 M -USD 3.55 M -1% 1.6% – 23 21.74% 0.6
Avanda Investment Management
4306
Avanda Investment Management
Singapore
USD 314 M -USD 200 M -39% 2.75% – 48 54.17% 0.9
Endeavour Capital Advisors
4307
Endeavour Capital Advisors
Connecticut
USD 314 M -USD 4.49 M -1% 10.8% 76.7% 34 20.59% 3.4
Solus Alternative Asset Management
4308
Solus Alternative Asset Management
New Jersey
USD 314 M -USD 37.6 M -11% 0.81% 79.3% 10 0% 2.9
CSWG
4309
Cardinal Strategic Wealth Guidance
Kentucky
USD 314 M +USD 8.35 M +3% 0.39% 76% 85 31.76% 2.7
Lion Street Advisors
4310
Lion Street Advisors
Texas
USD 314 M +USD 26.6 M +9% 1.44% 38% 281 14.59% 1.8
West Branch Capital
4311
West Branch Capital
Massachusetts
USD 313 M +USD 24.3 M +8% 5.3% 156% 631 17.91% 2.6
S&T Bank
4312
S&T Bank
Pennsylvania
USD 313 M -USD 68.1 M -18% 0.24% 193% 258 63.57% 2.2
Sherbrooke Park Advisers
4313
Sherbrooke Park Advisers
New York
USD 313 M -USD 123 M -28% 4.03% 9.59% 1,231 70.76% 0.3
TrueMark Investments
4314
TrueMark Investments
Illinois
USD 313 M +USD 1.66 M +0.5% 0.83% 87.7% 267 43.45% 0.5
Packer & Co
4315
Packer & Co
Australia
USD 313 M +USD 18.2 M +6% 3.67% – 6 50% 2.5
Trust Company of Oklahoma
4316
Trust Company of Oklahoma
Oklahoma
USD 313 M +USD 4.7 M +2% 2.49% 101% 129 6.2% 6
Buckhead Capital Management
4317
Buckhead Capital Management
Georgia
USD 313 M -USD 3.46 M -1% 1.42% 76.1% 132 9.85% 5
CPA
4318
Capital Performance Advisors
California
USD 313 M -USD 16.2 M -5% 1.52% 77.1% 2,902 94.07% 1
Quantum Private Wealth
4319
Quantum Private Wealth
Florida
USD 313 M +USD 17.3 M +6% 13.3% 240% 196 12.76% 2.2
RI
4320
Rinkey Investments
California
USD 313 M +USD 3.54 M +1% 1.61% 42.1% 98 25.51% 1.2
Wambolt & Associates
4321
Wambolt & Associates
Colorado
USD 313 M -USD 53.4 M -15% 1.3% 62.2% 202 13.37% 4
Buska Wealth Management
4322
Buska Wealth Management
Wisconsin
USD 312 M +USD 25.7 M +9% 1.06% – 61 9.84% 0.6
WPA
4323
WIT Partners Advisory
Singapore
USD 312 M -USD 101 M -24% 24.4% 22.7% 1 0% 1
Thomas J. Herzfeld Advisors
4324
Thomas J. Herzfeld Advisors
Florida
USD 312 M +USD 11.8 M +4% 3.51% 17.7% 165 16.97% 3.9
Prosperity Planning
4325
Prosperity Planning
Missouri
USD 312 M -USD 3.54 M -1% 2.12% 43.5% 105 2.86% 2.2