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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)
Buckley Wealth Management
4326
Buckley Wealth Management
Nevada
USD 334 M +USD 12.7 M +4% 6.1% 88% 109 12.84% 4.5
Johnson & Johnson
4327
Johnson & Johnson
New Jersey
USD 334 M -USD 7.78 M -2% 4.85% 339% 20 0% 2.8
MFGP
4328
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 334 M +USD 16.2 M +5% 8.7% 65.5% 55 7.27% 5.2
FCA Corp
4329
FCA Corp
Texas
USD 334 M +USD 20.4 M +6% 6.88% 57.4% 188 6.91% 4.9
Aikya Investment Management
4330
Aikya Investment Management
United Kingdom
USD 333 M +USD 63.7 M +24% 12.2% – 4 0% 1.2
Triumph Capital Management
4331
Triumph Capital Management
Colorado
USD 333 M +USD 32.9 M +11% 7.51% 55.5% 316 22.15% 1.4
Mezzasalma Advisors
4332
Mezzasalma Advisors
New Jersey
USD 333 M +USD 43.8 M +15% 18.4% 203% 153 9.15% 1.5
EPG Wealth Management
4333
EPG Wealth Management
Georgia
USD 333 M -USD 26.2 M -7% 11.8% 96% 430 31.16% 0.7
Galibier Capital Management
4334
Galibier Capital Management
Ontario, Canada
USD 333 M +USD 12.3 M +4% 13.4% 66.8% 41 17.07% 3.1
RI
4335
Rinkey Investments
California
USD 333 M +USD 17.2 M +5% 5.87% 38.4% 110 22.73% 1.4
SWK
4336
Stephen W. Kidder
USD 333 M +USD 11.8 M +4% 6.55% 94.7% 76 10.53% 6.8
Atlas Merchant Capital
4337
Atlas Merchant Capital
New York
USD 332 M +USD 293 M +734% 113% 65.7% 22 68.18% 0.7
Wood Tarver Financial Group
4338
Wood Tarver Financial Group
Idaho
USD 332 M +USD 25.2 M +8% 7.05% – 723 5.81% 0.5
Capital Impact Advisors
4339
Capital Impact Advisors
Massachusetts
USD 332 M +USD 71.2 M +27% 28.6% – 34 23.53% 0.2
Performa Ltd (US)
4340
Performa Ltd (US)
South Carolina
USD 332 M +USD 31.1 M +10% 8.19% 55.8% 58 17.24% 2.3
Engle Capital Management
4341
Engle Capital Management
Connecticut
USD 332 M +USD 54.9 M +20% 25.5% 398% 30 40% 0.8
West Virginia University Foundation
4342
West Virginia University Foundation
West Virginia
USD 332 M +USD 38.4 M +13% 10.6% – 2 0% 0.5
Alpine Investment Management
4343
Alpine Investment Management
Hong Kong
USD 331 M -USD 124 M -27% 2.14% 33.7% 15 80% 0.2
Wright Investors Service
4344
Wright Investors Service
Connecticut
USD 331 M +USD 28.8 M +10% 15.5% 146% 156 19.23% 4.3
HC
4345
Headland Capital
South Carolina
USD 331 M +USD 30.2 M +10% 9.51% – 65 21.54% 0.4
Keating Investment Counselors
4346
Keating Investment Counselors
Florida
USD 331 M -USD 776 k -0.2% 0.37% 50% 67 11.94% 6.5
FP
4347
Financial Perspectives
Minnesota
USD 331 M +USD 38.7 M +13% 12.9% 87.8% 736 3.94% 4.1
Keystone Financial Planning
4348
Keystone Financial Planning
Ohio
USD 331 M -USD 4.86 M -1% 0.46% 46% 46 2.17% 6.6
Hilltop Partners
4349
Hilltop Partners
Indiana
USD 331 M +USD 34.4 M +12% 7.95% 64.9% 122 18.85% 1.6
Strategic Investment Solutions
4350
Strategic Investment Solutions
Illinois
USD 331 M -USD 14 M -4% 11.1% – 725 23.45% 1.5