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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)
PK
4726
Pflug Koory
Nebraska
USD 180 M +USD 15.6 M +9% 12.2% – 467 9.42% 4.3
Valley Financial Management
4727
Valley Financial Management
New York
USD 180 M +USD 12.9 M +8% 9.14% – 44 20.45% 0.2
Howard Hughes Medical Institute
4728
Howard Hughes Medical Institute
Maryland
USD 180 M -USD 172 M -49% 6.88% 70.9% 40 52.5% 6.8
Wills Financial Group
4729
Wills Financial Group
Virginia
USD 180 M -USD 505 k -0.3% 7.72% 57.5% 63 17.46% 4.7
Teramo Advisors
4730
Teramo Advisors
Florida
USD 179 M +USD 24 M +15% 3.05% 72.1% 25 48% 0.6
WCM
4731
Wunderlich Capital Managemnt
Tennessee
USD 179 M +USD 23.2 M +15% 9.29% 33.6% 88 20.45% 4.7
Columbia Trust
4732
Columbia Trust
Oregon
USD 179 M +USD 2.28 M +1% 9.66% 36% 144 14.58% 2.3
SkyKnight Capital
4733
SkyKnight Capital
California
USD 179 M +USD 5.21 M +3% 3.1% 11% 3 0% 1
Deane Retirement Strategies
4734
Deane Retirement Strategies
Louisiana
USD 179 M +USD 16.4 M +10% 7.72% 73.4% 79 35.44% 2.3
Essex Woodlands Management
4735
Essex Woodlands Management
Texas
USD 179 M -USD 62.6 M -26% 10.6% 55% 7 0% 4.7
EdgeRock Capital
4736
EdgeRock Capital
Colorado
USD 179 M +USD 3.63 M +2% 5.81% 71.3% 432 87.04% 0.4
Cambridge Financial Group
4737
Cambridge Financial Group
Ohio
USD 179 M +USD 13 M +8% 13.2% – 32 3.13% 4.1
Northcape Wealth Management
4738
Northcape Wealth Management
New York
USD 179 M -USD 102 M -36% 10.3% 66% 136 46.32% 0.9
FirstPurpose Wealth
4739
FirstPurpose Wealth
Utah
USD 179 M +USD 27.3 M +18% 6.15% – 195 26.67% 0.6
Impala Asset Management
4740
Impala Asset Management
Florida
USD 179 M +USD 31.6 M +21% 13.3% 62.6% 37 59.46% 1.1
Centennial Wealth Advisory
4741
Centennial Wealth Advisory
Michigan
USD 179 M +USD 8.86 M +5% 5.49% 63% 129 19.38% 0.9
CNBT
4742
Cornerstone National Bank & Trust
Illinois
USD 179 M -USD 3.38 M -2% 6.47% 38.5% 62 6.45% 2.5
ZCM
4743
Zenyatta Capital Management
Delaware
USD 179 M +USD 6.7 M +4% 12.4% – 58 74.14% 0.3
Lumature Wealth Partners
4744
Lumature Wealth Partners
Georgia
USD 179 M -USD 7.74 M -4% 8.66% – 407 6.88% 1.6
Horizon Bancorp
4745
Horizon Bancorp
Indiana
USD 179 M – – 2.31% 33.4% 213 – 2.4
Global Financial Private Client
4746
Global Financial Private Client
Florida
USD 179 M +USD 5.04 M +3% 9.61% 100% 694 7.93% 2.1
SG Capital Management
4747
SG Capital Management
Illinois
USD 179 M -USD 35.7 M -17% 23.2% 250% 80 72.5% 0.3
IAMH
4748
IvyRock Asset Management (HK)
Hong Kong
USD 179 M +USD 49.9 M +39% 6.94% 76% 17 35.29% 0.6
Northern Right Capital Management
4749
Northern Right Capital Management
Connecticut
USD 179 M -USD 10 M -5% 4.29% 187% 26 30.77% 1.9
Topel & Distasi Wealth Management
4750
Topel & Distasi Wealth Management
California
USD 179 M -USD 2.56 M -1% 6.54% 40% 74 12.16% 0.8