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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)
Burke & Herbert Bank & Trust
5501
Burke & Herbert Bank & Trust
Virginia
USD 148 M +USD 11.6 M +9% 3.39% 67.8% 140 11.43% 7.1
Gunma Bank
5502
Gunma Bank
Japan
USD 148 M -USD 79.7 M -35% 0.37% 24.5% 40 37.5% 1.6
Greenfield Savings Bank
5503
Greenfield Savings Bank
Massachusetts
USD 148 M -USD 6.16 M -4% 6.52% 108% 146 15.75% 0.8
Acuta Capital Partners
5504
Acuta Capital Partners
California
USD 148 M +USD 11.9 M +9% 25.8% 7,269% 48 54.17% 1
Pinion Investment Advisors
5505
Pinion Investment Advisors
Kansas
USD 148 M +USD 40.9 M +38% 5.62% 75.4% 162 27.78% 2.3
Tower View Wealth Management
5506
Tower View Wealth Management
Wisconsin
USD 147 M -USD 1.35 M -0.9% 9.95% 135% 197 26.4% 2.6
Coulter & Justus Financial Services
5507
Coulter & Justus Financial Services
Tennessee
USD 147 M -USD 5.92 M -4% 2.66% – 50 16% 0.8
Henrickson Nauta Wealth Advisors
5508
Henrickson Nauta Wealth Advisors
Michigan
USD 147 M +USD 8.46 M +6% 4.18% 61.6% 61 8.2% 1.1
EPIQ Partners
5509
EPIQ Partners
Minnesota
USD 147 M +USD 2.32 M +2% 4.09% 49.6% 80 7.5% 2.5
Virtus Investment Advisers
5510
Virtus Investment Advisers
Connecticut
USD 147 M +USD 4.45 M +3% 4.99% 172% 303 24.42% 0.6
Interactive Financial Advisors
5511
Interactive Financial Advisors
Illinois
USD 147 M -USD 8.77 M -6% 3.55% 47.6% 85 11.76% 6.1
Prairie Sky Financial Group
5512
Prairie Sky Financial Group
Illinois
USD 147 M – – 8.42% – 79 – 0
Omnia Family Wealth
5513
Omnia Family Wealth
Florida
USD 147 M +USD 17.2 M +13% 5.89% 80.6% 70 14.29% 4.4
Warther Private Wealth
5514
Warther Private Wealth
Ohio
USD 147 M +USD 15.8 M +12% 9.54% 94.1% 73 23.29% 1.4
MQS Management
5515
MQS Management
New York
USD 147 M -USD 8.73 M -6% 0.35% 6.42% 635 79.53% 0.1
FCFC
5516
First Citizens Financial Corp
Iowa
USD 147 M – – 5.65% 72.9% 112 – 2.4
Solano Wealth Management
5517
Solano Wealth Management
California
USD 147 M +USD 10.1 M +7% 6.68% – 24 4.17% 0.2
Naman Capital
5518
Naman Capital
Brazil
USD 147 M +USD 25.2 M +21% 25.6% 89.9% 11 0% 3.2
JKSF
5519
John & Kathleen Schreiber Foundation
Illinois
USD 147 M +USD 15.8 M +12% 6.35% 30.8% 4 0% 1.3
Choice Wealth Advisors
5520
Choice Wealth Advisors
Maine
USD 147 M +USD 9.43 M +7% 7.13% 60.3% 24 8.33% 0.9
Muzinich & Co
5521
Muzinich & Co
New York
USD 147 M +USD 9.32 M +7% 4.08% 13.5% 80 48.75% 3.5
William Marsh Rice University
5522
William Marsh Rice University
Texas
USD 147 M -USD 3.47 M -2% 0.27% 1.81% 8 37.5% 2.3
McCarthy Asset Management
5523
McCarthy Asset Management
California
USD 147 M -USD 376 k -0.3% 3.88% – 37 8.11% 2
Western Financial Corp
5524
Western Financial Corp
California
USD 147 M +USD 6.29 M +4% 9.83% 275% 119 15.97% 1.1
Acorn Wealth Advisors
5525
Acorn Wealth Advisors
Michigan
USD 147 M +USD 11.2 M +8% 4.53% 58.8% 180 11.67% 3