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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)
Eurizon SLJ Capital
5526
Eurizon SLJ Capital
USD 252 M – – 2.73% – 138 – 0
Proactive Wealth Strategies
5527
Proactive Wealth Strategies
Georgia
USD 252 M +USD 20.1 M +9% 2.9% – 155 10.97% 1
Meros Investment Management
5528
Meros Investment Management
Texas
USD 252 M +USD 17.9 M +8% 2.96% 102% 53 28.3% 1.7
Western Financial Corp
5529
Western Financial Corp
California
USD 252 M +USD 22.4 M +10% 22.9% 275% 129 19.38% 1.9
ANB Bank
5530
ANB Bank
Colorado
USD 252 M +USD 5.43 M +2% 3.46% – 143 25.87% 0.8
Silver Heights Capital Management
5531
Silver Heights Capital Management
Ontario, Canada
USD 252 M +USD 29.1 M +13% 1.99% 39.8% 5 20% 6.5
Roehl & Yi Investment Advisors
5532
Roehl & Yi Investment Advisors
Oregon
USD 252 M +USD 22.1 M +10% 3.02% – 181 12.15% 0.8
MCF
5533
MKA Charitable Fund
California
USD 252 M +USD 20.5 M +9% 11.8% 17.1% 1 0% 2
Marathon Wealth Advisors
5534
Marathon Wealth Advisors
Massachusetts
USD 252 M – – 4.53% – 73 – 0
Diesslin Group
5535
Diesslin Group
Texas
USD 252 M – – 0.59% – 54 – 0
Centennial Bank
5536
Centennial Bank
Arkansas
USD 252 M -USD 2.8 M -1% 1.75% 69.9% 347 3.75% 2.4
Maltin Wealth Management
5537
Maltin Wealth Management
New Jersey
USD 251 M +USD 10.5 M +4% 2.38% 58.2% 135 5.19% 3.4
Peirce Capital Management
5538
Peirce Capital Management
Texas
USD 251 M +USD 10.7 M +4% 2.92% 56.6% 44 11.36% 1.6
Georgetown University
5539
Georgetown University
District of Columbia
USD 251 M -USD 48 M -16% 5.68% 79.9% 21 52.38% 3.4
Asset Allocation & Management Company
5540
Asset Allocation & Management Company
Illinois
USD 251 M +USD 14 M +6% 1.48% 58.5% 94 6.38% 2.3
LECAP Asset Management
5541
LECAP Asset Management
United Kingdom
USD 251 M -USD 36.6 M -13% 2.24% 35.6% 404 65.59% 0.3
Lifeyrissjodur Verzlunarmanna
5542
Lifeyrissjodur Verzlunarmanna
USD 251 M +USD 7.63 M +3% 7.28% – 1 0% 0.8
Red Spruce Capital
5543
Red Spruce Capital
Pennsylvania
USD 251 M +USD 5.58 M +2% 4.34% 98.4% 93 1.08% 4.1
O'Connor Financial Group
5544
O'Connor Financial Group
Illinois
USD 251 M +USD 12.3 M +5% 1.24% 48.4% 66 21.21% 1.8
CNBT
5545
Cornerstone National Bank & Trust
Illinois
USD 251 M +USD 5.47 M +2% 0.24% 38.5% 203 17.73% 2.1
Financial Council
5546
Financial Council
Maryland
USD 251 M +USD 25.2 M +11% 2.76% 88.6% 103 9.71% 2.5
5T Wealth
5547
5T Wealth
California
USD 250 M +USD 21 M +9% 1.49% – 130 14.62% 0.8
Altus Wealth Group
5548
Altus Wealth Group
Colorado
USD 250 M +USD 6.7 M +3% 1.27% 76.7% 151 11.26% 2.9
Mount Lucas Management
5549
Mount Lucas Management
Pennsylvania
USD 250 M +USD 6.56 M +3% 3.01% 109% 172 6.4% 1.2
OGF
5550
Orin Green Financial
California
USD 250 M -USD 179 k -0.1% 2.42% 59.1% 88 12.5% 0.7