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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)
PI
6476
Pachira Investments
California
USD 93 M +USD 69.8 M +301% 6.03% 82.3% 38 31.58% 2
Trustco Bank (New York)
6477
Trustco Bank (New York)
New York
USD 92.9 M +USD 1.9 M +2% 4.49% 131% 72 8.33% 5.9
STF Management
6478
STF Management
Texas
USD 92.9 M -USD 55.5 M -37% 17.4% 208% 102 16.67% 0.5
Bluegrass Capital Partners
6479
Bluegrass Capital Partners
Florida
USD 92.7 M +USD 2.59 M +3% 10.5% 60.1% 13 15.38% 1.8
Echo Wealth Management
6480
Echo Wealth Management
Minnesota
USD 92.5 M +USD 1.99 M +2% 5.45% 42.9% 41 4.88% 1.6
Courant Investment Management
6481
Courant Investment Management
Tennessee
USD 92.5 M +USD 2.08 M +2% 9.89% 35.2% 9 11.11% 5
GG
6482
Golden Green
South Carolina
USD 92.5 M +USD 7.28 M +9% 9.38% 92.4% 82 30.49% 0.8
One01 Capital
6483
One01 Capital
California
USD 92.5 M +USD 8.36 M +10% 18.4% 123% 27 59.26% 0.3
Schrum Private Wealth Management
6484
Schrum Private Wealth Management
Florida
USD 92.5 M +USD 5.86 M +7% 6.38% 60.9% 111 6.31% 1.4
Wavelength Capital Management
6485
Wavelength Capital Management
Connecticut
USD 92.4 M +USD 2.59 M +3% 0.44% – 13 0% 1.3
1620 Investment Advisors
6486
1620 Investment Advisors
Massachusetts
USD 92.2 M +USD 9.29 M +11% 3.97% 68.9% 154 25.97% 1
RenaissanceRe Holdings
6487
RenaissanceRe Holdings
Bermuda
USD 92.2 M -USD 293 M -76% 9.72% 40.8% 7 57.14% 3.5
Sequent Asset Management
6488
Sequent Asset Management
Texas
USD 92.2 M +USD 3.93 M +4% 7.11% 51.3% 62 19.35% 3.1
Farley Capital
6489
Farley Capital
New York
USD 92.1 M +USD 5.3 M +6% 11% 105% 12 8.33% 5.8
HPM
6490
Hudson Portfolio Management
New York
USD 92 M +USD 2.7 M +3% 5.56% – 105 4.76% 1.8
Masterton Capital Management
6491
Masterton Capital Management
New York
USD 91.9 M -USD 12.8 M -12% 2.09% 1.94% 20 45% 0.9
Indie Asset Partners
6492
Indie Asset Partners
Indiana
USD 91.9 M +USD 6.32 M +7% 13.8% 119% 91 16.48% 2.3
TM
6493
Titan Managers
Arizona
USD 91.9 M -USD 1.35 M -1% 0.5% 2.57% 9 22.22% 1.3
Lake Hills Wealth Management
6494
Lake Hills Wealth Management
Texas
USD 91.8 M -USD 4.06 M -4% 0.11% 83.7% 48 54.17% 0.3
Orca Investment Management
6495
Orca Investment Management
Oregon
USD 91.8 M +USD 10.1 M +12% 8.73% 122% 59 6.78% 5.9
Strategic Investment Management
6496
Strategic Investment Management
Virginia
USD 91.5 M +USD 4.07 M +5% 1.69% 53.4% 11 9.09% 5.3
PCM
6497
Price Capital Management
Louisiana
USD 91.3 M +USD 80 M +707% 0.68% 124% 6 83.33% 0.1
Oder Investment Management
6498
Oder Investment Management
California
USD 91.3 M +USD 5.82 M +7% 7.06% 97.5% 87 8.05% 1.7
Primoris Wealth Advisors
6499
Primoris Wealth Advisors
Florida
USD 91.2 M +USD 10 M +12% 3.38% 182% 77 22.08% 1.1
Kraematon Investment Advisors
6500
Kraematon Investment Advisors
Massachusetts
USD 91 M +USD 4.44 M +5% 4.91% 80.5% 86 5.81% 1.2