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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)
Trajan Wealth
1476
Trajan Wealth
Arizona
USD 1696 M +USD 137 M +9% 5.34% – 190 18.42% 0.4
Pitcairn
1477
Pitcairn
Pennsylvania
USD 1692 M +USD 54.8 M +3% 6.96% 111% 763 13.5% 4.6
Motley Fool Asset Management
1478
Motley Fool Asset Management
Virginia
USD 1692 M +USD 183 M +12% 7.51% 117% 215 6.98% 2.9
Grandfield & Dodd
1479
Grandfield & Dodd
New York
USD 1688 M +USD 108 M +7% 8.12% 70.8% 211 7.11% 7
Strategic Financial Services
1480
Strategic Financial Services
New York
USD 1685 M +USD 105 M +7% 6.45% 58.7% 141 7.09% 5.6
Acropolis Investment Management
1481
Acropolis Investment Management
Missouri
USD 1684 M +USD 101 M +6% 6.11% 51% 304 7.24% 5.3
Harvest Fund Management
1482
Harvest Fund Management
China
USD 1683 M +USD 301 M +22% 5.78% 327% 755 33.91% 2
Alta Capital Management
1483
Alta Capital Management
Utah
USD 1682 M +USD 91.3 M +6% 5.35% 89.2% 99 17.17% 5.3
Concourse Financial Group Securities
1484
Concourse Financial Group Securities
Alabama
USD 1681 M +USD 83.4 M +5% 6.18% 18.1% 2,416 12.29% 3.6
Royal Fund Management
1485
Royal Fund Management
Florida
USD 1678 M +USD 444 M +36% 5.61% 103% 376 33.24% 2.6
Sageworth Trust
1486
Sageworth Trust
Pennsylvania
USD 1678 M +USD 92.1 M +6% 6.62% 64.5% 130 30.77% 3.3
Traynor Capital Management
1487
Traynor Capital Management
Pennsylvania
USD 1669 M +USD 334 M +25% 2.89% 225% 327 25.69% 2.9
GM Advisory Group
1488
GM Advisory Group
New York
USD 1669 M +USD 119 M +8% 5.46% 53.6% 269 16.36% 2.9
Bank of Finland
1489
Bank of Finland
Finland
USD 1668 M +USD 100 M +6% 6.13% 66.7% 4 0% 3
Belpointe Asset Management
1490
Belpointe Asset Management
Nevada
USD 1667 M +USD 233 M +16% 7.06% 80.1% 1,001 22.48% 2.5
Cambria Investment Management
1491
Cambria Investment Management
California
USD 1665 M +USD 28.6 M +2% 8.31% 72% 406 33.74% 1.8
LMCG Investments
1492
LMCG Investments
Massachusetts
USD 1664 M -USD 54.8 M -3% 5.22% 135% 292 26.71% 6.7
Altshuler Shaham
1493
Altshuler Shaham
Israel
USD 1663 M -USD 1274 M -43% 1.12% 108% 368 32.07% 1.1
Robert Wood Johnson Foundation
1494
Robert Wood Johnson Foundation
New Jersey
USD 1660 M +USD 79 M +5% 10.3% 4.83% 2 0% 7.9
Wilkinson Global Asset Management
1495
Wilkinson Global Asset Management
New York
USD 1659 M +USD 60.7 M +4% 6.38% 86.5% 81 6.17% 2.9
McKinley Carter Wealth Services
1496
McKinley Carter Wealth Services
West Virginia
USD 1656 M +USD 85.7 M +5% 5.95% 63.2% 309 5.5% 4.6
Abdiel Capital Advisors
1497
Abdiel Capital Advisors
New York
USD 1655 M +USD 237 M +17% 7.95% 43.7% 7 0% 3.8
Prelude Capital Management
1498
Prelude Capital Management
New York
USD 1653 M +USD 213 M +15% 9.06% 198% 1,616 50.06% 0.8
Pine Valley Investments
1499
Pine Valley Investments
New Jersey
USD 1653 M +USD 126 M +8% 7.44% 93.9% 542 11.44% 1.1
Linonia Partnership
1500
Linonia Partnership
New York
USD 1647 M +USD 386 M +31% 23.4% – 11 18.18% 0.8