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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)
Principle Wealth Partners
1576
Principle Wealth Partners
Connecticut
USD 1060 M +USD 229 M +28% 7.35% 79.9% 309 7.12% 2.3
Cooper Investors
1577
Cooper Investors
Australia
USD 1058 M -USD 89.1 M -8% 3.23% 57.5% 43 13.95% 2.9
Axxcess Wealth Management
1578
Axxcess Wealth Management
California
USD 1057 M -USD 30.6 M -3% 5.58% 81.2% 622 27.01% 0.6
Summit Financial
1579
Summit Financial
New Jersey
USD 1056 M -USD 11.5 M -1% 4.88% 81.8% 259 13.13% 1.3
Ellevest Inc
1580
Ellevest Inc
New York
USD 1055 M -USD 9.6 M -0.9% 5.99% 73.8% 1,993 32.41% 1.5
Patten & Patten
1581
Patten & Patten
Tennessee
USD 1054 M -USD 84.5 M -7% 5.41% 74.1% 277 4.69% 6.1
Concourse Financial Group Securities
1582
Concourse Financial Group Securities
Alabama
USD 1054 M -USD 130 M -11% 5.17% 18.1% 2,367 20.15% 2.6
Legacy Private Trust
1583
Legacy Private Trust
Wisconsin
USD 1054 M -USD 63.4 M -6% 5.13% 71.1% 235 11.91% 5.2
TrustCore Financial Services
1584
TrustCore Financial Services
Tennessee
USD 1053 M -USD 22.5 M -2% 3.75% 28.3% 1,216 19.65% 2.3
Foster & Motley
1585
Foster & Motley
Ohio
USD 1053 M -USD 84.8 M -7% 6.45% 68.8% 365 11.78% 3.9
NWAM LLC
1586
NWAM LLC
Washington
USD 1048 M -USD 34.4 M -3% 4.62% 112% 547 18.46% 2.7
ACM
1587
Ashe Capital Management
New Jersey
USD 1047 M -USD 47.9 M -4% 2.71% 70.7% 10 20% 4.7
Community Trust & Investment
1588
Community Trust & Investment
Kentucky
USD 1047 M -USD 36.8 M -3% 3.64% 123% 127 18.9% 2.7
Country Club Bank
1589
Country Club Bank
Missouri
USD 1046 M -USD 32.8 M -3% 5.94% 77.4% 278 9.71% 0.5
Cowen and Company
1590
Cowen and Company
New York
USD 1045 M +USD 9.8 M +1% 5.02% 120% 874 50.69% 0.4
Easterly Investment Partners
1591
Easterly Investment Partners
Massachusetts
USD 1045 M -USD 77.4 M -7% 5.45% 57.6% 203 16.75% 1.1
III Capital Management
1592
III Capital Management
Florida
USD 1043 M -USD 38 M -4% 0.04% 28.7% 171 25.73% 0.6
Beaumont Financial Advisors
1593
Beaumont Financial Advisors
Massachusetts
USD 1043 M -USD 71.8 M -6% 3.46% 93.3% 329 15.5% 3.7
Venturi Wealth Management
1594
Venturi Wealth Management
Texas
USD 1041 M -USD 79.5 M -7% 4.32% 101% 351 21.37% 2.3
Trustmark National Bank Trust Department
1595
Trustmark National Bank Trust Department
Mississippi
USD 1041 M -USD 75.4 M -7% 5.1% 58.6% 270 11.48% 5.2
Tybourne Capital Management
1596
Tybourne Capital Management
Hong Kong
USD 1040 M -USD 344 M -25% 3.14% 109% 27 3.7% 1.9
Sand Grove Capital Management
1597
Sand Grove Capital Management
United Kingdom
USD 1040 M +USD 127 M +14% 9.05% 410% 28 60.71% 0.3
Caprock Group
1598
Caprock Group
Idaho
USD 1038 M +USD 19 M +2% 4.92% – 619 19.06% 2.7
Lowe Brockenbrough & Co
1599
Lowe Brockenbrough & Co
Virginia
USD 1038 M -USD 105 M -9% 5.03% 78.8% 260 5.38% 5.7
Moody Lynn & Lieberson
1600
Moody Lynn & Lieberson
Massachusetts
USD 1036 M -USD 74.8 M -7% 3.22% 142% 232 12.5% 4.3