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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)
JTC Employer Solutions Trustee
1801
JTC Employer Solutions Trustee
Jersey
USD 942 M -USD 226 M -19% 2.27% 88.7% 407 10.57% 1.3
Woodmont Investment Counsel
1802
Woodmont Investment Counsel
Tennessee
USD 941 M +USD 57.2 M +6% 4.73% 75.3% 265 12.08% 4.9
Ascent Group
1803
Ascent Group
Virginia
USD 940 M +USD 90.2 M +11% 4.96% 91.7% 508 17.52% 1
Virtu Financial
1804
Virtu Financial
New York
USD 940 M +USD 184 M +24% 8.44% 160% 2,521 79.97% 0.2
NorthRock Partners
1805
NorthRock Partners
Minnesota
USD 939 M +USD 60.9 M +7% 8.37% 62.8% 367 17.71% 2.5
Global Endowment Management
1806
Global Endowment Management
North Carolina
USD 939 M +USD 36.5 M +4% 5.96% 46.1% 117 20.51% 3.1
RPGK
1807
Retirement Planning Group (Kansas)
Kansas
USD 939 M +USD 63.2 M +7% 4.45% 54.7% 154 18.18% 2.6
SCM
1808
SIR Capital Management
New York
USD 938 M -USD 12.4 M -1% 2.63% 71.1% 79 40.51% 0.8
Hollencrest Capital Management
1809
Hollencrest Capital Management
California
USD 937 M +USD 128 M +16% 9.99% 85.6% 1,206 11.36% 1.4
Banc Funds Company
1810
Banc Funds Company
Illinois
USD 936 M -USD 197 M -17% 11.1% 69% 169 8.28% 5.2
Principle Wealth Partners
1811
Principle Wealth Partners
Connecticut
USD 935 M +USD 52.9 M +6% 5.68% 90.7% 329 10.03% 2.6
Washington Trust Bank
1812
Washington Trust Bank
Washington
USD 935 M +USD 53 M +6% 7.08% 80.5% 232 10.78% 5
First Financial Bank - Trust Division
1813
First Financial Bank - Trust Division
Ohio
USD 934 M +USD 8.73 M +0.9% 3.36% 68.6% 204 6.86% 6.2
Adell Harriman & Carpenter
1814
Adell Harriman & Carpenter
Texas
USD 931 M +USD 61.5 M +7% 10.2% 191% 174 9.77% 5
DFPG Investments
1815
DFPG Investments
Utah
USD 931 M +USD 324 M +53% 8.72% 38.2% 532 21.62% 0.9
1900 Wealth Management
1816
1900 Wealth Management
Texas
USD 931 M +USD 8.76 M +1% 4.21% 61% 240 2.5% 1.7
Vicus Capital
1817
Vicus Capital
Pennsylvania
USD 930 M +USD 48.7 M +6% 5.42% 59.6% 216 17.13% 2.8
Sixth Street Partners
1818
Sixth Street Partners
Texas
USD 930 M +USD 32 M +4% 4.06% 5.31% 13 15.38% 1.5
Redwood Investment Management
1819
Redwood Investment Management
Arizona
USD 930 M +USD 175 M +23% 3.71% 62.5% 282 32.27% 0.9
SFMG Wealth Advisors
1820
SFMG Wealth Advisors
Texas
USD 928 M +USD 27.4 M +3% 6.87% 76.1% 283 13.78% 3.1
Clough Capital Partners
1821
Clough Capital Partners
Massachusetts
USD 928 M -USD 58.7 M -6% 5.44% 175% 191 32.46% 0.7
Cyndeo Wealth Partners
1822
Cyndeo Wealth Partners
Florida
USD 928 M +USD 76.2 M +9% 4.47% 93% 338 13.31% 0.2
Fund Evaluation Group
1823
Fund Evaluation Group
Ohio
USD 924 M +USD 144 M +19% 8.15% 51.6% 30 6.67% 2.7
Nexpoint Asset Management
1824
Nexpoint Asset Management
Texas
USD 924 M -USD 361 M -28% 7.6% 253% 152 50% 1.1
Stephens Group Asset Management
1825
Stephens Group Asset Management
Arkansas
USD 924 M +USD 45.7 M +5% 4.32% 51.4% 26 3.85% 3.9