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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)
Penn Capital Management
1801
Penn Capital Management
Pennsylvania
USD 976 M -USD 52.6 M -5% 3.95% 181% 164 20.73% 1.9
Atlantic Union Bankshares
1802
Atlantic Union Bankshares
Virginia
USD 976 M -USD 27.1 M -3% 1.26% 78.9% 277 2.89% 4.4
Procyon Advisors
1803
Procyon Advisors
Connecticut
USD 976 M +USD 180 M +23% 2.71% 92.3% 501 15.17% 1.8
Willis Johnson & Associates
1804
Willis Johnson & Associates
Texas
USD 975 M +USD 37.2 M +4% 3.51% 50.9% 143 19.58% 1.6
CG
1805
Cutler Group
California
USD 975 M +USD 255 M +35% 3.51% 57.7% 4,549 34.4% 2
Washington Trust Advisors
1806
Washington Trust Advisors
Massachusetts
USD 975 M -USD 56.8 M -6% 3.51% 106% 694 7.93% 1.6
Himension Capital (Singapore)
1807
Himension Capital (Singapore)
Singapore
USD 974 M -USD 123 M -11% 1.35% 492% 94 89.36% 0.2
Philadelphia Trust Company
1808
Philadelphia Trust Company
Pennsylvania
USD 973 M -USD 83 M -8% 1.23% 162% 238 11.34% 4.6
SFMG Wealth Advisors
1809
SFMG Wealth Advisors
Texas
USD 973 M +USD 1.1 M +0.1% 3.4% 76.1% 278 15.47% 3.5
Summit Securities Group
1810
Summit Securities Group
New York
USD 972 M +USD 205 M +27% 0.29% 136% 1,121 70.03% 0.8
Sandler Capital Management
1811
Sandler Capital Management
New York
USD 971 M -USD 244 M -20% 1.65% 325% 134 47.76% 0.7
Main Street Research
1812
Main Street Research
Connecticut
USD 971 M +USD 343 M +55% 1.67% 232% 101 17.82% 4.8
Litman Gregory Wealth Management
1813
Litman Gregory Wealth Management
California
USD 969 M +USD 168 M +21% 3.37% 55.5% 127 39.37% 0.5
Concentric Capital Strategies
1814
Concentric Capital Strategies
Connecticut
USD 968 M +USD 471 M +95% 1.77% 165% 275 73.09% 0.2
Ensemble Capital Management
1815
Ensemble Capital Management
California
USD 968 M -USD 67.5 M -7% 4.52% 36.2% 25 0% 5.5
Ion Asset Management
1816
Ion Asset Management
Israel
USD 968 M +USD 111 M +13% 19.1% 125% 44 34.09% 1.2
Elm Partners Management
1817
Elm Partners Management
Pennsylvania
USD 967 M -USD 25.8 M -3% 3.31% 46.9% 47 12.77% 3
Executive Wealth Management
1818
Executive Wealth Management
Michigan
USD 966 M -USD 425 k -0% 4.03% 18.4% 213 13.15% 2.7
Belpointe Asset Management
1819
Belpointe Asset Management
Nevada
USD 966 M +USD 20.2 M +2% 2.9% 80.1% 726 26.17% 3
Clear Harbor Asset Management
1820
Clear Harbor Asset Management
Connecticut
USD 965 M -USD 55.7 M -5% 2.83% 98.6% 384 15.63% 3.7
Zazove Associates
1821
Zazove Associates
Nevada
USD 964 M -USD 133 M -12% 0.29% 11% 157 14.01% 1.5
QV Investors
1822
QV Investors
Alberta, Canada
USD 964 M -USD 145 M -13% 2.45% 68.3% 70 8.57% 3.6
Adell Harriman & Carpenter
1823
Adell Harriman & Carpenter
Texas
USD 964 M -USD 20.3 M -2% 0.83% 176% 165 3.03% 5.5
Parcion Private Wealth
1824
Parcion Private Wealth
Washington
USD 964 M -USD 27 M -3% 3.73% 103% 194 12.37% 2.5
Kensington Asset Management
1825
Kensington Asset Management
Texas
USD 961 M -USD 556 M -37% 3.27% 38.1% 16 75% 0.3