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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)
Petrus Trust Company
1851
Petrus Trust Company
Texas
USD 1055 M +USD 120 M +13% 10.4% 36.9% 781 53.91% 0.5
Ascent Group
1852
Ascent Group
Virginia
USD 1054 M +USD 149 M +16% 10.8% 91.7% 504 13.1% 1.4
Litman Gregory Wealth Management
1853
Litman Gregory Wealth Management
California
USD 1054 M +USD 84.8 M +9% 8.91% 55.5% 128 11.72% 0.7
Advocacy Wealth Management Services
1854
Advocacy Wealth Management Services
Georgia
USD 1054 M +USD 155 M +17% 7.24% 48.3% 53 33.96% 1.9
Shufro Rose & Co
1855
Shufro Rose & Co
New York
USD 1053 M -USD 6.81 M -0.6% 7.46% 68.1% 311 1.93% 4.8
FAS Wealth Partners
1856
FAS Wealth Partners
Kansas
USD 1053 M +USD 117 M +13% 10.2% 72.3% 449 11.36% 3.9
Mount Yale Investment Advisors
1857
Mount Yale Investment Advisors
Colorado
USD 1052 M +USD 133 M +14% 11.3% 81.9% 546 18.32% 2.5
LBMC Investment Advisors
1858
LBMC Investment Advisors
Tennessee
USD 1052 M +USD 112 M +12% 10.9% 52.8% 174 13.79% 4.8
Hikari Power
1859
Hikari Power
Japan
USD 1050 M +USD 27 M +3% 5.47% 53.9% 65 3.08% 5.6
Delta Asset Management
1860
Delta Asset Management
Tennessee
USD 1050 M +USD 90 M +9% 11.7% 53.8% 709 11.99% 2.4
Americana Partners
1861
Americana Partners
Texas
USD 1049 M +USD 123 M +13% 8.15% 93.9% 332 17.47% 1.7
Crake Asset Management
1862
Crake Asset Management
United Kingdom
USD 1049 M +USD 345 M +49% 14.7% 52.7% 20 40% 1.3
Vestor Capital
1863
Vestor Capital
Illinois
USD 1048 M +USD 126 M +14% 16.1% 188% 270 21.11% 3.6
Livforsakringsbolaget Skandia
1864
Livforsakringsbolaget Skandia
Sweden
USD 1048 M +USD 137 M +15% 13.3% 181% 604 9.93% 6.9
NewSquare Capital
1865
NewSquare Capital
Pennsylvania
USD 1047 M +USD 101 M +11% 10.1% 76.5% 650 32.92% 3.1
Hemenway Trust Hemenway Trust
1866
Hemenway Trust Hemenway Trust
New Hampshire
USD 1046 M +USD 92.2 M +10% 10.3% 87.2% 139 11.51% 6
McDaniel Terry & Co
1867
McDaniel Terry & Co
Texas
USD 1045 M +USD 85.3 M +9% 11.2% 57.9% 92 16.3% 5.6
Washington Trust Advisors
1868
Washington Trust Advisors
Massachusetts
USD 1044 M +USD 69.8 M +7% 10.9% 106% 706 10.2% 1.7
Bain Capital Life Sciences Investors
1869
Bain Capital Life Sciences Investors
Massachusetts
USD 1043 M +USD 149 M +17% 43.6% 507% 33 24.24% 2.5
Thomas H. Lee (THL) Partners
1870
Thomas H. Lee (THL) Partners
Massachusetts
USD 1041 M +USD 8.8 M +0.9% 20.8% 37.2% 3 33.33% 2.9
Trigran Investments
1871
Trigran Investments
Illinois
USD 1039 M +USD 100 M +11% 17% 30.2% 22 22.73% 3.7
Bell Bank
1872
Bell Bank
North Dakota
USD 1038 M +USD 124 M +14% 10.1% 71% 183 7.1% 4.9
Mane Global Capital Management
1873
Mane Global Capital Management
New York
USD 1036 M -USD 84.8 M -8% 23.9% 423% 67 73.13% 0.3
Trust Asset Management
1874
Trust Asset Management
Texas
USD 1035 M +USD 108 M +12% 11.6% 91.1% 215 10.23% 2.8
Resonant Capital Advisors
1875
Resonant Capital Advisors
Wisconsin
USD 1035 M +USD 96.9 M +10% 7.61% 56.5% 296 11.82% 2.3