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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)
Harbor Investment Advisory
2026
Harbor Investment Advisory
Maryland
USD 1271 M -USD 61.3 M -5% 0.73% 97.5% 1,375 20.87% 3.9
RMR Wealth Builders
2027
RMR Wealth Builders
New Jersey
USD 1270 M +USD 20 M +2% 2.55% 91.7% 295 12.88% 3.1
Summit Financial Strategies
2028
Summit Financial Strategies
Ohio
USD 1269 M +USD 52.1 M +4% 0.39% 59.4% 180 13.33% 4.2
P/E Global LLC
2029
P/E Global LLC
Massachusetts
USD 1269 M -USD 119 M -9% 3.88% 49% 7 28.57% 1.4
PPSC Investment Service
2030
PPSC Investment Service
Japan
USD 1268 M -USD 71.9 M -5% 6.6% 193% 8 0% 2.2
TC
2031
Teilinger Capital
Texas
USD 1267 M -USD 661 M -34% 7.13% 30.2% 18 50% 0.5
CGN Advisors
2032
CGN Advisors
Kansas
USD 1266 M +USD 3.85 M +0.3% 0.71% 48.9% 326 6.75% 3.2
Gemmer Asset Management
2033
Gemmer Asset Management
California
USD 1265 M -USD 33.4 M -3% 0.17% 96.8% 183 13.66% 5.2
Novare Capital Management
2034
Novare Capital Management
North Carolina
USD 1262 M -USD 72.7 M -5% 2.18% 76.5% 207 11.59% 4.8
Triad Wealth Partners
2035
Triad Wealth Partners
Kansas
USD 1262 M +USD 209 M +20% 1.06% – 526 21.67% 0.7
Tweedy, Browne Co
2036
Tweedy, Browne Co
Connecticut
USD 1259 M +USD 20.3 M +2% 4.5% 70.3% 102 14.71% 4
Nixon Peabody Trust
2037
Nixon Peabody Trust
Massachusetts
USD 1258 M -USD 62.4 M -5% 1.68% 101% 170 11.18% 3.4
United Asset Strategies
2038
United Asset Strategies
New York
USD 1257 M -USD 38.6 M -3% 1.29% 111% 279 13.98% 4.3
Harvey Partners
2039
Harvey Partners
New York
USD 1257 M +USD 128 M +11% 13.8% 174% 51 21.57% 2.5
Dorsey Asset Management
2040
Dorsey Asset Management
Illinois
USD 1256 M +USD 105 M +9% 5.76% 122% 14 50% 1.4
Tompkins Financial
2041
Tompkins Financial
New York
USD 1256 M -USD 30.3 M -2% 0.6% 84.4% 683 24.16% 5.5
Perennial Investment Advisors
2042
Perennial Investment Advisors
California
USD 1255 M -USD 13.2 M -1% 2.9% 84.3% 560 17.5% 2.5
Dundas Partners
2043
Dundas Partners
United Kingdom
USD 1254 M -USD 166 M -12% 5.37% 87.6% 49 0% 3.9
Teewinot Capital Advisers
2044
Teewinot Capital Advisers
New York
USD 1254 M -USD 108 M -8% 9.11% 149% 34 11.76% 3.1
Bangor Savings Bank
2045
Bangor Savings Bank
Maine
USD 1251 M +USD 7.63 M +0.6% 0.19% 54.6% 624 16.67% 4.5
Cardiff Park Advisors
2046
Cardiff Park Advisors
California
USD 1250 M +USD 32.6 M +3% 1.37% 88.6% 385 12.99% 3.1
Galvin Gaustad & Stein
2047
Galvin Gaustad & Stein
Arizona
USD 1250 M -USD 31.6 M -2% 1.87% 60.7% 273 16.12% 2.8
Transcend Capital Advisors
2048
Transcend Capital Advisors
New Jersey
USD 1250 M -USD 44.8 M -3% 2.21% 71.6% 782 20.08% 2.4
Limestone Investment Advisors
2049
Limestone Investment Advisors
New York
USD 1250 M +USD 206 M +20% 4% – 572 56.47% 0.4
Liberty Mutual Group Asset Management
2050
Liberty Mutual Group Asset Management
Massachusetts
USD 1249 M +USD 198 M +19% 23.3% 47.9% 36 41.67% 1