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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
2101
JTC Employer Solutions Trustee
Jersey
USD 1166 M +USD 117 M +11% 11.7% 88.7% 327 8.87% 3.2
Volterra Technologies
2102
Volterra Technologies
New York
USD 1166 M +USD 378 M +48% 15% – 599 75.63% 0.1
Estate Counselors
2103
Estate Counselors
Wisconsin
USD 1165 M +USD 147 M +14% 7.1% 60% 110 44.55% 1.6
Sixth Street Partners
2104
Sixth Street Partners
Texas
USD 1164 M -USD 95.8 M -8% 14.9% 5.31% 8 12.5% 2.4
Common Fund For Nonprofit Organizations
2105
Common Fund For Nonprofit Organizations
Connecticut
USD 1164 M +USD 195 M +20% 7.26% 70.8% 28 17.86% 1.6
Waycross Partners
2106
Waycross Partners
Kentucky
USD 1163 M +USD 101 M +10% 8.38% 87.7% 98 8.16% 2.4
Traphagen Investment Advisors
2107
Traphagen Investment Advisors
New Jersey
USD 1162 M +USD 106 M +10% 6.4% 65.8% 201 10.95% 3.4
AlphaStar Capital Management
2108
AlphaStar Capital Management
North Carolina
USD 1160 M -USD 263 M -18% 7.06% 69.5% 377 52.79% 2.5
Advisor OS
2109
Advisor OS
Illinois
USD 1159 M +USD 143 M +14% 6.71% 61.2% 518 19.88% 2
Amplius Wealth Advisors
2110
Amplius Wealth Advisors
Pennsylvania
USD 1157 M +USD 81.7 M +8% 6.19% 58% 208 19.71% 2.6
QV Investors
2111
QV Investors
Alberta, Canada
USD 1155 M +USD 136 M +13% 7.12% 68.3% 71 22.54% 4.4
Means Investment Company
2112
Means Investment Company
Maine
USD 1155 M +USD 100 M +9% 9.79% 87.9% 198 8.08% 4.6
Global X Japan
2113
Global X Japan
Japan
USD 1155 M +USD 169 M +17% 9.59% 151% 363 8.26% 1.2
SlateStone Wealth
2114
SlateStone Wealth
Florida
USD 1155 M +USD 85.6 M +8% 9.03% 79.1% 307 9.45% 3.1
Chas P. Smith & Associates (CPS)
2115
Chas P. Smith & Associates (CPS)
Florida
USD 1155 M -USD 625 M -35% 7.92% 64.4% 173 30.64% 5.9
Clear Creek Financial Management
2116
Clear Creek Financial Management
Washington
USD 1155 M +USD 104 M +10% 7.45% 86.1% 595 15.46% 2
Mirabella Financial Services
2117
Mirabella Financial Services
United Kingdom
USD 1154 M +USD 180 M +18% 4.62% 86.2% 311 53.05% 0.5
Woodstock Corp
2118
Woodstock Corp
Massachusetts
USD 1154 M +USD 66 M +6% 9.18% 115% 161 5.59% 8.4
Shay Capital
2119
Shay Capital
New York
USD 1153 M +USD 280 M +32% 17.7% 166% 534 64.61% 0.5
Gillson Capital
2120
Gillson Capital
Illinois
USD 1152 M -USD 157 M -12% 6.48% 84.9% 106 71.7% 0.3
1SP
2121
140 Summer Partners
New York
USD 1151 M +USD 279 M +32% 12.5% 202% 26 53.85% 0.9
Tweedy, Browne Co
2122
Tweedy, Browne Co
Connecticut
USD 1151 M +USD 73 M +7% 13.1% 70.3% 101 13.86% 3.6
Brandywine Oak Private Wealth
2123
Brandywine Oak Private Wealth
Pennsylvania
USD 1151 M +USD 71.2 M +7% 7.16% 62.2% 241 5.81% 4.8
Nexpoint Asset Management
2124
Nexpoint Asset Management
Texas
USD 1151 M +USD 55.7 M +5% 16.8% 253% 133 61.65% 1.1
Mar Vista Investment Partners
2125
Mar Vista Investment Partners
California
USD 1151 M -USD 155 M -12% 5.96% 73.9% 57 43.86% 6.5