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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)
Marble Harbor Investment Counsel
2126
Marble Harbor Investment Counsel
Massachusetts
USD 795 M +USD 22.2 M +3% 4.28% 66.7% 194 6.19% 6.1
Verus Financial Partners
2127
Verus Financial Partners
Virginia
USD 793 M +USD 59.2 M +8% 3.33% 41.6% 109 11.93% 3
DTL
2128
Dynamic Technology Lab
Singapore
USD 793 M -USD 291 M -27% 2.33% 30.8% 1,538 72.24% 0.2
Private Trust Company
2129
Private Trust Company
Ohio
USD 793 M +USD 59.3 M +8% 6.05% 87.7% 2,419 11.62% 1.6
SeaCrest Wealth Management
2130
SeaCrest Wealth Management
New York
USD 792 M +USD 53.8 M +7% 9.13% 153% 672 12.65% 3.4
FAS Wealth Partners
2131
FAS Wealth Partners
Kansas
USD 791 M -USD 132 M -14% 4.85% 72.3% 445 16.18% 3.9
Bricktown Capital
2132
Bricktown Capital
Michigan
USD 790 M -USD 89.7 M -10% 5.21% 46.2% 23 8.7% 0.4
Private Ocean
2133
Private Ocean
California
USD 789 M +USD 37.5 M +5% 3.1% 2.82% 685 24.38% 3.2
Estate Counselors
2134
Estate Counselors
Wisconsin
USD 789 M +USD 32.7 M +4% 3.44% 60% 137 16.79% 2.3
Northcape Capital
2135
Northcape Capital
Australia
USD 789 M -USD 24.1 M -3% 4.76% – 31 9.68% 3
Aveo Capital Partners
2136
Aveo Capital Partners
Colorado
USD 788 M +USD 38.7 M +5% 3.63% 19.1% 367 16.89% 1.7
Murchinson
2137
Murchinson
Ontario, Canada
USD 788 M +USD 85.2 M +12% 4.35% 107% 108 75% 0.2
ICICI Prudential Asset Management
2138
ICICI Prudential Asset Management
India
USD 787 M +USD 118 M +18% 4.8% 62.1% 167 13.77% 1.5
Asset Advisors Investment Management
2139
Asset Advisors Investment Management
Georgia
USD 785 M +USD 21.2 M +3% 5.65% 67.5% 88 4.55% 3.9
Lattice Capital Management
2140
Lattice Capital Management
Washington
USD 785 M +USD 92.7 M +13% 20.3% 187% 58 36.21% 1.4
Smith, Moore & Co
2141
Smith, Moore & Co
Missouri
USD 785 M +USD 49.3 M +7% 5.02% 67% 413 10.65% 4.4
Yaupon Capital Management
2142
Yaupon Capital Management
New York
USD 785 M -USD 44.8 M -5% 2.74% 122% 136 53.68% 0.6
FJ Capital Management
2143
FJ Capital Management
Virginia
USD 784 M -USD 23.5 M -3% 6.68% 97.9% 124 37.1% 2
Simcoe Capital Management
2144
Simcoe Capital Management
New York
USD 784 M +USD 18.7 M +2% 7.1% 48.7% 14 42.86% 1.1
Arax Advisory Partners
2145
Arax Advisory Partners
Colorado
USD 783 M +USD 28 M +4% 4.18% 64.7% 1,344 11.09% 2.7
TCI Wealth Advisors
2146
TCI Wealth Advisors
Arizona
USD 783 M +USD 12.4 M +2% 5.46% 65% 2,514 91.73% 7.4
Anchor Investment Management
2147
Anchor Investment Management
South Carolina
USD 783 M +USD 48.6 M +7% 6.17% 75.1% 1,024 10.55% 4.6
Oakmont Corp
2148
Oakmont Corp
California
USD 783 M +USD 36 M +5% 11% 70.2% 36 0% 2.6
CFS Investment Advisory Services
2149
CFS Investment Advisory Services
New Jersey
USD 783 M +USD 233 M +42% 4.65% 59.7% 236 42.8% 0.7
Lyell Wealth Management
2150
Lyell Wealth Management
California
USD 782 M +USD 68.1 M +10% 11.9% 128% 205 13.66% 3.5