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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)
ET
2126
Entropy Technologies
New York
USD 938 M +USD 399 M +74% 6.1% – 913 65.39% 0.1
TD Capital Management
2127
TD Capital Management
Tennessee
USD 938 M +USD 61.8 M +7% 6.05% 40.5% 556 29.32% 1.8
Hengehold Capital Management
2128
Hengehold Capital Management
Ohio
USD 938 M +USD 93.6 M +11% 7.24% 54.5% 197 12.69% 4.2
Clearwater Capital Advisors
2129
Clearwater Capital Advisors
Illinois
USD 938 M +USD 45.2 M +5% 3.65% 44.7% 163 7.98% 4.4
Traphagen Investment Advisors
2130
Traphagen Investment Advisors
New Jersey
USD 938 M +USD 85.5 M +10% 7.89% 65.8% 186 12.9% 2.6
Criteria Caixa
2131
Criteria Caixa
Spain
USD 937 M +USD 43.7 M +5% 8.01% 35.5% 36 22.22% 3.1
Main Street Financial Solutions
2132
Main Street Financial Solutions
Pennsylvania
USD 937 M +USD 163 M +21% 8.64% 75.4% 545 18.72% 2
DTL
2133
Dynamic Technology Lab
Singapore
USD 936 M -USD 9.5 M -1% 5.79% 30.8% 1,527 69.68% 0.2
Canyon Capital Advisors
2134
Canyon Capital Advisors
Texas
USD 936 M +USD 51.4 M +6% 0.03% 78% 20 10% 2.3
Browning West
2135
Browning West
California
USD 936 M +USD 7.18 M +0.8% 11.8% 96.8% 2 0% 3.3
Capital Investment Advisory Services
2136
Capital Investment Advisory Services
North Carolina
USD 934 M -USD 147 M -14% 7.79% 75.7% 1,048 15.94% 3.2
Intrust Bank
2137
Intrust Bank
Kansas
USD 933 M +USD 71.5 M +8% 11.5% 102% 393 4.83% 5.7
Wealthquest
2138
Wealthquest
Ohio
USD 933 M +USD 30.8 M +3% 7.64% 52.1% 141 12.06% 4
Charter Oak Capital Management
2139
Charter Oak Capital Management
New Hampshire
USD 933 M +USD 91.3 M +11% 5.65% 39.2% 190 15.79% 2.6
First Business Financial Services
2140
First Business Financial Services
Wisconsin
USD 933 M +USD 72.4 M +8% 8.31% 80.9% 171 8.77% 4.3
PWMAG
2141
Pinnacle Wealth Management Advisory Group
New Jersey
USD 932 M +USD 77.9 M +9% 8.64% 90.7% 366 9.84% 3.5
Cypress Funds
2142
Cypress Funds
California
USD 932 M +USD 71.2 M +8% 23% 100% 16 18.75% 3.4
Plante Moran Financial Advisors
2143
Plante Moran Financial Advisors
Michigan
USD 931 M -USD 26 M -3% 8.41% 69.2% 947 24.39% 4.5
F1I
2144
Fund 1 Investments
Puerto Rico
USD 930 M +USD 76 M +9% 2.62% 128% 66 51.52% 0.5
Riposte Capital
2145
Riposte Capital
New York
USD 929 M +USD 293 M +46% 21.2% 370% 27 62.96% 0.5
Bank of Nova Scotia Trust
2146
Bank of Nova Scotia Trust
Ontario, Canada
USD 929 M +USD 37.9 M +4% 4.15% 61.4% 145 12.41% 5.5
Guardian Capital Advisors (Canada)
2147
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 928 M -USD 31.4 M -3% 4.68% 26.1% 181 12.15% 6
Tremblant Capital Group
2148
Tremblant Capital Group
Florida
USD 927 M +USD 41.1 M +5% 10.9% 131% 46 26.09% 2.2
RWWM Inc
2149
RWWM Inc
California
USD 927 M +USD 64.7 M +8% 5.58% 40.6% 18 5.56% 5.1
Private Trust Company
2150
Private Trust Company
Ohio
USD 926 M +USD 74.6 M +9% 9.19% 87.7% 2,392 10.24% 2.2