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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)
Anderson Hoagland & Co
2151
Anderson Hoagland & Co
Missouri
USD 1048 M +USD 205 M +24% 12.8% 104% 148 8.78% 3.9
MBL Wealth
2152
MBL Wealth
North Carolina
USD 1046 M +USD 56.2 M +6% 6.47% 52.7% 258 18.22% 2.1
Wescott Financial Advisory Group
2153
Wescott Financial Advisory Group
Pennsylvania
USD 1045 M +USD 80.8 M +8% 8.36% 55.5% 181 8.84% 2.8
M
2154
MOTCO
Texas
USD 1045 M +USD 98.1 M +10% 10.5% 63.5% 690 24.2% 4.9
First Nebraska Trust
2155
First Nebraska Trust
Nebraska
USD 1045 M +USD 31.9 M +3% 4.82% 67.9% 197 4.57% 6.5
Jay A. Fishman Ltd
2156
Jay A. Fishman Ltd
Michigan
USD 1044 M +USD 129 M +14% 14.7% 105% 83 7.23% 7.2
QCM
2157
Qsemble Capital Management
New York
USD 1043 M +USD 102 M +11% 7.96% 39.9% 626 67.73% 0.3
Hodges Capital Management
2158
Hodges Capital Management
Texas
USD 1043 M +USD 40.1 M +4% 14% 200% 235 25.11% 3.1
Knollwood Investment Advisory
2159
Knollwood Investment Advisory
Maryland
USD 1041 M +USD 137 M +15% 19.2% 160% 362 3.87% 1.4
St. Denis J. Villere & Co
2160
St. Denis J. Villere & Co
Louisiana
USD 1041 M +USD 4.11 M +0.4% 5.3% 32.6% 85 7.06% 4.3
GA
2161
GRS Advisors
Illinois
USD 1040 M +USD 79.3 M +8% 3.44% 54.3% 40 52.5% 0.7
JNBA Financial Advisors
2162
JNBA Financial Advisors
Minnesota
USD 1040 M +USD 75.1 M +8% 8.69% 61.8% 696 13.51% 5.8
Heritage Financial Services
2163
Heritage Financial Services
Massachusetts
USD 1039 M +USD 28.9 M +3% 6.14% 38.3% 131 12.98% 2
400 Capital Management
2164
400 Capital Management
New York
USD 1039 M +USD 608 M +141% – – 7 42.86% 1.6
Amica Mutual Insurance
2165
Amica Mutual Insurance
Rhode Island
USD 1037 M +USD 129 M +14% 10.8% 80.4% 143 8.39% 4.3
Tremblant Capital Group
2166
Tremblant Capital Group
Florida
USD 1037 M +USD 147 M +16% 19.6% 131% 53 30.19% 2.4
Winthrop Advisory Group
2167
Winthrop Advisory Group
Massachusetts
USD 1036 M +USD 205 M +25% 10.3% 78.3% 185 17.84% 3.4
Quent Capital
2168
Quent Capital
New York
USD 1036 M +USD 83.1 M +9% 10.1% 78.1% 1,327 78.67% 3.4
Private Capital Management (Florida)
2169
Private Capital Management (Florida)
Florida
USD 1036 M +USD 123 M +13% 4.55% 118% 178 24.16% 2.3
Perennial Investment Advisors
2170
Perennial Investment Advisors
California
USD 1036 M +USD 146 M +16% 11.9% 84.3% 504 19.64% 2.2
Goldentree Asset Management
2171
Goldentree Asset Management
New York
USD 1035 M -USD 364 M -26% 7.49% 27.7% 41 51.22% 1.3
Root Financial Partners
2172
Root Financial Partners
California
USD 1035 M +USD 96.5 M +10% 8.63% 62.5% 268 27.24% 0.9
PrairieView Partners
2173
PrairieView Partners
Minnesota
USD 1034 M +USD 75.8 M +8% 7.11% 34% 403 6.45% 4
Tetrad Corporation
2174
Tetrad Corporation
Nebraska
USD 1032 M -USD 89.2 M -8% 7.81% 45.6% 3 0% 12
Crescent Grove Advisors
2175
Crescent Grove Advisors
Illinois
USD 1032 M +USD 72.2 M +8% 7.87% 64.1% 298 15.77% 3.6