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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)
Willow Creek Wealth Management
2176
Willow Creek Wealth Management
California
USD 951 M +USD 72.2 M +8% 5.28% – 156 5.13% 3.6
Taikang Asset Management (HK)
2177
Taikang Asset Management (HK)
Hong Kong
USD 949 M +USD 305 M +47% 9.71% 172% 119 26.89% 2.4
Silver Oak Securities
2178
Silver Oak Securities
Tennessee
USD 947 M +USD 280 M +42% 6.32% 73.4% 597 26.8% 1.2
Freedom Together Foundation
2179
Freedom Together Foundation
New York
USD 947 M +USD 12.7 M +1% 7.09% – 24 0% 0.7
ICICI Prudential Asset Management
2180
ICICI Prudential Asset Management
India
USD 946 M +USD 102 M +12% 8.83% 62.1% 166 7.23% 2.3
German American Bancorp
2181
German American Bancorp
Indiana
USD 945 M +USD 74.1 M +9% 5.86% 92.3% 132 7.58% 3.6
DTL
2182
Dynamic Technology Lab
Singapore
USD 945 M +USD 59.2 M +7% 4.68% 30.8% 1,442 70.53% 0.2
C
2183
Chescapmanager
Maryland
USD 944 M -USD 302 M -24% 2.74% 202% 41 14.63% 2.4
Kovack Advisors
2184
Kovack Advisors
Florida
USD 944 M +USD 35.4 M +4% 6.19% 118% 626 15.02% 2.9
RMR Wealth Builders
2185
RMR Wealth Builders
New Jersey
USD 944 M +USD 72.3 M +8% 5.27% 91.7% 273 13.19% 2.3
Goodnow Investment Group
2186
Goodnow Investment Group
Connecticut
USD 943 M +USD 78.8 M +9% 15% 131% 25 12% 3.5
Guardian Wealth Advisors (North Carolina)
2187
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 942 M +USD 87.2 M +10% 5.3% 58.9% 476 13.45% 1.8
MV Capital Management
2188
MV Capital Management
Maryland
USD 942 M +USD 53 M +6% 5.99% 67.6% 1,093 11.71% 3.1
Aveo Capital Partners
2189
Aveo Capital Partners
Colorado
USD 941 M +USD 59.6 M +7% 5.78% 19.1% 354 14.69% 2.3
Petredis Investment Advisors
2190
Petredis Investment Advisors
Pennsylvania
USD 941 M +USD 46.6 M +5% 4.77% 158% 106 6.6% 1.5
Webster Bank
2191
Webster Bank
Connecticut
USD 940 M +USD 27.8 M +3% 6.22% 77.5% 628 9.87% 5.8
J. Stern & Co
2192
J. Stern & Co
United Kingdom
USD 938 M +USD 98.5 M +12% 3.83% – 44 25% 0.5
Longbow Finance
2193
Longbow Finance
Switzerland
USD 937 M -USD 30.3 M -3% 5.44% 162% 94 17.02% 0.9
Zazove Associates
2194
Zazove Associates
Nevada
USD 935 M +USD 58.4 M +7% 0.04% 11% 139 11.51% 1.5
Moody National Bank Trust Division
2195
Moody National Bank Trust Division
Texas
USD 934 M -USD 353 M -27% 8.31% 115% 496 17.34% 4.5
Knollwood Investment Advisory
2196
Knollwood Investment Advisory
Maryland
USD 934 M +USD 34.9 M +4% 4.88% 160% 363 5.51% 0.7
Strategic Wealth Investment Group
2197
Strategic Wealth Investment Group
Kentucky
USD 933 M +USD 142 M +18% 6.12% – 148 21.62% 2.2
Private Capital Management (Florida)
2198
Private Capital Management (Florida)
Florida
USD 933 M +USD 73.1 M +8% 22.6% 118% 157 21.66% 2.3
Whitney & Co
2199
Whitney & Co
New York
USD 933 M +USD 62.3 M +7% 5.31% 93.2% 132 9.09% 5.3
Ironvine Capital Partners
2200
Ironvine Capital Partners
Nebraska
USD 931 M +USD 18.5 M +2% 6.29% 58.8% 49 10.2% 4.8