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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)
Matrix Asset Advisors
2226
Matrix Asset Advisors
New York
USD 1113 M +USD 34.5 M +3% 4.5% 84.9% 109 3.67% 5.2
EQT Fund Management
2227
EQT Fund Management
Luxembourg
USD 1112 M -USD 751 M -40% 8.76% – 5 40% 0.2
Pitcairn Wealth Advisors
2228
Pitcairn Wealth Advisors
Pennsylvania
USD 1112 M – – 1.93% – 267 – 0
Inspire Investing
2229
Inspire Investing
Idaho
USD 1111 M +USD 84 M +8% 1.88% 107% 1,183 34.15% 2.3
Wealth Architects
2230
Wealth Architects
California
USD 1110 M +USD 50.8 M +5% 3.94% 80.1% 250 10% 5.3
ARS Wealth Advisors Group
2231
ARS Wealth Advisors Group
Florida
USD 1109 M +USD 96.3 M +10% 4.01% 89.5% 202 10.89% 2.4
Conservest Capital Advisors
2232
Conservest Capital Advisors
Pennsylvania
USD 1109 M +USD 27.9 M +3% 2.46% 58.6% 135 9.63% 2.1
Topline Capital Management
2233
Topline Capital Management
California
USD 1105 M +USD 524 M +90% 8.53% – 57 40.35% 0.5
UNC Management Company
2234
UNC Management Company
North Carolina
USD 1105 M +USD 216 M +24% 2.34% 92% 5 40% 0.8
M
2235
MOTCO
Texas
USD 1103 M +USD 8.42 M +0.8% 2.75% 63.5% 659 6.37% 5.1
AWM Capital
2236
AWM Capital
Arizona
USD 1102 M +USD 1.66 M +0.2% 2.07% 51.1% 106 5.66% 2.7
Royal Fund Management
2237
Royal Fund Management
Florida
USD 1100 M +USD 260 M +31% 1.72% 103% 354 35.88% 3.3
Provident Investment Management
2238
Provident Investment Management
Michigan
USD 1099 M -USD 34 M -3% 1.25% 90.8% 92 18.48% 4.3
Greenvale Capital
2239
Greenvale Capital
United Kingdom
USD 1099 M -USD 172 M -14% 1.16% 101% 21 52.38% 1
Silicon Valley Capital Partners
2240
Silicon Valley Capital Partners
California
USD 1099 M +USD 38.6 M +4% 3.21% 103% 303 20.79% 2.6
Nicola Wealth Management
2241
Nicola Wealth Management
British Columbia, Canada
USD 1099 M -USD 24.4 M -2% 2.48% 56.1% 69 11.59% 2.7
Certified Advisory Corp
2242
Certified Advisory Corp
Florida
USD 1098 M +USD 44.6 M +4% 2.11% 62.9% 329 7.9% 4
Hackensack Meridian Health
2243
Hackensack Meridian Health
New Jersey
USD 1097 M +USD 124 M +13% 2.63% 53.4% 8 37.5% 1.9
Main Management Fund Advisors
2244
Main Management Fund Advisors
California
USD 1097 M +USD 65 M +6% 2.55% 80% 10 50% 0.6
Diameter Capital Partners
2245
Diameter Capital Partners
New York
USD 1094 M -USD 528 M -33% 17.9% 378% 67 74.63% 0.5
First Nebraska Trust
2246
First Nebraska Trust
Nebraska
USD 1094 M -USD 12.3 M -1% 1.66% 76.9% 224 10.71% 6.2
Stokes Family Office
2247
Stokes Family Office
Louisiana
USD 1093 M +USD 40.3 M +4% 3.18% 68.1% 317 18.61% 2.9
Cape Cod Five Cents Savings Bank
2248
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1092 M USD 0 0% 1.6% – 189 0% 7.9
Dock Street Asset Management
2249
Dock Street Asset Management
Florida
USD 1091 M -USD 53.6 M -5% 0.17% 175% 53 18.87% 5.1
Allen Capital Group
2250
Allen Capital Group
Nebraska
USD 1091 M +USD 31 M +3% 1.52% 62.8% 287 12.2% 2