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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)
JNBA Financial Advisors
2251
JNBA Financial Advisors
Minnesota
USD 819 M +USD 74.8 M +10% 7.22% 66.8% 905 23.65% 2.9
AP
2252
Archon Partners
New Jersey
USD 819 M +USD 22 M +3% 8.18% 99.5% 58 12.07% 3.8
Sentinel Trust
2253
Sentinel Trust
Texas
USD 818 M +USD 181 M +28% 6.06% 93.3% 163 59.51% 1.1
Avestar Capital
2254
Avestar Capital
New York
USD 818 M +USD 35.8 M +5% 8.24% 112% 523 34.8% 1.1
Citizens Business Bank
2255
Citizens Business Bank
California
USD 816 M +USD 64.6 M +9% 8.24% 108% 260 11.92% 4.6
Greenvale Capital
2256
Greenvale Capital
United Kingdom
USD 815 M -USD 14.5 M -2% 2.07% 101% 16 43.75% 0.8
PAM
2257
Private Asset Management
California
USD 815 M +USD 81 M +11% 14% 38.2% 153 5.23% 4.8
Lutz Financial Services
2258
Lutz Financial Services
Nebraska
USD 814 M +USD 44.5 M +6% 5.01% 37.2% 65 4.62% 3
United Bank (Virginia)
2259
United Bank (Virginia)
Virginia
USD 814 M +USD 66.9 M +9% 10.5% 76.1% 168 7.14% 3.1
Sycamore Partners Management
2260
Sycamore Partners Management
New York
USD 814 M – – 36% 31.8% 1 – 0
Nicolet Advisory Services
2261
Nicolet Advisory Services
Wisconsin
USD 813 M +USD 25.1 M +3% 6.38% 62.7% 226 18.14% 1.9
RWWM Inc
2262
RWWM Inc
California
USD 812 M +USD 36.1 M +5% 2.04% 40.6% 13 0% 4.6
Engaged Capital
2263
Engaged Capital
California
USD 812 M -USD 580 M -42% 7.03% 26.2% 11 36.36% 2.5
TFM
2264
TPI Fund Managers
United Kingdom
USD 812 M +USD 70.9 M +10% 11.3% 49.6% 42 21.43% 1.6
Elm Partners Management
2265
Elm Partners Management
Pennsylvania
USD 811 M +USD 62.2 M +8% 4.3% 46.9% 36 11.11% 2.7
ShawSpring Partners
2266
ShawSpring Partners
Massachusetts
USD 811 M -USD 148 M -15% 11.6% 3.53% 5 20% 2.4
J.V. Bruni & Co
2267
J.V. Bruni & Co
Colorado
USD 811 M +USD 45.4 M +6% 5.91% 113% 34 2.94% 4.1
Hengehold Capital Management
2268
Hengehold Capital Management
Ohio
USD 811 M +USD 51.2 M +7% 6% 54.5% 172 10.47% 3.4
Howard Capital Management
2269
Howard Capital Management
Georgia
USD 810 M +USD 135 M +20% 14% 144% 79 27.85% 0.8
Criteria Caixa
2270
Criteria Caixa
Spain
USD 810 M +USD 84.5 M +12% 9.69% 35.5% 52 36.54% 1.2
ICICI Prudential Asset Management
2271
ICICI Prudential Asset Management
India
USD 810 M +USD 218 M +37% 2.92% 79.3% 152 69.74% 0.5
JTC Employer Solutions Trustee
2272
JTC Employer Solutions Trustee
Jersey
USD 809 M +USD 62.9 M +8% 10.1% 88.7% 317 4.1% 0.5
Trust Asset Management
2273
Trust Asset Management
Texas
USD 809 M +USD 82.9 M +11% 11.5% 104% 218 11.47% 1.2
Great Mountain Partners
2274
Great Mountain Partners
Connecticut
USD 808 M -USD 121 M -13% 13% 98.7% 1 0% 1.5
Artemis Wealth Advisors
2275
Artemis Wealth Advisors
New York
USD 807 M +USD 88.6 M +12% 16.5% 180% 93 37.63% 1.8