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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)
Harbor Investment Advisory
2251
Harbor Investment Advisory
Maryland
USD 607 M -USD 16.9 M -3% 4.12% 97.5% 1,432 7.61% 2.1
CloudAlpha Capital Management
2252
CloudAlpha Capital Management
Hong Kong
USD 607 M -USD 167 M -22% 4.97% 2,704% 29 72.41% 0.4
Main Street Financial Solutions
2253
Main Street Financial Solutions
Pennsylvania
USD 607 M -USD 167 M -22% 4.49% 75.4% 482 18.05% 1.3
Sentinel Trust
2254
Sentinel Trust
Texas
USD 607 M -USD 42.3 M -7% 5.03% 79.2% 128 18.75% 2.1
Circle Wealth Management
2255
Circle Wealth Management
New Jersey
USD 606 M -USD 22.4 M -4% 4.46% 71.8% 166 4.82% 2.9
Ally Financial
2256
Ally Financial
Michigan
USD 606 M -USD 127 M -17% 8.17% 9.35% 117 5.98% 1.9
Endurance Wealth Management
2257
Endurance Wealth Management
Rhode Island
USD 605 M -USD 52.9 M -8% 4.93% 59% 656 6.86% 5
Southern Farm Bureau Life Insurance
2258
Southern Farm Bureau Life Insurance
Mississippi
USD 605 M -USD 71.3 M -11% 6.66% 52.3% 31 45.16% 1.4
Makaira Partners
2259
Makaira Partners
California
USD 604 M +USD 161 M +36% 8.85% 22% 10 10% 3.3
Curi Wealth Management
2260
Curi Wealth Management
North Carolina
USD 604 M +USD 84.1 M +16% 5.54% 16.2% 755 78.54% 1
Quantitative Investment Management
2261
Quantitative Investment Management
Virginia
USD 602 M -USD 54.3 M -8% 7.13% 24.6% 340 61.18% 0.2
JTC Employer Solutions Trustee
2262
JTC Employer Solutions Trustee
Jersey
USD 602 M -USD 163 M -21% 15.7% 88.7% 327 9.48% 1.1
Griffin Asset Management
2263
Griffin Asset Management
New York
USD 602 M -USD 24.8 M -4% 2.99% 88.9% 217 8.29% 4.6
Cutler Investment Counsel
2264
Cutler Investment Counsel
Oregon
USD 602 M -USD 33.4 M -5% 4.83% 56.2% 129 6.2% 4.2
PWMAG
2265
Pinnacle Wealth Management Advisory Group
New Jersey
USD 602 M -USD 18.6 M -3% 5.3% 90.7% 309 16.5% 3.1
Gemmer Asset Management
2266
Gemmer Asset Management
California
USD 600 M -USD 39.3 M -6% 3.19% 96.8% 121 16.53% 5.6
Strategic Global Advisors
2267
Strategic Global Advisors
California
USD 600 M -USD 55.9 M -9% 5.02% 137% 154 14.29% 1.8
WCM
2268
Wallace Capital Management
Texas
USD 600 M -USD 63.8 M -10% 6.39% 62.3% 73 10.96% 5
Makena Capital Management
2269
Makena Capital Management
California
USD 600 M -USD 12.9 M -2% 1.3% 78.7% 50 22% 1.3
Cypress Capital Group
2270
Cypress Capital Group
Florida
USD 600 M -USD 56.5 M -9% 4.95% 97.8% 291 9.62% 4.6
Graves Light Lenhart Wealth
2271
Graves Light Lenhart Wealth
Virginia
USD 600 M -USD 55.3 M -8% 5.57% 47.7% 642 73.36% 3.1
Minneapolis Portfolio Management Group
2272
Minneapolis Portfolio Management Group
Minnesota
USD 600 M -USD 95.4 M -14% 8.47% 140% 28 3.57% 4.4
Fort Point Capital Partners
2273
Fort Point Capital Partners
California
USD 599 M -USD 13.1 M -2% 4.7% 62.2% 285 10.18% 2.4
Sheets Smith Wealth Management
2274
Sheets Smith Wealth Management
North Carolina
USD 599 M -USD 8.64 M -1% 4.39% 83.4% 315 8.57% 4.6
Progeny 3 Inc
2275
Progeny 3 Inc
Washington
USD 599 M +USD 103 M +21% 4.42% 96.8% 31 41.94% 1.2