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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)
Bell Bank
2326
Bell Bank
North Dakota
USD 445 M +USD 71.7 M +19% 2.88% 71% 162 15.43% 3.1
Whitney & Co
2327
Whitney & Co
New York
USD 445 M +USD 3.01 M +0.7% 2.81% 93.2% 105 6.67% 3.6
Smith, Moore & Co
2328
Smith, Moore & Co
Missouri
USD 445 M +USD 24.3 M +6% 2.75% 67% 332 8.13% 2.8
JOYN Advisors
2329
JOYN Advisors
Georgia
USD 445 M +USD 10 M +2% 2.35% 0.77% 138 23.19% 1.5
Main Street Research
2330
Main Street Research
Connecticut
USD 444 M +USD 130 M +41% 3.68% 232% 96 11.46% 3.4
Roundview Capital
2331
Roundview Capital
New Jersey
USD 444 M +USD 23.2 M +6% 4.39% 77.7% 232 10.78% 3.3
CBT
2332
Central Bank & Trust
Kentucky
USD 444 M -USD 1.81 M -0.4% 3.53% 118% 282 13.12% 4.1
Lee Financial
2333
Lee Financial
Texas
USD 443 M +USD 15.6 M +4% 1.86% 75% 552 8.33% 1.6
Kore Private Wealth
2334
Kore Private Wealth
New York
USD 443 M -USD 1.4 M -0.3% 2.35% 35.9% 913 75.58% 0.5
Fiduciary Trust International
2335
Fiduciary Trust International
Massachusetts
USD 443 M +USD 44.5 M +11% 4.78% 36.8% 149 48.32% 2
Mechanics Bank - Trust Department
2336
Mechanics Bank - Trust Department
California
USD 443 M +USD 3.87 M +0.9% 2.96% 76.8% 158 8.23% 4
MRCM
2337
M&R Capital Management
New Jersey
USD 442 M +USD 3.31 M +0.8% 3.23% 52.6% 528 3.41% 3.3
Managed Asset Portfolios
2338
Managed Asset Portfolios
Michigan
USD 442 M +USD 37.7 M +9% 6.72% 99.2% 28 7.14% 3.3
LVZ Inc
2339
LVZ Inc
Michigan
USD 441 M +USD 13.3 M +3% 2.18% 52.9% 77 7.79% 1.6
VOAM
2340
Vertex One Asset Management
British Columbia, Canada
USD 441 M -USD 22.7 M -5% 8.06% 107% 158 43.67% 1
RPGK
2341
Retirement Planning Group (Kansas)
Kansas
USD 441 M +USD 26.7 M +6% 2.78% 54.7% 66 1.52% 3.7
University of Notre Dame du Lac
2342
University of Notre Dame du Lac
Indiana
USD 441 M -USD 7.2 M -2% 4.08% – 77 48.05% 1.1
Investure LLC
2343
Investure LLC
Virginia
USD 439 M -USD 83.3 M -16% 4.5% 55.4% 19 42.11% 1.9
Crosslink Capital
2344
Crosslink Capital
California
USD 439 M +USD 35.4 M +9% 11% 135% 30 30% 1.7
LVM Capital Management
2345
LVM Capital Management
Michigan
USD 439 M +USD 2.82 M +0.6% 2.39% 121% 114 7.02% 4.1
TIM
2346
Total Investment Management
Arizona
USD 439 M +USD 22.8 M +5% 2.3% 44.4% 55 10.91% 1.7
RFG Advisory
2347
RFG Advisory
Alabama
USD 438 M +USD 46.3 M +12% 3.34% 52.3% 335 21.49% 1.2
Private Capital Group
2348
Private Capital Group
Connecticut
USD 438 M -USD 87.7 M -17% 2.9% 30.1% 2,667 25.12% 1.2
PCM
2349
Prime Capital Management
Hong Kong
USD 438 M -USD 26.1 M -6% 3.21% 579% 3 0% 2.6
Miller Investment Management
2350
Miller Investment Management
Pennsylvania
USD 438 M +USD 57.2 M +15% 2.07% 60.2% 79 5.06% 4