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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)
WNY Asset Management
2326
WNY Asset Management
New York
USD 857 M +USD 102 M +13% 6.66% – 254 16.54% 2.1
Apriem Advisors
2327
Apriem Advisors
California
USD 856 M +USD 39.3 M +5% 6.75% 74.3% 185 11.89% 5
CCM
2328
CAAS Capital Management
New York
USD 856 M +USD 546 M +176% 4.48% 11% 473 62.58% 0.5
Global Strategic Investment Solutions
2329
Global Strategic Investment Solutions
Arizona
USD 856 M +USD 27.8 M +3% 5.65% 56.8% 151 5.3% 3.3
Onex Canada Asset Management
2330
Onex Canada Asset Management
Ontario, Canada
USD 855 M -USD 23 M -3% 8.61% 87.8% 115 8.7% 4.4
Quest Investment Management
2331
Quest Investment Management
Oregon
USD 855 M -USD 49.5 M -5% 4.79% 105% 93 17.2% 5.6
Manchester Capital Management
2332
Manchester Capital Management
Vermont
USD 854 M +USD 21.6 M +3% 6.58% 86.7% 1,209 7.69% 3.6
BCM
2333
Bayesian Capital Management
New York
USD 853 M -USD 19.3 M -2% 10.9% 107% 1,104 80.07% 0.2
Falcon Wealth Planning
2334
Falcon Wealth Planning
California
USD 852 M +USD 81.6 M +11% 5.71% 52.7% 155 15.48% 2
Alera Investment Advisors
2335
Alera Investment Advisors
Illinois
USD 851 M +USD 19.8 M +2% 5.4% 28.9% 313 18.21% 1.6
Mantle Ridge LP
2336
Mantle Ridge LP
New York
USD 851 M -USD 441 M -34% 34.1% 44.2% 1 0% 2.8
Coastline Trust
2337
Coastline Trust
Rhode Island
USD 851 M -USD 3.02 M -0.4% 5.76% 106% 455 51.87% 3.8
FORA Capital
2338
FORA Capital
Florida
USD 850 M +USD 30.2 M +4% 8.42% 162% 607 73.31% 0.2
PPSC Investment Service
2339
PPSC Investment Service
Japan
USD 849 M +USD 101 M +14% 8.91% 193% 6 16.67% 1.2
American National Bank & Trust
2340
American National Bank & Trust
Texas
USD 848 M +USD 45.4 M +6% 6.67% 102% 592 27.03% 3.3
Galileo PTC
2341
Galileo PTC
British Virgin Islands
USD 848 M -USD 483 M -36% 12.2% 82.7% 7 14.29% 3.4
Norden Group
2342
Norden Group
Utah
USD 847 M +USD 353 M +71% 5.99% 104% 534 28.84% 0.6
BFS
2343
Bard Financial Services
Connecticut
USD 847 M -USD 120 M -12% 8.34% 90.1% 237 15.61% 3
Toth Financial Advisory
2344
Toth Financial Advisory
Virginia
USD 847 M +USD 60.1 M +8% 9.68% 90.4% 790 16.08% 3.9
Spectrum Wealth Counsel
2345
Spectrum Wealth Counsel
Indiana
USD 847 M +USD 56.4 M +7% 6.27% – 446 28.92% 0.5
8KM
2346
8 Knots Management
Texas
USD 847 M -USD 189 M -18% 15.4% – 25 60% 0.4
Bell Bank
2347
Bell Bank
North Dakota
USD 845 M -USD 344 M -29% 6.16% 71% 197 14.72% 5.2
Southernsun Asset Management
2348
Southernsun Asset Management
Tennessee
USD 844 M +USD 14.6 M +2% 11.3% 54.7% 30 13.33% 5.4
FourThought Financial Partners
2349
FourThought Financial Partners
Florida
USD 843 M +USD 65.7 M +8% 7.95% 95.9% 182 6.59% 1.5
KLCM Advisors
2350
KLCM Advisors
Wisconsin
USD 843 M +USD 33.1 M +4% 5.93% 122% 177 12.99% 4.3