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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)
IHT Wealth Management
2426
IHT Wealth Management
Illinois
USD 378 M +USD 143 M +61% 4.75% 74.8% 1,841 24.88% 0.7
Anchor Investment Management
2427
Anchor Investment Management
South Carolina
USD 377 M +USD 35.9 M +11% 5.39% 75.1% 825 8.48% 1.4
AIA International
2428
AIA International
Hong Kong
USD 377 M – – 0.42% 47.9% 11 – 0
Needham Investment Management
2429
Needham Investment Management
New York
USD 376 M -USD 18.7 M -5% 2.35% 424% 98 14.29% 3.1
Pelham Capital
2430
Pelham Capital
United Kingdom
USD 376 M +USD 86.4 M +30% 27.3% 135% 3 33.33% 0.8
Ativo Capital Management
2431
Ativo Capital Management
Illinois
USD 376 M +USD 3.11 M +0.8% 4.65% 63.8% 254 31.1% 1.5
WBH Advisory
2432
WBH Advisory
Maryland
USD 375 M +USD 16.6 M +5% 6.26% 57.6% 226 3.54% 3.2
Carlson Capital Management
2433
Carlson Capital Management
Minnesota
USD 375 M +USD 33.7 M +10% 5.46% 9.85% 93 11.83% 2.5
Avidian Wealth Enterprises
2434
Avidian Wealth Enterprises
Texas
USD 374 M +USD 111 M +42% 1.41% 71.7% 112 24.11% 1.2
Argent Trust
2435
Argent Trust
Texas
USD 374 M +USD 8.52 M +2% 5.94% 25.8% 213 10.8% 2
WealthPLAN Partners
2436
WealthPLAN Partners
Nebraska
USD 374 M +USD 17.1 M +5% 6.21% 71.6% 241 26.97% 1.4
United Asset Strategies
2437
United Asset Strategies
New York
USD 373 M +USD 197 M +112% 5.5% 94.6% 208 50.48% 1.1
LA
2438
Leonetti & Associates
Illinois
USD 373 M -USD 2.69 M -0.7% 4.92% 49.5% 47 23.4% 2.2
First National Bank & Trust Co of Newtown
2439
First National Bank & Trust Co of Newtown
Pennsylvania
USD 373 M +USD 16.6 M +5% 4.29% 55.7% 126 5.56% 3.6
Bremer Trust National Association
2440
Bremer Trust National Association
Minnesota
USD 372 M +USD 12.7 M +4% 6.87% 31.2% 262 12.6% 2.8
Verity & Verity
2441
Verity & Verity
South Carolina
USD 372 M +USD 28.9 M +8% 6.84% 76.4% 100 15% 2.7
Greylock XII
2442
Greylock XII
California
USD 372 M – – 17.2% – 2 – 0
MAM
2443
Marketfield Asset Management
New York
USD 371 M -USD 11.7 M -3% 9.57% 61.5% 43 4.65% 2.4
Sunflower Bank Wealth Management
2444
Sunflower Bank Wealth Management
Arizona
USD 371 M +USD 94.9 M +34% 5.49% 33.7% 137 32.85% 2.4
Smith, Moore & Co
2445
Smith, Moore & Co
Missouri
USD 371 M +USD 19.4 M +6% 5.02% 67% 327 13.76% 1.9
Impax Asset Management (AIFM)
2446
Impax Asset Management (AIFM)
United Kingdom
USD 371 M +USD 29.5 M +9% 6.32% 40.5% 24 8.33% 2.3
FrontFour Capital Group
2447
FrontFour Capital Group
Connecticut
USD 370 M -USD 175 M -32% 4.01% 8.55% 56 48.21% 0.5
SFM
2448
Signature Financial Management
Virginia
USD 370 M +USD 41.9 M +13% 6.58% 20.8% 175 38.29% 2.8
Huntington Steele
2449
Huntington Steele
Pennsylvania
USD 369 M +USD 30.7 M +9% 9.84% 69.8% 74 1.35% 3.2
Dixon Hubard Feinour & Brown
2450
Dixon Hubard Feinour & Brown
Virginia
USD 369 M +USD 20.9 M +6% 7.47% 63.5% 205 15.12% 2.8