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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)
Common Fund For Nonprofit Organizations
2451
Common Fund For Nonprofit Organizations
Connecticut
USD 635 M +USD 64.4 M +11% 9.31% 70.8% 11 18.18% 1.9
Alaska Wealth Advisors
2452
Alaska Wealth Advisors
Alaska
USD 634 M +USD 36.5 M +6% 2.4% 44.3% 124 15.32% 1.5
SP
2453
Solel Partners
Massachusetts
USD 634 M +USD 145 M +30% 12.9% 25.9% 27 29.63% 1.3
Signet Financial Management
2454
Signet Financial Management
New Jersey
USD 632 M +USD 38.5 M +6% 5.98% 65.2% 278 8.99% 2.3
KWB Wealth
2455
KWB Wealth
California
USD 632 M +USD 90.3 M +17% 3.98% 54.8% 139 25.18% 1.3
Montanaro Asset Management
2456
Montanaro Asset Management
United Kingdom
USD 632 M -USD 11.6 M -2% 8.97% 49.6% 46 4.35% 2.1
Means Investment Company
2457
Means Investment Company
Maine
USD 632 M +USD 62.6 M +11% 10.2% 87.9% 200 6% 3.1
Sierra Capital
2458
Sierra Capital
Florida
USD 632 M +USD 15.2 M +2% 3.67% 32.4% 187 5.88% 1.9
SCM
2459
Somerset Capital Management
United Kingdom
USD 631 M -USD 89.4 M -12% 5.14% 7.5% 11 9.09% 3.4
Strategic Wealth Investment Group
2460
Strategic Wealth Investment Group
Kentucky
USD 630 M +USD 91 M +17% 6.73% – 141 27.66% 1.9
ARS Wealth Advisors Group
2461
ARS Wealth Advisors Group
Florida
USD 630 M +USD 87.2 M +16% 6.23% 89.5% 148 21.62% 1.2
Continuum Advisory
2462
Continuum Advisory
Idaho
USD 629 M +USD 39.5 M +7% 5.36% 77% 458 10.48% 2
Ikarian Capital
2463
Ikarian Capital
Texas
USD 628 M +USD 187 M +42% 32.6% 5,184% 169 58.58% 0.6
Main Street Research
2464
Main Street Research
Connecticut
USD 627 M +USD 121 M +24% 6.94% 232% 103 21.36% 4.6
Mechanics Bank - Trust Department
2465
Mechanics Bank - Trust Department
California
USD 627 M +USD 32.3 M +5% 6.86% 76.8% 174 4.02% 6.4
VR Adviser
2466
VR Adviser
New York
USD 625 M +USD 113 M +22% 23.5% 1,698% 35 42.86% 0.7
Atmos Capital Gestao de Recursos
2467
Atmos Capital Gestao de Recursos
Brazil
USD 625 M +USD 280 M +81% 51.3% 101% 15 33.33% 1.7
JWBC
2468
J.W. Burns & Co
New York
USD 624 M +USD 36.3 M +6% 8.18% 95.4% 177 2.82% 6.8
Avestar Capital
2469
Avestar Capital
New York
USD 624 M +USD 63.5 M +11% 8.58% 101% 371 25.07% 1.7
AlphaCore Capital
2470
AlphaCore Capital
California
USD 624 M +USD 246 M +65% 3.23% 85.9% 356 33.71% 0.8
Dendur Capital
2471
Dendur Capital
New York
USD 624 M +USD 45.1 M +8% 18.1% 99.6% 14 21.43% 1.3
Gilbert & Cook
2472
Gilbert & Cook
Iowa
USD 624 M +USD 44.2 M +8% 6.13% 63.2% 239 21.76% 2.8
Winthrop Advisory Group
2473
Winthrop Advisory Group
Massachusetts
USD 624 M +USD 57 M +10% 7.45% 78.3% 140 12.14% 3
Silver Oak Securities
2474
Silver Oak Securities
Tennessee
USD 622 M +USD 12.5 M +2% 3.96% 73.4% 495 34.14% 0.7
Southern Farm Bureau Life Insurance
2475
Southern Farm Bureau Life Insurance
Mississippi
USD 622 M +USD 29 M +5% 4.62% 52.3% 15 0% 1.7