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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)
Institutional & Family Asset Management
2476
Institutional & Family Asset Management
Colorado
USD 611 M -USD 3.53 M -0.6% 2.95% 19% 782 12.4% 4
Means Investment Company
2477
Means Investment Company
Maine
USD 611 M -USD 21.1 M -3% 3.87% 87.9% 202 7.43% 3.3
ARS Wealth Advisors Group
2478
ARS Wealth Advisors Group
Florida
USD 610 M -USD 19.5 M -3% 3.55% 89.5% 155 15.48% 1.3
Security Benefit Life Insurance Company
2479
Security Benefit Life Insurance Company
Kansas
USD 610 M -USD 270 M -31% 7.42% 60.6% 60 20% 1.6
New England Asset Management
2480
New England Asset Management
Connecticut
USD 610 M -USD 80 M -12% 3.4% 55.6% 120 23.33% 5.5
Dean Investment Associates
2481
Dean Investment Associates
Ohio
USD 610 M -USD 4.68 M -0.8% 3.31% 63.5% 221 13.57% 3.9
Winthrop Advisory Group
2482
Winthrop Advisory Group
Massachusetts
USD 609 M -USD 14.5 M -2% 3.32% 78.3% 136 8.09% 3.4
Professional Advisory Services
2483
Professional Advisory Services
Florida
USD 608 M -USD 50.7 M -8% 2.91% 69.3% 73 9.59% 6.2
Bell Asset Management
2484
Bell Asset Management
Australia
USD 608 M +USD 23.1 M +4% 3.97% 45.3% 67 13.43% 3.6
Atlas Capital Advisors
2485
Atlas Capital Advisors
Wyoming
USD 607 M -USD 52.4 M -8% 2.14% – 937 12.06% 2.5
SIA
2486
Strategic Investment Advisors
Michigan
USD 607 M -USD 114 M -16% 3.09% 66.1% 248 31.85% 1.6
Baker Tilly Wealth Management
2487
Baker Tilly Wealth Management
Wisconsin
USD 607 M -USD 346 M -36% 3.47% 96.9% 562 21.53% 2.1
Alera Investment Advisors
2488
Alera Investment Advisors
Illinois
USD 607 M +USD 143 M +31% 3.69% 28.9% 175 10.29% 2.4
Pinnacle Wealth Planning Services
2489
Pinnacle Wealth Planning Services
Ohio
USD 607 M -USD 12.5 M -2% 0.89% 84.5% 491 14.66% 2.6
Signet Financial Management
2490
Signet Financial Management
New Jersey
USD 606 M -USD 26.9 M -4% 2.48% 65.2% 277 10.47% 2.5
Atlas FRM
2491
Atlas FRM
Connecticut
USD 605 M +USD 82.5 M +16% 11% 38.9% 11 18.18% 0.8
Keywise Capital Management (HK)
2492
Keywise Capital Management (HK)
Hong Kong
USD 604 M +USD 54.9 M +10% 19.2% 684% 10 0% 1.3
Foundation Resource Management
2493
Foundation Resource Management
Arkansas
USD 602 M +USD 1.98 M +0.3% 1.35% 84.5% 53 5.66% 7.1
Cahill Financial Advisors
2494
Cahill Financial Advisors
Minnesota
USD 602 M -USD 16.1 M -3% 3.85% 55.9% 247 6.48% 4.4
Freshford Capital Management
2495
Freshford Capital Management
New York
USD 602 M -USD 51.8 M -8% 3.35% 97.3% 23 21.74% 1.6
Hill Investment Group Partners
2496
Hill Investment Group Partners
Missouri
USD 602 M +USD 46.6 M +8% 2.53% 50.6% 67 13.43% 1.3
Strategic Global Advisors
2497
Strategic Global Advisors
California
USD 601 M -USD 49 M -8% 0.91% 137% 172 31.98% 1.8
Arden Trust
2498
Arden Trust
Delaware
USD 601 M -USD 8.36 M -1% 2.63% 22.5% 271 20.66% 4.6
Absher Wealth Management
2499
Absher Wealth Management
North Carolina
USD 600 M -USD 3.73 M -0.6% 3.38% 54.5% 59 6.78% 2.9
OCMI
2500
Oaktop Capital Management II
New Jersey
USD 599 M -USD 58.7 M -9% 5.25% 451% 15 6.67% 6.7