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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)
Avalon Global Asset Management
2476
Avalon Global Asset Management
California
USD 843 M +USD 129 M +18% 29.4% 278% 55 52.73% 3.1
Glencore
2477
Glencore
Switzerland
USD 843 M +USD 4.18 M +0.5% 1.34% – 2 0% 0.5
Coppell Advisory Solutions
2478
Coppell Advisory Solutions
Texas
USD 842 M +USD 121 M +17% 8.28% – 442 40.5% 1.6
DiNuzzo Private Wealth
2479
DiNuzzo Private Wealth
Pennsylvania
USD 842 M +USD 48 M +6% 5.82% 42.7% 1,417 6.14% 1.4
L. Roy Papp & Associates
2480
L. Roy Papp & Associates
Arizona
USD 842 M +USD 26.7 M +3% 5.3% 80.1% 181 4.42% 7.1
SCHF (GPE)
2481
SCHF (GPE)
Wyoming
USD 842 M +USD 424 M +102% 38.9% – 7 71.43% 0.1
HHM Wealth Advisors
2482
HHM Wealth Advisors
Tennessee
USD 841 M +USD 98.5 M +13% 7.61% 62.3% 956 13.28% 2.9
Southeast Asset Advisors
2483
Southeast Asset Advisors
Georgia
USD 841 M +USD 25.8 M +3% 3.54% 91.5% 200 12.5% 4.2
James Investment Research
2484
James Investment Research
Ohio
USD 841 M +USD 53.4 M +7% 11.1% 110% 352 11.36% 4.9
Cabot Wealth Management
2485
Cabot Wealth Management
Massachusetts
USD 841 M +USD 55.9 M +7% 9.19% 69.3% 135 11.11% 5.9
Graves Light Lenhart Wealth
2486
Graves Light Lenhart Wealth
Virginia
USD 840 M +USD 25.7 M +3% 3.91% 47.7% 197 7.61% 4.6
Legato Capital Management
2487
Legato Capital Management
California
USD 839 M +USD 97.1 M +13% 20.3% 243% 636 23.11% 1.5
Main Management Fund Advisors
2488
Main Management Fund Advisors
California
USD 839 M +USD 156 M +23% 13.7% 80% 6 0% 1.2
NWF Advisory Services
2489
NWF Advisory Services
California
USD 839 M +USD 126 M +18% 8.84% 120% 443 23.02% 1
Pinkerton Retirement Specialists
2490
Pinkerton Retirement Specialists
Idaho
USD 838 M +USD 67.8 M +9% 11.4% 82.9% 153 43.79% 2.8
Red Door Wealth Management
2491
Red Door Wealth Management
Tennessee
USD 838 M +USD 161 M +24% 10% 100% 289 22.49% 2.4
BFS
2492
Bard Financial Services
Connecticut
USD 837 M +USD 19.7 M +2% 6.59% 90.1% 217 8.76% 3.6
Leuthold Group
2493
Leuthold Group
Minnesota
USD 837 M +USD 66.9 M +9% 13.1% 126% 239 29.71% 1.5
NTV Asset Management
2494
NTV Asset Management
West Virginia
USD 837 M +USD 86 M +11% 12.1% 110% 294 10.54% 6.2
Marathon Trading Investment Management
2495
Marathon Trading Investment Management
Pennsylvania
USD 837 M +USD 91.8 M +12% 17.2% 143% 410 49.02% 1.4
Nan Fung Trinity
2496
Nan Fung Trinity
Hong Kong
USD 836 M +USD 205 M +33% 10.6% 82.3% 67 53.73% 0.5
Barlow Wealth Partners
2497
Barlow Wealth Partners
Kentucky
USD 836 M +USD 74.2 M +10% 12.4% 101% 142 11.27% 1.3
United Bank (Virginia)
2498
United Bank (Virginia)
Virginia
USD 835 M +USD 49.3 M +6% 8.56% 76.1% 147 13.61% 5.3
Opus Capital Group
2499
Opus Capital Group
Ohio
USD 835 M +USD 58.3 M +7% 6.79% 49.7% 131 7.63% 5
Headlands Technologies
2500
Headlands Technologies
Illinois
USD 835 M -USD 42.2 M -5% 23.3% 158% 1,610 60.56% 0.4