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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)
Rossmore Private Capital
2501
Rossmore Private Capital
Connecticut
USD 642 M +USD 1.84 M +0.3% 1.51% 87.1% 230 5.65% 2.6
Private Trust Company
2502
Private Trust Company
Ohio
USD 640 M -USD 84.1 M -12% 3.53% 87.7% 397 17.63% 5.1
Sage Mountain Advisors
2503
Sage Mountain Advisors
Georgia
USD 640 M -USD 194 M -23% 3.15% 62.5% 751 27.96% 0.7
Institutional & Family Asset Management
2504
Institutional & Family Asset Management
Colorado
USD 639 M -USD 3.25 M -0.5% 0.96% 19% 865 13.41% 3
Nadler Financial Group
2505
Nadler Financial Group
Illinois
USD 638 M -USD 38.5 M -6% 3.6% 81.8% 143 23.78% 4.5
JCI
2506
Jet Capital Investors
New York
USD 638 M +USD 260 M +69% 6.25% 147% 50 70% 0.3
Steel Grove Capital Advisors
2507
Steel Grove Capital Advisors
Tennessee
USD 638 M +USD 131 M +26% 3.07% 106% 164 14.02% 2.8
Clear Creek Financial Management
2508
Clear Creek Financial Management
Washington
USD 638 M -USD 27.4 M -4% 1.82% 86.1% 381 17.85% 0.7
Financial Synergies Wealth Advisors
2509
Financial Synergies Wealth Advisors
Texas
USD 635 M -USD 94.6 M -13% 5.5% 79% 70 20% 1.9
Sunriver Management
2510
Sunriver Management
Connecticut
USD 635 M +USD 1.64 M +0.3% 5.11% 9.27% 21 23.81% 1.1
Miller Investment Management
2511
Miller Investment Management
Pennsylvania
USD 635 M -USD 64.3 M -9% 3.66% 60.2% 101 9.9% 4.3
Virtue Capital Management
2512
Virtue Capital Management
Tennessee
USD 635 M -USD 43.2 M -6% 3.85% 97.9% 447 20.13% 1.1
TM
2513
THRC Management
Texas
USD 634 M +USD 75.9 M +14% 76.9% – 28 39.29% 0.2
Sierra Capital
2514
Sierra Capital
Florida
USD 634 M -USD 37.9 M -6% 0.75% 32.4% 891 11.45% 0.6
CEI
2515
Clark Estates Inc
New York
USD 634 M -USD 49.7 M -7% 2.76% 34.5% 108 33.33% 1.9
Bloom Tree Partners
2516
Bloom Tree Partners
New York
USD 633 M -USD 117 M -16% 6.91% 20.4% 155 18.71% 0.8
Alpha Omega Wealth Management
2517
Alpha Omega Wealth Management
Virginia
USD 633 M -USD 18.1 M -3% 2.42% 65.9% 230 5.65% 4
GPI Capital
2518
GPI Capital
New York
USD 632 M -USD 153 M -20% 1.05% 261% 10 30% 0.5
BFSG LLC
2519
BFSG LLC
California
USD 632 M -USD 87.9 M -12% 1.93% 81.9% 237 29.54% 1.8
Focused Wealth Management
2520
Focused Wealth Management
New York
USD 631 M -USD 16 M -2% 4.58% 73.9% 1,166 18.18% 3.5
Spectrum Management Group
2521
Spectrum Management Group
Indiana
USD 631 M -USD 64.5 M -9% 2.54% 44% 368 26.36% 1.9
Auxier Asset Management
2522
Auxier Asset Management
Oregon
USD 631 M -USD 13.5 M -2% 1.8% 71.7% 177 7.91% 6.1
LS Investment Advisors
2523
LS Investment Advisors
Michigan
USD 630 M -USD 32.8 M -5% 5.92% 98.7% 161 17.39% 7.3
Endeavour Capital Advisors
2524
Endeavour Capital Advisors
Connecticut
USD 629 M -USD 83 M -12% 6.56% 105% 67 32.84% 2.1
RGT Wealth Advisors
2525
RGT Wealth Advisors
Texas
USD 629 M -USD 26.6 M -4% 1.22% 9.35% 356 70.22% 1