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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)
Denali Advisors
2501
Denali Advisors
California
USD 885 M -USD 75 M -8% 9.59% 106% 333 24.32% 1.5
Covenant Asset Management
2502
Covenant Asset Management
New Jersey
USD 885 M +USD 208 M +31% 10.8% 177% 169 6.51% 4.2
8KM
2503
8 Knots Management
Texas
USD 884 M +USD 186 M +27% 2.57% – 27 70.37% 0.4
JWBC
2504
J.W. Burns & Co
New York
USD 884 M +USD 59.8 M +7% 8.18% 95.4% 189 5.29% 7.6
Sheets Smith Wealth Management
2505
Sheets Smith Wealth Management
North Carolina
USD 884 M +USD 28.8 M +3% 7.25% 83.4% 431 15.78% 4.9
Algebris (UK)
2506
Algebris (UK)
United Kingdom
USD 883 M +USD 249 M +39% 2.38% 24.5% 74 52.7% 0.5
McGuire Investment Group
2507
McGuire Investment Group
Rhode Island
USD 883 M +USD 100 M +13% 15.4% 202% 124 12.9% 4.1
RIM
2508
Rovida Investment Management
Cayman Islands
USD 882 M +USD 342 M +63% 54.6% – 20 35% 0.5
DiNuzzo Private Wealth
2509
DiNuzzo Private Wealth
Pennsylvania
USD 882 M +USD 39.5 M +5% 5.01% 42.7% 1,403 5.13% 1.6
WealthShield Partners
2510
WealthShield Partners
North Carolina
USD 882 M +USD 54.6 M +7% 7.06% 71% 579 6.39% 2.8
Tamar Securities
2511
Tamar Securities
California
USD 880 M +USD 55.1 M +7% 10.2% 84.8% 95 11.58% 2.6
LVZ Inc
2512
LVZ Inc
Michigan
USD 880 M +USD 45.7 M +5% 5.87% 52.9% 166 7.83% 3.1
INVST
2513
INVST
Indiana
USD 880 M +USD 77 M +10% 8.14% 78.5% 321 11.84% 1.9
Columbus Macro
2514
Columbus Macro
Pennsylvania
USD 879 M +USD 61.4 M +8% 4.71% 48.7% 221 11.76% 3.1
Cahill Financial Advisors
2515
Cahill Financial Advisors
Minnesota
USD 878 M +USD 72.7 M +9% 6.63% 55.9% 293 8.53% 4.6
State of Wyoming
2516
State of Wyoming
Wyoming
USD 877 M +USD 58.9 M +7% 15% 135% 2,117 27.78% 1.4
Gryphon Financial Partners
2517
Gryphon Financial Partners
Ohio
USD 877 M +USD 111 M +15% 10.3% 93.7% 337 13.95% 2.9
Westerkirk Capital
2518
Westerkirk Capital
USD 875 M +USD 64 M +8% 8.1% – 251 12.35% 0.2
Romano Brothers & Co
2519
Romano Brothers & Co
Illinois
USD 875 M +USD 66.1 M +8% 8.65% 110% 321 4.67% 2.5
Evermay Wealth Management
2520
Evermay Wealth Management
Virginia
USD 874 M +USD 62 M +8% 6.26% 56.2% 577 3.81% 4.2
Avalon Global Asset Management
2521
Avalon Global Asset Management
California
USD 874 M +USD 31.3 M +4% 7.89% 278% 53 37.74% 3.2
Freedom Together Foundation
2522
Freedom Together Foundation
New York
USD 874 M +USD 57 M +7% 7% – 2 0% 0.8
BlueStem Wealth Partners
2523
BlueStem Wealth Partners
Minnesota
USD 873 M +USD 59.5 M +7% 6.37% – 130 13.08% 0.6
Baldwin Investment Management
2524
Baldwin Investment Management
Pennsylvania
USD 873 M +USD 45 M +5% 6.03% 74.8% 215 6.51% 5.7
Cascade Financial Partners
2525
Cascade Financial Partners
California
USD 872 M +USD 40.4 M +5% 5.78% – 271 8.12% 1.3