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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)
Opus Capital Group
2576
Opus Capital Group
Ohio
USD 564 M -USD 13.8 M -2% 2.9% 49.7% 126 8.73% 4.5
Cornerstone Wealth Group
2577
Cornerstone Wealth Group
North Carolina
USD 564 M +USD 12 M +2% 3.11% 96% 160 17.5% 2.4
SYM Financial Corp
2578
SYM Financial Corp
Indiana
USD 563 M +USD 70.1 M +14% 4.33% 64.3% 201 44.78% 1.6
Intelligence Driven Advisers
2579
Intelligence Driven Advisers
California
USD 563 M -USD 7.33 M -1% 2.81% 65.6% 101 20.79% 1.9
Discovery Capital Management
2580
Discovery Capital Management
Connecticut
USD 563 M -USD 388 M -41% 6.95% 871% 75 65.33% 0.6
Thompson Investment Management
2581
Thompson Investment Management
Wisconsin
USD 563 M -USD 53.3 M -9% 5.51% 100% 425 5.65% 2.9
One Day In July LLC
2582
One Day In July LLC
Vermont
USD 562 M +USD 9.4 M +2% 4.72% 43.1% 106 16.98% 2.4
City Holding Co
2583
City Holding Co
West Virginia
USD 561 M -USD 19.5 M -3% 2.09% 89.2% 538 10.22% 5.6
Acorn Financial Advisory Services
2584
Acorn Financial Advisory Services
Virginia
USD 560 M -USD 2.74 M -0.5% 2.55% 96.9% 254 9.45% 2.4
River Wealth Advisors
2585
River Wealth Advisors
Pennsylvania
USD 559 M -USD 30.3 M -5% 3.24% 80.3% 213 7.04% 5.5
Baker Ellis Asset Management
2586
Baker Ellis Asset Management
Washington
USD 557 M -USD 31.2 M -5% 2.99% 91.9% 216 11.11% 5.2
Hartline Investment Corp
2587
Hartline Investment Corp
Illinois
USD 557 M -USD 30 M -5% 2.81% 201% 117 11.97% 2.4
GIM
2588
Greylin Investment Management
Virginia
USD 557 M +USD 2.97 M +0.5% 2.53% 52.1% 74 12.16% 5.6
Lake Street Private Wealth
2589
Lake Street Private Wealth
Illinois
USD 556 M -USD 13.2 M -2% 2.24% 105% 305 12.13% 2.4
Nan Fung Trinity
2590
Nan Fung Trinity
Hong Kong
USD 555 M +USD 149 M +37% 2.78% 82.3% 33 60.61% 0.9
Moloney Securities Asset Management
2591
Moloney Securities Asset Management
Missouri
USD 555 M -USD 10.6 M -2% 2.05% 86% 479 18.37% 3.2
Great Lakes Retirement
2592
Great Lakes Retirement
Ohio
USD 555 M -USD 10.8 M -2% 2.3% 118% 236 16.95% 1.6
Gateway Wealth Partners
2593
Gateway Wealth Partners
Wisconsin
USD 555 M -USD 4.69 M -0.8% 3.39% 58.9% 273 18.32% 0.6
Institute for Wealth Management
2594
Institute for Wealth Management
Colorado
USD 554 M -USD 38.4 M -6% 2.39% 137% 481 8.94% 3.6
Perennial Investment Advisors
2595
Perennial Investment Advisors
California
USD 554 M -USD 14.4 M -3% 3.27% 84.3% 381 12.34% 1.6
Mark Asset Management
2596
Mark Asset Management
New York
USD 553 M -USD 65.4 M -11% 3.21% 325% 61 37.7% 2.6
NTV Asset Management
2597
NTV Asset Management
West Virginia
USD 552 M -USD 21.4 M -4% 2.59% 110% 266 8.27% 5.8
Nemes Rush Group
2598
Nemes Rush Group
Michigan
USD 552 M -USD 15.4 M -3% 3.44% 111% 734 17.98% 0.2
Hardy Reed
2599
Hardy Reed
Mississippi
USD 552 M -USD 15.8 M -3% 3.71% 69.7% 108 12.96% 2.7
Strategic Wealth Investment Group
2600
Strategic Wealth Investment Group
Kentucky
USD 552 M -USD 78.5 M -12% 3.91% – 117 14.53% 2.3