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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)
Gateway Wealth Partners
2626
Gateway Wealth Partners
Wisconsin
USD 559 M -USD 90.6 M -14% 4.09% 58.9% 264 23.86% 0.4
KC
2627
Keenan Capital
California
USD 558 M +USD 7.4 M +1% 15.4% 110% 12 16.67% 2.8
Consolidated Investment Group
2628
Consolidated Investment Group
Colorado
USD 558 M +USD 46.4 M +9% 10.3% 140% 67 1.49% 4.9
XTX Topco
2629
XTX Topco
Cayman Islands
USD 558 M +USD 80.9 M +17% 4.06% 87.3% 1,998 71.07% 0.2
Mainstay Capital Management
2630
Mainstay Capital Management
Michigan
USD 558 M +USD 53 M +10% 6.59% 131% 114 15.79% 2.6
Wallington Asset Management
2631
Wallington Asset Management
Indiana
USD 557 M +USD 58.3 M +12% 5.51% 108% 84 8.33% 4.7
WWM
2632
Windsor Wealth Management
Indiana
USD 557 M +USD 41.3 M +8% 5.62% 37.3% 168 5.36% 3.5
NM
2633
NWI Management
New York
USD 556 M -USD 352 M -39% 12% 230% 51 27.45% 2.6
S&T Bank
2634
S&T Bank
Pennsylvania
USD 556 M +USD 1.83 M +0.3% 4.23% 193% 103 4.85% 5.1
Focused Wealth Management
2635
Focused Wealth Management
New York
USD 556 M +USD 61.4 M +12% 6.13% 73.9% 1,140 15.09% 4.3
Hill Investment Group Partners
2636
Hill Investment Group Partners
Missouri
USD 555 M +USD 46.5 M +9% 2.25% 50.6% 62 12.9% 1.2
SKBA Capital Management
2637
SKBA Capital Management
California
USD 555 M +USD 17.9 M +3% 3.2% 53.9% 79 7.59% 4.1
Marex Group
2638
Marex Group
USD 555 M -USD 201 M -27% 3.34% 254% 307 43.97% 0.3
Dudley & Shanley
2639
Dudley & Shanley
Florida
USD 554 M +USD 32.4 M +6% 4.56% 67.9% 39 12.82% 2.7
GIM
2640
Greylin Investment Management
Virginia
USD 554 M +USD 5.09 M +0.9% 3.48% 52.1% 73 9.59% 5.7
PS
2641
Portfolio Strategies
New York
USD 553 M +USD 40.4 M +8% 12.6% 120% 53 28.3% 2.5
Brio Consultants
2642
Brio Consultants
California
USD 553 M +USD 12.8 M +2% 3.9% 42.7% 95 7.37% 2
Northwest Bancshares
2643
Northwest Bancshares
Pennsylvania
USD 553 M +USD 34.4 M +7% 4.82% 84.8% 192 8.33% 3.4
MIG Capital
2644
MIG Capital
California
USD 553 M -USD 25.5 M -4% 14.5% 118% 18 16.67% 1.9
One Day In July LLC
2645
One Day In July LLC
Vermont
USD 553 M +USD 31.6 M +6% 3.68% 43.1% 96 10.42% 2.4
Avitas Wealth Management
2646
Avitas Wealth Management
California
USD 553 M +USD 41.8 M +8% 10% 56.2% 201 4.48% 2.3
Azora Capital LP
2647
Azora Capital LP
Florida
USD 552 M -USD 134 M -20% 8.44% 175% 48 56.25% 0.6
WBI Investments
2648
WBI Investments
New Jersey
USD 552 M +USD 52.2 M +10% 6.61% 97.3% 236 47.03% 0.8
Cornerstone Wealth Group
2649
Cornerstone Wealth Group
North Carolina
USD 552 M -USD 10.7 M -2% 4.84% 96% 161 18.63% 2.3
K.J. Harrison & Partners
2650
K.J. Harrison & Partners
Ontario, Canada
USD 551 M +USD 56.7 M +11% 8.58% 140% 274 31.75% 2.7