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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)
Onyx Bridge Wealth Group
2651
Onyx Bridge Wealth Group
New York
USD 756 M +USD 59.1 M +8% 8.67% 74.6% 329 14.89% 2.1
IAG Wealth Partners
2652
IAG Wealth Partners
Wisconsin
USD 756 M +USD 112 M +17% 6.8% 47.3% 524 10.88% 3.3
Inspirion Wealth Advisors
2653
Inspirion Wealth Advisors
Illinois
USD 756 M +USD 35.6 M +5% 5.43% 52.5% 166 9.64% 4.5
Private Wealth Asset Management
2654
Private Wealth Asset Management
Iowa
USD 754 M +USD 58.2 M +8% 7.24% – 1,251 18.86% 0.2
KPS Global Asset Management (UK)
2655
KPS Global Asset Management (UK)
United Kingdom
USD 753 M +USD 256 M +51% 52.6% 373% 4 0% 5.1
Power Corp of Canada
2656
Power Corp of Canada
Canada
USD 753 M +USD 145 M +24% 23.9% 14.4% 1 0% 1.5
Capital Investment Counsel Inc
2657
Capital Investment Counsel Inc
North Carolina
USD 752 M +USD 81.7 M +12% 13.5% 174% 259 10.81% 5.3
SRFM
2658
Shannon River Fund Management
New York
USD 752 M +USD 369 M +96% 29.8% 554% 26 53.85% 0.7
Angelo Gordon & Co
2659
Angelo Gordon & Co
New York
USD 751 M +USD 175 M +30% 2.15% 90.1% 87 66.67% 0.6
Global Endowment Management
2660
Global Endowment Management
North Carolina
USD 751 M -USD 18.1 M -2% 6.36% 46.1% 156 26.92% 2.5
St Louis Trust
2661
St Louis Trust
Missouri
USD 751 M +USD 60.4 M +9% 9.36% 71.4% 126 7.94% 4.5
Legacy Edge Advisors
2662
Legacy Edge Advisors
New York
USD 749 M +USD 108 M +17% 8.43% – 209 18.66% 1.2
Hendershot Investments
2663
Hendershot Investments
Virginia
USD 748 M +USD 13.7 M +2% 5.28% 50.5% 135 8.89% 5.7
Hanson & Doremus Investment Management
2664
Hanson & Doremus Investment Management
Vermont
USD 748 M +USD 63 M +9% 9.35% 86.3% 496 10.28% 6.2
Pandi LLC
2665
Pandi LLC
Kansas
USD 747 M +USD 96.1 M +15% 10.1% – 4 0% 0.5
V-Square Quantitative Management
2666
V-Square Quantitative Management
Illinois
USD 747 M +USD 62 M +9% 15.2% 111% 740 21.76% 1.7
Consolidated Investment Group
2667
Consolidated Investment Group
Colorado
USD 747 M +USD 94.1 M +14% 15.7% 140% 68 4.41% 5.9
Sharkey, Howes & Javer
2668
Sharkey, Howes & Javer
Colorado
USD 746 M +USD 46.8 M +7% 8.21% 60.2% 165 16.36% 2.9
Quantitative Investment Management
2669
Quantitative Investment Management
Virginia
USD 746 M -USD 342 M -31% 13.5% 24.6% 502 78.09% 0.2
Intrua Financial
2670
Intrua Financial
Texas
USD 746 M +USD 58.2 M +8% 8.04% 71% 401 14.21% 2.7
Goldstein Advisors
2671
Goldstein Advisors
Wisconsin
USD 744 M +USD 60.3 M +9% 9.12% 62.6% 222 14.41% 1.7
Destiny Wealth Partners
2672
Destiny Wealth Partners
Florida
USD 744 M +USD 114 M +18% 10.9% 63.7% 202 24.75% 2.4
CL
2673
CIM LLC
New York
USD 743 M +USD 69.7 M +10% 14.7% 108% 180 18.33% 3.7
KCM
2674
Kingdon Capital Management
New York
USD 743 M -USD 202 M -21% 17% 217% 92 54.35% 0.9
Greenline Partners
2675
Greenline Partners
New York
USD 742 M +USD 49.9 M +7% 5.88% 69.6% 590 76.95% 3.5