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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)
Sharkey, Howes & Javer
2676
Sharkey, Howes & Javer
Colorado
USD 522 M -USD 6.18 M -1% 3.6% 60.2% 118 25.42% 2.7
Souders Financial Advisors
2677
Souders Financial Advisors
Ohio
USD 521 M -USD 2.49 M -0.5% 3.01% 59.8% 156 10.26% 2.2
Mason Street Advisors
2678
Mason Street Advisors
Wisconsin
USD 521 M -USD 16.5 M -3% 3.6% 32% 8 0% 4.7
GWSG
2679
GPS Wealth Strategies Group
Colorado
USD 521 M -USD 16.4 M -3% 2.95% 118% 1,316 8.13% 0.6
Y.D. More Investments
2680
Y.D. More Investments
Israel
USD 520 M +USD 86.9 M +20% 4.78% 309% 378 23.81% 0.6
TBH Global Asset Management
2681
TBH Global Asset Management
Tennessee
USD 520 M +USD 9.8 M +2% 3.21% 83.3% 237 14.77% 1.9
Financial Enhancement Group
2682
Financial Enhancement Group
Indiana
USD 520 M -USD 20.9 M -4% 2.17% 62.2% 132 21.97% 2.8
Dillon & Associates
2683
Dillon & Associates
Michigan
USD 520 M -USD 24 M -4% 3.77% 117% 81 4.94% 6.8
Bensler
2684
Bensler
Washington
USD 520 M -USD 6.99 M -1% 2.71% 106% 161 10.56% 1.3
First Beijing Investment Ltd
2685
First Beijing Investment Ltd
Hong Kong
USD 519 M +USD 188 M +57% 12.4% 81.8% 11 27.27% 0.2
PS
2686
Portfolio Strategies
New York
USD 519 M -USD 34.6 M -6% 5.01% 120% 46 10.87% 2.6
S&T Bank
2687
S&T Bank
Pennsylvania
USD 519 M -USD 37 M -7% 3.34% 193% 104 9.62% 5.4
McGuire Investment Group
2688
McGuire Investment Group
Rhode Island
USD 519 M -USD 18 M -3% 4.72% 202% 123 8.13% 3.2
EAM Investors
2689
EAM Investors
California
USD 518 M -USD 21.6 M -4% 29.9% 6,012% 407 70.52% 0.2
Insight Wealth Strategies
2690
Insight Wealth Strategies
California
USD 518 M -USD 4.8 M -0.9% 2.46% 83.5% 148 11.49% 2.7
Bluescape Energy Partners
2691
Bluescape Energy Partners
Texas
USD 518 M -USD 11 M -2% 5.36% 57.9% 6 33.33% 1.8
Ninety One
2692
Ninety One
South Africa
USD 518 M +USD 113 M +28% 1.63% 232% 73 16.44% 3.5
Consolidated Investment Group
2693
Consolidated Investment Group
Colorado
USD 517 M -USD 41.2 M -7% 3.2% 150% 66 0% 5.2
Insight Wealth Partners
2694
Insight Wealth Partners
Texas
USD 517 M +USD 85.4 M +20% 2.51% 56.2% 72 5.56% 2.1
Almanack Investment Partners
2695
Almanack Investment Partners
Pennsylvania
USD 517 M -USD 52.7 M -9% 0.99% 82.2% 186 23.12% 1.8
Planning Alternatives
2696
Planning Alternatives
Michigan
USD 516 M -USD 27.6 M -5% 4.26% 69.6% 48 10.42% 5.7
Elequin Capital
2697
Elequin Capital
New York
USD 515 M +USD 320 M +163% 1.47% 52.4% 670 61.19% 0.3
Ropes Wealth Advisors
2698
Ropes Wealth Advisors
Massachusetts
USD 515 M -USD 87.4 M -15% 3.04% 71% 284 14.79% 5.5
Resource Consulting Group
2699
Resource Consulting Group
Florida
USD 515 M +USD 9.38 M +2% 1.61% – 69 26.09% 1.1
Bison Wealth
2700
Bison Wealth
Georgia
USD 515 M -USD 23.5 M -4% 2.36% 37.4% 412 13.11% 2.6