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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)
Pacific Life Fund Advisors
2726
Pacific Life Fund Advisors
California
USD 910 M +USD 39.1 M +4% 11.3% 47.6% 35 62.86% 1
FORM Wealth Advisors
2727
FORM Wealth Advisors
Wisconsin
USD 909 M +USD 55.7 M +7% 12.6% – 62 8.06% 1.1
Tennessee Valley Asset Management Partners
2728
Tennessee Valley Asset Management Partners
Tennessee
USD 907 M +USD 149 M +20% 16.9% 65.7% 220 18.64% 1.6
Greatmark Investment Partners
2729
Greatmark Investment Partners
Georgia
USD 906 M +USD 52.9 M +6% 7.35% 62% 154 6.49% 6.3
Oak Root LLC
2730
Oak Root LLC
California
USD 906 M +USD 86.2 M +11% 14.3% 75.4% 10 0% 2.5
Manchester Global Management
2731
Manchester Global Management
United Kingdom
USD 906 M +USD 157 M +21% 28.3% 156% 24 8.33% 1.6
One Wealth Advisors
2732
One Wealth Advisors
California
USD 906 M +USD 103 M +13% 13.9% 66% 351 20.51% 2.1
SeaCrest Wealth Management
2733
SeaCrest Wealth Management
New York
USD 903 M -USD 31.6 M -3% 24% 142% 683 26.5% 4.8
Ranmore Fund Management
2734
Ranmore Fund Management
United Kingdom
USD 903 M +USD 146 M +19% 4.47% – 29 51.72% 0.4
Light Street Capital Management
2735
Light Street Capital Management
California
USD 903 M +USD 369 M +69% 77.1% 377% 32 37.5% 1.3
Bay Colony Advisors
2736
Bay Colony Advisors
Massachusetts
USD 903 M +USD 84.5 M +10% 19% 91.8% 560 24.64% 3.2
TFC Financial Management
2737
TFC Financial Management
Massachusetts
USD 902 M +USD 90.6 M +11% 12.2% 60% 1,094 14.26% 2.9
Parkside Investments
2738
Parkside Investments
Illinois
USD 902 M +USD 79.1 M +10% 14.6% 70% 101 12.87% 4.4
Soundwatch Capital
2739
Soundwatch Capital
Connecticut
USD 901 M +USD 108 M +14% 15.2% 68.6% 53 11.32% 1.6
Strid Group
2740
Strid Group
Pennsylvania
USD 901 M +USD 93.9 M +12% 10.9% 50.4% 94 10.64% 2.9
Nellore Capital Management
2741
Nellore Capital Management
California
USD 901 M +USD 118 M +15% 11.1% 73.8% 11 9.09% 4.4
MayTech Global Investments
2742
MayTech Global Investments
New York
USD 900 M +USD 80.4 M +10% 21.1% 158% 25 20% 5
Wealth Enhancement Trust Services
2743
Wealth Enhancement Trust Services
South Dakota
USD 900 M +USD 73.6 M +9% 14.8% – 1,560 51.99% 0.2
Blueprint Financial Advisors
2744
Blueprint Financial Advisors
North Carolina
USD 900 M +USD 225 M +33% 18.2% – 136 30.15% 0.6
North Peak Capital Management
2745
North Peak Capital Management
New York
USD 900 M +USD 299 M +50% 232% 301% 9 33.33% 1.7
Valley National Advisers
2746
Valley National Advisers
Pennsylvania
USD 900 M +USD 127 M +16% 18.8% 79% 1,084 22.42% 4.5
BSW Wealth Partners
2747
BSW Wealth Partners
Colorado
USD 899 M +USD 79.8 M +10% 16.1% 75.4% 345 13.62% 3.9
Financial Consulate
2748
Financial Consulate
Maryland
USD 899 M +USD 96 M +12% 11.1% 53.3% 1,533 13.96% 0.7
SPX Gestao de Recursos
2749
SPX Gestao de Recursos
Brazil
USD 898 M -USD 306 M -25% 8.88% 98.1% 118 68.64% 0.7
Johnson Bixby & Associates
2750
Johnson Bixby & Associates
Washington
USD 896 M +USD 89.3 M +11% 10.1% 48.7% 138 13.04% 3.1