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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)
FRG Family Wealth Advisors
2726
FRG Family Wealth Advisors
Washington
USD 259 M +USD 18.2 M +8% 5.62% 76.4% 133 4.51% 1.1
Laurel Wealth Advisors (California)
2727
Laurel Wealth Advisors (California)
California
USD 259 M +USD 33.3 M +15% 5.54% 33% 318 18.87% 0.9
Gargoyle Investment Advisor
2728
Gargoyle Investment Advisor
New Jersey
USD 259 M +USD 2.56 M +1% 6.7% 34.5% 233 43.78% 1
Sheffield Asset Management
2729
Sheffield Asset Management
Illinois
USD 259 M -USD 111 M -30% 0.44% 24.5% 14 21.43% 0.6
Veritas Investment Management (UK)
2730
Veritas Investment Management (UK)
United Kingdom
USD 259 M +USD 16.2 M +7% 5.96% 151% 50 8% 2.4
KWMG LLC
2731
KWMG LLC
Kansas
USD 259 M +USD 29.1 M +13% 2.92% 76.2% 145 36.55% 1.6
MTIP
2732
Magee Thomson Investment Partners
California
USD 259 M -USD 29.1 M -10% 14.1% 94.3% 117 28.21% 1
EFG Asset Management (Americas)
2733
EFG Asset Management (Americas)
Florida
USD 259 M +USD 29.2 M +13% 6.57% 112% 128 26.56% 1.4
YP
2734
YG Partners
New York
USD 259 M -USD 841 k -0.3% 7.32% – 45 42.22% 0.6
Baldwin Investment Management
2735
Baldwin Investment Management
Pennsylvania
USD 258 M +USD 6.62 M +3% 4.17% 74.8% 122 3.28% 3.2
Probity Advisors
2736
Probity Advisors
Texas
USD 258 M +USD 20.1 M +8% 3.43% 55.8% 140 7.14% 0.7
MP
2737
Mediatel Partners
Texas
USD 258 M +USD 16.9 M +7% 7.18% 11.6% 2 0% 3.8
Lagoda Investment Management
2738
Lagoda Investment Management
New York
USD 258 M -USD 33.5 M -12% 2.29% 250% 41 14.63% 1.5
Atalan Capital Partners
2739
Atalan Capital Partners
New York
USD 257 M +USD 44.7 M +21% 10.8% 319% 19 47.37% 0.6
Kovack Advisors
2740
Kovack Advisors
Florida
USD 257 M +USD 46.7 M +22% 6.97% 118% 339 28.61% 1.1
Versor Investments
2741
Versor Investments
New York
USD 257 M +USD 9.26 M +4% 12.7% 205% 158 64.56% 0.1
Dynamic Advisor Solutions
2742
Dynamic Advisor Solutions
Arizona
USD 257 M +USD 5.76 M +2% 3.92% 70.9% 231 19.91% 1.7
Rothschild Capital Partners
2743
Rothschild Capital Partners
New York
USD 257 M +USD 20.8 M +9% 7.77% 90.8% 60 36.67% 1.6
D'Orazio & Associates
2744
D'Orazio & Associates
Virginia
USD 256 M +USD 5.68 M +2% 2.96% 61.2% 317 15.77% 1.8
Analyst IMS Investment Management Services
2745
Analyst IMS Investment Management Services
Israel
USD 256 M +USD 27.3 M +12% 8.32% 99.4% 108 6.48% 1.7
BB&T Investment Services
2746
BB&T Investment Services
North Carolina
USD 256 M +USD 120 M +88% 4.63% – 1,158 31.78% 0.2
Focused Wealth Management
2747
Focused Wealth Management
New York
USD 256 M +USD 18.9 M +8% 4.83% 73.9% 779 11.04% 2.5
Koshinski Asset Management
2748
Koshinski Asset Management
Illinois
USD 255 M +USD 53.6 M +27% 5.07% 76.5% 340 22.35% 1.2
LYV
2749
Live Your Vision
Pennsylvania
USD 255 M +USD 19.9 M +8% 4.24% 17.9% 335 10.45% 0.9
13D Management
2750
13D Management
New York
USD 255 M +USD 10.7 M +4% 8.58% 157% 36 19.44% 1.1