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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)
Pathway Financial Advisors
2726
Pathway Financial Advisors
Vermont
USD 322 M +USD 144 M +81% 7.02% 52.7% 101 16.83% 1.1
Relaxing Retirement Coach
2727
Relaxing Retirement Coach
Massachusetts
USD 321 M +USD 25.7 M +9% 9.74% 28.6% 52 3.85% 1.1
Telos Capital Management
2728
Telos Capital Management
California
USD 321 M +USD 50.6 M +19% 12.3% 71.1% 161 12.42% 3.6
Nine Masts Capital
2729
Nine Masts Capital
Hong Kong
USD 321 M -USD 309 M -49% 9.65% 88.1% 280 73.93% 0.2
Lenox Wealth Management
2730
Lenox Wealth Management
Ohio
USD 321 M +USD 23.6 M +8% 7.28% 24.7% 743 17.36% 1.6
Wealth Architects
2731
Wealth Architects
California
USD 321 M +USD 42.5 M +15% 13.1% 80.1% 145 15.86% 2.9
Robinson Capital Management
2732
Robinson Capital Management
Michigan
USD 321 M +USD 46.5 M +17% 8.89% 7.8% 115 32.17% 1.5
Buckhead Capital Management
2733
Buckhead Capital Management
Georgia
USD 321 M +USD 35.3 M +12% 11% 67.6% 93 9.68% 4.7
American Economic Planning Group
2734
American Economic Planning Group
New Jersey
USD 320 M +USD 11.1 M +4% 10.2% 25.9% 91 19.78% 2.2
Cranbrook Wealth Management
2735
Cranbrook Wealth Management
Michigan
USD 320 M +USD 35.5 M +12% 9.76% 54.3% 271 7.01% 3.4
Tikehau Investment Management
2736
Tikehau Investment Management
France
USD 320 M +USD 143 M +81% 18.3% 102% 24 37.5% 0.5
Highland Private Wealth Management
2737
Highland Private Wealth Management
Washington
USD 320 M +USD 52.9 M +20% 12.2% 19% 121 19.83% 0.9
KWMG
2738
King Wealth Management Group
Florida
USD 320 M +USD 43.3 M +16% 13.5% 86% 144 17.36% 3.2
Barry Investment Advisors
2739
Barry Investment Advisors
Massachusetts
USD 320 M +USD 52.3 M +20% 7.87% 66.7% 80 17.5% 2.4
Sound View Wealth Advisors
2740
Sound View Wealth Advisors
Georgia
USD 319 M +USD 43.1 M +16% 11.4% – 252 10.32% 0.2
Sompo Asset Management
2741
Sompo Asset Management
Japan
USD 319 M -USD 21.6 M -6% 12.2% 84.7% 115 35.65% 1.2
Gavea Investimentos
2742
Gavea Investimentos
Brazil
USD 319 M +USD 186 M +140% 99.9% 60.3% 17 94.12% 0
Glovista Investments
2743
Glovista Investments
New Jersey
USD 319 M -USD 35.2 M -10% 8.83% 2.48% 98 31.63% 2.4
Hyperion Asset Management
2744
Hyperion Asset Management
Australia
USD 318 M +USD 63.1 M +25% 22.5% 151% 13 0% 1.2
NC
2745
Northpointe Capital
Michigan
USD 318 M -USD 125 M -28% 11.6% 33% 189 65.08% 1.7
Marietta Investment Partners
2746
Marietta Investment Partners
Wisconsin
USD 318 M +USD 56.3 M +22% 18% 160% 146 14.38% 2.7
Crewe Advisors
2747
Crewe Advisors
Utah
USD 318 M +USD 2.13 M +0.7% 26.5% 96.1% 281 30.25% 0.9
BDT Capital Partners
2748
BDT Capital Partners
Illinois
USD 318 M +USD 94 M +42% 42% 25.5% 1 0% 5.8
Pensionfund Sabic
2749
Pensionfund Sabic
Netherlands
USD 317 M -USD 9.6 M -3% 13.8% 63.6% 220 11.82% 2.1
Greatmark Investment Partners
2750
Greatmark Investment Partners
Georgia
USD 317 M +USD 37.9 M +14% 12.1% 72.5% 131 7.63% 3.7