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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)
AGF Investments America
2726
AGF Investments America
Ontario, Canada
USD 549 M +USD 27.2 M +5% 5.01% 72.1% 73 21.92% 4.3
Herald Investment Management
2727
Herald Investment Management
United Kingdom
USD 549 M -USD 67.3 M -11% 10.2% 493% 110 10% 4
Pinnacle Wealth Planning Services
2728
Pinnacle Wealth Planning Services
Ohio
USD 549 M +USD 37 M +7% 0.22% 84.5% 496 26.21% 1.8
Glassman Wealth Services
2729
Glassman Wealth Services
Virginia
USD 548 M +USD 4.36 M +0.8% 3.85% 62.6% 2,094 24.45% 2.7
MA Private Wealth
2730
MA Private Wealth
California
USD 548 M -USD 8.93 M -2% 3.76% 57.5% 93 10.75% 1.9
New England Private Wealth Advisors
2731
New England Private Wealth Advisors
Massachusetts
USD 548 M -USD 27.2 M -5% 6.41% 55.8% 109 8.26% 4.2
Intelligence Driven Advisers
2732
Intelligence Driven Advisers
California
USD 547 M +USD 2.75 M +0.5% 5.85% 65.6% 98 20.41% 1.3
Gifford Fong Associates
2733
Gifford Fong Associates
California
USD 547 M -USD 24.6 M -4% 2.48% 180% 139 0.72% 3.5
Alaska Wealth Advisors
2734
Alaska Wealth Advisors
Alaska
USD 547 M -USD 17.2 M -3% 3.98% 44.3% 58 24.14% 2.2
RiverPark Advisors
2735
RiverPark Advisors
New York
USD 546 M -USD 286 M -34% 9.73% 87.5% 285 57.19% 1
Sunbelt Securities
2736
Sunbelt Securities
Texas
USD 546 M -USD 69.4 M -11% 2.93% 83.5% 496 15.52% 2.3
Mainstay Capital Management
2737
Mainstay Capital Management
Michigan
USD 546 M +USD 215 M +65% 3.11% 131% 135 22.22% 1.9
Column Capital Advisors
2738
Column Capital Advisors
Indiana
USD 546 M +USD 26.8 M +5% 4.55% 20.4% 843 18.03% 1.8
McGuire Investment Group
2739
McGuire Investment Group
Rhode Island
USD 545 M -USD 62.2 M -10% 9.74% 202% 135 16.3% 2.2
Legion Partners Asset Management
2740
Legion Partners Asset Management
California
USD 545 M +USD 10.8 M +2% 5.31% 206% 17 5.88% 1.4
Institutional Venture Management XV
2741
Institutional Venture Management XV
California
USD 545 M -USD 279 M -34% 24.6% 116% 7 0% 0.8
Cornerstone Wealth Group
2742
Cornerstone Wealth Group
North Carolina
USD 545 M -USD 39.4 M -7% 2.1% 96% 170 26.47% 1.7
Flaharty Asset Management
2743
Flaharty Asset Management
Florida
USD 545 M +USD 1.25 M +0.2% 4.55% 33.4% 143 20.98% 2.3
Eubel Brady & Suttman Asset Management
2744
Eubel Brady & Suttman Asset Management
Ohio
USD 545 M +USD 34 M +7% 2.57% 40.2% 81 13.58% 4.6
Aviance Capital Partners
2745
Aviance Capital Partners
Florida
USD 545 M -USD 55.7 M -9% 3.39% 109% 267 11.61% 4.3
JGP Wealth Management
2746
JGP Wealth Management
Oregon
USD 542 M +USD 5.1 M +0.9% 5.49% 87.8% 166 8.43% 2.5
EAM Global Investors
2747
EAM Global Investors
California
USD 542 M -USD 20.8 M -4% 25.6% 2,399% 312 74.36% 0.2
CFMC
2748
Curbstone Financial Management Corp
New Hampshire
USD 542 M -USD 23.5 M -4% 4.28% 69.6% 212 8.02% 5
North Growth Management
2749
North Growth Management
British Columbia, Canada
USD 541 M -USD 60.4 M -10% 10% 243% 57 24.56% 2.2
SCM
2750
Somerset Capital Management
United Kingdom
USD 541 M -USD 314 M -37% 12.5% 7.5% 15 33.33% 1.9