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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)
Arvest Investments
2726
Arvest Investments
Arkansas
USD 624 M -USD 6.7 M -1% 0.46% 50% 166 11.45% 0.5
Evermay Wealth Management
2727
Evermay Wealth Management
Virginia
USD 624 M -USD 38.5 M -6% 2.09% 56.2% 635 8.35% 3.1
CIA
2728
Covington Investment Advisors
Pennsylvania
USD 623 M +USD 9.9 M +2% 5.27% 100% 76 11.84% 6
SKBA Capital Management
2729
SKBA Capital Management
California
USD 623 M -USD 16.4 M -3% 1.25% 53.9% 78 8.97% 4.4
Cynosure Group
2730
Cynosure Group
Utah
USD 623 M +USD 66.3 M +12% 1.8% 56.8% 347 13.54% 0.6
Grove Bank & Trust
2731
Grove Bank & Trust
Florida
USD 623 M +USD 29.3 M +5% 2.77% 80.5% 594 10.27% 3.1
Mosaic Family Wealth Partners
2732
Mosaic Family Wealth Partners
Missouri
USD 622 M +USD 14.5 M +2% 1.73% 67.5% 209 12.44% 1.3
Inscription Capital
2733
Inscription Capital
Texas
USD 621 M +USD 14.1 M +2% 2.78% – 371 14.29% 1.8
Per Stirling Capital Management
2734
Per Stirling Capital Management
Texas
USD 621 M +USD 21.7 M +4% 1.84% 63.1% 253 17.79% 1.1
Financial Enhancement Group
2735
Financial Enhancement Group
Indiana
USD 621 M +USD 12.3 M +2% 0.85% 62.2% 125 17.6% 3.2
GA
2736
GFS Advisors
Texas
USD 620 M +USD 16.9 M +3% 0.43% 97.9% 203 29.06% 3.6
SRFM
2737
Shannon River Fund Management
New York
USD 620 M +USD 171 M +38% 8.17% 554% 27 51.85% 0.6
Sharkey, Howes & Javer
2738
Sharkey, Howes & Javer
Colorado
USD 619 M +USD 8.04 M +1% 2.43% 60.2% 126 10.32% 3.1
Fort Sheridan Advisors
2739
Fort Sheridan Advisors
Illinois
USD 619 M +USD 88.1 M +17% 4.9% 109% 241 17.01% 2.7
Formidable Asset Management
2740
Formidable Asset Management
Ohio
USD 618 M +USD 5.1 M +0.8% 1.95% 52.2% 443 23.02% 2.2
Arkos Global Advisors
2741
Arkos Global Advisors
Texas
USD 618 M +USD 18.4 M +3% 0.71% 43.6% 149 16.11% 2.4
Slow Capital
2742
Slow Capital
California
USD 618 M -USD 6.32 M -1% 5.32% 156% 125 6.4% 4.9
Planning Alternatives
2743
Planning Alternatives
Michigan
USD 618 M +USD 9.11 M +1% 1.33% 69.6% 59 18.64% 5.1
Nebula Research & Development
2744
Nebula Research & Development
New York
USD 618 M +USD 153 M +33% 3.36% – 1,094 64.53% 0.2
Zevin Asset Management
2745
Zevin Asset Management
Massachusetts
USD 618 M +USD 16.3 M +3% 5.48% 71.7% 88 15.91% 5.3
Archford Capital Strategies
2746
Archford Capital Strategies
Illinois
USD 617 M +USD 21.4 M +4% 2.15% 87.4% 279 14.7% 4.4
V-Square Quantitative Management
2747
V-Square Quantitative Management
Illinois
USD 617 M -USD 97.7 M -14% 3.91% 111% 618 11.81% 0.9
Tamar Securities
2748
Tamar Securities
California
USD 617 M +USD 24.2 M +4% 2.19% 84.8% 81 9.88% 2.3
Sycamore Partners Management
2749
Sycamore Partners Management
New York
USD 617 M +USD 215 M +53% 53.5% 31.8% 1 0% 2.5
Corsair Capital Management
2750
Corsair Capital Management
New York
USD 617 M +USD 261 M +73% 20.1% 435% 119 31.09% 2