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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)
Qtron Investments
2726
Qtron Investments
Massachusetts
USD 668 M -USD 44.1 M -6% 0.99% 140% 435 19.08% 2.7
Thompson Investment Management
2727
Thompson Investment Management
Wisconsin
USD 667 M -USD 28.7 M -4% 0.39% 100% 505 5.94% 3.6
Black Diamond Financial
2728
Black Diamond Financial
Maryland
USD 666 M -USD 1.47 M -0.2% 1.72% 68.3% 153 9.15% 3.2
Pinnacle Wealth Planning Services
2729
Pinnacle Wealth Planning Services
Ohio
USD 665 M -USD 319 k -0% 1.86% 84.5% 429 16.08% 3.4
SkyView Investment Advisors
2730
SkyView Investment Advisors
New Jersey
USD 665 M +USD 38.2 M +6% 0.95% 70.3% 366 25.14% 1.1
Abacus Wealth Partners
2731
Abacus Wealth Partners
California
USD 665 M -USD 4.74 M -0.7% 1.38% 49.5% 102 19.61% 2.3
Occidental Asset Management
2732
Occidental Asset Management
California
USD 662 M +USD 21.7 M +3% 1.97% 97.4% 271 25.83% 3.5
Gabelli & Co Investment Advisers
2733
Gabelli & Co Investment Advisers
New York
USD 662 M +USD 75.3 M +13% 12.1% 248% 299 32.44% 1.4
Goldstone Financial Group
2734
Goldstone Financial Group
Illinois
USD 661 M +USD 22.5 M +4% 1.91% 54.9% 219 16.89% 1.4
Steel Grove Capital Advisors
2735
Steel Grove Capital Advisors
Tennessee
USD 661 M -USD 67.4 M -9% 3.78% 106% 197 19.8% 3.4
KWMG
2736
King Wealth Management Group
Florida
USD 660 M -USD 25.8 M -4% 3.88% 86% 164 10.37% 5.6
CM
2737
Conifer Management
New York
USD 660 M -USD 116 M -15% 2.53% 22.7% 6 16.67% 3.7
Passaic Partners
2738
Passaic Partners
New Jersey
USD 660 M -USD 28.7 M -4% 0.32% 53.2% 14 7.14% 1.7
Irenic Capital Management
2739
Irenic Capital Management
New York
USD 660 M -USD 271 M -29% 1.5% 93.6% 32 53.13% 0.8
Two Sigma Securities
2740
Two Sigma Securities
New York
USD 659 M -USD 95.1 M -13% 1.54% 109% 2,397 77.01% 0.3
D'Orazio & Associates
2741
D'Orazio & Associates
Virginia
USD 659 M -USD 20.2 M -3% 2.26% 66.7% 271 12.55% 3
Cullen Investment Group
2742
Cullen Investment Group
Louisiana
USD 659 M -USD 18.6 M -3% 0.54% 102% 183 8.74% 1.2
Fort Sheridan Advisors
2743
Fort Sheridan Advisors
Illinois
USD 659 M -USD 26.5 M -4% 0.97% 109% 259 9.27% 3.2
BSW Wealth Partners
2744
BSW Wealth Partners
Colorado
USD 659 M -USD 22.6 M -3% 0.75% 75.4% 335 16.72% 3.6
Mayflower Financial Advisors
2745
Mayflower Financial Advisors
Massachusetts
USD 658 M -USD 11.4 M -2% 1.68% 68.7% 403 9.43% 2.9
2Xideas
2746
2Xideas
Switzerland
USD 658 M -USD 88.5 M -12% 2.14% 40.6% 64 12.5% 2.5
Wealth Management Nebraska
2747
Wealth Management Nebraska
Nebraska
USD 657 M +USD 42.6 M +7% 0.68% – 83 25.3% 0.2
Jamison Private Wealth Management
2748
Jamison Private Wealth Management
Georgia
USD 656 M -USD 21.2 M -3% 1.08% 130% 207 6.76% 1.4
ZEGA Investments
2749
ZEGA Investments
Florida
USD 656 M +USD 258 M +65% 4.41% – 165 35.15% 0.2
Bay Colony Advisors
2750
Bay Colony Advisors
Massachusetts
USD 656 M -USD 19.2 M -3% 1.17% 91.8% 495 19.19% 2.9