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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)
Mayflower Financial Advisors
2726
Mayflower Financial Advisors
Massachusetts
USD 719 M +USD 60.4 M +9% 10.1% 68.7% 414 12.32% 3
Planning Alternatives
2727
Planning Alternatives
Michigan
USD 719 M +USD 66.4 M +10% 10.5% 69.6% 85 16.47% 4.4
Summit Creek Advisors
2728
Summit Creek Advisors
Minnesota
USD 719 M +USD 34 M +5% 13.5% 68.8% 71 7.04% 4.2
Francisco Partners Management
2729
Francisco Partners Management
California
USD 719 M +USD 95.6 M +15% 20.3% 14.3% 5 0% 3.9
Premier Path Wealth Partners
2730
Premier Path Wealth Partners
New Jersey
USD 718 M +USD 75.8 M +12% 10.6% 98.8% 399 10.03% 1.2
JLB & Associates
2731
JLB & Associates
Michigan
USD 717 M +USD 35.1 k +0% 7.31% 69.5% 76 5.26% 7.8
180 Wealth Advisors
2732
180 Wealth Advisors
Washington
USD 717 M +USD 89.1 M +14% 16.1% 136% 440 9.55% 3.7
Legacy Financial Group (Iowa)
2733
Legacy Financial Group (Iowa)
Iowa
USD 716 M +USD 66.3 M +10% 6.68% 44.3% 116 6.9% 1.3
American Financial Advisors
2734
American Financial Advisors
Georgia
USD 716 M +USD 26.7 M +4% 5.82% 52.7% 163 11.04% 3.3
Parker Investment Management
2735
Parker Investment Management
California
USD 715 M +USD 152 M +27% 21.7% 208% 45 26.67% 3.3
Sagefield Capital
2736
Sagefield Capital
Texas
USD 715 M -USD 115 M -14% 5.41% 115% 138 55.8% 1
Intrinsic Edge Capital Management
2737
Intrinsic Edge Capital Management
Illinois
USD 714 M +USD 170 M +31% 24% 283% 113 65.49% 0.6
Twin Focus Capital Partners
2738
Twin Focus Capital Partners
Massachusetts
USD 714 M +USD 70.3 M +11% 10.1% 92.5% 179 20.67% 4.4
Abacus FCF Advisors
2739
Abacus FCF Advisors
Florida
USD 714 M +USD 76.8 M +12% 13.8% 197% 93 45.16% 1.8
AIP LLC
2740
AIP LLC
New York
USD 713 M -USD 81.8 M -10% 3% 54.9% 2 0% 2
Maltese Capital Management
2741
Maltese Capital Management
New York
USD 713 M +USD 97.8 M +16% 5.46% 114% 133 20.3% 2.7
Southernsun Asset Management
2742
Southernsun Asset Management
Tennessee
USD 712 M +USD 21.4 M +3% 12.5% 54.7% 32 9.38% 5.2
Naspers
2743
Naspers
South Africa
USD 712 M -USD 324 M -31% 9.65% 88.2% 4 0% 3.5
CVA Family Office
2744
CVA Family Office
Colorado
USD 712 M +USD 59.3 M +9% 9.09% 71.6% 1,481 19.99% 1.7
CT
2745
Chicago Trust
Illinois
USD 712 M +USD 148 M +26% 7.87% 85.9% 424 20.99% 3.7
Strid Group
2746
Strid Group
Pennsylvania
USD 711 M +USD 67 M +10% 8.67% 50.4% 70 21.43% 3.4
Strategic Financial Concepts
2747
Strategic Financial Concepts
Texas
USD 711 M +USD 178 M +33% 6.87% 56.8% 375 36% 1.1
Wallington Asset Management
2748
Wallington Asset Management
Indiana
USD 711 M +USD 16.3 M +2% 8.12% 108% 99 34.34% 5.8
AAA
2749
Adams Asset Advisors
Texas
USD 711 M -USD 18.7 M -3% 0.66% 66.8% 81 6.17% 5.2
Semper Augustus Investments Group
2750
Semper Augustus Investments Group
Colorado
USD 711 M +USD 90.3 M +15% 12.4% 95.4% 38 7.89% 6.3