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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)
USA Financial Formulas
2751
USA Financial Formulas
Michigan
USD 617 M -USD 57.2 k -0% 3.16% 104% 391 47.31% 1.3
Fiduciary Alliance
2752
Fiduciary Alliance
South Carolina
USD 616 M +USD 49.6 M +9% 2.6% 104% 231 22.94% 0.9
Adventist Health System West
2753
Adventist Health System West
California
USD 616 M +USD 59.7 M +11% 2.25% 60.2% 8 50% 1.9
VC
2754
Vision Capital
Ontario, Canada
USD 616 M +USD 126 M +26% 1.42% 19.8% 21 61.9% 0.5
EAM Investors
2755
EAM Investors
California
USD 615 M -USD 26.4 M -4% 25.3% 6,012% 357 67.79% 0.3
Two Seas Capital
2756
Two Seas Capital
New York
USD 615 M +USD 105 M +21% 9.22% 344% 21 19.05% 0.8
Atlas Private Wealth Advisors
2757
Atlas Private Wealth Advisors
New Jersey
USD 615 M +USD 316 M +106% 0.11% 57.8% 156 30.77% 1.7
Bison Wealth
2758
Bison Wealth
Georgia
USD 615 M -USD 375 k -0.1% 1.48% 37.4% 424 0.47% 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2759
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
USD 615 M -USD 33.4 M -5% 5.46% 1,119% 42 14.29% 1.1
First Turn Management
2760
First Turn Management
California
USD 615 M -USD 53.7 M -8% 6.37% – 44 40.91% 0.3
Exchange Capital Management
2761
Exchange Capital Management
Michigan
USD 614 M -USD 711 k -0.1% 0.99% 57.8% 198 7.58% 5.2
SP
2762
Solel Partners
Massachusetts
USD 614 M +USD 10.3 M +2% 4.78% 25.9% 23 21.74% 1.6
Cornercap Investment Counsel
2763
Cornercap Investment Counsel
Georgia
USD 614 M -USD 35.7 M -5% 2.06% 55.4% 722 32.55% 1.5
Lee Financial
2764
Lee Financial
Texas
USD 614 M +USD 13.9 M +2% 1.85% 75% 159 17.61% 5
180 Wealth Advisors
2765
180 Wealth Advisors
Washington
USD 613 M +USD 56.8 M +10% 4.73% 136% 450 13.78% 3.1
Herald Investment Management
2766
Herald Investment Management
United Kingdom
USD 610 M -USD 6.58 M -1% 2.12% 493% 99 4.04% 5.2
Howard Financial Services
2767
Howard Financial Services
Texas
USD 610 M +USD 29.7 M +5% 1.37% 55.9% 165 8.48% 2.9
Smartleaf Asset Management
2768
Smartleaf Asset Management
Massachusetts
USD 610 M +USD 93.2 M +18% 2.72% – 2,777 34.64% 0.3
J.P. Marvel Investment Advisors
2769
J.P. Marvel Investment Advisors
Massachusetts
USD 610 M +USD 31.5 M +5% 9.05% 183% 75 5.33% 6
Total Wealth Planning
2770
Total Wealth Planning
Ohio
USD 610 M +USD 27.7 M +5% 0.17% 37.2% 93 6.45% 2.9
BSW Wealth Partners
2771
BSW Wealth Partners
Colorado
USD 609 M +USD 19.2 M +3% 2.53% 75.4% 308 5.84% 3.4
Onyx Bridge Wealth Group
2772
Onyx Bridge Wealth Group
New York
USD 609 M +USD 49.3 M +9% 2.53% 74.6% 280 8.57% 1.7
Mayflower Financial Advisors
2773
Mayflower Financial Advisors
Massachusetts
USD 609 M +USD 10.9 M +2% 2.32% 68.7% 374 9.36% 2.5
Sanders Morris Harris
2774
Sanders Morris Harris
Texas
USD 609 M +USD 64.3 M +12% 3.2% 85.8% 307 15.96% 1.1
Southern Farm Bureau Life Insurance
2775
Southern Farm Bureau Life Insurance
Mississippi
USD 609 M +USD 4.22 M +0.7% 0.01% 52.3% 17 11.76% 2