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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)
Parkside Financial Bank & Trust
2776
Parkside Financial Bank & Trust
Missouri
USD 550 M +USD 118 M +27% 10.6% 85.4% 2,225 16.09% 4.2
Cooper Financial Group
2777
Cooper Financial Group
California
USD 550 M +USD 134 M +32% 9.49% 87.2% 359 14.48% 2
Tanager Wealth Management
2778
Tanager Wealth Management
United Kingdom
USD 550 M +USD 67.5 M +14% 7.77% 53.4% 87 22.99% 1.2
Mitchell Sinkler & Starr
2779
Mitchell Sinkler & Starr
Pennsylvania
USD 550 M +USD 225 M +69% 9.9% 85.6% 204 49.51% 2.8
J. Stern & Co
2780
J. Stern & Co
United Kingdom
USD 549 M – – 14.7% – 36 – 0
Arkos Global Advisors
2781
Arkos Global Advisors
Texas
USD 549 M +USD 58.3 M +12% 8.38% 43.6% 113 15.04% 2.4
Minot Capital
2782
Minot Capital
Colorado
USD 549 M +USD 58.2 M +12% 9.73% 19.6% 13 15.38% 2.9
North Point Portfolio Managers
2783
North Point Portfolio Managers
Ohio
USD 549 M +USD 59.6 M +12% 14.1% 72.8% 56 14.29% 5.4
Northwest Bancshares
2784
Northwest Bancshares
Pennsylvania
USD 549 M +USD 26.1 M +5% 10.1% 84.8% 194 13.92% 3.9
Sherborne Investors Management
2785
Sherborne Investors Management
New York
USD 548 M +USD 41.2 M +8% 8.13% 54.2% 1 0% 1
GWSG
2786
GPS Wealth Strategies Group
Colorado
USD 548 M +USD 27.1 M +5% 12.1% 118% 1,331 10.29% 0.9
Affinity Asset Advisors
2787
Affinity Asset Advisors
New York
USD 548 M +USD 192 M +54% 50.7% 1,487% 102 38.24% 0.7
PCM
2788
Prime Capital Management
Hong Kong
USD 547 M +USD 32.2 M +6% 7.01% 579% 5 0% 1.2
SRFM
2789
Shannon River Fund Management
New York
USD 547 M +USD 44.2 M +9% 25.4% 554% 27 55.56% 0.5
AWM Capital
2790
AWM Capital
Arizona
USD 547 M +USD 55.2 M +11% 8.74% 51.1% 88 19.32% 1.5
Archford Capital Strategies
2791
Archford Capital Strategies
Illinois
USD 546 M +USD 46.7 M +9% 9.92% 87.4% 290 20.34% 4.2
Hunter Associates Investment Management
2792
Hunter Associates Investment Management
Pennsylvania
USD 546 M +USD 54.2 M +11% 9.86% 81.7% 268 7.09% 3.9
MI
2793
MMCAP International
Cayman Islands
USD 546 M +USD 198 M +57% 14.3% 184% 220 22.27% 1.4
Bedel Financial Consulting
2794
Bedel Financial Consulting
Indiana
USD 546 M +USD 51.8 M +10% 9.19% 104% 251 8.76% 4
Per Stirling Capital Management
2795
Per Stirling Capital Management
Texas
USD 545 M +USD 63.5 M +13% 10.2% 63.1% 224 19.64% 0.8
Mason Street Advisors
2796
Mason Street Advisors
Wisconsin
USD 545 M +USD 23.9 M +5% 8.89% 32% 8 12.5% 4.1
Center for Financial Planning
2797
Center for Financial Planning
Michigan
USD 544 M +USD 81.3 M +18% 10.7% 64.4% 537 5.77% 3.1
Jackson Thornton Wealth Management
2798
Jackson Thornton Wealth Management
Alabama
USD 544 M +USD 61.2 M +13% 11.2% 64.4% 54 20.37% 1.1
Nellore Capital Management
2799
Nellore Capital Management
California
USD 544 M +USD 12 M +2% 16.3% 73.8% 11 0% 2.1
Grove Bank & Trust
2800
Grove Bank & Trust
Florida
USD 544 M +USD 52.9 M +11% 10.6% 80.5% 744 21.91% 2.6