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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)
FAG
2851
Financial Advisory Group
Texas
USD 515 M +USD 7.35 M +1% 3.82% 20.6% 101 9.9% 3.9
Legacy Advisors
2852
Legacy Advisors
Pennsylvania
USD 515 M +USD 242 M +89% 5.54% – 225 45.33% 1.7
Hussman Strategic Advisors
2853
Hussman Strategic Advisors
Maryland
USD 515 M +USD 59.2 M +13% 1.12% 41.6% 359 18.66% 1.8
BlueSky Wealth Advisors
2854
BlueSky Wealth Advisors
North Carolina
USD 515 M -USD 25 M -5% 5.23% 45.9% 70 8.57% 3.1
Twin Focus Capital Partners
2855
Twin Focus Capital Partners
Massachusetts
USD 515 M +USD 14.9 M +3% 3.41% 92.5% 242 12.4% 2.6
FRG Family Wealth Advisors
2856
FRG Family Wealth Advisors
Washington
USD 514 M -USD 21.9 M -4% 3.02% 76.4% 148 5.41% 4.3
MIC Capital Management (UK)
2857
MIC Capital Management (UK)
United Kingdom
USD 514 M -USD 8.93 M -2% 17.3% 67.2% 27 29.63% 0.2
Destiny Wealth Partners
2858
Destiny Wealth Partners
Florida
USD 514 M -USD 5.04 M -1% 1.59% 63.7% 618 23.62% 0.6
Sanders Morris Harris
2859
Sanders Morris Harris
Texas
USD 513 M -USD 64.8 M -11% 4.43% 85.8% 364 24.73% 1.7
Ramsay Stattman Vela & Price
2860
Ramsay Stattman Vela & Price
Colorado
USD 513 M +USD 72.5 M +16% 5.05% 81.8% 92 28.26% 4.8
First Fiduciary Investment Counsel
2861
First Fiduciary Investment Counsel
Ohio
USD 513 M -USD 50.7 M -9% 5.58% 60% 70 5.71% 3.6
Towercrest Capital Management
2862
Towercrest Capital Management
Pennsylvania
USD 513 M -USD 33.8 M -6% 5.73% 42.6% 94 4.26% 3.5
Kettle Hill Capital Management
2863
Kettle Hill Capital Management
New York
USD 513 M -USD 52.4 M -9% 9.31% 37.4% 75 73.33% 0.4
Opus Capital Group
2864
Opus Capital Group
Ohio
USD 513 M +USD 29 M +6% 4.48% 53.7% 122 17.21% 4.1
Peavine Capital
2865
Peavine Capital
Nevada
USD 513 M -USD 8.48 M -2% 3.19% 30.8% 19 21.05% 3.1
Crewe Advisors
2866
Crewe Advisors
Utah
USD 512 M +USD 20.7 M +4% 1.74% 96.1% 518 22.78% 1.7
Trust Company
2867
Trust Company
Kansas
USD 512 M +USD 83.8 M +20% 4.26% 40.6% 350 12% 3.8
Strategic Wealth Partners
2868
Strategic Wealth Partners
Ohio
USD 512 M -USD 15.2 M -3% 2.4% – 296 19.93% 1.6
Grosvenor Holdings
2869
Grosvenor Holdings
Illinois
USD 512 M -USD 455 M -47% 15.6% 54.3% 24 58.33% 0.9
PM Capital
2870
PM Capital
Australia
USD 512 M -USD 12 M -2% 5.37% 105% 12 0% 4.9
Spirit of America Management Corp
2871
Spirit of America Management Corp
New York
USD 511 M +USD 13.3 M +3% 8.26% 113% 249 8.84% 4.9
Starwood Capital Group Management
2872
Starwood Capital Group Management
Florida
USD 511 M +USD 5.76 M +1% 4.19% 16.2% 7 42.86% 0.7
Nelson Capital Management
2873
Nelson Capital Management
California
USD 511 M -USD 29.5 M -5% 4.41% 121% 112 11.61% 4.4
Pacific Global Investment Management
2874
Pacific Global Investment Management
California
USD 511 M -USD 30.4 M -6% 3.04% 48% 233 12.88% 5
Parkside Investments
2875
Parkside Investments
Illinois
USD 511 M -USD 8.75 M -2% 1.59% 70.4% 169 53.25% 1.4