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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)
McGlone Suttner Wealth Management
2851
McGlone Suttner Wealth Management
Wisconsin
USD 609 M +USD 10.3 M +2% 1.14% 61.6% 202 19.31% 1.5
Gratus Wealth Advisors
2852
Gratus Wealth Advisors
Virginia
USD 609 M -USD 15.6 M -2% 2.44% 65.2% 135 11.11% 1.1
Concord Wealth Partners
2853
Concord Wealth Partners
Virginia
USD 609 M -USD 1.61 M -0.3% 1.07% 71.1% 994 25.25% 2.1
ACK Asset Management
2854
ACK Asset Management
Connecticut
USD 609 M -USD 137 M -18% 8% 132% 25 32% 1.4
AO
2855
Allen Operations
New York
USD 608 M -USD 22.7 M -4% 1.02% 248% 31 6.45% 5.4
Proffitt & Goodson
2856
Proffitt & Goodson
Tennessee
USD 608 M +USD 4.88 M +0.8% 0.35% 48.5% 275 13.09% 4.7
Power Corp of Canada
2857
Power Corp of Canada
Canada
USD 607 M -USD 32.8 M -5% 5.13% 14.4% 1 0% 1.3
Inscription Capital
2858
Inscription Capital
Texas
USD 607 M – – 0.98% – 341 – 2.4
USA Financial Formulas
2859
USA Financial Formulas
Michigan
USD 606 M -USD 30.8 M -5% 2.5% 104% 379 52.24% 1
Mivtachim The Workers Social Insurance Fund
2860
Mivtachim The Workers Social Insurance Fund
Israel
USD 605 M -USD 3.09 M -0.5% 4.51% 165% 43 46.51% 2.5
WAM
2861
Warberg Asset Management
Illinois
USD 605 M -USD 50.1 M -8% 0.16% 61.5% 250 43.2% 0.9
Conversant Capital
2862
Conversant Capital
New Jersey
USD 605 M -USD 119 M -16% 2.38% 228% 23 60.87% 0.7
Riverstone Holdings
2863
Riverstone Holdings
New York
USD 605 M -USD 28.6 M -5% 1.09% 89.8% 6 16.67% 3.5
BCM
2864
Bayesian Capital Management
New York
USD 604 M -USD 213 M -26% 0.68% 107% 1,036 82.92% 0.2
Capital Investment Counsel (Colorado)
2865
Capital Investment Counsel (Colorado)
Colorado
USD 604 M +USD 5.23 M +0.9% 0.29% 68.7% 124 8.06% 1
Glen Eagle Advisors
2866
Glen Eagle Advisors
New Jersey
USD 604 M +USD 1.31 M +0.2% 1.32% 68.5% 1,125 6.13% 4.6
Financial Advisory Corporation
2867
Financial Advisory Corporation
Michigan
USD 604 M +USD 31.1 M +5% 0.93% – 48 18.75% 0.2
Financial Advisors Network
2868
Financial Advisors Network
California
USD 603 M +USD 1.9 M +0.3% 0.11% – 216 27.78% 3.3
BFCFSI
2869
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
USD 603 M +USD 12.1 M +2% 2.94% – 2,359 15.6% 0.4
Serenus Wealth Advisors
2870
Serenus Wealth Advisors
California
USD 603 M +USD 27.1 M +5% 2.81% – 66 12.12% 0.2
Index Venture Associates VI
2871
Index Venture Associates VI
Jersey
USD 602 M +USD 63.1 M +12% 11.7% 312% 1 0% 3.5
De Lisle Partners
2872
De Lisle Partners
United Kingdom
USD 602 M -USD 80 M -12% 9.9% – 196 8.16% 0.9
Lifeworks Advisors
2873
Lifeworks Advisors
Michigan
USD 602 M +USD 47.6 M +9% 1.06% 80.4% 342 20.76% 1.4
EFG Asset Management
2874
EFG Asset Management
Oregon
USD 602 M -USD 131 M -18% 8.89% 211% 196 21.43% 1.8
Ninepoint Partners
2875
Ninepoint Partners
Ontario, Canada
USD 602 M -USD 87.1 M -13% 7.94% 82.6% 112 39.29% 1.4