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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)
American Financial Advisors
2851
American Financial Advisors
Georgia
USD 750 M -USD 25.2 M -3% 1.59% 52.7% 166 7.83% 3.8
Cornerstone Planning Group
2852
Cornerstone Planning Group
New Jersey
USD 749 M +USD 108 M +17% 0.28% 60% 1,930 17.2% 1.7
Manchester Global Management
2853
Manchester Global Management
United Kingdom
USD 749 M +USD 6.93 M +0.9% 7.2% 156% 25 24% 1.4
BDF Gestion
2854
BDF Gestion
France
USD 749 M -USD 69.7 M -9% 4.99% – 163 21.47% 1.3
Breakwater Capital Group
2855
Breakwater Capital Group
New Jersey
USD 747 M +USD 30.2 M +4% 0.45% 67.4% 383 10.7% 2.1
Beau Ventures
2856
Beau Ventures
New York
USD 746 M -USD 57.6 M -7% 3.04% – 22 4.55% 0.3
Power Corp of Canada
2857
Power Corp of Canada
Canada
USD 745 M -USD 8.52 M -1% 1.13% 14.4% 1 0% 2.3
Conversant Capital
2858
Conversant Capital
New Jersey
USD 745 M +USD 219 M +42% 0.3% 228% 22 68.18% 0.5
Capital Advisors Wealth Management
2859
Capital Advisors Wealth Management
Washington
USD 745 M +USD 10.8 M +1% 0.73% 70.5% 231 10.39% 2.5
Hendershot Investments
2860
Hendershot Investments
Virginia
USD 744 M -USD 40.5 M -5% 5.22% 61.9% 130 5.38% 5.8
SkyView Investment Advisors
2861
SkyView Investment Advisors
New Jersey
USD 743 M -USD 48.8 M -6% 1.84% 70.3% 372 19.89% 1.8
Knightsbridge Asset Management
2862
Knightsbridge Asset Management
California
USD 743 M +USD 122 M +20% 0.08% 150% 281 28.83% 1.8
Ellenbecker Investment Group
2863
Ellenbecker Investment Group
Wisconsin
USD 743 M +USD 28.2 M +4% 1.55% 56.3% 140 10% 4
Abacus Planning Group
2864
Abacus Planning Group
South Carolina
USD 743 M -USD 8.36 M -1% 0.4% 67.8% 285 15.09% 4
Sharkey, Howes & Javer
2865
Sharkey, Howes & Javer
Colorado
USD 742 M -USD 44.4 M -6% 1.74% 60.2% 169 14.79% 3.4
HCP
2866
Holt Capital Partners
Texas
USD 742 M -USD 2.84 M -0.4% 1.15% 69.5% 157 6.37% 7.7
Allegheny Financial Group
2867
Allegheny Financial Group
Pennsylvania
USD 742 M +USD 66.3 M +10% 0.37% 72.7% 299 7.36% 2.6
Lineweaver Wealth Advisors
2868
Lineweaver Wealth Advisors
Ohio
USD 742 M +USD 2.77 M +0.4% 0.62% 68.4% 192 18.75% 2.8
Running Oak Capital
2869
Running Oak Capital
Minnesota
USD 741 M -USD 57.4 M -7% 3.78% 40.8% 56 1.79% 3.9
BFCFSI
2870
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
USD 741 M -USD 18.6 M -2% 0.46% – 2,821 18.04% 1.2
Camden National Bank
2871
Camden National Bank
Maine
USD 739 M +USD 11.9 M +2% 1.3% 58.2% 175 9.71% 4.6
Canal Capital Management
2872
Canal Capital Management
Virginia
USD 739 M +USD 33.9 M +5% 0.72% 67.8% 224 23.66% 3.8
Portside Wealth Group
2873
Portside Wealth Group
Utah
USD 738 M -USD 5.46 M -0.7% 0.42% 90.1% 527 24.67% 1.7
Qtron Investments
2874
Qtron Investments
Massachusetts
USD 738 M -USD 31.7 M -4% 0.1% 140% 457 14.22% 2.8
James J. Burns & Company
2875
James J. Burns & Company
New York
USD 737 M +USD 12.3 M +2% 2.44% 70.2% 168 11.9% 2.3