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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)
Compass Financial Management
2876
Compass Financial Management
Florida
USD 829 M – – 21.4% – 1,545 – 0
Sharkey, Howes & Javer
2877
Sharkey, Howes & Javer
Colorado
USD 829 M +USD 86.4 M +12% 12.9% 54.6% 166 9.64% 3.4
AdvisorShares Investments
2878
AdvisorShares Investments
Maryland
USD 828 M +USD 279 M +51% 15.3% 110% 333 35.14% 1.4
Benchstone Capital Management
2879
Benchstone Capital Management
New York
USD 828 M -USD 31.7 M -4% 33.2% – 54 61.11% 0.4
Arvest Investments
2880
Arvest Investments
Arkansas
USD 827 M +USD 93.3 M +13% 11.4% – 228 16.67% 1.5
Cullen Investment Group
2881
Cullen Investment Group
Louisiana
USD 827 M +USD 69 M +9% 13.6% 102% 188 8.51% 2.1
Cardinal Capital Management Inc (North Carolina)
2882
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 826 M +USD 50.7 M +7% 11.1% 77.6% 142 7.04% 8.8
Meridian Wealth Partners
2883
Meridian Wealth Partners
Pennsylvania
USD 826 M +USD 97.5 M +13% 13.2% 54.2% 132 15.91% 3.5
Parsifal Capital Management
2884
Parsifal Capital Management
Connecticut
USD 826 M -USD 23.4 M -3% 29.3% 154% 20 35% 1.3
Strategic Wealth Investment Group
2885
Strategic Wealth Investment Group
Kentucky
USD 825 M +USD 36.7 M +5% 6.64% – 109 18.35% 2.3
John G. Ullman & Associates
2886
John G. Ullman & Associates
New York
USD 824 M +USD 70.1 M +9% 26.3% 156% 191 14.14% 4.9
Rice Partnership
2887
Rice Partnership
Hawaii
USD 824 M +USD 92.1 M +13% 22.6% 123% 190 16.32% 3.8
Werba Rubin Papier Wealth Management
2888
Werba Rubin Papier Wealth Management
California
USD 824 M +USD 105 M +15% 13% 67% 326 19.94% 1.4
Intellus Advisors
2889
Intellus Advisors
Florida
USD 823 M +USD 91.7 M +13% 17.9% – 139 13.67% 1.2
McGowan Group Asset Management
2890
McGowan Group Asset Management
Texas
USD 823 M +USD 37.8 M +5% 14.2% 69.8% 168 16.67% 3.2
Hudson Valley Investment Advisors
2891
Hudson Valley Investment Advisors
New York
USD 823 M +USD 51.5 M +7% 16.8% 94.6% 152 10.53% 7.2
Leelyn Smith
2892
Leelyn Smith
Illinois
USD 822 M +USD 109 M +15% 20.7% 77.3% 165 11.52% 3.5
Sirios Capital Management
2893
Sirios Capital Management
Massachusetts
USD 822 M -USD 2.51 M -0.3% 22.5% 177% 95 24.21% 1.5
Sivia Capital Partners
2894
Sivia Capital Partners
California
USD 822 M +USD 306 M +59% 25.9% – 608 36.35% 0.9
Greenup Street Wealth Management
2895
Greenup Street Wealth Management
Michigan
USD 822 M +USD 111 M +16% 15.8% 65.6% 153 24.84% 1.8
Avenir Corporation
2896
Avenir Corporation
Virginia
USD 821 M +USD 238 k +0% 4.1% 34.4% 82 15.85% 6
Legacy Financial Advisors
2897
Legacy Financial Advisors
Kentucky
USD 820 M +USD 105 M +15% 19% 86.3% 453 14.79% 2.6
Capital Advantage
2898
Capital Advantage
California
USD 820 M +USD 54.7 M +7% 11.4% 49.2% 161 16.77% 2.7
Faithward Advisors
2899
Faithward Advisors
Pennsylvania
USD 819 M +USD 119 M +17% 20.1% 119% 354 30.51% 1.8
Canal Capital Management
2900
Canal Capital Management
Virginia
USD 819 M +USD 79.9 M +11% 13.2% 67.8% 243 24.28% 3.7