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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)
BlueSky Wealth Advisors
2876
BlueSky Wealth Advisors
North Carolina
USD 540 M +USD 29 M +6% 3.57% 45.9% 73 19.18% 2.8
WAM
2877
Warberg Asset Management
Illinois
USD 540 M -USD 77.1 M -13% 1.31% 61.5% 253 43.48% 0.4
KWMG
2878
King Wealth Management Group
Florida
USD 539 M +USD 50.5 M +10% 10.5% 86% 191 18.85% 3.7
Dividend Assets Capital
2879
Dividend Assets Capital
South Carolina
USD 539 M +USD 42 M +8% 9.57% 67.4% 532 8.27% 2.3
AMCA
2880
Arthur M. Cohen & Associates
Illinois
USD 538 M +USD 45.7 M +9% 11.1% 129% 147 8.84% 3.4
HA
2881
Harbor Advisors
Florida
USD 538 M +USD 37.8 M +8% 8.21% 125% 199 15.08% 3
JGP Wealth Management
2882
JGP Wealth Management
Oregon
USD 537 M +USD 74.3 M +16% 14.3% 87.8% 163 6.75% 2.3
Saltoro Capital
2883
Saltoro Capital
Texas
USD 537 M +USD 253 M +89% 2.2% 130% 124 60.48% 0.4
PS
2884
Portfolio Strategies
New York
USD 536 M +USD 37 M +7% 12% 137% 55 23.64% 1.8
FRG Family Wealth Advisors
2885
FRG Family Wealth Advisors
Washington
USD 536 M +USD 26.9 M +5% 9.53% 76.4% 147 10.2% 4.2
CL
2886
CIM LLC
New York
USD 536 M -USD 107 M -17% 6.94% 108% 165 13.33% 3.1
Arbor Investment Advisors
2887
Arbor Investment Advisors
North Carolina
USD 535 M +USD 38.6 M +8% 5.05% 48.5% 113 10.62% 3.4
Insight Wealth Partners
2888
Insight Wealth Partners
Texas
USD 535 M +USD 348 M +187% 1.69% 56.2% 85 35.29% 1
Capital Investment Counsel Inc
2889
Capital Investment Counsel Inc
North Carolina
USD 535 M +USD 79.7 M +18% 15.9% 174% 217 26.73% 4.4
Live Oak Private Wealth
2890
Live Oak Private Wealth
North Carolina
USD 535 M +USD 42 M +9% 9.7% 74.6% 179 5.59% 1.4
SPC
2891
Stony Point Capital
New York
USD 534 M +USD 169 M +46% 0.71% 208% 46 50% 0.7
Legion Partners Asset Management
2892
Legion Partners Asset Management
California
USD 534 M +USD 48.2 M +10% 12.8% 206% 20 45% 1.1
Tortoise Investment Management
2893
Tortoise Investment Management
New York
USD 534 M +USD 39.3 M +8% 4.6% 43.8% 693 14.29% 4.1
Personal CFO Solutions
2894
Personal CFO Solutions
New Jersey
USD 534 M +USD 46.2 M +9% 6.19% 98.9% 530 24.72% 1.2
Pensionfund Sabic
2895
Pensionfund Sabic
Netherlands
USD 534 M +USD 60.3 M +13% 14.2% 63.6% 221 12.67% 3.4
Hunter Perkins Capital Management
2896
Hunter Perkins Capital Management
Illinois
USD 533 M +USD 41.6 M +8% 7.87% 58% 92 23.91% 1
Hahn Capital Management
2897
Hahn Capital Management
California
USD 533 M +USD 21.3 M +4% 10.9% 71.7% 33 0% 5.9
5AM Venture Management
2898
5AM Venture Management
California
USD 533 M +USD 40.3 M +8% 25% 546% 18 16.67% 1.1
Mengis Capital Management
2899
Mengis Capital Management
Oregon
USD 533 M +USD 56.5 M +12% 11% 104% 188 6.91% 3.8
Lee Financial
2900
Lee Financial
Texas
USD 532 M +USD 49 M +10% 6.78% 75% 978 30.37% 1.7