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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)
SYM Financial Corp
2876
SYM Financial Corp
Indiana
USD 453 M +USD 32.6 M +8% 5.47% 64.3% 126 21.43% 2.5
Strid Group
2877
Strid Group
Pennsylvania
USD 453 M +USD 33.2 M +8% 5.18% 55.2% 47 17.02% 3.1
Johnson Bixby & Associates
2878
Johnson Bixby & Associates
Washington
USD 453 M +USD 22.9 M +5% 4.18% 48.7% 102 7.84% 1.6
KWMG
2879
King Wealth Management Group
Florida
USD 453 M +USD 34.5 M +8% 8.08% 86% 152 9.21% 4.8
Mason Street Advisors
2880
Mason Street Advisors
Wisconsin
USD 452 M +USD 50.2 M +12% 5.35% 32% 9 0% 4.4
EFG Asset Management
2881
EFG Asset Management
Oregon
USD 452 M +USD 7.17 M +2% 15% 211% 194 19.07% 0.9
Rempart Asset Management
2882
Rempart Asset Management
Canada
USD 452 M +USD 27.6 M +6% 2.97% 70.5% 43 9.3% 1.9
First National Bank & Trust Co of Newtown
2883
First National Bank & Trust Co of Newtown
Pennsylvania
USD 452 M +USD 9.9 M +2% 4.4% 55.7% 127 3.15% 7.8
First Fiduciary Investment Counsel
2884
First Fiduciary Investment Counsel
Ohio
USD 452 M -USD 5.08 M -1% 2% 60% 67 5.97% 4.2
Herald Investment Management
2885
Herald Investment Management
United Kingdom
USD 450 M +USD 42.6 M +10% 13.2% 493% 100 8% 4.7
Hanson & Doremus Investment Management
2886
Hanson & Doremus Investment Management
Vermont
USD 450 M -USD 14.6 M -3% 5.01% 86.3% 539 18.37% 5.6
Aviance Capital Partners
2887
Aviance Capital Partners
Florida
USD 450 M +USD 21.1 M +5% 8.76% 109% 289 13.15% 4.5
Financial Partners Group (Kansas)
2888
Financial Partners Group (Kansas)
Kansas
USD 450 M -USD 5.18 M -1% 5.54% 76.7% 172 8.14% 2.2
Strategic Point Investment Advisors
2889
Strategic Point Investment Advisors
Rhode Island
USD 449 M +USD 33.9 M +8% 4.95% 58.2% 31 3.23% 3.4
Diversified Portfolios Inc
2890
Diversified Portfolios Inc
Michigan
USD 449 M +USD 13.1 M +3% 5.04% 40.2% 146 21.23% 2.8
Brasada Capital Management
2891
Brasada Capital Management
Texas
USD 449 M +USD 14.7 M +3% 5.65% 76.5% 159 35.85% 2.2
Gateway Advisory
2892
Gateway Advisory
New Jersey
USD 449 M +USD 59.5 M +15% 2.39% 26% 106 43.4% 1.7
AMG
2893
Asset Management Group
Connecticut
USD 448 M +USD 22.8 M +5% 4.89% 57% 123 1.63% 7
State of Wisconsin - Board of Commissioners of Public Lands
2894
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
USD 448 M – – 3.33% 4.78% 17 – 0
HL
2895
Hernani LP
Jersey
USD 448 M +USD 44.2 M +11% 5.76% 14% 14 57.14% 0.9
CVA Family Office
2896
CVA Family Office
Colorado
USD 448 M +USD 35.5 M +9% 4.83% 71.6% 1,022 11.84% 1.5
Stockman Wealth Management
2897
Stockman Wealth Management
Montana
USD 447 M +USD 12 M +3% 2.79% 77.5% 212 11.32% 4
Chatham Capital Group
2898
Chatham Capital Group
Georgia
USD 447 M +USD 20.9 M +5% 6.84% 97% 194 8.25% 5
Spirit of America Management Corp
2899
Spirit of America Management Corp
New York
USD 447 M +USD 1.8 M +0.4% 4% 113% 247 13.36% 5.4
Wellington Shields & Co
2900
Wellington Shields & Co
New York
USD 446 M +USD 6.05 M +1% 2.13% 127% 310 9.35% 2.4