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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)
Tarbox Family Office
2876
Tarbox Family Office
California
USD 602 M -USD 4.67 M -0.8% 1.93% 66.4% 110 5.45% 7.3
Aveo Capital Partners
2877
Aveo Capital Partners
Colorado
USD 601 M -USD 312 M -34% 0.02% 19.1% 353 54.67% 2.7
Callodine Capital Management
2878
Callodine Capital Management
Massachusetts
USD 601 M +USD 117 M +24% 2.95% 53.8% 50 30% 1.6
M Holdings Securities
2879
M Holdings Securities
Oregon
USD 601 M -USD 19.2 M -3% 2.11% 94.1% 153 21.57% 1.9
Insight Wealth Partners
2880
Insight Wealth Partners
Texas
USD 601 M -USD 129 M -18% 0.62% 56.2% 112 18.75% 2.3
SSCM
2881
Summit Street Capital Management
New York
USD 601 M -USD 37.3 M -6% 1.99% 217% 30 0% 6
Strategic Point Investment Advisors
2882
Strategic Point Investment Advisors
Rhode Island
USD 600 M -USD 13.2 M -2% 0.71% 58.2% 35 2.86% 4.3
Kavar Capital Partners Group
2883
Kavar Capital Partners Group
Kansas
USD 600 M +USD 8.26 M +1% 0.41% 86.8% 190 14.74% 4.9
St. James Investment Company
2884
St. James Investment Company
Texas
USD 600 M +USD 20.9 M +4% 9.04% 43.8% 33 24.24% 3.6
High Probability Advisors
2885
High Probability Advisors
New York
USD 600 M +USD 41.8 M +7% 0.13% 52.6% 56 3.57% 3
Fagan Associates
2886
Fagan Associates
New York
USD 600 M -USD 29.9 M -5% 2.13% 127% 136 12.5% 4.7
Chatham Capital Group
2887
Chatham Capital Group
Georgia
USD 599 M -USD 8.67 M -1% 1.47% 97% 203 7.39% 5.8
Broad Run Investment Management
2888
Broad Run Investment Management
Virginia
USD 599 M -USD 137 M -19% 2.11% 202% 25 8% 6.3
Evolution Wealth Advisors
2889
Evolution Wealth Advisors
Florida
USD 599 M +USD 1.16 M +0.2% 3.02% 96% 158 15.19% 2.5
Huntleigh Advisors
2890
Huntleigh Advisors
Missouri
USD 599 M +USD 134 M +29% 4.62% – 293 20.14% 0.2
CBT
2891
Central Bank & Trust
Kentucky
USD 599 M -USD 62.1 M -9% 3.33% 118% 189 8.99% 7.6
Formidable Asset Management
2892
Formidable Asset Management
Ohio
USD 598 M -USD 10.7 M -2% 0.53% 62.2% 409 14.91% 2.7
Legacy Financial Advisors
2893
Legacy Financial Advisors
Kentucky
USD 598 M -USD 6.91 M -1% 0.86% 86.3% 380 13.95% 2.6
Glassman Wealth Services
2894
Glassman Wealth Services
Virginia
USD 598 M +USD 3.38 M +0.6% 1.14% 62.6% 218 22.94% 3.7
Canal Capital Management
2895
Canal Capital Management
Virginia
USD 597 M -USD 20.3 M -3% 1.07% 67.8% 188 22.87% 4.2
AMCI
2896
Al Mehwar Commercial Investments
United Arab Emirates
USD 597 M -USD 97.1 M -14% 14% – 2 50% 1.3
MA
2897
Madrone Advisors
California
USD 597 M +USD 72.2 M +14% 8.14% 10.4% 6 0% 2
Embree Financial Group
2898
Embree Financial Group
Illinois
USD 597 M +USD 11.4 M +2% 2.67% 87.6% 214 14.49% 1
Radnor Capital Management
2899
Radnor Capital Management
Pennsylvania
USD 597 M -USD 1.52 M -0.3% 1.26% 96.9% 328 8.54% 1.9
Pier Capital
2900
Pier Capital
Connecticut
USD 597 M -USD 104 M -15% 11.4% 223% 131 21.37% 1.9