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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)
Burton Enright Welch
2876
Burton Enright Welch
California
USD 736 M +USD 25.1 M +4% 1.53% 66.6% 139 11.51% 2.4
Glassman Wealth Services
2877
Glassman Wealth Services
Virginia
USD 736 M -USD 5.48 M -0.7% 0.46% 62.6% 202 10.89% 4.9
TFO Wealth Partners
2878
TFO Wealth Partners
Ohio
USD 735 M +USD 67.2 M +10% 0.58% 63.6% 73 31.51% 1.1
Colonial Trust
2879
Colonial Trust
South Carolina
USD 735 M -USD 14.9 M -2% 0.31% 75.5% 1,176 10.46% 2.4
Seeds Investor
2880
Seeds Investor
New York
USD 735 M +USD 213 M +41% 0.38% – 372 34.41% 1
Arvest Investments
2881
Arvest Investments
Arkansas
USD 733 M +USD 21.6 M +3% 1.01% 50% 208 13.46% 1.5
ACM
2882
AIGH Capital Management
Maryland
USD 733 M +USD 320 M +77% 56.7% 3,026% 51 49.02% 0.8
Berman McAleer
2883
Berman McAleer
Maryland
USD 733 M +USD 1.11 M +0.2% 0.53% – 172 11.63% 0.5
GFI
2884
Global Frontier Investments
South Carolina
USD 732 M +USD 225 M +44% 20.9% – 21 28.57% 3.7
Rice Partnership
2885
Rice Partnership
Hawaii
USD 732 M -USD 7.82 M -1% 0.62% 123% 189 13.23% 3.5
Intellus Advisors
2886
Intellus Advisors
Florida
USD 732 M -USD 21.9 M -3% 0.02% – 139 13.67% 1.1
GFI Investment Counsel
2887
GFI Investment Counsel
Ontario, Canada
USD 731 M -USD 206 M -22% 9.39% 41.8% 31 25.81% 3.4
Third View Private Wealth
2888
Third View Private Wealth
Connecticut
USD 730 M -USD 12.6 M -2% 5.9% – 295 18.31% 0.2
Acorn Financial Advisory Services
2889
Acorn Financial Advisory Services
Virginia
USD 730 M +USD 52.2 M +8% 6.85% 108% 239 20.08% 3.4
Capital Investment Counsel (Colorado)
2890
Capital Investment Counsel (Colorado)
Colorado
USD 730 M +USD 9.9 M +1% 0.56% 68.7% 157 17.2% 1.5
Enclave Advisors
2891
Enclave Advisors
Texas
USD 729 M +USD 23.8 M +3% 0.36% – 141 14.18% 1.1
Horst & Graben Wealth Management
2892
Horst & Graben Wealth Management
Oregon
USD 729 M +USD 66.2 M +10% 1.51% 62.2% 200 13% 3
Meridian Wealth Partners
2893
Meridian Wealth Partners
Pennsylvania
USD 729 M +USD 2.99 M +0.4% 1.38% 54.2% 126 16.67% 3.5
SKBA Capital Management
2894
SKBA Capital Management
California
USD 728 M +USD 24.1 M +3% 4.97% 53.9% 81 3.7% 5
Sloy Dahl & Holst
2895
Sloy Dahl & Holst
Washington
USD 728 M -USD 104 M -13% 14.8% 132% 118 7.63% 3
Tran Capital Management
2896
Tran Capital Management
California
USD 728 M -USD 107 M -13% 3.3% 173% 81 22.22% 2.8
Dillon & Associates
2897
Dillon & Associates
Michigan
USD 726 M -USD 48 M -6% 5.08% 117% 79 7.59% 8.3
Castellan Group
2898
Castellan Group
Kentucky
USD 726 M -USD 69.5 M -9% 1.6% 184% 62 45.16% 1.7
FIFTHDELTA
2899
FIFTHDELTA
United Kingdom
USD 725 M +USD 249 M +52% 6.31% 16.6% 15 60% 0.5
Professional Advisory Services
2900
Professional Advisory Services
Florida
USD 724 M -USD 47.2 M -6% 5.09% 69.3% 82 4.88% 6.5