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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)
Noesis Capital Mangement
2876
Noesis Capital Mangement
Florida
USD 832 M +USD 155 M +23% 29.3% 139% 131 9.92% 5.1
Sargent Investment Group
2877
Sargent Investment Group
Maryland
USD 832 M +USD 72.4 M +10% 13.6% 113% 292 12.33% 2.3
AA Financial Advisors
2878
AA Financial Advisors
Ohio
USD 832 M +USD 122 M +17% 11.1% 68.8% 242 13.64% 1.5
American Financial Advisors
2879
American Financial Advisors
Georgia
USD 831 M +USD 81.6 M +11% 14.2% 52.7% 175 12.57% 3.7
Compass Financial Management
2880
Compass Financial Management
Florida
USD 829 M – – 21.4% – 1,545 – 0
Sharkey, Howes & Javer
2881
Sharkey, Howes & Javer
Colorado
USD 829 M +USD 86.4 M +12% 12.9% 60.2% 166 9.64% 3.4
AdvisorShares Investments
2882
AdvisorShares Investments
Maryland
USD 828 M +USD 279 M +51% 15.3% 110% 333 35.14% 1.4
GWM
2883
Gibbs Wealth Management
Georgia
USD 828 M +USD 66.1 M +9% 15.9% – 500 22.2% 1.1
Benchstone Capital Management
2884
Benchstone Capital Management
New York
USD 828 M -USD 31.7 M -4% 33.2% – 54 61.11% 0.4
Arvest Investments
2885
Arvest Investments
Arkansas
USD 827 M +USD 93.3 M +13% 11.4% 50% 228 16.67% 1.5
Cullen Investment Group
2886
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)
2887
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 826 M +USD 50.7 M +7% 11.1% 86.4% 142 7.04% 8.8
Meridian Wealth Partners
2888
Meridian Wealth Partners
Pennsylvania
USD 826 M +USD 97.5 M +13% 13.2% 54.2% 132 15.91% 3.5
Parsifal Capital Management
2889
Parsifal Capital Management
Connecticut
USD 826 M -USD 23.4 M -3% 29.3% 154% 20 35% 1.3
Strategic Wealth Investment Group
2890
Strategic Wealth Investment Group
Kentucky
USD 825 M +USD 36.7 M +5% 6.64% – 109 18.35% 2.3
John G. Ullman & Associates
2891
John G. Ullman & Associates
New York
USD 824 M +USD 70.1 M +9% 26.3% 162% 191 14.14% 4.9
Rice Partnership
2892
Rice Partnership
Hawaii
USD 824 M +USD 92.1 M +13% 22.6% 123% 190 16.32% 3.8
Werba Rubin Papier Wealth Management
2893
Werba Rubin Papier Wealth Management
California
USD 824 M +USD 105 M +15% 13% 67% 326 19.94% 1.4
Intellus Advisors
2894
Intellus Advisors
Florida
USD 823 M +USD 91.7 M +13% 17.9% – 139 13.67% 1.2
McGowan Group Asset Management
2895
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
2896
Hudson Valley Investment Advisors
New York
USD 823 M +USD 51.5 M +7% 16.8% 102% 152 10.53% 7.2
Leelyn Smith
2897
Leelyn Smith
Illinois
USD 822 M +USD 109 M +15% 20.7% 86% 165 11.52% 3.5
Sirios Capital Management
2898
Sirios Capital Management
Massachusetts
USD 822 M -USD 2.51 M -0.3% 22.5% 177% 95 24.21% 1.5
Sivia Capital Partners
2899
Sivia Capital Partners
California
USD 822 M +USD 306 M +59% 25.9% – 608 36.35% 0.9
Greenup Street Wealth Management
2900
Greenup Street Wealth Management
Michigan
USD 822 M +USD 111 M +16% 15.8% 69.8% 153 24.84% 1.8