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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)
Cooper Financial Group
2901
Cooper Financial Group
California
USD 492 M +USD 48.9 M +11% 6.32% 87.2% 269 17.47% 1.2
Edge Wealth Management
2902
Edge Wealth Management
New York
USD 491 M +USD 20.9 M +4% 6.98% 75.3% 466 11.37% 2.8
Cornerstone Wealth Group
2903
Cornerstone Wealth Group
North Carolina
USD 491 M -USD 1.01 M -0.2% 6.7% 96% 170 21.76% 1.2
Cornerstone Partners Capital Management
2904
Cornerstone Partners Capital Management
Virginia
USD 490 M +USD 96.8 M +25% 7.8% 51.8% 15 53.33% 0.3
Teamwork Financial Advisors
2905
Teamwork Financial Advisors
Texas
USD 490 M +USD 63.4 M +15% 10.8% 134% 265 21.89% 0.8
Noesis Capital Mangement
2906
Noesis Capital Mangement
Florida
USD 489 M +USD 43.9 M +10% 7.9% 139% 131 15.27% 3.7
KWMG
2907
King Wealth Management Group
Florida
USD 489 M +USD 43.5 M +10% 8.63% 86% 174 9.2% 3.4
TrinityPoint Wealth
2908
TrinityPoint Wealth
Connecticut
USD 489 M +USD 59.7 M +14% 8.11% 28.4% 274 15.33% 1.5
Natural Investments
2909
Natural Investments
California
USD 489 M -USD 20.2 M -4% 2.35% – 3 0% 0.7
Hanlon Investment Management
2910
Hanlon Investment Management
New Jersey
USD 489 M +USD 33.5 M +7% 5.97% 80.6% 148 23.65% 0.9
Greenline Partners
2911
Greenline Partners
New York
USD 489 M +USD 32 M +7% 6.57% 69.6% 134 10.45% 1.5
Hohimer Wealth Management
2912
Hohimer Wealth Management
Washington
USD 489 M +USD 78.2 M +19% 8.53% 99.7% 213 14.55% 1.1
Sompo Asset Management
2913
Sompo Asset Management
Japan
USD 488 M +USD 48.5 M +11% 6.73% 84.7% 153 17.65% 1.9
Personal CFO Solutions
2914
Personal CFO Solutions
New Jersey
USD 488 M +USD 25.7 M +6% 6.17% 91.4% 473 21.14% 0.9
Greenhaven Road Investment Management
2915
Greenhaven Road Investment Management
Connecticut
USD 488 M +USD 39.4 M +9% 11% 70.2% 40 50% 0.5
Coastal Bridge Advisors
2916
Coastal Bridge Advisors
Connecticut
USD 488 M -USD 58.2 M -11% 9.61% 88.1% 163 19.63% 2.8
Capital Planning Advisors
2917
Capital Planning Advisors
California
USD 487 M +USD 41.4 M +9% 7.08% 64.2% 155 21.29% 2.5
Financial Enhancement Group
2918
Financial Enhancement Group
Indiana
USD 487 M -USD 2.99 M -0.6% 5.01% 62.2% 320 22.5% 2
Peavine Capital
2919
Peavine Capital
Nevada
USD 487 M +USD 35.8 M +8% 3.11% 30.8% 14 21.43% 3.1
JBJ Investment Partners
2920
JBJ Investment Partners
South Carolina
USD 487 M +USD 29.8 M +7% 4.59% 46.2% 67 16.42% 1.3
Investidor Profissional Gestao de Recursos
2921
Investidor Profissional Gestao de Recursos
Brazil
USD 486 M +USD 169 M +53% 11% 51.8% 23 26.09% 1.5
Monarch Alternative Capital
2922
Monarch Alternative Capital
New York
USD 486 M -USD 989 M -67% 2.9% 497% 12 58.33% 0.3
Crabel Capital Management
2923
Crabel Capital Management
California
USD 486 M +USD 102 M +27% 6.31% 13.9% 156 59.62% 0.3
Tectonic Advisors
2924
Tectonic Advisors
Texas
USD 485 M +USD 82.5 M +21% 7.01% 44.9% 219 14.61% 0.4
Lathrop Investment Management
2925
Lathrop Investment Management
Arkansas
USD 485 M +USD 38.3 M +9% 8.99% 72.2% 74 5.41% 4.7