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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)
XY Planning Network
2951
XY Planning Network
Montana
USD 797 M +USD 171 M +27% 10.7% – 356 27.81% 0.7
Allied Investment Advisors
2952
Allied Investment Advisors
Montana
USD 797 M +USD 99.1 M +14% 6.24% 68.4% 112 12.5% 3.9
Emerald Advisors
2953
Emerald Advisors
Washington
USD 796 M -USD 11.8 M -1% 1.17% 71.8% 144 22.92% 3.1
Technology Crossover Management X
2954
Technology Crossover Management X
California
USD 795 M +USD 13.9 M +2% 5.27% 73.1% 6 0% 4.4
HA
2955
Harbor Advisors
Florida
USD 795 M +USD 103 M +15% 29.2% 125% 207 11.11% 5.1
Bornite Capital Management
2956
Bornite Capital Management
New York
USD 795 M +USD 200 M +34% 19.8% 208% 28 67.86% 0.4
Cornerstone Planning Group
2957
Cornerstone Planning Group
New Jersey
USD 794 M +USD 44.9 M +6% 13.2% 60% 1,964 12.37% 1.8
TS Financial Group (TSFG)
2958
TS Financial Group (TSFG)
Illinois
USD 794 M +USD 135 M +20% 15.5% 81% 928 10.67% 4.4
Seilern Investment Management
2959
Seilern Investment Management
United Kingdom
USD 794 M -USD 44.7 M -5% 4.71% – 24 0% 1.4
Resources Management Corp
2960
Resources Management Corp
Connecticut
USD 794 M +USD 40.1 M +5% 13.8% 78.5% 417 55.4% 6.6
Raffa Wealth Management
2961
Raffa Wealth Management
District of Columbia
USD 793 M +USD 153 M +24% 7.54% 35.8% 1,691 16.14% 3.7
Glen Eagle Advisors
2962
Glen Eagle Advisors
New Jersey
USD 793 M +USD 79 M +11% 11.1% 68.5% 1,103 9.43% 5.1
BBES
2963
Buffalo Business & Estate Services
New York
USD 793 M +USD 104 M +15% 14.9% – 110 79.09% 0
GUB
2964
Golden Unicorn BVI
USD 792 M +USD 95.2 M +14% 33.1% – 7 42.86% 0.7
KAS
2965
Kemnay Advisory Services
New York
USD 791 M +USD 169 M +27% 22.9% 167% 1,385 29.68% 0.4
Diadema Partners
2966
Diadema Partners
New Jersey
USD 791 M +USD 204 M +35% 23.3% – 211 61.61% 0.3
Financial Solutions Advisory Group
2967
Financial Solutions Advisory Group
Illinois
USD 791 M +USD 67.5 M +9% 11.4% – 185 10.27% 0.2
KPP Advisory Services
2968
KPP Advisory Services
Kentucky
USD 791 M +USD 102 M +15% 17.3% 87.9% 380 12.89% 1.7
Baron Silver Stevens Financial Advisors
2969
Baron Silver Stevens Financial Advisors
Florida
USD 791 M +USD 101 M +15% 11.3% 52.1% 148 16.22% 3
Enclave Advisors
2970
Enclave Advisors
Texas
USD 790 M +USD 60.9 M +8% 11.5% – 146 18.49% 1.3
Colonial Trust
2971
Colonial Trust
South Carolina
USD 790 M +USD 54.5 M +7% 16.8% 75.5% 1,200 11% 2.5
First Hawaiian Bank
2972
First Hawaiian Bank
Hawaii
USD 790 M +USD 74.5 M +10% 11.9% 72.7% 92 8.7% 8.2
Titan Global Capital Management USA
2973
Titan Global Capital Management USA
New York
USD 790 M +USD 118 M +18% 25% 191% 79 26.58% 2.2
Wellington Shields Capital Management
2974
Wellington Shields Capital Management
New York
USD 788 M +USD 122 M +18% 32.3% 137% 352 12.78% 5.4
IFC Advisors
2975
IFC Advisors
California
USD 788 M +USD 88.7 M +13% 12.1% – 189 21.69% 1.1