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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)
ASK Capital Management
2976
ASK Capital Management
California
USD 625 M +USD 329 M +111% 63.3% – 5 20% 0.4
Baron Silver Stevens Financial Advisors
2977
Baron Silver Stevens Financial Advisors
Florida
USD 624 M +USD 52.9 M +9% 7.33% 52.1% 147 17.69% 2.2
Insight Advisors
2978
Insight Advisors
Pennsylvania
USD 624 M +USD 48.8 M +8% 8.27% 74% 310 15.81% 3
RBO & Co
2979
RBO & Co
California
USD 624 M -USD 2.8 M -0.4% 1.24% 27.9% 54 1.85% 7.5
MAA
2980
Mraz Amerine & Associates
California
USD 623 M +USD 41.5 M +7% 1.06% 69.8% 198 17.68% 4.9
Primavera Capital Management
2981
Primavera Capital Management
Cayman Islands
USD 622 M -USD 92.4 M -13% 12.4% 1.21% 3 0% 4
KFG Wealth Management
2982
KFG Wealth Management
Indiana
USD 622 M +USD 71.9 M +13% 7.2% 55.9% 208 12.98% 1.5
Hudock Inc
2983
Hudock Inc
Pennsylvania
USD 622 M +USD 50.2 M +9% 7.71% 69.7% 186 6.45% 6.4
Conversant Capital
2984
Conversant Capital
New Jersey
USD 622 M +USD 16.1 M +3% 4.11% 228% 26 65.38% 0.6
WealthPLAN Partners
2985
WealthPLAN Partners
Nebraska
USD 621 M -USD 88 M -12% 6.92% 71.6% 266 12.41% 4.3
J.P. Marvel Investment Advisors
2986
J.P. Marvel Investment Advisors
Massachusetts
USD 621 M +USD 43 M +7% 13.7% 183% 70 10% 7.1
Tyler-Stone Wealth Management
2987
Tyler-Stone Wealth Management
Ohio
USD 621 M +USD 63.7 M +11% 12.5% – 341 9.97% 2.8
TFG Asset Management
2988
TFG Asset Management
Cayman Islands
USD 621 M +USD 183 M +42% 10% 72.1% 40 25% 1.3
Brookwood Investment Group
2989
Brookwood Investment Group
Arizona
USD 620 M +USD 38.3 M +7% 14.5% – 528 34.09% 0.2
Euro Pacific Asset Management
2990
Euro Pacific Asset Management
Puerto Rico
USD 620 M +USD 68.7 M +12% 11.5% 172% 88 14.77% 3.1
St. James Investment Company
2991
St. James Investment Company
Texas
USD 620 M +USD 19.7 M +3% 1.48% 43.8% 36 33.33% 3.3
Thrive Wealth Management
2992
Thrive Wealth Management
Pennsylvania
USD 619 M +USD 96.1 M +18% 9.52% 84.1% 237 10.97% 2.2
Unique Wealth
2993
Unique Wealth
Florida
USD 619 M +USD 90.1 M +17% 9.81% 68.5% 179 17.88% 1.1
Ellenbecker Investment Group
2994
Ellenbecker Investment Group
Wisconsin
USD 619 M +USD 62.6 M +11% 8.3% 56.3% 122 10.66% 4
Enclave Advisors
2995
Enclave Advisors
Texas
USD 619 M +USD 33.1 M +6% 10.4% – 123 14.63% 0.7
Kelman-Lazarov Inc
2996
Kelman-Lazarov Inc
Tennessee
USD 617 M +USD 66.4 M +12% 7.05% 46.6% 126 11.11% 4.5
Newbridge Financial Services Group
2997
Newbridge Financial Services Group
Florida
USD 616 M +USD 204 M +50% 20.8% 189% 1,379 28.64% 1.4
Strategic Planning Group
2998
Strategic Planning Group
Utah
USD 616 M +USD 105 M +21% 21.2% 162% 83 12.05% 1.3
Mirador Capital Partners
2999
Mirador Capital Partners
California
USD 615 M +USD 44.8 M +8% 10.1% 120% 213 13.62% 3.8
FSM Wealth Advisors
3000
FSM Wealth Advisors
Ohio
USD 615 M +USD 170 M +38% 8.25% 68.4% 295 30.51% 1.4