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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)
Sensible Financial Planning & Management
3001
Sensible Financial Planning & Management
Massachusetts
USD 403 M +USD 13.8 M +4% 2.97% 24.5% 48 43.75% 4.4
Bedel Financial Consulting
3002
Bedel Financial Consulting
Indiana
USD 402 M +USD 24.9 M +7% 9.16% 104% 229 8.73% 3.5
Mason Street Advisors
3003
Mason Street Advisors
Wisconsin
USD 402 M +USD 57.2 M +17% 6.59% 32% 9 0% 4.2
Journey Advisory Group
3004
Journey Advisory Group
Kentucky
USD 402 M +USD 10 M +3% 11% 66.2% 248 15.73% 1.5
Bell Investment Advisors
3005
Bell Investment Advisors
California
USD 402 M +USD 79.6 M +25% 6.96% 45% 2,085 16.4% 1
Luminus Management
3006
Luminus Management
Texas
USD 401 M +USD 115 M +40% 12% 8.7% 33 60.61% 1.5
PWW
3007
Pettyjohn Wood & White
Virginia
USD 401 M +USD 26.3 M +7% 10.9% 70.9% 173 8.09% 5.7
CT
3008
Chicago Trust
Illinois
USD 401 M +USD 15.3 M +4% 11% 96.7% 317 11.67% 3.5
Burleson & Co
3009
Burleson & Co
California
USD 401 M -USD 64.4 M -14% 3.32% 49.1% 465 15.05% 1.9
Polunin Capital Partners
3010
Polunin Capital Partners
United Kingdom
USD 401 M +USD 114 M +40% 30.3% 268% 23 26.09% 0.6
HA
3011
Harbor Advisors
Florida
USD 401 M +USD 28.9 M +8% 10.5% 125% 171 7.02% 4
GPI Capital
3012
GPI Capital
New York
USD 400 M +USD 9.43 M +2% 5.22% 261% 7 14.29% 1.5
HM
3013
HCEP Management
Hong Kong
USD 400 M +USD 272 M +212% 1.17% 182% 7 42.86% 0.7
Alpha Capital Management
3014
Alpha Capital Management
Texas
USD 400 M +USD 22.8 M +6% 8.08% 88% 106 4.72% 3.7
BDWCC
3015
B&D White Capital Company
Texas
USD 400 M +USD 133 M +50% 3.15% 38.1% 123 70.73% 0.4
Orion Resource Partners (USA)
3016
Orion Resource Partners (USA)
New York
USD 400 M – – 20.5% – 3 – 0
CFMC
3017
Curbstone Financial Management Corp
New Hampshire
USD 400 M -USD 2.42 M -0.6% 7.54% 69.6% 182 8.79% 6.1
Domani Wealth
3018
Domani Wealth
Pennsylvania
USD 400 M +USD 58.5 M +17% 7.93% 48.6% 118 15.25% 4.7
Advanced Asset Management Advisors
3019
Advanced Asset Management Advisors
Ohio
USD 400 M +USD 34.3 M +9% 9.31% 93.6% 246 63.01% 1.3
Divergent Wealth Advisors
3020
Divergent Wealth Advisors
Utah
USD 399 M +USD 29.3 M +8% 5.77% 14.7% 31 38.71% 2.3
Vector Capital Management
3021
Vector Capital Management
California
USD 399 M +USD 85.5 M +27% 25.6% 42.7% 6 0% 1.3
CI
3022
CPMG Inc
Texas
USD 398 M -USD 112 M -22% 25.6% 878% 4 0% 3.3
Sugarloaf Wealth Management
3023
Sugarloaf Wealth Management
Georgia
USD 398 M +USD 7.57 M +2% 5.79% 10.2% 906 20.97% 2.2
Iowa State Bank
3024
Iowa State Bank
Iowa
USD 398 M +USD 46.4 M +13% 12.2% 85.7% 127 21.26% 5
NFAM
3025
North Fourth Asset Management
New Jersey
USD 398 M +USD 3.76 M +1% 14.8% 104% 108 79.63% 0.2