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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)
Foresight Wealth Management
3026
Foresight Wealth Management
Utah
USD 451 M +USD 57.1 M +14% 5.61% 19.1% 142 19.72% 1.3
Columbia Asset Management
3027
Columbia Asset Management
Michigan
USD 451 M -USD 101 M -18% 6.43% 94.1% 192 17.71% 4.4
Buckhead Capital Management
3028
Buckhead Capital Management
Georgia
USD 451 M +USD 21.8 M +5% 6.44% 67.6% 144 6.94% 3.4
Security National Trust
3029
Security National Trust
West Virginia
USD 450 M +USD 24.8 M +6% 7.29% 58.3% 422 10.43% 5.4
Paradigm Financial Advisors
3030
Paradigm Financial Advisors
Missouri
USD 450 M +USD 38.1 M +9% 9.66% 114% 235 12.77% 2.3
Stonnington Group
3031
Stonnington Group
California
USD 450 M +USD 36.9 M +9% 11.1% – 288 18.75% 0.2
Capital Investment Counsel Inc
3032
Capital Investment Counsel Inc
North Carolina
USD 449 M +USD 74.7 M +20% 10.7% 174% 210 13.81% 4.1
Redhawk Wealth Advisors
3033
Redhawk Wealth Advisors
Minnesota
USD 448 M +USD 42 M +10% 8.14% 116% 296 36.82% 0.9
BPM
3034
Bowling Portfolio Management
Ohio
USD 448 M +USD 27.5 M +7% 7.64% 45.7% 236 28.39% 3.4
Disruptive Technology Advisers
3035
Disruptive Technology Advisers
Texas
USD 448 M +USD 306 M +216% 3.06% – 5 60% 0.2
Lindbrook Capital
3036
Lindbrook Capital
California
USD 447 M +USD 3.29 M +0.7% 7.31% 35.8% 2,060 12.18% 1.7
Oak Grove Capital
3037
Oak Grove Capital
New Hampshire
USD 447 M +USD 89.1 M +25% 13.4% 470% 118 19.49% 1.1
FFT Wealth Management
3038
FFT Wealth Management
Pennsylvania
USD 447 M +USD 142 M +46% 6.55% 65.6% 249 89.56% 0.3
PWW
3039
Pettyjohn Wood & White
Virginia
USD 446 M +USD 24.8 M +6% 5.6% 70.9% 161 5.59% 5
Foundation Resource Management
3040
Foundation Resource Management
Arkansas
USD 446 M +USD 25.3 M +6% 7.82% 84.5% 52 5.77% 6.1
CRB
3041
Chad R. Baker
USD 445 M +USD 27.4 M +7% 8.97% 123% 54 7.41% 4
Odey Asset Management Group
3042
Odey Asset Management Group
United Kingdom
USD 445 M +USD 88 M +25% 8.07% 259% 96 57.29% 1.5
Gryphon Financial Partners
3043
Gryphon Financial Partners
Ohio
USD 445 M +USD 4.4 M +1% 4.6% 93.7% 194 21.13% 2
Cahill Financial Advisors
3044
Cahill Financial Advisors
Minnesota
USD 445 M +USD 34.9 M +9% 5.76% 55.9% 212 8.02% 3.4
VHMC
3045
Value Holdings Management Company
New York
USD 445 M +USD 5.74 M +1% 2.6% 125% 66 3.03% 3
Winthrop Advisory Group
3046
Winthrop Advisory Group
Massachusetts
USD 444 M +USD 38.9 M +10% 7.1% 78.3% 142 12.68% 2
Rosenblum Silverman Sutton
3047
Rosenblum Silverman Sutton
California
USD 444 M +USD 54.4 M +14% 14.3% 90.1% 71 2.82% 3.7
GA
3048
GFS Advisors
Texas
USD 444 M +USD 16 M +4% 6.46% 97.9% 158 16.46% 3.8
Sky Investment Group
3049
Sky Investment Group
Connecticut
USD 444 M +USD 25.8 M +6% 6.54% 68% 125 4.8% 4.3
Intellectus Partners
3050
Intellectus Partners
California
USD 443 M +USD 79.4 M +22% 7.3% 157% 280 16.43% 1.8