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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)
Sax Wealth Advisors
3026
Sax Wealth Advisors
New Jersey
USD 393 M -USD 20.3 M -5% 13.8% 64.3% 184 16.3% 1.2
Bay Colony Advisors
3027
Bay Colony Advisors
Massachusetts
USD 393 M -USD 25.5 M -6% 12.9% 91.8% 398 23.87% 1.9
Squadra Investments
3028
Squadra Investments
Brazil
USD 392 M +USD 381 k +0.1% 41.7% 1.55% 9 44.44% 1
Stockman Wealth Management
3029
Stockman Wealth Management
Montana
USD 392 M -USD 89.9 M -19% 8.9% 73.5% 199 12.56% 4.2
Granite Point Capital Management
3030
Granite Point Capital Management
Massachusetts
USD 392 M -USD 87 M -18% 15.9% 125% 152 46.71% 1
Tikehau Investment Management
3031
Tikehau Investment Management
France
USD 392 M -USD 73.5 M -16% 13.8% 102% 17 11.76% 1.6
McDonald Partners
3032
McDonald Partners
Ohio
USD 392 M -USD 66.7 M -15% 12.3% 90.7% 314 7.96% 0.7
180 Wealth Advisors
3033
180 Wealth Advisors
Washington
USD 392 M -USD 66.6 M -15% 15.5% 136% 405 16.54% 2.4
KCM
3034
Kynam Capital Management
New Jersey
USD 392 M +USD 83.3 M +27% 11.1% 320% 39 28.21% 0.4
Johnson & Johnson
3035
Johnson & Johnson
New Jersey
USD 391 M -USD 138 M -26% 10.5% 281% 22 0% 0.7
SlateStone Wealth
3036
SlateStone Wealth
Florida
USD 391 M -USD 57 M -13% 14.6% 79.1% 207 22.71% 1.9
WWM
3037
Windsor Wealth Management
Indiana
USD 391 M -USD 149 M -28% 9.89% 37.3% 240 40.42% 3.1
SailingStone Capital Partners
3038
SailingStone Capital Partners
Texas
USD 391 M -USD 88.9 M -19% 14% 152% 23 60.87% 1.4
Allen Mooney & Barnes Investment Advisors
3039
Allen Mooney & Barnes Investment Advisors
Georgia
USD 391 M -USD 60.7 M -13% 12.1% 78.9% 157 16.56% 0.2
Rowlandmiller & Partners
3040
Rowlandmiller & Partners
Georgia
USD 391 M -USD 40.3 M -9% 9.51% 84% 192 11.98% 4.5
HHM Wealth Advisors
3041
HHM Wealth Advisors
Tennessee
USD 390 M -USD 37.5 M -9% 14.5% 62.3% 869 22.32% 1.5
Advanced Asset Management Advisors
3042
Advanced Asset Management Advisors
Ohio
USD 390 M -USD 66.3 M -15% 13.1% 93.6% 92 4.35% 3
Founders Capital Management (Connecticut)
3043
Founders Capital Management (Connecticut)
Connecticut
USD 390 M -USD 75.8 M -16% 16.3% 99.9% 71 8.45% 4.6
9258 Wealth Management
3044
9258 Wealth Management
Ohio
USD 390 M -USD 41.2 M -10% 13.8% 49.6% 365 10.96% 2.3
GWSG
3045
GPS Wealth Strategies Group
Colorado
USD 390 M -USD 53.1 M -12% 16.5% 118% 1,197 13.87% 1
MAA
3046
Mraz Amerine & Associates
California
USD 389 M -USD 31.4 M -7% 10.1% 69.8% 182 10.99% 4.6
Blue Grotto Capital
3047
Blue Grotto Capital
Georgia
USD 389 M -USD 79.8 M -17% 17.7% 300% 24 41.67% 0.9
ARMC
3048
American Research & Management Company
Massachusetts
USD 389 M -USD 64.4 M -14% 10.7% 35.1% 441 8.39% 4.5
Minot Wealth Management
3049
Minot Wealth Management
Massachusetts
USD 389 M -USD 75.4 M -16% 12.5% – 215 19.07% 1.7
RA
3050
Rovida Advisors
Florida
USD 389 M -USD 77 M -17% 14.5% 24.8% 31 29.03% 1.4