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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)
Northwest Wealth Management
3051
Northwest Wealth Management
Iowa
USD 758 M +USD 92.8 M +14% 12.7% 63.4% 295 23.73% 3.2
Sawgrass Asset Management
3052
Sawgrass Asset Management
Florida
USD 757 M +USD 93.1 M +14% 26.5% 96.6% 222 26.13% 2.6
McLean Asset Management
3053
McLean Asset Management
Virginia
USD 757 M +USD 185 M +32% 11% 64.3% 182 9.89% 3.3
MATAURO
3054
MATAURO
New York
USD 756 M +USD 64.4 M +9% 5.52% – 172 23.84% 0.9
Academy Capital Management
3055
Academy Capital Management
Texas
USD 756 M +USD 56.8 M +8% 12.7% 71.2% 42 26.19% 3.9
Polymer Capital Management
3056
Polymer Capital Management
New York
USD 755 M -USD 232 M -24% 28.5% – 1,058 66.73% 0.4
Pier Capital
3057
Pier Capital
Connecticut
USD 755 M +USD 148 M +24% 41.9% 223% 150 32.67% 1.7
Hughes Financial Services
3058
Hughes Financial Services
Virginia
USD 755 M +USD 104 M +16% 13.5% – 1,961 18.51% 0.7
Founders Financial Alliance
3059
Founders Financial Alliance
North Carolina
USD 754 M +USD 200 M +36% 14.8% 84.9% 825 16.48% 2.7
Kinsale Capital Group
3060
Kinsale Capital Group
Virginia
USD 754 M +USD 131 M +21% 11.4% 70.9% 45 17.78% 2.5
Stanley Capital Management
3061
Stanley Capital Management
Texas
USD 754 M +USD 156 M +26% 44% 158% 43 20.93% 4.3
Financial Advisory Corporation
3062
Financial Advisory Corporation
Michigan
USD 754 M +USD 34.4 M +5% 8.18% – 59 15.25% 1.1
SC&H Financial Advisors
3063
SC&H Financial Advisors
Maryland
USD 754 M +USD 90.6 M +14% 12% 66.2% 162 5.56% 3.3
Acorn Financial Advisory Services
3064
Acorn Financial Advisory Services
Virginia
USD 753 M +USD 23.7 M +3% 18.9% 96.9% 232 11.21% 3.5
Stone House Investment Management
3065
Stone House Investment Management
Pennsylvania
USD 752 M +USD 194 M +35% 12.8% 53.1% 1,439 32.66% 0.6
Northwest Financial Advisors
3066
Northwest Financial Advisors
Virginia
USD 752 M +USD 700 M +1,351% 8.52% – 93 33.33% 1.3
Perryman Financial Advisory
3067
Perryman Financial Advisory
Texas
USD 751 M +USD 84.3 M +13% 12.2% – 201 17.91% 0.4
TRB Wealth Management
3068
TRB Wealth Management
Texas
USD 751 M +USD 47.7 M +7% 14.5% – 327 22.32% 0.2
FCPM III Services
3069
FCPM III Services
Netherlands
USD 750 M +USD 28.2 M +4% 17% – 11 9.09% 1.5
Cercano Management
3070
Cercano Management
Washington
USD 750 M -USD 1566 M -68% 14.9% 101% 164 32.93% 1.5
Bienville Capital Management
3071
Bienville Capital Management
New York
USD 750 M +USD 200 M +36% 17.7% 36.3% 106 40.57% 2.6
Qtron Investments
3072
Qtron Investments
Massachusetts
USD 750 M +USD 12 M +2% 24.3% 139% 492 23.17% 2.7
Virtue Capital Management
3073
Virtue Capital Management
Tennessee
USD 749 M +USD 91.7 M +14% 23.8% 91% 393 30.79% 2.1
JLB & Associates
3074
JLB & Associates
Michigan
USD 748 M +USD 51.9 M +7% 15.8% 69.5% 80 27.5% 7.1
Defilade Capital Management
3075
Defilade Capital Management
California
USD 747 M +USD 34.8 M +5% 5.84% – 50 60% 0.2