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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)
Ashton Thomas Private Wealth
3076
Ashton Thomas Private Wealth
Arizona
USD 260 M +USD 16.8 M +7% 3.03% 77.5% 211 21.33% 0.2
SVC
3077
Strycker View Capital
New York
USD 260 M +USD 21.5 M +9% 8.68% 114% 21 57.14% 0.3
BCA
3078
Bray Capital Advisors
Florida
USD 260 M +USD 18.5 M +8% 2.75% 36.6% 380 9.74% 1.6
Firsthand Capital Management
3079
Firsthand Capital Management
California
USD 260 M -USD 8.76 M -3% 2.63% 265% 51 11.76% 2.7
Lindbrook Capital
3080
Lindbrook Capital
California
USD 259 M +USD 8.14 M +3% 3.59% 35.8% 1,585 11.04% 0.5
III
3081
Independent Investors Inc
New York
USD 259 M +USD 2.92 M +1% 3.1% 61.6% 78 10.26% 4.7
GWA
3082
Guidant Wealth Advisors
Illinois
USD 259 M +USD 2.31 M +0.9% 1.99% 17.8% 263 4.94% 1.4
Intersect Capital
3083
Intersect Capital
California
USD 259 M +USD 21.3 M +9% 2.89% 57.2% 181 30.94% 2.1
Contravisory Investment Management
3084
Contravisory Investment Management
Massachusetts
USD 259 M +USD 626 k +0.2% 5.78% 135% 343 32.36% 1
Otter Creek Advisors
3085
Otter Creek Advisors
Florida
USD 258 M -USD 70.2 M -21% 7.54% 173% 72 36.11% 1.2
Madison International Realty Holdings
3086
Madison International Realty Holdings
New York
USD 258 M -USD 35.3 M -12% 5.9% – 8 25% 1.7
Verde Servicos Internacionais
3087
Verde Servicos Internacionais
Brazil
USD 258 M -USD 40.2 M -14% 2.52% 120% 52 36.54% 0.9
Honeywell International
3088
Honeywell International
North Carolina
USD 258 M +USD 1.36 M +0.5% 0.46% 39.4% 79 22.78% 2.4
Stordahl Capital Management
3089
Stordahl Capital Management
Colorado
USD 258 M +USD 11.6 M +5% 2.67% 54% 49 2.04% 1.3
Flaharty Asset Management
3090
Flaharty Asset Management
Florida
USD 257 M +USD 8.6 M +3% 2.24% 33.4% 83 20.48% 1.6
Requisite Capital Management
3091
Requisite Capital Management
Texas
USD 257 M -USD 3.25 M -1% 1% 41% 238 68.49% 0.3
Marietta Wealth Management
3092
Marietta Wealth Management
Georgia
USD 257 M +USD 13.4 M +5% 4.17% 93% 118 8.47% 2.1
Cadence Bank NA
3093
Cadence Bank NA
Texas
USD 257 M +USD 1.34 M +0.5% 2.71% 33.3% 175 5.71% 3.1
BFSG LLC
3094
BFSG LLC
California
USD 256 M -USD 10.7 M -4% 3.24% 81.9% 152 31.58% 1.3
Orgel Wealth Management
3095
Orgel Wealth Management
Wisconsin
USD 256 M -USD 39.8 M -13% 1.71% 39.6% 43 16.28% 1.7
River Wealth Advisors
3096
River Wealth Advisors
Pennsylvania
USD 256 M +USD 17.5 M +7% 4.85% 80.3% 163 7.98% 3.3
CenturyLink Investment Management
3097
CenturyLink Investment Management
Colorado
USD 256 M +USD 10.8 M +4% 4.74% – 164 15.24% 3.1
Natixis Investment Managers International
3098
Natixis Investment Managers International
France
USD 256 M +USD 929 k +0.4% 4.09% 34.7% 12 8.33% 5.3
AO
3099
Allen Operations
New York
USD 256 M +USD 12.4 M +5% 1.2% 218% 33 15.15% 2.9
Shikiar Asset Management
3100
Shikiar Asset Management
New York
USD 256 M +USD 16.9 M +7% 3.77% 117% 98 15.31% 2.4