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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)
Stelac Advisory Services
3076
Stelac Advisory Services
New York
USD 438 M +USD 167 M +62% 8.58% 84.9% 301 28.9% 1.4
Kanen Wealth Management
3077
Kanen Wealth Management
Florida
USD 438 M +USD 246 M +128% 28.2% 328% 35 42.86% 0.2
Nishkama Capital LLC
3078
Nishkama Capital LLC
Puerto Rico
USD 438 M +USD 67.1 M +18% 15.5% 723% 50 66% 0.3
SAIF Advisors
3079
SAIF Advisors
Hong Kong
USD 438 M -USD 34.6 M -7% 2.22% – 3 0% 1.8
Cranbrook Wealth Management
3080
Cranbrook Wealth Management
Michigan
USD 437 M +USD 23.3 M +6% 4.87% 48.8% 407 13.02% 3.9
SlateStone Wealth
3081
SlateStone Wealth
Florida
USD 437 M +USD 32.6 M +8% 8.59% 79.1% 178 12.36% 1.6
180 Wealth Advisors
3082
180 Wealth Advisors
Washington
USD 437 M +USD 34 M +8% 9.79% 136% 390 17.18% 1.7
World Investment Advisors
3083
World Investment Advisors
California
USD 437 M +USD 22.1 M +5% 4.96% 65.4% 257 15.95% 1.2
McRae Capital Management
3084
McRae Capital Management
New Jersey
USD 437 M +USD 33.3 M +8% 7.68% 78.2% 115 11.3% 4
LCM
3085
LH Capital Markets
New York
USD 437 M -USD 521 M -54% 1.68% 12.2% 150 83.33% 0.2
SIA
3086
Strategic Investment Advisors
Michigan
USD 437 M +USD 51.4 M +13% 5.65% 66.1% 214 24.3% 1.3
MRCM
3087
M&R Capital Management
New Jersey
USD 437 M +USD 35.3 M +9% 6.77% 52.6% 442 7.92% 4.7
Dorchester Wealth Management
3088
Dorchester Wealth Management
Quebec, Canada
USD 436 M +USD 33.4 M +8% 8.14% 18.3% 154 8.44% 3.4
TCM
3089
Tao Capital Management
California
USD 436 M +USD 89.5 M +26% 14.5% 314% 10 30% 0.8
Kohmann Bosshard Financial Services
3090
Kohmann Bosshard Financial Services
Ohio
USD 435 M +USD 63.4 M +17% 5.16% 42.8% 110 8.18% 3
Viridian RIA
3091
Viridian RIA
Washington
USD 435 M +USD 37.5 M +9% 7.31% 63.1% 79 0% 0.3
Cutter & Co Brokerage
3092
Cutter & Co Brokerage
Missouri
USD 435 M +USD 25.1 M +6% 6.26% 40.4% 327 12.23% 2.4
Kesler Norman & Wride
3093
Kesler Norman & Wride
Utah
USD 434 M +USD 31.5 M +8% 5.93% 76% 155 2.58% 0.5
Kistler-Tiffany Companies
3094
Kistler-Tiffany Companies
Pennsylvania
USD 434 M +USD 46.7 M +12% 7.85% 52% 752 11.04% 3.7
American Investment Services
3095
American Investment Services
Massachusetts
USD 434 M +USD 64.8 M +18% 5.35% 63.1% 126 7.94% 4
TBH Global Asset Management
3096
TBH Global Asset Management
Tennessee
USD 434 M +USD 49 M +13% 6.84% 70.7% 203 21.18% 1
Certuity
3097
Certuity
Florida
USD 433 M +USD 60.7 M +16% 8.75% 190% 386 26.94% 0.7
CFO4Life Group
3098
CFO4Life Group
Texas
USD 433 M +USD 31.1 M +8% 8.01% 56.7% 153 13.07% 2.2
Austin Private Wealth
3099
Austin Private Wealth
Texas
USD 433 M +USD 52.9 M +14% 5.97% 62.3% 141 25.53% 0.8
Bulltick Wealth Management
3100
Bulltick Wealth Management
Florida
USD 433 M +USD 72.6 M +20% 6.97% 58.2% 156 33.97% 0.3