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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)
Perryman Financial Advisory
3076
Perryman Financial Advisory
Texas
USD 667 M -USD 14.5 M -2% 0.4% – 179 7.26% 0.2
Wellington Shields Capital Management
3077
Wellington Shields Capital Management
New York
USD 666 M -USD 19.6 M -3% 1.34% 157% 343 13.12% 5.3
Bain Capital Prairie
3078
Bain Capital Prairie
Massachusetts
USD 666 M -USD 169 M -20% 20.3% – 1 0% 0.3
Counterpoint Mutual Funds
3079
Counterpoint Mutual Funds
California
USD 666 M -USD 684 M -51% 0.28% 74.3% 530 80.57% 0.2
Northwest Wealth Management
3080
Northwest Wealth Management
Iowa
USD 665 M +USD 29.8 M +5% 1.03% 68.2% 280 20% 3.2
MainStreet Investment Advisors
3081
MainStreet Investment Advisors
Illinois
USD 665 M -USD 31.1 M -4% 0.34% 61% 170 13.53% 4.2
Covenant Asset Management
3082
Covenant Asset Management
New Jersey
USD 664 M -USD 180 M -21% 0.32% 177% 183 11.48% 4.2
Sawgrass Asset Management
3083
Sawgrass Asset Management
Florida
USD 664 M -USD 136 M -17% 3.86% 108% 210 19.05% 2.5
SC&H Financial Advisors
3084
SC&H Financial Advisors
Maryland
USD 663 M +USD 16.9 M +3% 0.49% 66.2% 161 4.97% 3.2
Gilman Hill Asset Management
3085
Gilman Hill Asset Management
Connecticut
USD 663 M +USD 27.9 M +4% 4.84% 54.2% 240 12.08% 4.9
Artemis Wealth Advisors
3086
Artemis Wealth Advisors
New York
USD 662 M -USD 32.6 M -5% 0.84% 180% 47 19.15% 2.3
Fulcrum Asset Management
3087
Fulcrum Asset Management
United Kingdom
USD 662 M +USD 302 M +84% 14.5% – 233 28.33% 0.6
Triasima Portfolio Management
3088
Triasima Portfolio Management
Quebec, Canada
USD 661 M -USD 6.22 M -0.9% 6.5% 224% 167 32.34% 1.2
Decheng Capital
3089
Decheng Capital
California
USD 661 M -USD 82.1 M -11% 28.9% – 19 26.32% 1.8
Optas LLC
3090
Optas LLC
Texas
USD 661 M +USD 21.5 M +3% 2.92% 118% 547 27.24% 1.9
Globeflex Capital
3091
Globeflex Capital
California
USD 661 M +USD 7.54 M +1% 8.08% 186% 466 31.12% 2
Heritage Investment Group
3092
Heritage Investment Group
Florida
USD 661 M +USD 3.81 M +0.6% 0.94% 54.5% 128 4.69% 2.8
Regatta Capital Group
3093
Regatta Capital Group
California
USD 661 M -USD 1.34 M -0.2% 2.54% 78.1% 225 10.67% 2.8
Freemont Management
3094
Freemont Management
Switzerland
USD 661 M +USD 87.7 M +15% 0.66% 102% 150 28.67% 1.6
Affinity Wealth Management
3095
Affinity Wealth Management
Delaware
USD 661 M -USD 42.8 M -6% 2.14% 116% 116 18.97% 3.2
Arosa Capital Management
3096
Arosa Capital Management
Florida
USD 660 M -USD 135 M -17% 37.7% 536% 113 66.37% 0.3
United Capital Management of KS
3097
United Capital Management of KS
Kansas
USD 660 M -USD 53.5 M -7% 2.17% 295% 130 32.31% 2.7
Chandler Asset Management
3098
Chandler Asset Management
California
USD 659 M +USD 27.5 M +4% 0.3% 35.6% 26 26.92% 5.7
Parker Investment Management
3099
Parker Investment Management
California
USD 659 M -USD 46.7 M -7% 2.77% 208% 51 33.33% 3.8
TS Financial Group (TSFG)
3100
TS Financial Group (TSFG)
Illinois
USD 659 M -USD 10.3 M -2% 2.41% 81% 897 8.14% 4.4