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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)
Resource Consulting Group
3126
Resource Consulting Group
Florida
USD 351 M +USD 119 M +51% 5.77% – 73 52.05% 0.5
Covenant Asset Management
3127
Covenant Asset Management
New Jersey
USD 351 M +USD 35.9 M +11% 0.31% 177% 172 12.79% 3
MTC
3128
Matrix Trust Company
Colorado
USD 351 M -USD 11.4 M -3% 7.19% 51.4% 54 12.96% 1.4
Siguler Guff Advisers
3129
Siguler Guff Advisers
New York
USD 351 M -USD 56.2 M -14% 8.69% 37.7% 6 16.67% 1.4
Armbruster Capital Management
3130
Armbruster Capital Management
New York
USD 351 M -USD 19.2 M -5% 6.83% 66.7% 111 7.21% 3.9
Paragon Capital Management (Colorado)
3131
Paragon Capital Management (Colorado)
Colorado
USD 350 M -USD 7.61 M -2% 1.17% 109% 168 28.57% 2.7
Nicolet Bankshares
3132
Nicolet Bankshares
Wisconsin
USD 350 M -USD 33.5 M -9% 4.62% 75.5% 205 13.17% 4.7
Sanford Advisory Services
3133
Sanford Advisory Services
Michigan
USD 350 M -USD 3.7 M -1% 4.18% – 120 14.17% 1.4
Ironwood Investment Counsel
3134
Ironwood Investment Counsel
Arizona
USD 350 M -USD 5.72 M -2% 4.31% 64% 198 12.12% 5
Partners in Financial Planning
3135
Partners in Financial Planning
Virginia
USD 350 M +USD 35.5 M +11% 5.81% 38.9% 95 6.32% 1.2
Tetrad Corporation
3136
Tetrad Corporation
Nebraska
USD 350 M -USD 19.9 M -5% 3.87% 45.6% 4 25% 9.3
Formula Growth
3137
Formula Growth
Quebec, Canada
USD 350 M -USD 11.1 M -3% 1.64% 118% 146 23.97% 2.9
Marathon Capital Management
3138
Marathon Capital Management
Maryland
USD 350 M +USD 40.4 M +13% 1.98% 74% 164 17.07% 2.2
Shah Capital Management
3139
Shah Capital Management
North Carolina
USD 350 M -USD 35.8 M -9% 2.56% 287% 14 21.43% 3.6
Voss Capital
3140
Voss Capital
Texas
USD 350 M +USD 41.5 M +13% 6.25% 78.4% 52 42.31% 0.9
Matthew Goff Investment Advisor
3141
Matthew Goff Investment Advisor
Texas
USD 350 M -USD 21.5 M -6% 5.87% 89.6% 82 9.76% 3.4
Abundance Wealth Counselors
3142
Abundance Wealth Counselors
Pennsylvania
USD 350 M -USD 19 M -5% 4.62% 107% 145 2.76% 1
Astor Investment Management
3143
Astor Investment Management
Illinois
USD 350 M -USD 23.6 M -6% 1.75% 23.3% 31 32.26% 1.6
Martel Wealth Advisors
3144
Martel Wealth Advisors
Washington
USD 349 M -USD 16.9 M -5% 5.32% 43.4% 48 4.17% 3.3
Titan Global Capital Management USA
3145
Titan Global Capital Management USA
New York
USD 349 M -USD 61.6 M -15% 2.1% 191% 51 25.49% 1
Cambridge Advisors
3146
Cambridge Advisors
Nebraska
USD 349 M -USD 16.9 M -5% 5.82% 58.6% 182 7.14% 4.9
Summit Financial Wealth Advisors
3147
Summit Financial Wealth Advisors
Louisiana
USD 348 M -USD 70.2 M -17% 5.96% 71.4% 139 14.39% 3.9
McNamara Financial Services
3148
McNamara Financial Services
Massachusetts
USD 348 M -USD 4.99 M -1% 6.6% 42.6% 60 6.67% 3.9
Strategic Wealth Investment Group
3149
Strategic Wealth Investment Group
Kentucky
USD 348 M -USD 51.4 M -13% 5.06% – 136 28.68% 1.6
Brilliance Asset Management
3150
Brilliance Asset Management
Hong Kong
USD 348 M -USD 135 M -28% 24.5% 39.2% 8 50% 0.8