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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)
FBL Investment Management Services
3151
FBL Investment Management Services
Iowa
USD 241 M +USD 202 M +519% 1.12% 16.6% 49 65.31% 1.6
Brilliance Asset Management
3152
Brilliance Asset Management
Hong Kong
USD 240 M -USD 95.9 M -29% 18.8% 39.2% 6 50% 0.4
Icon Wealth Partners
3153
Icon Wealth Partners
Texas
USD 240 M +USD 1.89 M +0.8% 4.59% – 846 69.03% 0.6
Silicon Valley Capital Partners
3154
Silicon Valley Capital Partners
California
USD 240 M +USD 31.2 M +15% 7.72% 103% 31 16.13% 1.4
CBTWT
3155
Community Bank & Trust (Waco, Texas)
Texas
USD 240 M +USD 18.5 M +8% 8.63% 124% 145 11.03% 2.1
Wynnefield Capital
3156
Wynnefield Capital
New York
USD 240 M -USD 31.1 M -11% 1.68% 52.1% 35 20% 2.8
GWA
3157
Guidant Wealth Advisors
Illinois
USD 239 M +USD 9.7 M +4% 2.51% 17.8% 283 22.97% 1.4
FCT
3158
Family Capital Trust
Massachusetts
USD 239 M +USD 14.4 M +6% 9.25% 39.1% 62 8.06% 3.5
BCWM LLC
3159
BCWM LLC
Kansas
USD 239 M +USD 10.5 M +5% 5.36% – 72 8.33% 2.3
TCI Wealth Advisors
3160
TCI Wealth Advisors
Arizona
USD 239 M +USD 14.3 M +6% 8.85% 65% 1,699 13.18% 2.5
Lagoda Investment Management
3161
Lagoda Investment Management
New York
USD 239 M -USD 1.49 M -0.6% 12.2% 250% 37 5.41% 2.6
ACM
3162
Aquilo Capital Management
California
USD 239 M +USD 118 M +97% 8.21% 6.84% 15 26.67% 0.2
BTG Pactual Global Asset Management
3163
BTG Pactual Global Asset Management
Bermuda
USD 239 M -USD 108 M -31% 6.11% 88.9% 101 69.31% 0.6
Cynosure Advisors
3164
Cynosure Advisors
Utah
USD 238 M -USD 129 M -35% 3.01% – 222 94.14% 0.8
MP
3165
Mediatel Partners
Texas
USD 238 M +USD 16.5 M +7% 7.48% 11.6% 2 0% 5.3
McNamara Financial Services
3166
McNamara Financial Services
Massachusetts
USD 237 M +USD 10.2 M +4% 2.16% 42.6% 41 4.88% 2
Berman Capital Advisors
3167
Berman Capital Advisors
Georgia
USD 237 M -USD 50 M -17% 3.93% 48.2% 132 29.55% 0.6
Smith & Howard Wealth Management
3168
Smith & Howard Wealth Management
Georgia
USD 237 M +USD 9.6 M +4% 4.33% 40.4% 49 8.16% 2.8
BFSG LLC
3169
BFSG LLC
California
USD 237 M +USD 9.6 M +4% 7.33% 81.9% 144 27.78% 1.1
Financial Sense Advisors
3170
Financial Sense Advisors
California
USD 237 M +USD 93.4 M +65% 5.34% 152% 81 46.91% 1.1
Rock Creek Group
3171
Rock Creek Group
District of Columbia
USD 237 M – – 2.26% 37.2% 87 – 0.2
Madison International Realty Holdings
3172
Madison International Realty Holdings
New York
USD 236 M -USD 21 M -8% 0.13% – 10 20% 1
Goldstein Munger & Associates
3173
Goldstein Munger & Associates
California
USD 236 M -USD 871 k -0.4% 3.79% 11.9% 38 13.16% 3.4
McRae Capital Management
3174
McRae Capital Management
New Jersey
USD 236 M -USD 3.08 M -1% 7.63% 78.2% 101 8.91% 3.4
Inspirion Wealth Advisors
3175
Inspirion Wealth Advisors
Illinois
USD 236 M +USD 23.5 M +11% 7.09% 52.5% 79 8.86% 2.6