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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)
CFGSD
3176
Compass Financial Group (South Dakota)
South Dakota
USD 509 M +USD 47.7 M +10% 6.26% 72% 94 5.32% 1.6
CRB
3177
Chad R. Baker
USD 509 M +USD 30 M +6% 7.2% 123% 53 9.43% 5.7
WAM
3178
WT Asset Management
Hong Kong
USD 509 M -USD 518 M -50% 17.4% 2,732% 44 70.45% 0.4
Lifeworks Advisors
3179
Lifeworks Advisors
Michigan
USD 509 M +USD 150 M +42% 6.61% 80.4% 303 29.37% 1.1
Granger Management
3180
Granger Management
New York
USD 508 M -USD 91.5 M -15% 5.52% 69.9% 23 4.35% 2.8
Mengis Capital Management
3181
Mengis Capital Management
Oregon
USD 508 M +USD 14.9 M +3% 5.35% 104% 190 8.95% 5.4
TAP Consulting
3182
TAP Consulting
Missouri
USD 508 M +USD 34.1 M +7% 6.27% 3.08% 165 11.52% 2.2
Morton Capital Management
3183
Morton Capital Management
California
USD 508 M +USD 86.8 M +21% 6.22% 75.4% 117 20.51% 1.8
McNamara Financial Services
3184
McNamara Financial Services
Massachusetts
USD 508 M +USD 34.9 M +7% 5.78% 42.6% 87 12.64% 4
Strategic Global Advisors
3185
Strategic Global Advisors
California
USD 507 M +USD 29 M +6% 7.41% 137% 159 26.42% 2
Strategic Planning Group
3186
Strategic Planning Group
Utah
USD 507 M +USD 49.7 M +11% 8.16% 162% 78 3.85% 0.7
Deltec Asset Management
3187
Deltec Asset Management
New York
USD 507 M -USD 15.7 M -3% 3.38% 127% 190 37.89% 3.3
Mizuho Bank
3188
Mizuho Bank
Japan
USD 507 M +USD 85.6 M +20% 5.48% 99.8% 119 53.78% 0.4
Sensible Financial Planning & Management
3189
Sensible Financial Planning & Management
Massachusetts
USD 507 M +USD 43.7 M +9% 4.75% 24.5% 53 49.06% 3.2
Commonwealth Financial Services
3190
Commonwealth Financial Services
West Virginia
USD 506 M +USD 19.2 M +4% 4.46% 64.2% 205 12.2% 3.5
Insight Wealth Partners
3191
Insight Wealth Partners
Texas
USD 506 M -USD 71.7 M -12% 4.83% 56.2% 103 14.56% 2.1
Allied Investment Advisors
3192
Allied Investment Advisors
Montana
USD 505 M +USD 78.7 M +18% 8.64% 68.4% 78 10.26% 4
Gagnon Securities
3193
Gagnon Securities
New York
USD 504 M +USD 60.4 M +14% 18.5% 129% 108 15.74% 3.9
Bellecapital
3194
Bellecapital
Switzerland
USD 504 M +USD 32.4 M +7% 9.07% 152% 168 17.26% 3.4
Noesis Capital Mangement
3195
Noesis Capital Mangement
Florida
USD 504 M +USD 52.8 M +12% 6.82% 139% 121 15.7% 4.6
Providence Capital Advisors
3196
Providence Capital Advisors
North Carolina
USD 504 M +USD 44.8 M +10% 5.78% 47.4% 377 11.94% 3.2
MCM
3197
Mason Capital Management
New York
USD 503 M -USD 35.6 M -7% 8.47% 18.5% 7 28.57% 1.4
Scientech Research LLC
3198
Scientech Research LLC
New Jersey
USD 502 M +USD 16.7 M +3% 9.74% – 896 71.21% 0.2
Clifford Capital Partners
3199
Clifford Capital Partners
Utah
USD 502 M +USD 42.4 M +9% 11.4% 77.3% 59 15.25% 2.5
Armbruster Capital Management
3200
Armbruster Capital Management
New York
USD 502 M +USD 20.4 M +4% 7.15% 66.7% 133 13.53% 4.5