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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)
American Money Management
3201
American Money Management
California
USD 700 M +USD 68.2 M +11% 12.5% 65% 184 14.13% 4.7
BWCP LP
3202
BWCP LP
Texas
USD 700 M +USD 44.5 M +7% 28.4% 198% 33 45.45% 0.7
Rainey & Randall Wealth Advisors
3203
Rainey & Randall Wealth Advisors
Florida
USD 700 M +USD 84.1 M +14% 11.6% 47.8% 82 13.41% 3.3
Larch Capital Partners
3204
Larch Capital Partners
Florida
USD 700 M +USD 9.5 M +1% 2.67% – 64 26.56% 0.3
Probity Advisors
3205
Probity Advisors
Texas
USD 699 M +USD 68 M +11% 14.3% 55.8% 238 5.88% 5.5
Fiducient Advisors
3206
Fiducient Advisors
Illinois
USD 698 M -USD 66.6 M -9% 10.3% 52.3% 163 20.86% 2.3
Tarbox Family Office
3207
Tarbox Family Office
California
USD 698 M +USD 82.4 M +13% 13.2% 60.5% 99 7.07% 8.4
Princeton Global Asset Management
3208
Princeton Global Asset Management
New Jersey
USD 698 M +USD 84.9 M +14% 15.5% 104% 908 17.18% 3.3
DV Equities
3209
DV Equities
Illinois
USD 698 M – – 26.8% – 107 – 0.2
SVCM
3210
Saturn V Capital Management
Texas
USD 697 M +USD 145 M +26% 24.6% 1,083% 24 16.67% 0.8
MAA
3211
Mraz Amerine & Associates
California
USD 697 M +USD 18.9 M +3% 3.89% 69.8% 210 14.76% 5
Financial Management Network
3212
Financial Management Network
California
USD 697 M +USD 43.9 M +7% 10.8% 62.5% 215 13.02% 2.8
Crane Advisory
3213
Crane Advisory
California
USD 697 M +USD 28.5 M +4% 8.38% 38.2% 56 8.93% 2.3
Brickley Wealth Management
3214
Brickley Wealth Management
California
USD 696 M +USD 113 M +19% 13% 62.6% 69 14.49% 3.7
IIA
3215
IPG Investment Advisors
California
USD 696 M +USD 114 M +20% 27.7% 106% 308 34.42% 1.9
Affiance Financial
3216
Affiance Financial
Minnesota
USD 695 M +USD 78.3 M +13% 11.3% 57.8% 114 9.65% 5.7
Cornerstone Management
3217
Cornerstone Management
Georgia
USD 695 M +USD 67.5 M +11% 9.32% 43.6% 68 5.88% 5.3
Deltroit Asset Management (UK)
3218
Deltroit Asset Management (UK)
USD 695 M +USD 72.1 M +12% 23.4% – 46 34.78% 0.4
Aspen Grove Capital
3219
Aspen Grove Capital
Colorado
USD 694 M +USD 180 M +35% 14.9% 90% 225 16% 2.2
Volterra Technologies
3220
Volterra Technologies
New York
USD 694 M -USD 129 M -16% 10.3% – 477 73.38% 0.2
Rule One Partners
3221
Rule One Partners
Georgia
USD 694 M +USD 593 M +589% 15.1% – 19 63.16% 0.5
Woodard & Company Asset Management Group
3222
Woodard & Company Asset Management Group
North Carolina
USD 694 M +USD 68.9 M +11% 18.9% 84.8% 185 11.89% 3.2
Texas Treasury Safekeeping Trust Company
3223
Texas Treasury Safekeeping Trust Company
Texas
USD 692 M +USD 64.4 M +10% 9.32% 43.7% 7 42.86% 1.7
Black Swift Group
3224
Black Swift Group
Colorado
USD 692 M +USD 121 M +21% 25% 139% 157 34.39% 1.1
Personal CFO Solutions
3225
Personal CFO Solutions
New Jersey
USD 692 M -USD 20 M -3% 16.1% 91.4% 598 24.58% 2.6