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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)
Lloyd Advisory Services
3201
Lloyd Advisory Services
Georgia
USD 469 M +USD 258 M +122% 5.27% 51.1% 191 63.87% 0.4
Brian C. Broderick
3202
Brian C. Broderick
USD 468 M +USD 67.5 M +17% 11.1% 98.6% 86 18.6% 6.1
Post Oak Energy Holdings
3203
Post Oak Energy Holdings
Texas
USD 468 M +USD 97.9 M +26% 26.8% 64.6% 3 0% 1.3
Sentinel Pension Advisors
3204
Sentinel Pension Advisors
Massachusetts
USD 468 M +USD 47.2 M +11% 5.09% 52.1% 112 16.07% 2.2
McNamara Financial Services
3205
McNamara Financial Services
Massachusetts
USD 467 M +USD 20.4 M +5% 4.39% 42.6% 70 8.57% 4.5
Strategy Asset Managers
3206
Strategy Asset Managers
California
USD 467 M +USD 45.2 M +11% 11.4% 115% 257 21.4% 2.8
Capital Investment Counsel (Colorado)
3207
Capital Investment Counsel (Colorado)
Colorado
USD 466 M +USD 201 M +76% 7.46% 68.7% 135 18.52% 0.2
49 Wealth Management
3208
49 Wealth Management
Texas
USD 466 M +USD 77.3 M +20% 4.74% – 140 22.14% 0.2
Brigade Capital Management
3209
Brigade Capital Management
New York
USD 466 M -USD 2309 M -83% 8.09% 42.7% 35 48.57% 2
West Financial Advisors
3210
West Financial Advisors
Iowa
USD 466 M +USD 27.5 M +6% 5.27% 49.1% 168 14.88% 2.1
Summit Asset Management
3211
Summit Asset Management
Tennessee
USD 466 M +USD 48.1 M +12% 7.48% 53.4% 162 7.41% 5.9
Blue Bell Private Wealth Management
3212
Blue Bell Private Wealth Management
Pennsylvania
USD 466 M +USD 47.8 M +11% 8.09% 68.2% 759 10.67% 2.6
Cannell Capital
3213
Cannell Capital
Wyoming
USD 466 M +USD 4.41 M +1% 4.36% 127% 69 37.68% 2
IAG Wealth Partners
3214
IAG Wealth Partners
Wisconsin
USD 466 M +USD 27.3 M +6% 6.63% 54.1% 467 13.7% 2.7
Logan Stone Capital
3215
Logan Stone Capital
Illinois
USD 465 M -USD 29 M -6% 5.42% 43.9% 182 40.11% 0.8
Trivium Point Advisory
3216
Trivium Point Advisory
Connecticut
USD 465 M +USD 52.3 M +13% 11.7% 106% 234 20.51% 2.6
Nebula Research & Development
3217
Nebula Research & Development
New York
USD 464 M +USD 133 M +40% 4.65% – 1,048 73.85% 0.1
Prestige Wealth Management Group
3218
Prestige Wealth Management Group
New Jersey
USD 464 M +USD 23.5 M +5% 6.7% 55.8% 1,058 6.71% 3.6
FRM
3219
Fox Run Management
Connecticut
USD 464 M +USD 71.8 M +18% 6.55% 64% 1,135 76.39% 0.2
Strategic Global Advisors
3220
Strategic Global Advisors
California
USD 463 M +USD 26.7 M +6% 14.1% 137% 164 26.22% 2.1
TRB Advisors
3221
TRB Advisors
New York
USD 463 M +USD 84.5 M +22% 8.51% 76.1% 12 66.67% 2.4
CFMC
3222
Curbstone Financial Management Corp
New Hampshire
USD 463 M +USD 22.3 M +5% 6.82% 69.6% 191 2.62% 6.7
Kowal Investment Group
3223
Kowal Investment Group
Wisconsin
USD 463 M +USD 34.2 M +8% 6.36% 21.1% 186 17.74% 1.8
PWS
3224
Private Wealth Strategies
Ohio
USD 462 M +USD 11.4 M +3% 7.35% 18.8% 81 24.69% 2.9
Pilgrim Global Advisors
3225
Pilgrim Global Advisors
Nevada
USD 462 M +USD 184 M +66% 32.8% – 8 37.5% 0.2