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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)
BDT Capital Partners
3201
BDT Capital Partners
Illinois
USD 502 M +USD 111 M +28% 28% 25.5% 2 0% 1.4
Spirit of America Management Corp
3202
Spirit of America Management Corp
New York
USD 502 M +USD 8.73 M +2% 5.14% 113% 317 2.84% 5
Horizon Wealth Management
3203
Horizon Wealth Management
Illinois
USD 501 M +USD 81.2 M +19% 5.42% 97.2% 91 15.38% 1.8
American Money Management
3204
American Money Management
California
USD 500 M +USD 31.8 M +7% 6.09% 65% 137 2.92% 4.7
Legacy Capital Wealth Partners
3205
Legacy Capital Wealth Partners
Arkansas
USD 500 M +USD 107 M +27% 6.52% 70.4% 378 26.72% 0.3
RM
3206
Rudius Management
New York
USD 500 M +USD 39.2 M +9% 14.2% 8.92% 8 0% 2.3
CenterStar Asset Management
3207
CenterStar Asset Management
Illinois
USD 500 M +USD 142 M +40% 3.36% 104% 424 78.3% 0.3
Virtue Capital Management
3208
Virtue Capital Management
Tennessee
USD 499 M -USD 84.3 M -14% 5.37% 97.9% 404 42.33% 1.9
First Fiduciary Investment Counsel
3209
First Fiduciary Investment Counsel
Ohio
USD 499 M +USD 38 M +8% 9.41% 60% 68 5.88% 4.6
Tobias Financial Advisors
3210
Tobias Financial Advisors
Florida
USD 499 M +USD 35.1 M +8% 4.93% 44.5% 111 9.01% 2
Turtle Creek Wealth Advisors
3211
Turtle Creek Wealth Advisors
Texas
USD 499 M +USD 66.9 M +15% 6.33% 112% 208 23.56% 0.7
SR One Capital Management
3212
SR One Capital Management
Pennsylvania
USD 499 M +USD 179 M +56% 27.6% 656% 11 18.18% 1.1
Edge Wealth Management
3213
Edge Wealth Management
New York
USD 498 M +USD 23.3 M +5% 6.17% 75.3% 83 9.64% 5.7
Accurate Wealth Management
3214
Accurate Wealth Management
Florida
USD 498 M +USD 80.8 M +19% 6.72% 101% 390 19.49% 1.4
Huber Capital Management
3215
Huber Capital Management
California
USD 497 M +USD 57.2 M +13% 4.81% 70.4% 100 6% 4.5
Bright Rock Capital Management
3216
Bright Rock Capital Management
Massachusetts
USD 497 M +USD 22.9 M +5% 6.35% 53.1% 78 19.23% 5.3
M. Kulyk & Associates
3217
M. Kulyk & Associates
Georgia
USD 497 M +USD 66.8 M +16% 7.57% 63.3% 118 10.17% 2.4
Capital Group Investment Management
3218
Capital Group Investment Management
Singapore
USD 497 M +USD 34.1 M +7% 8.62% 145% 146 10.96% 1.5
Rice Partnership
3219
Rice Partnership
Hawaii
USD 497 M +USD 36.5 M +8% 6.38% 123% 173 11.56% 2.9
B.O.S.S. Retirement Advisors
3220
B.O.S.S. Retirement Advisors
Utah
USD 497 M +USD 106 M +27% 7.27% 78.2% 217 28.11% 0.9
Fortis Capital Management
3221
Fortis Capital Management
Washington
USD 496 M +USD 27.6 M +6% 4.08% 82% 136 10.29% 2.1
Breakwater Capital Group
3222
Breakwater Capital Group
New Jersey
USD 496 M +USD 55.6 M +13% 6.5% 67.4% 294 8.84% 1.2
EAM Global Investors
3223
EAM Global Investors
California
USD 496 M +USD 50.9 M +11% 25.1% 2,399% 134 60.45% 0.3
Partners in Financial Planning
3224
Partners in Financial Planning
Virginia
USD 496 M +USD 35.6 M +8% 5.91% 38.9% 110 8.18% 2.6
Citizens Business Bank
3225
Citizens Business Bank
California
USD 496 M +USD 22.6 M +5% 6.61% 108% 107 4.67% 5.8