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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)
Adams Wealth Management
3201
Adams Wealth Management
Utah
USD 523 M +USD 56.8 M +12% 1.5% 105% 122 16.39% 2.5
JCP
3202
JB Capital Partners
New York
USD 522 M +USD 285 k +0.1% 2.32% 142% 82 8.54% 3
Strategic Financial Concepts
3203
Strategic Financial Concepts
Texas
USD 521 M +USD 207 M +66% 0.75% 56.8% 341 31.67% 0.7
FA
3204
Financial Advisors
Massachusetts
USD 521 M -USD 3.58 M -0.7% 0.19% 71.5% 84 8.33% 4
Accurate Wealth Management
3205
Accurate Wealth Management
Florida
USD 521 M +USD 23.3 M +5% 3.34% 101% 408 15.2% 1.6
FBT
3206
First Bank & Trust
South Dakota
USD 521 M -USD 6.17 M -1% 0.43% 85.6% 247 10.12% 3.7
Riposte Capital
3207
Riposte Capital
New York
USD 521 M -USD 386 M -43% 12.2% 370% 33 54.55% 0.3
Probity Advisors
3208
Probity Advisors
Texas
USD 520 M -USD 2.67 M -0.5% 1.56% 61.7% 240 9.17% 4.7
Standpoint Asset Management
3209
Standpoint Asset Management
Arizona
USD 519 M -USD 8.87 M -2% 1.4% 71.9% 8 0% 2
West Financial Advisors
3210
West Financial Advisors
Iowa
USD 519 M +USD 68.9 k +0% 1.72% 49.1% 226 26.11% 2
Azzad Asset Management
3211
Azzad Asset Management
Virginia
USD 518 M -USD 373 M -42% 3.4% 101% 315 47.94% 3.9
MIC
3212
Maxi Investments CY
Cyprus
USD 518 M +USD 144 M +38% 4.85% 83.2% 163 66.87% 0.5
AdvisorShares Investments
3213
AdvisorShares Investments
Maryland
USD 518 M -USD 3.53 M -0.7% 1.97% 110% 345 45.8% 1.3
Jacobson & Schmitt Advisors
3214
Jacobson & Schmitt Advisors
Wisconsin
USD 517 M +USD 30 M +6% 5.3% 70.3% 80 10% 3
CEI
3215
Clark Estates Inc
New York
USD 517 M -USD 19.9 M -4% 4.03% 34.5% 101 19.8% 2.2
Dechtman Wealth Management
3216
Dechtman Wealth Management
Colorado
USD 517 M +USD 28.8 M +6% 1.51% – 67 7.46% 1.2
Cyrus J. Lawrence
3217
Cyrus J. Lawrence
New York
USD 517 M +USD 7.33 M +1% 4.74% – 200 21.5% 1.7
Third Avenue Management
3218
Third Avenue Management
New York
USD 517 M -USD 94.8 M -16% 6.29% 113% 61 6.56% 5.3
Cornerstone Management
3219
Cornerstone Management
Georgia
USD 517 M +USD 37.5 M +8% 0.09% 43.6% 55 7.27% 5.2
Regatta Capital Group
3220
Regatta Capital Group
California
USD 516 M +USD 608 k +0.1% 1.96% 78.1% 196 9.18% 2.3
Strategy Asset Managers
3221
Strategy Asset Managers
California
USD 516 M -USD 5.28 M -1% 4.1% 115% 258 10.08% 3
Dividend Assets Capital
3222
Dividend Assets Capital
South Carolina
USD 515 M -USD 7.58 M -1% 0.38% 67.4% 140 5% 7.1
Triasima Portfolio Management
3223
Triasima Portfolio Management
Quebec, Canada
USD 515 M +USD 70.4 M +16% 3.37% 224% 152 49.34% 0.9
River Global Investors
3224
River Global Investors
United Kingdom
USD 515 M +USD 50.6 M +11% 6.58% 49.7% 153 20.26% 3.7
Boston Standard Wealth Management
3225
Boston Standard Wealth Management
Massachusetts
USD 515 M +USD 983 k +0.2% 1.21% 47.1% 49 8.16% 5.2