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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)
James J. Burns & Company
3226
James J. Burns & Company
New York
USD 394 M +USD 6.31 M +2% 5.53% 70.2% 120 12.5% 0.6
CCP
3227
Caden Capital Partners
California
USD 394 M +USD 60.6 M +18% 0.04% 19.1% 16 37.5% 0.4
Providence Capital Advisors
3228
Providence Capital Advisors
North Carolina
USD 394 M +USD 15.7 M +4% 4.96% 47.4% 327 11.31% 2.7
Covenant Asset Management
3229
Covenant Asset Management
New Jersey
USD 394 M -USD 26.1 M -6% 13.3% 177% 175 5.14% 3.3
Market Street Wealth Management Advisors
3230
Market Street Wealth Management Advisors
Indiana
USD 394 M +USD 13.4 M +4% 3.55% 44% 92 6.52% 2.3
Liberty Mutual Group Asset Management
3231
Liberty Mutual Group Asset Management
Massachusetts
USD 394 M -USD 47.2 M -11% 0.21% 47.9% 130 21.54% 1.1
Compass Ion Advisors
3232
Compass Ion Advisors
Pennsylvania
USD 394 M -USD 2.28 M -0.6% 2.75% 75.6% 81 8.64% 1.8
Planning Center Inc
3233
Planning Center Inc
Illinois
USD 394 M +USD 29.6 M +8% 3.61% 38.9% 79 29.11% 0.9
Shah Capital Management
3234
Shah Capital Management
North Carolina
USD 394 M +USD 49.8 M +15% 5.86% 287% 17 17.65% 3.4
Requisite Capital Management
3235
Requisite Capital Management
Texas
USD 393 M +USD 68.8 M +21% 3.06% 41% 80 22.5% 1.6
Icon Advisers
3236
Icon Advisers
Colorado
USD 393 M +USD 5.5 k +0% 5.77% 114% 172 21.51% 2.1
Naviter Wealth
3237
Naviter Wealth
Arkansas
USD 393 M +USD 107 M +38% 5.29% 87.1% 237 20.68% 0.8
Soundwatch Capital
3238
Soundwatch Capital
Connecticut
USD 393 M -USD 42.1 M -10% 8.73% 68.6% 34 29.41% 0.6
Sio Capital Management
3239
Sio Capital Management
New York
USD 393 M +USD 191 M +94% 12.6% 564% 62 53.23% 0.8
VM
3240
VPR Management
Texas
USD 393 M -USD 86.6 M -18% 4.89% 54.5% 54 1.85% 2.6
Partners in Financial Planning
3241
Partners in Financial Planning
Virginia
USD 393 M +USD 12.7 M +3% 3.13% 38.9% 95 3.16% 1.7
Diversified
3242
Diversified
Delaware
USD 393 M +USD 113 M +41% 7.56% 34.4% 156 14.74% 1.5
Security National Bank
3243
Security National Bank
Nebraska
USD 393 M +USD 17.8 M +5% 10.5% 125% 105 5.71% 3.4
Perennial Advisors
3244
Perennial Advisors
New York
USD 392 M +USD 42.8 M +12% 7.64% – 130 25.38% 3.5
Texas Treasury Safekeeping Trust Company
3245
Texas Treasury Safekeeping Trust Company
Texas
USD 392 M +USD 11.5 M +3% 2.96% 43.7% 8 0% 1.3
Wooster Corthell Wealth Management
3246
Wooster Corthell Wealth Management
Connecticut
USD 392 M +USD 17.8 M +5% 4.41% 39.1% 46 2.17% 4.7
ADW Capital Management
3247
ADW Capital Management
Florida
USD 392 M +USD 51.9 M +15% 10.8% 78.2% 7 0% 2.9
Cornerstone Management
3248
Cornerstone Management
Georgia
USD 392 M +USD 8.38 M +2% 3.32% 43.6% 249 81.12% 4.5
Intel Corp
3249
Intel Corp
California
USD 392 M +USD 191 M +95% 131% 9.79% 8 12.5% 1
Boston Standard Wealth Management
3250
Boston Standard Wealth Management
Massachusetts
USD 391 M +USD 42.6 M +12% 3.48% 47.1% 42 7.14% 4.6