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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)
Greystone Financial Group
3301
Greystone Financial Group
Michigan
USD 340 M +USD 45.5 M +15% 12.5% 79.3% 81 29.63% 0.8
Running Oak Capital
3302
Running Oak Capital
Minnesota
USD 340 M +USD 50.6 M +17% 12.2% 32.7% 63 19.05% 2
Fiducient Advisors
3303
Fiducient Advisors
Illinois
USD 340 M +USD 129 M +61% 6.71% 52.3% 180 70.56% 0.7
WCMN
3304
Westchester Capital Management (Nebraska)
Nebraska
USD 340 M +USD 29.8 M +10% 13.1% 121% 50 6% 6
KI
3305
Kula Investments
Illinois
USD 340 M – – 6.57% – 562 – 0
IAG Wealth Partners
3306
IAG Wealth Partners
Wisconsin
USD 339 M +USD 38.4 M +13% 9.16% 47.3% 494 21.26% 2
Barometer Capital Management
3307
Barometer Capital Management
Ontario, Canada
USD 339 M +USD 96.5 M +40% 17.3% 339% 149 75.17% 0.2
America First Investment Advisors
3308
America First Investment Advisors
Nebraska
USD 339 M +USD 51.8 M +18% 8.97% 78.2% 96 16.67% 4.9
Psagot Value Holdings
3309
Psagot Value Holdings
Israel
USD 339 M -USD 15.2 M -4% 7.17% 45.9% 398 26.38% 2.7
HughesLittle Investment Management
3310
HughesLittle Investment Management
USD 339 M +USD 16.2 M +5% 6.02% 106% 16 6.25% 4.6
MPAM
3311
Monarch Partners Asset Management
Massachusetts
USD 339 M +USD 5.75 M +2% 14% 136% 165 37.58% 1
Ellenbecker Investment Group
3312
Ellenbecker Investment Group
Wisconsin
USD 338 M +USD 22.9 M +7% 6.79% 56.3% 86 6.98% 2.9
Old Second National Bank of Aurora
3313
Old Second National Bank of Aurora
Illinois
USD 338 M +USD 13.1 M +4% 9.96% 93.7% 400 17.25% 4.9
Marquette Asset Management
3314
Marquette Asset Management
Minnesota
USD 338 M +USD 18.3 M +6% 7.15% 69.6% 294 41.16% 2.5
HP
3315
Hound Partners
New York
USD 338 M -USD 189 M -36% 10.8% 19.7% 17 29.41% 1.8
Activest Wealth Management
3316
Activest Wealth Management
Florida
USD 338 M +USD 28.5 M +9% 7.63% 117% 483 13.87% 0.7
G2 Investment Partners Management
3317
G2 Investment Partners Management
New York
USD 338 M +USD 15.8 M +5% 16.6% 1,145% 94 31.91% 1.1
Fermata Advisors
3318
Fermata Advisors
California
USD 337 M +USD 30.2 M +10% 5.67% 58.3% 151 23.18% 1.1
Kerrisdale Advisers
3319
Kerrisdale Advisers
Florida
USD 337 M -USD 74.5 M -18% 14.1% 78.8% 97 25.77% 0.6
LDFR
3320
Lehman & Derafelo Financial Resources
Pennsylvania
USD 337 M +USD 19.9 M +6% 7.83% 37.5% 211 53.08% 3
Brian C. Broderick
3321
Brian C. Broderick
USD 337 M +USD 17.1 M +5% 9.92% 98.6% 84 10.71% 6
Boston Standard Wealth Management
3322
Boston Standard Wealth Management
Massachusetts
USD 337 M +USD 39.4 M +13% 5.54% 47.1% 40 7.5% 4.2
Benedict Financial Advisors
3323
Benedict Financial Advisors
Georgia
USD 337 M +USD 24.2 M +8% 11.8% 72.4% 118 5.93% 5.3
Brickley Wealth Management
3324
Brickley Wealth Management
California
USD 337 M +USD 31.9 M +10% 8.63% 62.6% 42 16.67% 2.9
ARG
3325
Advisory Resource Group
Oklahoma
USD 336 M +USD 34.1 M +11% 9.25% 72% 148 13.51% 1.7