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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)
CIM
3301
CIM Investment Management
Pennsylvania
USD 525 M +USD 86.9 M +20% 13.9% 123% 254 5.91% 4.5
TT International Asset Management
3302
TT International Asset Management
United Kingdom
USD 525 M -USD 145 M -22% 1.95% 308% 65 41.54% 0.7
Clifford Capital Partners
3303
Clifford Capital Partners
Utah
USD 525 M +USD 38.4 M +8% 7.95% 77.3% 54 31.48% 2.3
Summit Wealth Partners
3304
Summit Wealth Partners
Florida
USD 524 M +USD 31.4 M +6% 5.49% 44.9% 218 6.88% 3.3
UG Investment Advisers
3305
UG Investment Advisers
Taiwan
USD 524 M +USD 159 M +43% 4.79% 172% 14 14.29% 1.3
PAX Financial Group
3306
PAX Financial Group
Texas
USD 523 M -USD 41 M -7% 8.63% 56% 273 24.18% 2.7
P2 Capital Partners
3307
P2 Capital Partners
New York
USD 522 M +USD 7.3 M +1% 2.62% 7.96% 14 21.43% 3.2
Front Street Capital Management
3308
Front Street Capital Management
Montana
USD 522 M -USD 2.37 M -0.5% 16.4% 316% 73 17.81% 5.1
True North Advisors
3309
True North Advisors
Texas
USD 522 M -USD 42.3 M -7% 6.14% 82.9% 255 17.65% 2.1
CTAF
3310
Call To Action Foundation
Utah
USD 522 M +USD 54.7 M +12% 10.5% – 1 0% 1.5
Rempart Asset Management
3311
Rempart Asset Management
Canada
USD 521 M +USD 36.1 M +7% 8.84% 70.5% 34 0% 4
Ikarian Capital
3312
Ikarian Capital
Texas
USD 521 M -USD 291 M -36% 20.2% 5,184% 195 49.74% 0.7
ARG
3313
Advisory Resource Group
Oklahoma
USD 520 M +USD 29.4 M +6% 6.05% 66.5% 179 16.2% 2.8
Mountain Capital Investment Advisors
3314
Mountain Capital Investment Advisors
Colorado
USD 520 M +USD 54.1 M +12% 8.87% 63.3% 75 18.67% 1.6
Delta Investment Management
3315
Delta Investment Management
California
USD 520 M +USD 24.9 M +5% 7.82% 65.8% 262 17.94% 2.5
Caligan Partners
3316
Caligan Partners
New York
USD 520 M +USD 40.9 M +9% 13.9% 2,628% 18 16.67% 1.2
Lincoln Capital
3317
Lincoln Capital
Nebraska
USD 520 M +USD 40.7 M +9% 4.67% 67.1% 123 4.88% 5.9
Summit Securities Group
3318
Summit Securities Group
New York
USD 520 M -USD 119 M -19% 8.92% 136% 1,507 80.03% 0.2
Commonwealth Financial Services
3319
Commonwealth Financial Services
West Virginia
USD 519 M +USD 31.1 M +6% 9.15% 64.2% 222 13.06% 3.5
Cornerstone Advisors Asset Management
3320
Cornerstone Advisors Asset Management
Pennsylvania
USD 519 M +USD 31.2 M +6% 5.99% 41.2% 130 17.69% 2.3
GWM
3321
Gibbs Wealth Management
Georgia
USD 519 M +USD 104 M +25% 9.53% – 383 24.02% 0.8
Brass Tax Wealth Management
3322
Brass Tax Wealth Management
Ohio
USD 519 M +USD 43.2 M +9% 7.73% – 239 14.64% 0.9
Edge Wealth Management
3323
Edge Wealth Management
New York
USD 519 M +USD 26 M +5% 5.13% 75.3% 84 4.76% 5.9
Huntleigh Advisors
3324
Huntleigh Advisors
Missouri
USD 518 M -USD 80.4 M -13% 20.8% – 294 17.69% 0.4
Drucker Wealth 3.0
3325
Drucker Wealth 3.0
New Jersey
USD 518 M +USD 63.5 M +14% 7.77% – 227 34.8% 0.6