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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)
Alpha Omega Wealth Management
3326
Alpha Omega Wealth Management
Virginia
USD 657 M +USD 40.3 M +7% 10.4% 65.9% 215 7.44% 6.8
Ritter Daniher Financial Advisory
3327
Ritter Daniher Financial Advisory
Ohio
USD 657 M +USD 67.4 M +11% 12.3% 56.7% 630 10.79% 2.1
CMH Wealth Management
3328
CMH Wealth Management
New Hampshire
USD 655 M +USD 72.9 M +13% 15.8% 88% 121 9.92% 2.1
Clear Trail Advisors
3329
Clear Trail Advisors
Texas
USD 655 M +USD 54.6 M +9% 4.49% – 166 13.25% 0.4
Sovereign Financial Group
3330
Sovereign Financial Group
Connecticut
USD 654 M +USD 78.8 M +14% 18% 90.7% 407 15.23% 2.8
WealthShield Partners
3331
WealthShield Partners
North Carolina
USD 654 M -USD 244 M -27% 17% 71% 626 42.17% 3.6
Marble Wealth
3332
Marble Wealth
Alabama
USD 653 M +USD 81.9 M +14% 16.9% – 244 13.11% 0.4
Endurance Services Ltd
3333
Endurance Services Ltd
New York
USD 653 M +USD 59.2 M +10% 9.49% – 8 0% 1.4
Crawford Fund Management
3334
Crawford Fund Management
Massachusetts
USD 653 M +USD 133 M +26% 3.64% – 217 22.12% 1.2
Stamos Capital Partners
3335
Stamos Capital Partners
California
USD 653 M +USD 12.9 M +2% 8.87% 36.7% 142 1.41% 3.4
Nordwand Advisors
3336
Nordwand Advisors
Pennsylvania
USD 652 M +USD 80.5 M +14% 21.2% 93% 155 9.03% 1.4
Three Arch Wealth Management
3337
Three Arch Wealth Management
California
USD 652 M +USD 95.8 M +17% 11% – 71 16.9% 0.4
Presilium Private Wealth
3338
Presilium Private Wealth
Pennsylvania
USD 651 M +USD 84.2 M +15% 9.87% 45.9% 97 23.71% 2.2
Garrett Wealth Advisory Group
3339
Garrett Wealth Advisory Group
Texas
USD 651 M +USD 88.1 M +16% 12.1% 74.6% 154 15.58% 2.5
BlueSpruce Investments
3340
BlueSpruce Investments
Illinois
USD 650 M +USD 19.1 M +3% 21.1% 59.6% 22 72.73% 0.5
Gibraltar Capital Management
3341
Gibraltar Capital Management
Oklahoma
USD 650 M +USD 69.6 M +12% 12.5% 65% 131 9.16% 2.5
Broad Run Investment Management
3342
Broad Run Investment Management
Virginia
USD 650 M +USD 81.9 M +14% 24% 202% 24 0% 7
Onex Canada Asset Management
3343
Onex Canada Asset Management
Ontario, Canada
USD 649 M +USD 48.1 M +8% 22.8% 87.8% 81 4.94% 4.8
Perennial Advisors
3344
Perennial Advisors
New York
USD 649 M +USD 62 M +11% 13.5% – 147 21.77% 3.9
Asset Allocation Strategies
3345
Asset Allocation Strategies
Michigan
USD 649 M +USD 86 M +15% 10% 58.1% 184 13.04% 1.7
Goodman Financial
3346
Goodman Financial
Texas
USD 647 M +USD 65.1 M +11% 6.86% 52.5% 84 21.43% 2.5
Harvest Investment Services
3347
Harvest Investment Services
Illinois
USD 647 M +USD 100 M +18% 32.5% 282% 434 32.03% 1.5
JCP
3348
JB Capital Partners
New York
USD 646 M +USD 65.9 M +11% 14.6% 142% 86 2.33% 3.7
Brian C. Broderick
3349
Brian C. Broderick
USD 646 M +USD 104 M +19% 29.4% 98.6% 98 6.12% 6.6
Concord Asset Management (Virginia)
3350
Concord Asset Management (Virginia)
Virginia
USD 646 M +USD 54 M +9% 15.1% 69% 131 14.5% 2.5