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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)
Investors Research Corp
3351
Investors Research Corp
Georgia
USD 510 M +USD 48.3 M +10% 6.69% 62.1% 984 8.23% 4.6
Marshall Financial Group (Maryland)
3352
Marshall Financial Group (Maryland)
Maryland
USD 510 M +USD 52.2 M +11% 10.1% 63.5% 274 23.72% 2
Fourthstone LLC
3353
Fourthstone LLC
Missouri
USD 510 M +USD 106 M +26% 3.59% 104% 107 38.32% 0.8
Legacy Financial Strategies
3354
Legacy Financial Strategies
Kansas
USD 510 M +USD 51 M +11% 8.69% 76.7% 131 12.21% 2.9
Financial Gravity Companies
3355
Financial Gravity Companies
Texas
USD 509 M – – 5.81% – 1,014 – 1.8
MIC Capital Management (UK)
3356
MIC Capital Management (UK)
United Kingdom
USD 509 M +USD 18.5 M +4% 6.85% 67.2% 14 7.14% 2.3
Portfolio Design Labs
3357
Portfolio Design Labs
California
USD 509 M +USD 24.6 M +5% 8.27% – 209 37.8% 0.8
Integrated Investment Consultants
3358
Integrated Investment Consultants
Michigan
USD 509 M +USD 6.76 M +1% 10.4% 70.2% 368 24.18% 3.2
FFT Wealth Management
3359
FFT Wealth Management
Pennsylvania
USD 509 M +USD 30.8 M +6% 9.85% 65.6% 109 19.27% 2.4
Columbia Asset Management
3360
Columbia Asset Management
Michigan
USD 509 M -USD 2.43 M -0.5% 7.89% 94.1% 236 30.08% 6.7
SA
3361
Strategic Advisors
New York
USD 508 M -USD 10.5 M -2% 14.2% 106% 201 19.4% 5
Essex LLC
3362
Essex LLC
Illinois
USD 508 M +USD 46.8 M +10% 9.69% 91.4% 185 14.05% 2.6
Contravisory Investment Management
3363
Contravisory Investment Management
Massachusetts
USD 508 M +USD 33.5 M +7% 9.89% 135% 460 38.7% 1.6
Heron Bay Capital Management
3364
Heron Bay Capital Management
Michigan
USD 508 M +USD 32.5 M +7% 11% 58.9% 139 34.53% 1.7
Sands Capital Ventures
3365
Sands Capital Ventures
Virginia
USD 508 M +USD 98.9 M +24% 23.1% 167% 20 5% 2.6
Kera Capital Partners
3366
Kera Capital Partners
California
USD 508 M +USD 171 M +51% 21.7% – 369 54.2% 0.2
Bienville Capital Management
3367
Bienville Capital Management
New York
USD 507 M +USD 95 M +23% 16.6% 36.3% 76 23.68% 3.4
Strong Tower Advisory Services
3368
Strong Tower Advisory Services
Minnesota
USD 507 M +USD 101 M +25% 13.4% 155% 101 4.95% 2.5
Canvas Wealth Advisors
3369
Canvas Wealth Advisors
Kansas
USD 507 M +USD 118 M +30% 16.8% 115% 213 18.31% 1.8
Bourgeon Capital Management
3370
Bourgeon Capital Management
Connecticut
USD 507 M +USD 42.1 M +9% 14.7% 121% 122 26.23% 3.9
Financial Consulate
3371
Financial Consulate
Maryland
USD 507 M +USD 110 M +28% 7.98% 61.4% 39 38.46% 3.1
Gibson Capital
3372
Gibson Capital
Pennsylvania
USD 506 M +USD 31.5 M +7% 7.59% 67.2% 84 10.71% 4.1
Brian C. Broderick
3373
Brian C. Broderick
USD 506 M +USD 14.9 M +3% 8.61% 98.6% 89 7.87% 6.4
Kirr Marbach & Co
3374
Kirr Marbach & Co
Indiana
USD 506 M +USD 74.6 M +17% 20.2% 121% 58 12.07% 4.3
Rather & Kittrell
3375
Rather & Kittrell
Tennessee
USD 505 M +USD 43.9 M +10% 6.05% 41.1% 90 5.56% 2.3