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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)
Rempart Asset Management
3401
Rempart Asset Management
Canada
USD 541 M +USD 19.9 M +4% 5.59% 70.5% 35 2.86% 4.1
Investors Research Corp
3402
Investors Research Corp
Georgia
USD 540 M +USD 30.4 M +6% 7.16% 62.1% 953 11.65% 4.7
Palo Alto Investors
3403
Palo Alto Investors
California
USD 540 M +USD 70.4 M +15% 26.6% 157% 48 14.58% 3.6
Gould Asset Management
3404
Gould Asset Management
California
USD 539 M +USD 28 M +5% 5.45% 42.8% 174 6.9% 5.9
America First Investment Advisors
3405
America First Investment Advisors
Nebraska
USD 538 M +USD 36.9 M +7% 9.23% 78.2% 44 2.27% 8.8
McNamara Financial Services
3406
McNamara Financial Services
Massachusetts
USD 538 M +USD 33.6 M +7% 5.79% 42.6% 95 3.16% 4.2
LMG Wealth Partners
3407
LMG Wealth Partners
Louisiana
USD 538 M +USD 51.1 M +10% 8.99% 88.9% 153 10.46% 1.8
RIS
3408
Richmond Investment Services
Wisconsin
USD 537 M +USD 63.9 M +13% 9.7% – 232 14.22% 0.4
Kapitalo Investimentos
3409
Kapitalo Investimentos
Brazil
USD 537 M +USD 75.7 M +16% 5.37% 66.5% 148 76.35% 0.4
GenWealth Group
3410
GenWealth Group
New Jersey
USD 537 M +USD 41.2 M +8% 7.24% 73.9% 75 6.67% 4.9
Heron Bay Capital Management
3411
Heron Bay Capital Management
Michigan
USD 536 M +USD 27.5 M +5% 6.62% 58.9% 127 24.41% 1.8
Allegheny Financial Group
3412
Allegheny Financial Group
Pennsylvania
USD 535 M +USD 84.9 M +19% 6.05% 71.1% 274 13.5% 2.5
Permanent Capital Management
3413
Permanent Capital Management
Illinois
USD 535 M – – 6.07% – 151 – 0.5
VeraBank
3414
VeraBank
Texas
USD 535 M +USD 36.4 M +7% 7.08% 60.6% 193 7.77% 3.9
SM
3415
Sciencast Management
New Jersey
USD 535 M +USD 50.6 M +10% 6.53% 72.5% 404 75.99% 0.2
Columbia Asset Management
3416
Columbia Asset Management
Michigan
USD 534 M +USD 25.6 M +5% 8.29% 94.1% 176 7.95% 6.9
P. Schoenfeld Asset Management (PSAM)
3417
P. Schoenfeld Asset Management (PSAM)
New York
USD 534 M +USD 128 M +31% 43.7% 367% 54 68.52% 0.6
Sycale Advisors
3418
Sycale Advisors
New York
USD 534 M +USD 77.5 M +17% 2.13% 31.5% 27 29.63% 0.9
Sovereign Financial Group
3419
Sovereign Financial Group
Connecticut
USD 534 M +USD 48.9 M +10% 8.97% 90.7% 345 14.49% 2.7
Lincoln Capital
3420
Lincoln Capital
Nebraska
USD 534 M +USD 14.2 M +3% 4.98% 67.1% 128 7.03% 6
Oak Hill Wealth Advisors
3421
Oak Hill Wealth Advisors
Virginia
USD 534 M +USD 51.2 M +11% 6.4% 48% 150 4.67% 0.7
Pier 88 Investment Partners
3422
Pier 88 Investment Partners
California
USD 533 M -USD 4.3 M -0.8% 3.58% 36.1% 131 32.82% 1.5
RAM Investment Partners
3423
RAM Investment Partners
Washington
USD 533 M +USD 56.7 M +12% 6.31% 61.9% 104 8.65% 1.6
Winslow Asset Management
3424
Winslow Asset Management
Ohio
USD 533 M +USD 37.2 M +8% 10.2% 89.9% 78 3.85% 7.5
Third Avenue Management
3425
Third Avenue Management
New York
USD 533 M +USD 47.8 M +10% 13.2% 113% 54 11.11% 5.8