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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)
Financial Gravity Asset Management
3401
Financial Gravity Asset Management
Texas
USD 562 M +USD 42.5 M +8% 0.66% – 1,031 29.19% 1.9
Maytus Capital Management
3402
Maytus Capital Management
New York
USD 562 M +USD 139 M +33% 4.41% 442% 90 63.33% 0.4
Key Financial Inc
3403
Key Financial Inc
Pennsylvania
USD 562 M +USD 13.9 M +3% 0.27% 64.1% 1,483 8.9% 3.8
North Point Portfolio Managers
3404
North Point Portfolio Managers
Ohio
USD 561 M -USD 29.2 M -5% 1.37% 72.8% 79 8.86% 4.8
Twele Capital Management
3405
Twele Capital Management
Minnesota
USD 561 M +USD 1.29 M +0.2% 0.53% 37.1% 39 0% 9.9
Moment Partners
3406
Moment Partners
California
USD 561 M +USD 74.5 M +15% 1.4% – 119 17.65% 1
Oakwell Private Wealth Management
3407
Oakwell Private Wealth Management
Texas
USD 560 M +USD 24.5 M +5% 0.88% 68.2% 81 3.7% 3
Harfst & Associates
3408
Harfst & Associates
Wyoming
USD 560 M +USD 5.58 M +1% 2.97% 88.1% 126 15.87% 3.6
FCA
3409
FLC Capital Advisors
California
USD 560 M +USD 18.5 M +3% 0.71% 59.3% 231 13.85% 3.4
Newbrook Capital Advisors
3410
Newbrook Capital Advisors
New York
USD 560 M -USD 237 M -30% 6.3% 299% 27 66.67% 1
Delta Investment Management
3411
Delta Investment Management
California
USD 559 M -USD 17.5 M -3% 1.32% 65.8% 319 26.65% 2.6
Curran Financial Partners
3412
Curran Financial Partners
South Carolina
USD 559 M +USD 32.1 M +6% 1.79% 53.5% 139 15.83% 2.4
East Coast Asset Management
3413
East Coast Asset Management
Massachusetts
USD 558 M -USD 71.4 M -11% 8.28% 167% 82 10.98% 8.4
Stone House Investment Management
3414
Stone House Investment Management
Pennsylvania
USD 558 M -USD 86.1 M -13% 1.34% 57.9% 1,181 37.43% 0.6
Thames Capital Management
3415
Thames Capital Management
New Jersey
USD 558 M -USD 130 M -19% 25% 1,177% 61 50.82% 1.6
Quarry LP
3416
Quarry LP
New York
USD 558 M -USD 81.7 M -13% 0.28% 83.2% 2,456 59.57% 0.7
ALM First Financial Advisors
3417
ALM First Financial Advisors
Texas
USD 557 M +USD 52.5 M +10% 2.16% 50.5% 25 0% 2.7
CAM
3418
Cander Asset Management
New York
USD 557 M +USD 16.7 M +3% 11.3% – 57 49.12% 0.2
Marino Stram & Associates
3419
Marino Stram & Associates
Massachusetts
USD 557 M +USD 3.17 M +0.6% 0.43% 72.2% 193 8.29% 4.2
NI
3420
Naria Inc
Bahamas
USD 556 M +USD 174 M +45% 45.4% – 1 0% 1.3
Three Arch Wealth Management
3421
Three Arch Wealth Management
California
USD 556 M +USD 22.4 M +4% 2.35% – 62 6.45% 0.2
TLWM Financial
3422
TLWM Financial
Texas
USD 555 M +USD 8.85 M +2% 2.65% 53.9% 72 4.17% 4.3
Heirloom Wealth Management
3423
Heirloom Wealth Management
Colorado
USD 555 M +USD 122 M +28% 1.43% 81.8% 91 57.14% 1.3
ACPLP
3424
Amberjack Capital Partners, L.P.
Texas
USD 555 M -USD 87.3 M -14% 11.5% – 1 0% 1.3
Childress Capital Advisors
3425
Childress Capital Advisors
Texas
USD 555 M -USD 68.2 M -11% 3.49% 107% 451 26.83% 1.5