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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)
D.L. Carlson Investment Group
3401
D.L. Carlson Investment Group
New Hampshire
USD 628 M +USD 46.4 M +8% 15.2% 113% 149 20.13% 4.4
RBO & Co
3402
RBO & Co
California
USD 628 M +USD 8.52 M +1% 1.96% 27.9% 58 5.17% 7.8
Marino Stram & Associates
3403
Marino Stram & Associates
Massachusetts
USD 628 M +USD 71.2 M +13% 12.1% 72.2% 204 10.29% 4.1
Elk River Wealth Management
3404
Elk River Wealth Management
Colorado
USD 628 M +USD 25.5 M +4% 16.9% 81.8% 105 7.62% 3.9
Financial Strategies Group
3405
Financial Strategies Group
Michigan
USD 628 M +USD 29.8 M +5% 7.98% 44.9% 103 4.85% 3.4
Satovsky Asset Management
3406
Satovsky Asset Management
New York
USD 627 M +USD 60.7 M +11% 9.14% 53.6% 76 6.58% 2.8
PAS
3407
PKS Advisory Services
New York
USD 627 M +USD 196 M +46% 15.4% – 388 43.3% 0.8
Paradice Investment Management
3408
Paradice Investment Management
Colorado
USD 627 M +USD 94.2 M +18% 16.2% 72.2% 24 16.67% 4.4
BVC
3409
Bright Valley Capital
Hong Kong
USD 626 M +USD 473 M +308% 173% – 28 78.57% 0.3
Fortis Group Advisors
3410
Fortis Group Advisors
New Jersey
USD 626 M +USD 21.2 M +4% 16.3% 91.2% 651 15.67% 2.2
LMG Wealth Partners
3411
LMG Wealth Partners
Louisiana
USD 626 M +USD 77.1 M +14% 18.6% 88.9% 170 11.76% 2.2
Bellecapital
3412
Bellecapital
Switzerland
USD 625 M +USD 71.2 M +13% 23.3% 152% 152 41.45% 3
Third Avenue Management
3413
Third Avenue Management
New York
USD 625 M +USD 9.31 M +2% 7.42% 113% 57 10.53% 5
RAM Investment Partners
3414
RAM Investment Partners
Washington
USD 625 M +USD 55.9 M +10% 10.8% 61.9% 136 17.65% 1.9
Chemistry Wealth Management
3415
Chemistry Wealth Management
New York
USD 625 M +USD 56.6 M +10% 9.24% 77.1% 219 10.5% 2.8
Avidity Partners Management
3416
Avidity Partners Management
Texas
USD 624 M +USD 131 M +26% 26.7% 492% 58 44.83% 0.9
Davidson Capital Management
3417
Davidson Capital Management
Texas
USD 624 M +USD 72.3 M +13% 16.9% 79.4% 96 3.13% 2.1
Spinnaker Investment Group
3418
Spinnaker Investment Group
California
USD 624 M +USD 133 M +27% 9.57% 56.9% 195 32.82% 1.7
Pettinga Financial Advisors
3419
Pettinga Financial Advisors
Indiana
USD 624 M +USD 92.7 M +17% 10.7% 78.1% 165 16.36% 3.3
East Coast Asset Management
3420
East Coast Asset Management
Massachusetts
USD 624 M +USD 65.5 M +12% 15.7% 167% 85 10.59% 8.2
Amarillo National Bank
3421
Amarillo National Bank
Texas
USD 624 M +USD 57.6 M +10% 11.3% 63.5% 103 16.5% 6
Proactive Wealth Strategies
3422
Proactive Wealth Strategies
Georgia
USD 623 M +USD 91.1 M +17% 19.8% – 226 8.85% 1.1
TAA
3423
TB Alternative Assets
Cayman Islands
USD 623 M +USD 142 M +30% 104% 312% 51 62.75% 1.2
TruNorth Capital Management
3424
TruNorth Capital Management
Michigan
USD 623 M +USD 101 M +19% 11.5% – 131 19.08% 1.6
Parkwoods Wealth Partners
3425
Parkwoods Wealth Partners
New York
USD 622 M +USD 215 M +53% 10.5% – 168 33.93% 0.7