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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)
Ninety One
3501
Ninety One
South Africa
USD 308 M +USD 55.4 M +22% 11.3% 232% 83 20.48% 3
Fort Sheridan Advisors
3502
Fort Sheridan Advisors
Illinois
USD 307 M +USD 10.8 M +4% 7.74% 109% 191 8.38% 2.4
Global Wealth Management Investment Advisory
3503
Global Wealth Management Investment Advisory
Florida
USD 307 M +USD 26.7 M +10% 8.05% 67.5% 141 11.35% 3.5
Think Investments
3504
Think Investments
California
USD 307 M -USD 18.9 M -6% 2.72% 285% 24 25% 2
Pettinga Financial Advisors
3505
Pettinga Financial Advisors
Indiana
USD 307 M +USD 15.8 M +5% 8.9% 78.1% 109 20.18% 2.4
CBTWT
3506
Community Bank & Trust (Waco, Texas)
Texas
USD 307 M +USD 25.5 M +9% 11.7% 124% 140 8.57% 4.8
Ovata Capital Management
3507
Ovata Capital Management
Hong Kong
USD 307 M +USD 37.2 M +14% 6.59% 69.1% 47 59.57% 0.4
Edmonds Duncan Registered Investment Advisors
3508
Edmonds Duncan Registered Investment Advisors
Kansas
USD 307 M +USD 23.9 M +8% 7.38% 12.8% 137 11.68% 3.9
DI
3509
Diligent Investors
California
USD 306 M +USD 25.9 M +9% 8.2% 82.2% 286 11.19% 3.6
GenWealth Group
3510
GenWealth Group
New Jersey
USD 306 M +USD 10.4 M +4% 5.93% 73.9% 73 21.92% 3.1
Claro Advisors
3511
Claro Advisors
Massachusetts
USD 306 M +USD 54.1 M +22% 8.76% 85.5% 355 29.86% 1.9
CRA Financial Services
3512
CRA Financial Services
New Jersey
USD 306 M +USD 27.6 M +10% 6.81% 91.9% 216 17.13% 2.5
MYCIO Wealth Partners
3513
MYCIO Wealth Partners
Pennsylvania
USD 305 M +USD 49 M +19% 16.6% 69.3% 53 15.09% 4.2
Stordahl Capital Management
3514
Stordahl Capital Management
Colorado
USD 305 M +USD 28.6 M +10% 8% 54% 53 13.21% 3.6
Blue Bell Private Wealth Management
3515
Blue Bell Private Wealth Management
Pennsylvania
USD 305 M +USD 25.4 M +9% 6.54% 68.2% 761 12.48% 1.9
Mount Lucas Management
3516
Mount Lucas Management
Pennsylvania
USD 305 M +USD 14.8 M +5% 11.1% 109% 130 46.15% 0.6
Regent Peak Wealth Advisors
3517
Regent Peak Wealth Advisors
Georgia
USD 305 M +USD 20.9 M +7% 8.32% – 168 19.05% 2.1
CWM
3518
Compass Wealth Management
Connecticut
USD 305 M – – 13.5% 103% 411 – 0
Point72 Hong Kong
3519
Point72 Hong Kong
Hong Kong
USD 305 M -USD 2557 M -89% 20.4% 396% 1,896 98.63% 0.5
Franklin, Parlapiano, Turner & Welch
3520
Franklin, Parlapiano, Turner & Welch
Texas
USD 305 M +USD 23.9 M +8% 9.09% 49.3% 49 8.16% 6.4
Mach-1 Financial Group
3521
Mach-1 Financial Group
Arkansas
USD 305 M +USD 209 M +219% 9.84% 83.4% 507 83.23% 0.4
IFS
3522
Ifrah Financial Services
Arkansas
USD 305 M +USD 13.6 M +5% 6.17% 64.1% 207 14.01% 3.8
Red Door Wealth Management
3523
Red Door Wealth Management
Tennessee
USD 305 M +USD 40.6 M +15% 10% 100% 143 11.19% 2.2
Doliver Advisors
3524
Doliver Advisors
Texas
USD 304 M +USD 33.5 M +12% 15% 92.3% 170 25.29% 2.4
Tobias Financial Advisors
3525
Tobias Financial Advisors
Florida
USD 304 M +USD 20.9 M +7% 5.77% 44.5% 85 12.94% 0.9