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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)
Riversedge Advisors
3526
Riversedge Advisors
Delaware
USD 442 M +USD 1.44 M +0.3% 1.31% 71.3% 109 16.51% 2.2
WESPAC Advisors SoCal
3527
WESPAC Advisors SoCal
California
USD 442 M +USD 9.7 M +2% 4.69% 135% 103 11.65% 2.4
Pettinga Financial Advisors
3528
Pettinga Financial Advisors
Indiana
USD 442 M +USD 19.7 M +5% 0.06% 78.1% 129 14.73% 3.1
Privium Fund Management
3529
Privium Fund Management
Netherlands
USD 442 M +USD 39.9 M +10% 47.1% 465% 92 41.3% 1.4
First National Corp
3530
First National Corp
Massachusetts
USD 442 M -USD 7.9 M -2% 0.41% 56.3% 158 11.39% 3.8
AAM
3531
AR Asset Management
California
USD 441 M -USD 8.56 M -2% 0.41% 64.9% 113 2.65% 8.5
ASK Capital Management
3532
ASK Capital Management
California
USD 441 M – – 33.4% – 4 – 0
Pale Fire Capital SE
3533
Pale Fire Capital SE
Czech Republic
USD 441 M -USD 197 M -31% 0.84% 223% 67 43.28% 0.7
Granger Management
3534
Granger Management
New York
USD 440 M -USD 68.5 M -13% 0.86% 69.9% 22 68.18% 4
Key Financial Inc
3535
Key Financial Inc
Pennsylvania
USD 440 M -USD 12.6 M -3% 0.19% 64.1% 1,411 6.38% 2.9
Old Second National Bank of Aurora
3536
Old Second National Bank of Aurora
Illinois
USD 440 M +USD 25.6 M +6% 1.47% 93.7% 519 38.73% 4.2
Northwest Quadrant Wealth Management
3537
Northwest Quadrant Wealth Management
Oregon
USD 440 M +USD 5.84 M +1% 0.76% 45.6% 78 20.51% 4.3
Garrett Wealth Advisory Group
3538
Garrett Wealth Advisory Group
Texas
USD 440 M +USD 34.7 M +9% 5.53% 74.6% 108 16.67% 2.3
IIA
3539
IPG Investment Advisors
California
USD 439 M -USD 19.5 M -4% 5.08% 126% 215 37.67% 2.2
GenWealth Group
3540
GenWealth Group
New Jersey
USD 439 M +USD 4.37 M +1% 0.5% 73.9% 77 9.09% 4.4
Park Presidio Capital
3541
Park Presidio Capital
California
USD 439 M +USD 2.03 M +0.5% 4.15% 94.1% 11 0% 5
Pacific Sage Partners
3542
Pacific Sage Partners
Washington
USD 438 M +USD 18.4 M +4% 0.95% 58.9% 113 15.93% 1.5
RB Capital Management
3543
RB Capital Management
Nevada
USD 438 M +USD 8.6 M +2% 2.94% 79.4% 193 6.74% 4.6
Balboa Wealth Partners
3544
Balboa Wealth Partners
Arizona
USD 438 M +USD 36.7 M +9% 12.1% 214% 395 30.38% 1.1
CBTWT
3545
Community Bank & Trust (Waco, Texas)
Texas
USD 438 M -USD 5.85 M -1% 0.3% 124% 144 4.17% 6
Financial Gravity Companies
3546
Financial Gravity Companies
Texas
USD 438 M +USD 64.2 M +17% 0.91% – 1,068 41.67% 1.6
MAM
3547
Morse Asset Management
Connecticut
USD 438 M -USD 25.6 M -6% 5.47% 222% 383 24.54% 1.6
Kozak & Associates
3548
Kozak & Associates
Colorado
USD 437 M +USD 14.4 M +3% 4.44% 111% 483 21.53% 2.1
Shorepoint Capital Partners
3549
Shorepoint Capital Partners
Massachusetts
USD 437 M -USD 1.75 M -0.4% 0.78% – 103 4.85% 3.2
Satovsky Asset Management
3550
Satovsky Asset Management
New York
USD 437 M -USD 6.89 M -2% 0.22% 53.6% 57 10.53% 2.4