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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)
SOA Wealth Advisors
3526
SOA Wealth Advisors
New York
USD 595 M +USD 65.3 M +12% 16.2% 79.1% 954 15.83% 3.8
Covenant Asset Management
3527
Covenant Asset Management
New Jersey
USD 595 M -USD 69.6 M -10% 23.2% 177% 184 9.78% 4.2
Edge Wealth Management
3528
Edge Wealth Management
New York
USD 594 M +USD 9.08 M +2% 7.13% 75.3% 91 10.99% 5.8
RI
3529
RPTC Inc
Wyoming
USD 594 M +USD 23 M +4% 4.9% 66.4% 7 0% 6.5
Kirr Marbach & Co
3530
Kirr Marbach & Co
Indiana
USD 594 M +USD 45 M +8% 15.2% 121% 59 6.78% 4.5
Drake & Associates
3531
Drake & Associates
Wisconsin
USD 594 M +USD 68.9 M +13% 9.04% 47.9% 118 26.27% 1.8
ALM First Financial Advisors
3532
ALM First Financial Advisors
Texas
USD 594 M +USD 36.2 M +6% 7.28% 50.5% 25 12% 2.9
JMAC Enterprises
3533
JMAC Enterprises
Pennsylvania
USD 593 M +USD 71.4 M +14% 13.8% 68.5% 126 10.32% 2.9
Science & Technology Partners
3534
Science & Technology Partners
New York
USD 593 M +USD 211 M +55% 64.8% – 104 77.88% 0.2
Astoria Portfolio Advisors
3535
Astoria Portfolio Advisors
New York
USD 593 M +USD 123 M +26% 16.4% 75.4% 369 22.76% 1.6
Matthew Goff Investment Advisor
3536
Matthew Goff Investment Advisor
Texas
USD 593 M -USD 7.24 M -1% 18.2% 89.6% 117 30.77% 4.5
FFA
3537
Florida Financial Advisors
Florida
USD 592 M +USD 174 M +42% 37.2% – 396 28.54% 1.1
Studio Investment Management
3538
Studio Investment Management
Illinois
USD 592 M +USD 37.1 M +7% 8.06% 51.3% 192 9.9% 3.2
Duncker Streett & Co
3539
Duncker Streett & Co
Missouri
USD 591 M +USD 64.7 M +12% 16.6% 102% 548 7.3% 7
Anatole Investment Management
3540
Anatole Investment Management
Hong Kong
USD 590 M -USD 126 M -18% 145% 3,486% 21 66.67% 0.3
Dorsey Wright & Associates
3541
Dorsey Wright & Associates
California
USD 590 M -USD 217 M -27% 31.2% 311% 195 51.79% 0.8
Estuary Capital Management
3542
Estuary Capital Management
Minnesota
USD 589 M -USD 8.35 M -1% 10.9% – 33 69.7% 0.4
CenterStar Asset Management
3543
CenterStar Asset Management
Illinois
USD 589 M -USD 209 M -26% 18.4% 104% 566 76.86% 0.4
Helen Stephens Group
3544
Helen Stephens Group
Texas
USD 589 M +USD 87.5 M +17% 9.86% 53.4% 136 11.76% 2.3
SP
3545
Solel Partners
Massachusetts
USD 588 M +USD 121 M +26% 22.2% 25.9% 25 28% 1.5
New World Advisors
3546
New World Advisors
Massachusetts
USD 588 M +USD 19.6 M +3% 1.63% 84.1% 127 36.22% 1.5
Triata Capital
3547
Triata Capital
Hong Kong
USD 588 M +USD 36.5 M +7% 10.9% – 14 14.29% 1.3
Nuance Investments
3548
Nuance Investments
Missouri
USD 588 M -USD 129 M -18% 4.55% 8.87% 56 30.36% 2.4
WestHill Financial Advisors
3549
WestHill Financial Advisors
California
USD 587 M +USD 64.4 M +12% 12.4% 62.9% 85 14.12% 3.7
CFMC
3550
Curbstone Financial Management Corp
New Hampshire
USD 587 M +USD 64.3 M +12% 14% 69.6% 221 11.31% 6.5