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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)
Franklin, Parlapiano, Turner & Welch
3651
Franklin, Parlapiano, Turner & Welch
Texas
USD 324 M +USD 26 M +9% 7.07% 41.6% 49 0% 5.4
Abingworth
3652
Abingworth
United Kingdom
USD 324 M +USD 34 M +12% 1.23% 187% 19 10.53% 2.4
Princeton Capital Management
3653
Princeton Capital Management
New Jersey
USD 323 M +USD 27.7 M +9% 9.29% 180% 113 16.81% 3.3
CIM
3654
CIM Investment Management
Pennsylvania
USD 323 M +USD 5.61 M +2% 7.54% 123% 339 23.89% 2.1
Bruderman Asset Management
3655
Bruderman Asset Management
New York
USD 323 M -USD 37.1 M -10% 6.82% 31.7% 125 33.6% 2.3
Fiducient Advisors
3656
Fiducient Advisors
Illinois
USD 323 M +USD 13.5 M +4% 7.07% 52.3% 88 20.45% 1
CoreCommodity Management
3657
CoreCommodity Management
Connecticut
USD 323 M +USD 83.9 M +35% 8.01% 65.8% 162 25.31% 2.8
Paradiem
3658
Paradiem
Louisiana
USD 322 M +USD 19.3 M +6% 7.61% 107% 111 17.12% 0.4
Nan Fung Group Holdings
3659
Nan Fung Group Holdings
Hong Kong
USD 322 M – – 10.9% 281% 24 – 0
MJP
3660
Michael J. Puzo
USD 322 M +USD 7.73 M +2% 6.01% 90.3% 77 3.9% 5.5
Glen Eagle Advisors
3661
Glen Eagle Advisors
New Jersey
USD 322 M +USD 35.3 M +12% 7.34% 68.5% 1,070 9.07% 2.5
Continuum Advisory
3662
Continuum Advisory
Idaho
USD 322 M +USD 81.6 M +34% 6.56% 77% 277 41.88% 1.3
Columbus Macro
3663
Columbus Macro
Pennsylvania
USD 321 M +USD 482 k +0.2% 4.09% 48.7% 184 21.74% 1.9
Edmonds Duncan Registered Investment Advisors
3664
Edmonds Duncan Registered Investment Advisors
Kansas
USD 321 M +USD 19.7 M +7% 5.66% 12.8% 147 17.01% 3
Hunter Associates Investment Management
3665
Hunter Associates Investment Management
Pennsylvania
USD 321 M -USD 111 M -26% 6.55% 76.1% 216 38.43% 4.8
Hedeker Wealth
3666
Hedeker Wealth
Illinois
USD 321 M +USD 36.4 M +13% 8.98% 161% 84 33.33% 2.8
GWM
3667
GSB Wealth Management
Connecticut
USD 321 M +USD 20.4 M +7% 5.28% 61.8% 226 11.06% 0.8
Progressive Investment Management
3668
Progressive Investment Management
Oregon
USD 321 M +USD 36.8 M +13% 14.2% 126% 43 0% 3.7
OIA
3669
Optimum Investment Advisors
Illinois
USD 321 M -USD 21.1 M -6% 7.59% 125% 1,001 15.38% 3.2
Emerald Advisors
3670
Emerald Advisors
Washington
USD 320 M +USD 43.9 M +16% 10% 71.8% 100 20% 1
Taylor Frigon Capital Management
3671
Taylor Frigon Capital Management
Arizona
USD 320 M -USD 4.17 M -1% 7.93% 152% 96 11.46% 2.9
Decatur Capital Management
3672
Decatur Capital Management
Georgia
USD 320 M +USD 30.2 M +10% 12% 135% 68 14.71% 1.8
Hamilton Lane Advisors
3673
Hamilton Lane Advisors
Pennsylvania
USD 320 M +USD 12.8 M +4% 8.41% 167% 98 55.1% 0.6
O'Neil Global Advisors
3674
O'Neil Global Advisors
California
USD 320 M +USD 216 M +209% 19.4% 1,833% 132 84.85% 0.1
Partners in Financial Planning
3675
Partners in Financial Planning
Virginia
USD 320 M – – 4.79% 38.9% 92 – 0