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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)
Towneley Capital Management
3751
Towneley Capital Management
California
USD 474 M +USD 13.9 M +3% 2.8% 50.2% 43 18.6% 1.6
TFG Asset Management
3752
TFG Asset Management
Cayman Islands
USD 474 M -USD 273 M -37% 24.9% 72.1% 46 58.7% 1.2
Broadleaf Partners
3753
Broadleaf Partners
Ohio
USD 474 M -USD 5.48 M -1% 1.22% 180% 84 7.14% 4.2
UAM
3754
UAS Asset Management
New York
USD 474 M +USD 1.6 M +0.3% 3.66% 98% 18 33.33% 3.7
Tradewinds Capital Management
3755
Tradewinds Capital Management
Washington
USD 474 M +USD 29 M +7% 9.17% 96.9% 744 16.4% 4.3
Lantz Financial
3756
Lantz Financial
Illinois
USD 474 M +USD 22 M +5% 1.58% 74.3% 258 10.85% 3.4
Weaver Capital Management
3757
Weaver Capital Management
Georgia
USD 474 M +USD 11.6 M +3% 2.64% 79.4% 209 18.66% 1.5
Cherry Tree Wealth Management
3758
Cherry Tree Wealth Management
Minnesota
USD 474 M +USD 18.1 M +4% 1.48% 38.9% 636 15.09% 2.1
TT International Asset Management
3759
TT International Asset Management
United Kingdom
USD 474 M -USD 42.9 M -8% 28.5% 331% 54 55.56% 0.6
Centric Wealth Management
3760
Centric Wealth Management
Illinois
USD 473 M +USD 23.9 M +5% 3.51% 44.4% 208 15.38% 2.6
Peavine Capital
3761
Peavine Capital
Nevada
USD 473 M -USD 11 M -2% 1% 30.8% 9 0% 5.9
MFA Wealth Advisors
3762
MFA Wealth Advisors
Pennsylvania
USD 473 M +USD 15.3 M +3% 2.9% 68.6% 92 10.87% 2.6
Capital Insight Partners
3763
Capital Insight Partners
Arizona
USD 473 M -USD 131 M -22% 0.96% 51.7% 170 25.29% 4.1
Altrius Capital Management
3764
Altrius Capital Management
North Carolina
USD 472 M +USD 33.4 M +8% 3.1% 43.1% 88 5.68% 2.6
HGC Investment Management
3765
HGC Investment Management
Ontario, Canada
USD 472 M +USD 61.2 M +15% 2.83% 33.2% 185 45.41% 0.4
Spirit of America Management Corp
3766
Spirit of America Management Corp
New York
USD 472 M -USD 27 M -5% 0.22% 113% 314 3.82% 5.8
Firestone Capital Management
3767
Firestone Capital Management
Florida
USD 471 M +USD 8.65 M +2% 1.45% 56.9% 174 8.62% 3.6
NAMP
3768
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 471 M +USD 5.22 M +1% 2.46% 90.2% 145 6.9% 7.5
Thomist Capital Management
3769
Thomist Capital Management
Texas
USD 471 M -USD 35.3 M -7% 4.73% 71.2% 108 69.44% 0.3
Bulltick Wealth Management
3770
Bulltick Wealth Management
Florida
USD 471 M +USD 47.7 M +11% 1.17% 58.2% 146 34.25% 1.5
WWMSC
3771
Wagner Wealth Management (South Carolina)
South Carolina
USD 471 M +USD 39.6 M +9% 0.62% 36.4% 277 14.08% 3.1
FVCM
3772
F&V Capital Management
Florida
USD 470 M +USD 25 M +6% 4.19% 123% 60 10% 5.1
PCM Encore
3773
PCM Encore
Colorado
USD 470 M – – 4.31% – 428 – 0
Continental General Insurance Company
3774
Continental General Insurance Company
Texas
USD 470 M -USD 45.8 M -9% 1.14% 188% 11 45.45% 1.1
Wendel SE
3775
Wendel SE
USD 470 M +USD 40.3 M +9% 9.38% – 1 0% 0.8