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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)
Piershale Financial Group
3901
Piershale Financial Group
Illinois
USD 187 M +USD 10.6 M +6% 8.36% 82% 19 5.26% 1.5
KPS Global Asset Management (UK)
3902
KPS Global Asset Management (UK)
United Kingdom
USD 187 M – – 25.2% 373% 6 – 0
Marathon Asset Management (New York)
3903
Marathon Asset Management (New York)
New York
USD 187 M -USD 35.3 M -16% 12.1% 490% 17 58.82% 1.1
Glen Eagle Advisors
3904
Glen Eagle Advisors
New Jersey
USD 187 M +USD 35.7 M +24% 7.61% 68.5% 934 15.74% 1.9
Weaver Consulting Group
3905
Weaver Consulting Group
California
USD 187 M -USD 2.01 M -1% 3.59% 56.4% 899 6.12% 0.7
Hedeker Wealth
3906
Hedeker Wealth
Illinois
USD 187 M +USD 21.1 M +13% 9.35% 161% 58 0% 3.4
Fort Sheridan Advisors
3907
Fort Sheridan Advisors
Illinois
USD 186 M +USD 7.89 M +4% 4.66% 109% 129 20.16% 0.7
HCA
3908
Hyperion Capital Advisors
New York
USD 186 M – – 11.2% 86.1% 40 – 0
MAM
3909
Marketfield Asset Management
New York
USD 186 M +USD 18.5 M +11% 8.77% 61.5% 41 12.2% 3
Semper Augustus Investments Group
3910
Semper Augustus Investments Group
Colorado
USD 186 M +USD 11.6 M +7% 8.34% 95.4% 28 0% 4.8
Corriente Advisors
3911
Corriente Advisors
Texas
USD 186 M – – 77.7% – 17 – 0
Yorktown Management & Research Company
3912
Yorktown Management & Research Company
Virginia
USD 186 M +USD 444 k +0.2% 8.4% 211% 320 19.06% 1.5
Providence Capital Advisors
3913
Providence Capital Advisors
North Carolina
USD 186 M +USD 15.9 M +9% 6.86% 47.4% 288 29.17% 1.2
Intrepid Capital Management
3914
Intrepid Capital Management
Florida
USD 186 M -USD 5.27 M -3% 4.16% 70.2% 69 26.09% 1.6
GeoWealth Management
3915
GeoWealth Management
Illinois
USD 186 M -USD 259 M -58% 3.98% 58% 245 72.24% 0.3
First Commonwealth Financial Corp
3916
First Commonwealth Financial Corp
Pennsylvania
USD 186 M +USD 17.4 M +10% 9.13% 72.9% 142 6.34% 2.9
Donor Advised Charitable Giving
3917
Donor Advised Charitable Giving
California
USD 186 M +USD 57.3 M +45% 30.9% 418% 57 8.77% 0.8
Old North State Trust
3918
Old North State Trust
North Carolina
USD 185 M +USD 37.9 M +26% 4.3% – 388 13.92% 1.1
Bay Harbor Wealth Management
3919
Bay Harbor Wealth Management
Maryland
USD 185 M +USD 17.9 M +11% 5% 47.9% 419 16.71% 0.8
PCMK
3920
Paragon Capital Management (Kansas)
Kansas
USD 185 M -USD 5.59 M -3% 6.41% 87.5% 68 29.41% 4.8
BG
3921
Berry Group
Massachusetts
USD 185 M – – 9.13% – 125 – 0
Physicians Financial Services
3922
Physicians Financial Services
North Carolina
USD 185 M +USD 10 M +6% 8.22% 100% 125 8.8% 2.9
Shakespeare Wealth Management
3923
Shakespeare Wealth Management
Wisconsin
USD 185 M +USD 11.8 M +7% 6.03% 55.5% 77 9.09% 1.1
Jackson Grant Investment Advisers
3924
Jackson Grant Investment Advisers
Connecticut
USD 185 M +USD 8.67 M +5% 5.93% 54.3% 225 4.44% 2.9
EE
3925
EWG Elevate
California
USD 184 M – – 7.1% 76% 73 – 0