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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)
Rollins Financial
3976
Rollins Financial
Georgia
USD 274 M +USD 41.2 M +18% 10.9% – 112 27.68% 0.4
Perennial Investment Advisors
3977
Perennial Investment Advisors
California
USD 274 M +USD 20.9 M +8% 9.75% 84.3% 235 22.98% 0.9
AlphaMark Advisors
3978
AlphaMark Advisors
Kentucky
USD 274 M +USD 12 M +5% 5.29% 26.4% 614 11.56% 3.3
SWMG
3979
Strategic Wealth Management Group
Maryland
USD 274 M +USD 12.4 M +5% 5.99% – 138 15.22% 1.6
Sutton Wealth Advisors
3980
Sutton Wealth Advisors
Florida
USD 274 M +USD 19.5 M +8% 6.68% 40.9% 1,303 5.37% 3.5
FGIM
3981
First Growth Investment Manager
California
USD 274 M -USD 18.9 M -6% 13.7% – 49 51.02% 0.4
Riversedge Advisors
3982
Riversedge Advisors
Delaware
USD 274 M +USD 39.7 M +17% 5.23% 71.3% 54 16.67% 1.1
Raab & Moskowitz Asset Management
3983
Raab & Moskowitz Asset Management
New Jersey
USD 273 M +USD 17.1 M +7% 6.78% 75% 164 10.37% 4.3
Blume Capital Management
3984
Blume Capital Management
California
USD 273 M +USD 19.4 M +8% 7.1% 102% 296 11.82% 3.5
Ninety One
3985
Ninety One
South Africa
USD 273 M +USD 9.9 M +4% 10.4% 232% 115 4.35% 1.9
Parisi Gray Wealth Management
3986
Parisi Gray Wealth Management
New Jersey
USD 273 M +USD 33.5 M +14% 7.91% 137% 607 79.08% 0.5
BCM
3987
Birmingham Capital Management
Alabama
USD 273 M +USD 5.38 M +2% 2.85% 103% 106 4.72% 5.8
Walkner Condon Financial Advisors
3988
Walkner Condon Financial Advisors
Wisconsin
USD 273 M +USD 15.4 M +6% 4.93% 56.8% 183 21.31% 0.7
AH Equity Partners III (Parallel)
3989
AH Equity Partners III (Parallel)
California
USD 273 M -USD 117 M -30% 31.9% 33.1% 3 66.67% 0.3
Castle Rock Wealth Management
3990
Castle Rock Wealth Management
California
USD 273 M +USD 24.5 M +10% 8.38% 115% 280 24.64% 0.8
Muhlenkamp & Co
3991
Muhlenkamp & Co
Pennsylvania
USD 273 M +USD 2.26 M +0.8% 8.76% 107% 34 5.88% 3.1
FVCM
3992
F&V Capital Management
Florida
USD 272 M +USD 4.65 M +2% 6.26% 123% 64 15.63% 4.2
Trinity Legacy Partners
3993
Trinity Legacy Partners
Texas
USD 272 M +USD 21.1 M +8% 6.29% 63.3% 128 21.88% 0.9
West Paces Advisors
3994
West Paces Advisors
Georgia
USD 272 M +USD 23.2 M +9% 4.89% 57.7% 628 32.8% 2.6
ACK Asset Management
3995
ACK Asset Management
Connecticut
USD 272 M +USD 20.3 M +8% 7.48% 132% 28 32.14% 0.8
AH Equity Partners IV (Parallel)
3996
AH Equity Partners IV (Parallel)
California
USD 271 M +USD 30.5 M +13% 13.7% – 2 0% 0.5
WA
3997
Winfield Associates
Ohio
USD 271 M +USD 26.9 M +11% 9.27% 77.8% 151 9.27% 3.5
Income Research & Management
3998
Income Research & Management
Massachusetts
USD 271 M +USD 23.4 M +9% 0% 1.19% 19 36.84% 1.6
LeJeune Puetz Investment Counsel
3999
LeJeune Puetz Investment Counsel
Michigan
USD 271 M +USD 16 M +6% 6.19% 64.1% 188 3.19% 3.4
UBP Investment Advisors
4000
UBP Investment Advisors
Switzerland
USD 271 M +USD 25.8 M +11% 4.51% 11.2% 136 42.65% 1.3