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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)
Steinberg Asset Management
4001
Steinberg Asset Management
New York
USD 133 M -USD 39.6 M -23% 20% 130% 49 24.49% 2.9
Redwood Investment Management
4002
Redwood Investment Management
Arizona
USD 133 M -USD 143 M -52% 6.09% 62.5% 142 70.42% 0.6
Sage Capital Advisors
4003
Sage Capital Advisors
South Dakota
USD 133 M -USD 27.5 M -17% 14.6% 105% 97 23.71% 1.2
Worth Venture Partners
4004
Worth Venture Partners
New Jersey
USD 132 M -USD 1 M -0.8% 3.14% 105% 198 66.67% 0.4
AIM
4005
Advantage Investment Management
Iowa
USD 132 M -USD 21.7 M -14% 12.9% 28.6% 1,141 21.91% 2.3
SWS Partners
4006
SWS Partners
Ohio
USD 132 M -USD 25.5 M -16% 9.59% 112% 106 8.49% 0.9
Abacus Planning Group
4007
Abacus Planning Group
South Carolina
USD 132 M -USD 17.2 M -12% 14.5% 59.1% 198 53.03% 0.5
Summit Wealth & Retirement Planning
4008
Summit Wealth & Retirement Planning
California
USD 132 M – – 12.1% 67.6% 105 – 0
Legacy Advisors
4009
Legacy Advisors
Pennsylvania
USD 132 M -USD 71.3 M -35% 13.1% – 464 76.72% 1.5
APSI
4010
Asset Planning Services Inc
Louisiana
USD 132 M -USD 14.5 M -10% 10.9% 138% 41 17.07% 1.6
WealthBridge Capital Management
4011
WealthBridge Capital Management
Ohio
USD 132 M – – 13.2% 89.4% 998 – 0
SAM
4012
Security Asset Management
New York
USD 131 M -USD 20.8 M -14% 11.8% 67.4% 85 8.24% 3.1
Aldebaran Financial
4013
Aldebaran Financial
USD 131 M -USD 22.7 M -15% 12.4% 89.7% 102 9.8% 3.4
QGA
4014
Q Global Advisors
Texas
USD 131 M +USD 36.5 M +38% 22.7% 79% 46 84.78% 0.2
SFA
4015
Spectrum Financial Alliance
Kentucky
USD 131 M -USD 28.9 M -18% 19.1% 185% 126 14.29% 0.7
Stuart Chaussee & Associates
4016
Stuart Chaussee & Associates
California
USD 131 M -USD 26.7 M -17% 6.97% 58.6% 142 21.13% 1.4
Acuta Capital Partners
4017
Acuta Capital Partners
California
USD 131 M -USD 149 M -53% 22.9% 7,269% 34 47.06% 1.7
Murphy Middleton Hinkle & Parker
4018
Murphy Middleton Hinkle & Parker
Georgia
USD 131 M -USD 10.6 M -7% 7.8% 66.8% 128 9.38% 1
MWM
4019
Mascoma Wealth Management
New Hampshire
USD 131 M -USD 20.5 M -14% 8.24% 43.7% 415 12.05% 1.5
Long Road Investment Counsel
4020
Long Road Investment Counsel
Michigan
USD 131 M -USD 19.7 M -13% 9.69% 53.8% 71 11.27% 3.7
CAN
4021
Claraphi Advisory Network
United States
USD 131 M -USD 48.5 M -27% 14.4% 88.3% 292 40.75% 0.7
Jolley Asset Management
4022
Jolley Asset Management
North Carolina
USD 130 M -USD 18.7 M -13% 8.94% 3.47% 67 22.39% 4
Meridian Wealth Advisors
4023
Meridian Wealth Advisors
Texas
USD 130 M – – 14.5% 79.9% 462 – 0
Ballast Inc
4024
Ballast Inc
Kentucky
USD 130 M -USD 15.8 M -11% 11.1% 71.3% 101 23.76% 0.9
Qtron Investments
4025
Qtron Investments
Massachusetts
USD 130 M – – 8.3% 140% 177 – 0