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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)
New York Life Insurance Company
4026
New York Life Insurance Company
New York
USD 406 M +USD 54.7 M +16% 6.36% 61.5% 6 33.33% 3.7
Prentice Wealth Management
4027
Prentice Wealth Management
New York
USD 406 M +USD 25 M +7% 4.95% 47.8% 116 9.48% 2.6
RDA Financial Network
4028
RDA Financial Network
Iowa
USD 405 M +USD 35.3 M +10% 7.41% 93.4% 278 15.47% 3.5
Aspire Capital Advisors
4029
Aspire Capital Advisors
Washington
USD 405 M +USD 43.3 M +12% 6.78% 59.3% 119 16.81% 1.7
Peterson Wealth Services
4030
Peterson Wealth Services
Utah
USD 405 M +USD 40.2 M +11% 13.6% 160% 235 14.89% 1.6
Groupe Bruxelles Lambert
4031
Groupe Bruxelles Lambert
Belgium
USD 405 M -USD 58.8 M -13% 12.7% – 1 0% 1.8
Meridian Investment Counsel
4032
Meridian Investment Counsel
California
USD 405 M +USD 37.4 M +10% 10.4% 116% 239 8.79% 6.3
Balance Wealth
4033
Balance Wealth
Ohio
USD 405 M +USD 234 M +137% 5.88% – 135 26.67% 0.4
Oak Harbor Wealth Partners
4034
Oak Harbor Wealth Partners
North Carolina
USD 405 M +USD 34.7 M +9% 7.93% 73.9% 261 6.9% 2.6
DAFNA Capital Management
4035
DAFNA Capital Management
California
USD 405 M +USD 42.5 M +12% 36.7% 313% 83 18.07% 3.2
NatWest Group
4036
NatWest Group
United Kingdom
USD 405 M +USD 66.4 M +20% 10.8% 207% 41 26.83% 2.5
SCM
4037
Soros Capital Management
New York
USD 405 M +USD 54.6 M +16% 26.6% 732% 68 36.76% 1.1
VS
4038
VK Services
California
USD 404 M -USD 366 M -47% 33.1% 1,605% 3 33.33% 2.7
Wilson Asset Management
4039
Wilson Asset Management
Australia
USD 404 M -USD 2.53 M -0.6% 2.96% 58% 44 34.09% 1.3
Militia Capital Partners
4040
Militia Capital Partners
Nevada
USD 404 M -USD 22.4 M -5% 37.2% – 267 49.44% 0.3
Cisco Systems
4041
Cisco Systems
California
USD 404 M -USD 40.4 M -9% 0.78% 210% 4 25% 2.2
Dodds Wealth
4042
Dodds Wealth
Colorado
USD 404 M +USD 30.9 M +8% 4.56% – 60 6.67% 1.5
Citizens & Northern Corp
4043
Citizens & Northern Corp
Pennsylvania
USD 404 M +USD 29.9 M +8% 7.65% 73.3% 123 5.69% 5.9
H2CM
4044
H/2 Credit Manager
Connecticut
USD 403 M +USD 38.9 M +11% 7.49% 97.4% 17 5.88% 2.8
Sector Gamma AS
4045
Sector Gamma AS
Norway
USD 403 M +USD 97.4 M +32% 7.68% 35.3% 44 20.45% 2.6
Natural Investments
4046
Natural Investments
California
USD 403 M +USD 16.7 M +4% 7.24% – 296 33.45% 0.6
Safeguard Investment Advisory Group
4047
Safeguard Investment Advisory Group
California
USD 403 M +USD 2.46 M +0.6% 8.47% 84.3% 160 16.25% 2.4
MBM Wealth Consultants
4048
MBM Wealth Consultants
Missouri
USD 403 M +USD 29.2 M +8% 5.51% 57.1% 111 6.31% 3.9
Milestone Investment Advisors
4049
Milestone Investment Advisors
Wisconsin
USD 403 M +USD 19.2 M +5% 5.41% 52.8% 127 3.94% 2.3
Arjuna Capital
4050
Arjuna Capital
North Carolina
USD 402 M +USD 22.9 M +6% 7.49% 105% 129 27.13% 2.5