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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)
Empower Annuity Insurance Company
4226
Empower Annuity Insurance Company
Connecticut
USD 272 M +USD 21.2 M +8% 8.47% 0.86% 1 0% 1
3Chopt Investment Partners
4227
3Chopt Investment Partners
Virginia
USD 272 M +USD 102 M +60% 10.6% 128% 167 67.07% 0.3
Cavalier Investments
4228
Cavalier Investments
Georgia
USD 272 M +USD 16.1 M +6% 14.6% 171% 97 11.34% 1.1
Windham Capital Management
4229
Windham Capital Management
Massachusetts
USD 272 M +USD 23 M +9% 8.63% 8.3% 88 6.82% 3.9
BCS Wealth Management
4230
BCS Wealth Management
Tennessee
USD 272 M +USD 31.3 M +13% 8.15% 51% 226 15.04% 1
Measured Wealth Private Client Group
4231
Measured Wealth Private Client Group
New Hampshire
USD 271 M +USD 22.8 M +9% 10.7% 84.3% 193 22.8% 2.2
SailingStone Capital Partners
4232
SailingStone Capital Partners
Texas
USD 271 M -USD 68.9 M -20% 4.28% 152% 12 0% 3.1
KEB Asset Management
4233
KEB Asset Management
Illinois
USD 271 M +USD 28.9 M +12% 10.8% 68.9% 69 14.49% 1.3
RPg Family Wealth Advisory
4234
RPg Family Wealth Advisory
Massachusetts
USD 271 M +USD 27.7 M +11% 9.22% 117% 119 21.01% 2.2
Wellington Shields & Co
4235
Wellington Shields & Co
New York
USD 271 M -USD 129 M -32% 11.6% 127% 310 12.26% 3
VisionPoint Advisory Group
4236
VisionPoint Advisory Group
Texas
USD 271 M +USD 37.8 M +16% 8.93% 79.3% 909 40.81% 0.6
Redwood Grove Capital
4237
Redwood Grove Capital
California
USD 271 M +USD 21.4 M +9% 13.3% 79.8% 27 7.41% 2.2
Prevatt Capital
4238
Prevatt Capital
Bahamas
USD 271 M – – 12.2% – 15 – 0
Guidance Point Advisors
4239
Guidance Point Advisors
Massachusetts
USD 270 M +USD 24.7 M +10% 11.8% 71.8% 74 9.46% 3.6
Packer & Co
4240
Packer & Co
Australia
USD 270 M +USD 11.4 M +4% 5.12% – 3 0% 4.1
Carr Financial Group
4241
Carr Financial Group
Massachusetts
USD 270 M +USD 17.5 M +7% 9.05% 66.1% 175 11.43% 0.9
TCP Asset Management
4242
TCP Asset Management
Ohio
USD 270 M +USD 36.5 M +16% 10.4% 65% 73 19.18% 0.7
WMC
4243
Westwood Management Corporation
Illinois
USD 270 M -USD 426 M -61% 12.2% 44.3% 54 48.15% 5.8
WA
4244
WP Advisors
California
USD 270 M +USD 28.3 M +12% 12.1% 113% 109 12.84% 3.6
Buckhead Capital Management
4245
Buckhead Capital Management
Georgia
USD 270 M +USD 29.6 M +12% 9.85% 76.1% 120 10% 4.7
Buck Wealth Strategies
4246
Buck Wealth Strategies
Colorado
USD 270 M +USD 21.2 M +9% 8.34% 48.4% 368 83.15% 0.9
Bank of Korea
4247
Bank of Korea
South Korea
USD 270 M -USD 183 M -40% 5.2% – 3 0% 1
Wakefield Asset Management
4248
Wakefield Asset Management
Colorado
USD 270 M +USD 48.5 M +22% 13.1% 147% 192 48.44% 1.1
Roanoke Asset Management
4249
Roanoke Asset Management
New Jersey
USD 270 M +USD 26 M +11% 14.6% 50.3% 106 6.6% 6.6
Ritter Daniher Financial Advisory
4250
Ritter Daniher Financial Advisory
Ohio
USD 270 M +USD 32.8 M +14% 10.3% 56.7% 381 16.01% 1.8