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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)
Bay Harbor Wealth Management
4276
Bay Harbor Wealth Management
Maryland
USD 434 M +USD 47.9 M +12% 12.1% 52.9% 1,354 8.57% 1.4
B. Riley Financial
4277
B. Riley Financial
California
USD 434 M -USD 22.7 M -5% 0.19% 682% 45 68.89% 0.6
Creative Capital Management Investments
4278
Creative Capital Management Investments
California
USD 433 M +USD 85 M +24% 10.2% 53.6% 1,463 79.56% 0.4
Shah Wealth Advisors
4279
Shah Wealth Advisors
California
USD 433 M – – 15.8% – 79 – 0
Safeguard Investment Advisory Group
4280
Safeguard Investment Advisory Group
California
USD 433 M +USD 71.1 M +20% 21.8% 84.3% 184 25.54% 2.4
Heights Capital Management
4281
Heights Capital Management
California
USD 433 M +USD 74.3 M +21% 27.4% – 429 62.94% 0.3
Intergy Private Wealth
4282
Intergy Private Wealth
Colorado
USD 433 M +USD 92 M +27% 15.6% 73.8% 151 21.19% 2.1
Greenstone Partners & Co
4283
Greenstone Partners & Co
California
USD 433 M +USD 37.5 M +9% 21.7% 527% 9 11.11% 4.1
Cornerstone Planning
4284
Cornerstone Planning
North Carolina
USD 432 M -USD 10.7 M -2% 14.2% – 143 6.29% 1.1
Grandeur Peak Global Advisors
4285
Grandeur Peak Global Advisors
Utah
USD 432 M +USD 5.27 M +1% 16.8% 96% 93 26.88% 2.2
IPA
4286
Investment Planning Advisors
Georgia
USD 432 M +USD 68.6 M +19% 12.4% – 121 14.88% 1.2
MCM
4287
Monimus Capital Management
New Jersey
USD 432 M +USD 71.1 M +20% 16.1% – 66 31.82% 0.7
Gradient Capital Advisors
4288
Gradient Capital Advisors
California
USD 432 M +USD 46 M +12% 14.4% 78.5% 185 7.57% 4.8
Blueshift Asset Management
4289
Blueshift Asset Management
New Jersey
USD 432 M +USD 102 M +31% 16.4% 38.8% 789 68.19% 0.3
BPH
4290
Boundless Plain Holdings
USD 432 M +USD 128 M +42% 147% – 24 62.5% 0.4
Siemens Pension Trust
4291
Siemens Pension Trust
Germany
USD 431 M -USD 5.74 M -1% 44.5% 25.4% 1 0% 3.5
BWM Planning
4292
BWM Planning
Texas
USD 431 M +USD 52.1 M +14% 10.4% – 102 17.65% 1.3
Ripple Effect Asset Management
4293
Ripple Effect Asset Management
New York
USD 431 M -USD 247 M -36% 21.8% – 34 58.82% 0.4
CWM
4294
CCG Wealth Management
California
USD 431 M +USD 62.2 M +17% 18.5% 82.6% 162 22.84% 2.3
PWMG
4295
Private Wealth Management Group
New Jersey
USD 431 M +USD 50.2 M +13% 9.83% 63.2% 1,526 11.21% 2
Cat Rock Capital Management
4296
Cat Rock Capital Management
Connecticut
USD 431 M -USD 213 M -33% 15.5% 66.7% 14 50% 2.1
Doma Perpetual Capital Management
4297
Doma Perpetual Capital Management
Florida
USD 431 M +USD 58.4 M +16% 5.35% – 13 15.38% 1.3
BOS Asset Management
4298
BOS Asset Management
Illinois
USD 431 M +USD 39.2 M +10% 13.9% 70.3% 223 18.83% 2.1
PA
4299
PSI Advisors
Florida
USD 430 M +USD 12.9 M +3% 13.9% 58.2% 174 23.56% 3.1
Fusion Capital
4300
Fusion Capital
South Carolina
USD 430 M +USD 59.8 M +16% 22.9% 108% 119 18.49% 3.3