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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)
Siguler Guff Advisers
4701
Siguler Guff Advisers
New York
USD 196 M -USD 30.2 M -13% 12.4% 37.7% 7 14.29% 2
Silverleafe Capital Partners
4702
Silverleafe Capital Partners
Tennessee
USD 196 M +USD 34.5 M +21% 4.83% 87.7% 64 31.25% 2.6
Morton Brown Family Wealth
4703
Morton Brown Family Wealth
Pennsylvania
USD 196 M +USD 8.31 M +4% 3.83% 54.5% 181 6.08% 1.4
Corbyn Investment Management
4704
Corbyn Investment Management
Maryland
USD 196 M -USD 10.8 M -5% 4.48% 71% 63 15.87% 4.4
OIA
4705
Optimum Investment Advisors
Illinois
USD 195 M -USD 8.96 M -4% 2.58% 125% 738 5.42% 5.1
Sterling Financial Planning
4706
Sterling Financial Planning
New Jersey
USD 195 M -USD 6.59 M -3% 3.67% 59.3% 99 7.07% 2.3
SR One Capital Management
4707
SR One Capital Management
Pennsylvania
USD 195 M -USD 36.8 M -16% 3.33% 656% 6 0% 1.3
Kelleher Financial Advisors
4708
Kelleher Financial Advisors
New York
USD 195 M +USD 21.6 M +12% 1.55% 80.3% 118 12.71% 4.1
GWM
4709
Gray Wealth Management
Maine
USD 195 M -USD 3.76 M -2% 3.38% 22.1% 139 10.79% 2.4
AC
4710
Athos Capital
Hong Kong
USD 195 M +USD 66.9 M +52% 11.1% 110% 83 53.01% 0.9
Brand Asset Management Group
4711
Brand Asset Management Group
Missouri
USD 195 M -USD 14.6 M -7% 3.87% 70.2% 75 5.33% 4.6
Narus Financial Partners
4712
Narus Financial Partners
Utah
USD 195 M +USD 1.42 M +0.7% 0.27% 85.3% 128 9.38% 3.1
Tealwood Asset Management
4713
Tealwood Asset Management
Minnesota
USD 195 M -USD 11.2 M -5% 2.39% 128% 132 4.55% 3.5
CCC
4714
Chelsea Counsel Company
California
USD 194 M -USD 8.76 M -4% 3.71% 106% 166 3.61% 3
JVL Associates
4715
JVL Associates
Michigan
USD 194 M -USD 11.3 M -5% 3.77% 81% 39 7.69% 4.1
Taylor Hoffman Wealth Management
4716
Taylor Hoffman Wealth Management
Virginia
USD 194 M -USD 6.03 M -3% 2.03% 47.8% 112 3.57% 4.1
DI
4717
DAGCO Inc
Ohio
USD 194 M -USD 7.03 M -3% 3.76% 75% 81 3.7% 3.8
Forza Wealth Management
4718
Forza Wealth Management
Florida
USD 194 M -USD 4.8 M -2% 1.67% 69.8% 187 5.88% 0.7
Advisor Resource Council
4719
Advisor Resource Council
Texas
USD 194 M -USD 28.4 M -13% 3.13% 74.7% 183 23.5% 1.2
Conrad Siegel Investment Advisors
4720
Conrad Siegel Investment Advisors
Pennsylvania
USD 194 M +USD 64.8 M +50% 3.94% 64.9% 28 14.29% 1.3
Wealthstream Advisors
4721
Wealthstream Advisors
New York
USD 194 M +USD 2.98 M +2% 3.17% 88.2% 113 17.7% 1.1
Global Financial Private Client
4722
Global Financial Private Client
Florida
USD 194 M -USD 9.8 M -5% 2.92% 100% 697 5.74% 2.8
TPG Financial Advisors
4723
TPG Financial Advisors
Oregon
USD 193 M +USD 2.59 M +1% 3.5% – 55 12.73% 2.6
Core Wealth Management
4724
Core Wealth Management
Florida
USD 193 M -USD 3.59 M -2% 3.76% 44.5% 25 24% 0.6
Helen Stephens Group
4725
Helen Stephens Group
Texas
USD 193 M -USD 4.52 M -2% 2.75% 53.4% 68 4.41% 1.4