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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)
Metropolitan Life Insurance Company (MetLife)
4726
Metropolitan Life Insurance Company (MetLife)
New York
USD 330 M -USD 11.6 M -3% 0.92% 50.8% 11 0% 7
Aragon Global Management
4727
Aragon Global Management
Florida
USD 329 M +USD 4.11 M +1% 2.3% – 35 20% 0.8
FP
4728
Fiduciary Planning
Florida
USD 329 M +USD 2.34 M +0.7% 1.66% 71.4% 86 16.28% 2.2
Cherrydale Wealth Management
4729
Cherrydale Wealth Management
New Jersey
USD 329 M +USD 11.2 M +4% 2.58% 80.8% 85 12.94% 2.1
Matthews International Capital Management
4730
Matthews International Capital Management
California
USD 329 M -USD 100 M -23% 8.36% 186% 42 11.9% 2.8
Kanen Wealth Management
4731
Kanen Wealth Management
Florida
USD 329 M +USD 30.2 M +10% 11.3% 328% 42 54.76% 1
Pioneer Wealth Management Group
4732
Pioneer Wealth Management Group
Texas
USD 329 M +USD 19.6 M +6% 1.54% – 56 12.5% 1.7
AW
4733
Atlas Wealth
Ohio
USD 329 M +USD 19.5 M +6% 0.68% 43.5% 117 16.24% 1.8
Taylor Hoffman Capital Management
4734
Taylor Hoffman Capital Management
Virginia
USD 329 M +USD 11.8 M +4% 4.76% – 120 4.17% 1.2
Cisco Systems
4735
Cisco Systems
California
USD 329 M -USD 74.8 M -19% 9.41% 210% 4 25% 1.8
CL
4736
COWA LLC
Oklahoma
USD 329 M +USD 27.4 M +9% 2.88% 67.7% 162 20.99% 2.5
Seneca Financial Advisors
4737
Seneca Financial Advisors
New York
USD 329 M +USD 22.4 M +7% 1.43% 50.9% 65 4.62% 3.2
Ameliora Wealth Management
4738
Ameliora Wealth Management
Switzerland
USD 328 M +USD 27.9 M +9% 4.13% 73.9% 232 6.9% 1.9
Orion Investment Company
4739
Orion Investment Company
Missouri
USD 328 M +USD 13.5 M +4% 6.07% – 71 5.63% 1.3
Claris Advisors
4740
Claris Advisors
Missouri
USD 328 M +USD 40.5 M +14% 3.28% 65.7% 75 12% 2.4
MS
4741
Madden Securities
Texas
USD 328 M +USD 1.01 M +0.3% 0.65% 108% 124 16.94% 2.6
SMART Wealth
4742
SMART Wealth
Nebraska
USD 328 M +USD 62.9 M +24% 4.33% 83.6% 204 38.73% 1
TM
4743
TigerOak Management
New Mexico
USD 328 M +USD 5.62 M +2% 2.61% – 124 7.26% 0.9
PCP
4744
Perbak Capital Partners
United Kingdom
USD 328 M -USD 240 M -42% 3.12% – 335 48.66% 0.4
Vectors Research Management
4745
Vectors Research Management
New York
USD 328 M +USD 10.3 M +3% 1.97% 67.3% 133 10.53% 4.7
IWN
4746
Independent Wealth Network
Iowa
USD 327 M +USD 16.2 M +5% 2.99% 78.2% 306 13.4% 2.5
SFMG
4747
Sage Financial Management Group
Virginia
USD 327 M +USD 14.2 M +5% 1.52% 51.6% 58 3.45% 1.4
Churchill Financial Advisors
4748
Churchill Financial Advisors
Kentucky
USD 327 M – – 3.9% – 122 – 0
Alpha Financial Advisors
4749
Alpha Financial Advisors
North Carolina
USD 327 M +USD 43 M +15% 1.86% 41.6% 70 15.71% 1.6
Matthew 25 Management Corp
4750
Matthew 25 Management Corp
Pennsylvania
USD 327 M +USD 2.29 M +0.7% 5.16% 141% 23 26.09% 5.9