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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)
Resurgent Financial Advisors
4776
Resurgent Financial Advisors
Georgia
USD 360 M +USD 82.6 M +30% 16.3% 86.4% 335 28.06% 1.7
HIS
4777
Horizon Investment Services
Indiana
USD 360 M +USD 72 M +25% 43.9% 250% 160 25% 3.1
Man Investment Partners (US)
4778
Man Investment Partners (US)
New York
USD 359 M +USD 275 M +326% 3.5% – 7 28.57% 0.4
Freedom Investment Management
4779
Freedom Investment Management
Connecticut
USD 359 M +USD 22.2 M +7% 11% 68.5% 119 21.85% 3.3
PCA Investment Advisory Services
4780
PCA Investment Advisory Services
Ohio
USD 358 M +USD 58.7 M +20% 12.4% 71.4% 61 9.84% 2.3
Members Advisory Group
4781
Members Advisory Group
New York
USD 358 M +USD 66.7 M +23% 27.2% 70.6% 51 47.06% 1.1
Extract Advisors
4782
Extract Advisors
California
USD 358 M +USD 70.8 M +25% 12.4% – 43 53.49% 0.3
Portland Investment Counsel
4783
Portland Investment Counsel
Ontario, Canada
USD 358 M +USD 46.3 M +15% 5.96% 108% 59 8.47% 2.6
Greystone Financial Group
4784
Greystone Financial Group
Michigan
USD 358 M +USD 4.51 M +1% 15.4% 79.3% 88 27.27% 2.3
Providence First Trust
4785
Providence First Trust
Arizona
USD 358 M +USD 73.2 M +26% 16.8% 68.4% 234 39.74% 1.9
Metropolitan Life Insurance Company (MetLife)
4786
Metropolitan Life Insurance Company (MetLife)
New York
USD 357 M +USD 29.2 M +9% 9.29% 50.8% 11 0% 7.5
Sentry LLC
4787
Sentry LLC
Tennessee
USD 357 M +USD 43.1 M +14% 11.9% 52.6% 133 12.03% 2.6
Permit Capital
4788
Permit Capital
Pennsylvania
USD 357 M +USD 63 M +21% 21.3% 121% 21 14.29% 5.1
Menlo Ventures Management
4789
Menlo Ventures Management
California
USD 357 M +USD 30.5 M +9% 9.34% – 3 0% 0.3
Barrett & Company
4790
Barrett & Company
Rhode Island
USD 357 M +USD 66.6 M +23% 13.2% 83.6% 729 13.72% 2.7
GWMT
4791
Guardian Wealth Management (Tennessee)
Tennessee
USD 357 M +USD 27.1 M +8% 8.13% – 31 6.45% 0.5
Incline Global Management
4792
Incline Global Management
New York
USD 357 M +USD 102 M +40% 31.1% 40.1% 38 84.21% 0.6
Chesapeake Wealth Management
4793
Chesapeake Wealth Management
Virginia
USD 357 M +USD 30.8 M +9% 11.9% 65.9% 173 10.98% 5.6
Crestmont Private Wealth
4794
Crestmont Private Wealth
Texas
USD 356 M +USD 39.2 M +12% 11.1% 54.8% 119 23.53% 1.9
Bank of Stockton
4795
Bank of Stockton
California
USD 356 M +USD 32.8 M +10% 26.8% 99.2% 135 8.15% 6.8
Cora Capital Advisors
4796
Cora Capital Advisors
New Jersey
USD 356 M +USD 54.2 M +18% 18.6% 80.3% 154 18.83% 2
Ascension Capital Advisors
4797
Ascension Capital Advisors
Texas
USD 356 M +USD 38.4 M +12% 11% 59.3% 100 21% 1.6
TM
4798
TigerOak Management
New Mexico
USD 356 M +USD 38.5 M +12% 17.8% – 140 10.71% 1.2
BCR Wealth Strategies
4799
BCR Wealth Strategies
Alabama
USD 356 M +USD 36.9 M +12% 8.55% 42.2% 36 11.11% 2.8
eCIO Inc
4800
eCIO Inc
Wisconsin
USD 356 M +USD 128 M +56% 3.97% – 48 16.67% 1