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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)
Renaissance Capital
5051
Renaissance Capital
Connecticut
USD 176 M +USD 40.8 M +30% 16.2% 392% 90 18.89% 1.5
AAG
5052
Avalon Advisory Group
Pennsylvania
USD 176 M +USD 7.71 M +5% 3.77% 46% 7 0% 3.4
NIA Impact Advisors
5053
NIA Impact Advisors
California
USD 176 M -USD 9.45 M -5% 2.24% – 62 17.74% 1.8
Sandy Cove Advisors
5054
Sandy Cove Advisors
Massachusetts
USD 176 M +USD 37.7 M +27% 6.75% 78% 128 34.38% 0.9
Constitution Capital
5055
Constitution Capital
Connecticut
USD 176 M +USD 10.8 M +7% 8.1% 91.1% 68 4.41% 1.9
United Bank (Georgia)
5056
United Bank (Georgia)
Georgia
USD 176 M +USD 4.93 M +3% 6.77% 81.2% 90 4.44% 4.3
Strategic Financial Partners
5057
Strategic Financial Partners
Oregon
USD 176 M +USD 12.3 M +8% 4.09% 54.8% 73 9.59% 2.6
Lipe & Dalton
5058
Lipe & Dalton
New York
USD 176 M +USD 942 k +0.5% 4.88% 101% 105 5.71% 4.9
American Securities
5059
American Securities
New York
USD 175 M -USD 19.2 M -10% 10% – 1 0% 6.5
Harvest Investment Services
5060
Harvest Investment Services
Illinois
USD 175 M +USD 46.2 M +36% 12.3% 282% 191 49.74% 1.3
Essential Planning
5061
Essential Planning
New Hampshire
USD 175 M +USD 10.4 M +6% 3.88% 40.9% 58 10.34% 0.5
Forefront Analytics
5062
Forefront Analytics
Pennsylvania
USD 175 M -USD 18.7 M -10% 1.25% 50.9% 80 20% 3.3
Thrive Capital Management (Pennsylvania)
5063
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 175 M +USD 16.8 M +11% 3.28% 58.2% 142 18.31% 1.2
Mark Sheptoff Financial Planning
5064
Mark Sheptoff Financial Planning
Connecticut
USD 175 M +USD 3.02 M +2% 5.65% 92.4% 409 10.02% 4.8
Zullo Investment Group
5065
Zullo Investment Group
Pennsylvania
USD 175 M +USD 14.6 M +9% 11.7% 143% 141 6.38% 1.4
Eagle Bay Advisors
5066
Eagle Bay Advisors
New York
USD 175 M -USD 7.43 M -4% 5.64% 85% 948 16.88% 1.2
Social Capital Group
5067
Social Capital Group
California
USD 175 M -USD 7.38 M -4% 3.19% – 4 0% 0.5
Worldly Partners Management
5068
Worldly Partners Management
Massachusetts
USD 175 M +USD 16.2 M +10% 9.57% 19.2% 4 0% 0.5
Forum Private Client Group
5069
Forum Private Client Group
Indiana
USD 175 M +USD 16.4 M +10% 3.31% 47.9% 70 4.29% 1.1
Axiom Financial Strategies
5070
Axiom Financial Strategies
Indiana
USD 174 M -USD 5.49 M -3% 3.07% 54.5% 37 10.81% 2.6
Aegon USA Investment Management
5071
Aegon USA Investment Management
Iowa
USD 174 M -USD 6.07 M -3% 3.72% 39.9% 41 4.88% 2.1
Newton One Investments
5072
Newton One Investments
Delaware
USD 174 M +USD 7.89 M +5% 3.31% 42% 127 7.09% 2
Beacon Financial Advisory
5073
Beacon Financial Advisory
Ohio
USD 174 M +USD 16.9 M +11% 5.18% 76.8% 223 7.17% 2.2
PCMK
5074
Paragon Capital Management (Kansas)
Kansas
USD 174 M +USD 9.25 M +6% 7.59% 87.5% 55 7.27% 5.8
Convergence Investment Partners
5075
Convergence Investment Partners
Florida
USD 174 M +USD 4.15 M +2% 6.98% 284% 208 34.13% 3.5