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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)
Family Wealth Partners
5051
Family Wealth Partners
North Carolina
USD 326 M +USD 33 M +11% 10.7% 58.5% 125 28.8% 1.3
Thomas J. Herzfeld Advisors
5052
Thomas J. Herzfeld Advisors
Florida
USD 326 M +USD 31.7 M +11% 4.61% 17.7% 148 35.14% 3.4
Wilkerson Advisory Group
5053
Wilkerson Advisory Group
Missouri
USD 326 M +USD 34.6 M +12% 12.6% – 659 12.29% 0.4
Triton Wealth Management
5054
Triton Wealth Management
Arizona
USD 326 M +USD 56 M +21% 21.2% – 142 19.01% 2.6
S.A. Mason
5055
S.A. Mason
Michigan
USD 326 M +USD 59.1 M +22% 20.6% 116% 294 13.61% 4.5
BOTBT
5056
Bank of the Bluegrass & Trust
Kentucky
USD 325 M – – 13.3% – 240 – 0
Mullooly Asset Management
5057
Mullooly Asset Management
New Jersey
USD 325 M +USD 53.9 M +20% 20.4% – 60 15% 1
Sykon Capital
5058
Sykon Capital
New York
USD 325 M +USD 24.8 M +8% 11.2% 63.7% 132 48.48% 1
Bishop & Co Investment Management
5059
Bishop & Co Investment Management
Pennsylvania
USD 325 M +USD 33.3 M +11% 11.1% 47.6% 26 0% 6.9
GPC
5060
Guardian Point Capital
Virginia
USD 325 M +USD 82.1 M +34% 21.4% 142% 14 21.43% 2.3
Lazari Capital Management
5061
Lazari Capital Management
California
USD 325 M +USD 37.2 M +13% 18.4% 145% 198 16.67% 2
NCM
5062
NCM Capital Management
New Jersey
USD 324 M +USD 45.2 M +16% 17.4% 105% 200 10.5% 3.2
PH
5063
Pinnacle Holdings
Oklahoma
USD 324 M +USD 15.1 M +5% 11.2% 79.6% 265 25.66% 5.1
NWK Group
5064
NWK Group
California
USD 324 M +USD 63.6 M +24% 33% 268% 75 17.33% 3.6
Wealth Management Resources
5065
Wealth Management Resources
Rhode Island
USD 324 M +USD 36.9 M +13% 9.02% 37.7% 31 9.68% 3.2
Silver Heights Capital Management
5066
Silver Heights Capital Management
Ontario, Canada
USD 324 M +USD 63.9 M +25% 59.5% 39.8% 4 0% 7.3
Bluesphere Advisors
5067
Bluesphere Advisors
Pennsylvania
USD 324 M +USD 42.6 M +15% 17.1% 105% 132 16.67% 2.4
Investment Research & Advisory Group
5068
Investment Research & Advisory Group
Georgia
USD 324 M +USD 37.6 M +13% 14.7% 105% 325 18.15% 2.8
Nicollet Investment Management
5069
Nicollet Investment Management
Minnesota
USD 324 M +USD 31.9 M +11% 13.2% 104% 79 6.33% 5.1
Wealth Quarterback
5070
Wealth Quarterback
New Jersey
USD 324 M +USD 69.8 M +27% 21.8% 109% 180 13.89% 2.9
MCM
5071
Magarian Capital Management
Texas
USD 324 M – – 19.3% – 13 – 0
Legacy Bridge
5072
Legacy Bridge
Iowa
USD 324 M +USD 61.6 M +23% 38.3% 236% 334 7.78% 4.5
HF Advisory Group
5073
HF Advisory Group
Maryland
USD 323 M +USD 30 M +10% 8.78% 73.2% 174 8.05% 2.8
Orion Capital Management
5074
Orion Capital Management
California
USD 323 M +USD 33.2 M +11% 15.2% 75.3% 534 14.04% 1.9
Sims Investment Management
5075
Sims Investment Management
Ohio
USD 323 M +USD 51.3 M +19% 16.1% – 184 80.98% 0.3