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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)
Ironwood Investment Management
5726
Ironwood Investment Management
Massachusetts
USD 206 M +USD 22.1 M +12% 16.9% 164% 176 12.5% 6.5
Bellevue Asset Management
5727
Bellevue Asset Management
Washington
USD 205 M +USD 22.2 M +12% 15.6% 56.7% 493 7.51% 4
Lodestone Wealth Management
5728
Lodestone Wealth Management
Washington
USD 205 M +USD 17.4 M +9% 7.15% 87.1% 172 13.37% 1.8
Findell Capital Management
5729
Findell Capital Management
New York
USD 205 M -USD 2.63 M -1% 17.8% – 17 52.94% 0.8
PCM
5730
Prime Capital Management
Hong Kong
USD 205 M +USD 111 M +118% 49% 579% 3 33.33% 0.6
SV
5731
Stilwell Value
New York
USD 205 M +USD 10.8 M +6% 18.4% 87.9% 32 15.63% 5.2
NME
5732
Notis-McConarty Edward
USD 205 M +USD 10.8 M +6% 8.52% 91.2% 80 10% 7.3
Cresta Advisors
5733
Cresta Advisors
Texas
USD 205 M +USD 12.2 M +6% 7.65% 66.8% 48 4.17% 2
Interactive Financial Advisors
5734
Interactive Financial Advisors
Illinois
USD 205 M +USD 15.8 M +8% 6.93% 47.6% 87 3.45% 6.9
IVC Wealth Advisors
5735
IVC Wealth Advisors
Pennsylvania
USD 205 M +USD 19.2 M +10% 7.47% 81.9% 178 11.24% 2.8
Integrity Wealth Solutions
5736
Integrity Wealth Solutions
Colorado
USD 205 M +USD 20.6 M +11% 10% – 115 10.43% 1.1
Northstar Advisory Group
5737
Northstar Advisory Group
New Jersey
USD 205 M +USD 51.8 M +34% 18.5% 141% 115 31.3% 1.8
Thomas H. Lee (THL) Partners
5738
Thomas H. Lee (THL) Partners
Massachusetts
USD 205 M +USD 3.38 M +2% 1.68% 37.2% 1 0% 4.8
Dogwood Wealth Management
5739
Dogwood Wealth Management
Kansas
USD 205 M +USD 14.5 M +8% 7.1% – 746 35.39% 0.5
Beaton Management Company
5740
Beaton Management Company
Massachusetts
USD 205 M +USD 12.1 M +6% 9.96% 95.9% 141 6.38% 5.7
Parkshore Wealth Management
5741
Parkshore Wealth Management
California
USD 205 M +USD 32.6 M +19% 7.13% – 67 11.94% 0.5
Windle Wealth
5742
Windle Wealth
Oklahoma
USD 205 M +USD 10.4 M +5% 7.15% 73% 33 6.06% 2.2
HighMark Wealth Management
5743
HighMark Wealth Management
Minnesota
USD 205 M +USD 35.3 M +21% 8.19% 110% 644 15.53% 3
Forager Capital Management
5744
Forager Capital Management
Alabama
USD 205 M +USD 2.4 M +1% 2.14% 52.6% 11 0% 2.7
Arbor Trust Wealth Advisors
5745
Arbor Trust Wealth Advisors
Michigan
USD 204 M -USD 8.76 M -4% 7.22% 63.8% 96 13.54% 4.1
CastleKeep Investment Advisors
5746
CastleKeep Investment Advisors
Connecticut
USD 204 M +USD 9.8 M +5% 5.4% – 100 28% 1
Martin Worley Group
5747
Martin Worley Group
Utah
USD 204 M +USD 29.2 M +17% 6.94% – 93 12.9% 0.4
YP
5748
YANKCOM Partnership
South Dakota
USD 204 M +USD 22.6 M +12% 9.64% – 319 12.23% 0.4
JGP Global Gestao de Recursos
5749
JGP Global Gestao de Recursos
Brazil
USD 204 M +USD 73.6 M +56% 39.9% 261% 49 36.73% 1.5
Aflac Inc
5750
Aflac Inc
Georgia
USD 204 M +USD 67.2 M +49% 49.3% 28.8% 3 0% 2.8