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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)
Paralel Advisors
1401
Paralel Advisors
Colorado
USD 2589 M +USD 183 M +8% 11.4% 75.4% 154 50.65% 1.6
McAdam LLC
1402
McAdam LLC
Pennsylvania
USD 2588 M +USD 369 M +17% 13% 57.4% 556 26.26% 2.7
Centaurus Financial
1403
Centaurus Financial
California
USD 2588 M +USD 484 M +23% 22.4% 83.5% 1,163 13.67% 3.2
Venturi Wealth Management
1404
Venturi Wealth Management
Texas
USD 2585 M +USD 365 M +16% 25% 101% 690 21.16% 2.7
PFG Investments
1405
PFG Investments
New York
USD 2582 M +USD 435 M +20% 21.6% 106% 1,356 16.67% 1.8
Trilogy Capital
1406
Trilogy Capital
California
USD 2576 M +USD 307 M +14% 13.6% 54.1% 426 13.85% 2.6
Paulson & Co
1407
Paulson & Co
New York
USD 2576 M -USD 536 M -17% 4.85% 251% 10 30% 7.5
Root Financial Partners
1408
Root Financial Partners
California
USD 2574 M +USD 412 M +19% 12% 57% 3,472 88.42% 1.4
Eclipse Ventures
1409
Eclipse Ventures
California
USD 2574 M +USD 2534 M +6,402% 28.3% – 2 50% 2.3
Moors & Cabot
1410
Moors & Cabot
Massachusetts
USD 2572 M +USD 236 M +10% 18% 124% 1,008 12.7% 5.1
CL
1411
CSS LLC
Illinois
USD 2569 M +USD 481 M +23% 13.5% 128% 1,241 43.27% 1
Chesley Taft & Associates
1412
Chesley Taft & Associates
Illinois
USD 2568 M +USD 176 M +7% 13.3% 93.1% 388 9.54% 6.3
STALEY CAPITAL ADVISERS
1413
STALEY CAPITAL ADVISERS
Pennsylvania
USD 2566 M +USD 203 M +9% 11% 81.9% 198 10.61% 6.2
Turtle Creek Asset Management
1414
Turtle Creek Asset Management
Ontario, Canada
USD 2560 M -USD 113 M -4% 4.74% 2.37% 40 7.5% 4
Ausdal Financial Partners
1415
Ausdal Financial Partners
Iowa
USD 2559 M +USD 309 M +14% 15.5% 63.2% 1,122 19.25% 2.8
Capital Counsel
1416
Capital Counsel
New York
USD 2558 M +USD 208 M +9% 18.3% 94.9% 66 18.18% 6.7
Rockland Trust
1417
Rockland Trust
Massachusetts
USD 2550 M +USD 51.7 M +2% 6.03% 61.5% 330 10.61% 5.9
Berkshire Asset Management
1418
Berkshire Asset Management
Pennsylvania
USD 2548 M +USD 216 M +9% 16.4% 70.4% 280 9.64% 5.1
North Star Asset Management
1419
North Star Asset Management
Wisconsin
USD 2543 M +USD 237 M +10% 16.1% 62% 380 8.42% 6.7
Sageworth Trust
1420
Sageworth Trust
Pennsylvania
USD 2538 M +USD 212 M +9% 13.4% 64.5% 184 37.5% 3.8
Quantbot Technologies
1421
Quantbot Technologies
New York
USD 2535 M +USD 91.3 M +4% 13.3% 33.6% 2,365 50.19% 0.6
Acropolis Investment Management
1422
Acropolis Investment Management
Missouri
USD 2535 M +USD 272 M +12% 11.2% 51% 400 8% 4.7
Pine Valley Investments
1423
Pine Valley Investments
New Jersey
USD 2533 M +USD 353 M +16% 17.5% 93.9% 645 12.09% 2.1
Visionary Wealth Advisors
1424
Visionary Wealth Advisors
Illinois
USD 2533 M +USD 272 M +12% 13.2% 69.4% 695 12.37% 3
Integral Health Asset Management
1425
Integral Health Asset Management
New York
USD 2532 M +USD 441 M +21% 33.5% 564% 120 48.33% 0.7