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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)
3EDGE Asset Management
1501
3EDGE Asset Management
Florida
USD 1328 M -USD 673 k -0.1% 1.81% 44.1% 54 44.44% 1
American Family Insurance Mutual Holding
1502
American Family Insurance Mutual Holding
Wisconsin
USD 1326 M -USD 69.4 M -5% 0.44% 2.63% 12 16.67% 2.1
TOBAM
1503
TOBAM
France
USD 1326 M -USD 191 M -13% 0.64% 56% 397 18.89% 2.2
Lowe Brockenbrough & Co
1504
Lowe Brockenbrough & Co
Virginia
USD 1326 M +USD 91.7 M +7% 7.11% 78.8% 270 3.33% 6
E.S. Barr & Co
1505
E.S. Barr & Co
Kentucky
USD 1326 M +USD 118 M +10% 8.34% 73.5% 95 11.58% 6.3
CSM Advisors
1506
CSM Advisors
Pennsylvania
USD 1324 M +USD 166 M +14% 5.83% 105% 147 4.08% 1.6
BFS
1507
Bard Financial Services
Connecticut
USD 1321 M +USD 71.4 M +6% 5.85% 90.1% 337 6.53% 2
Evensky & Katz
1508
Evensky & Katz
Florida
USD 1319 M +USD 80.1 M +6% 5.08% 57.1% 89 3.37% 4.6
Polaris Wealth Advisory Group
1509
Polaris Wealth Advisory Group
California
USD 1319 M -USD 37.6 M -3% 5.26% 64% 199 43.72% 2.1
Concourse Financial Group Securities
1510
Concourse Financial Group Securities
Alabama
USD 1318 M +USD 28.1 M +2% 4.79% 18.1% 2,489 11.45% 2.7
Heard Capital LLC
1511
Heard Capital LLC
Illinois
USD 1316 M +USD 102 M +8% 11.9% 161% 32 31.25% 2.2
Gallagher Fiduciary Advisors
1512
Gallagher Fiduciary Advisors
Illinois
USD 1315 M +USD 104 M +9% 11.7% 25.1% 220 11.82% 0.4
Fairholme Capital Management
1513
Fairholme Capital Management
Florida
USD 1315 M +USD 106 M +9% 14.4% 36.2% 15 53.33% 2.4
Wilkinson Global Asset Management
1514
Wilkinson Global Asset Management
New York
USD 1315 M +USD 50.2 M +4% 7.91% 86.5% 96 7.29% 1.8
PFG Advisors
1515
PFG Advisors
Arizona
USD 1313 M +USD 118 M +10% 6.11% 82.7% 696 12.07% 1.7
Virtu Financial
1516
Virtu Financial
New York
USD 1311 M +USD 371 M +40% 6.22% 160% 2,451 79.44% 0.2
Parsons Capital Management
1517
Parsons Capital Management
Rhode Island
USD 1310 M +USD 67.1 M +5% 6.87% 84.9% 430 3.02% 5.8
NEA Management Company
1518
NEA Management Company
Maryland
USD 1310 M -USD 137 M -9% 19.4% 823% 54 20.37% 3.5
Ashton Thomas Private Wealth
1519
Ashton Thomas Private Wealth
Arizona
USD 1309 M +USD 167 M +15% 6.23% 77.5% 607 23.89% 1.8
Equitable Trust
1520
Equitable Trust
Tennessee
USD 1308 M +USD 37.8 M +3% 4.94% 109% 418 7.89% 2.8
AIP LLC
1521
AIP LLC
New York
USD 1305 M +USD 222 M +20% 20.8% 54.9% 2 0% 3.1
BFO
1522
Boston Family Office
Massachusetts
USD 1305 M +USD 56.8 M +5% 6.64% 53.4% 271 8.12% 6.7
Weiss Asset Management
1523
Weiss Asset Management
Massachusetts
USD 1304 M -USD 259 M -17% 6.69% 138% 383 57.96% 0.6
Bar Harbor Wealth Management
1524
Bar Harbor Wealth Management
New Hampshire
USD 1304 M +USD 48.1 M +4% 5.97% 85% 259 5.02% 6
North Reef Capital Management
1525
North Reef Capital Management
California
USD 1301 M +USD 408 M +46% 0.56% 81.9% 44 27.27% 0.8