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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)
Wealthstreet Investment Advisors
1626
Wealthstreet Investment Advisors
Texas
USD 857 M +USD 74.4 M +10% 12.1% 75.8% 353 5.95% 1.7
Kanawha Capital Management
1627
Kanawha Capital Management
Virginia
USD 857 M +USD 88.2 M +11% 7.75% 74.5% 195 9.74% 4.6
Fulton Breakefield Broenniman
1628
Fulton Breakefield Broenniman
Maryland
USD 856 M +USD 70 M +9% 7.63% 68% 191 14.14% 1.7
AJ Wealth Strategies
1629
AJ Wealth Strategies
New York
USD 856 M +USD 97.6 M +13% 4.38% 32.2% 127 12.6% 1.7
Schaper Benz & Wise Investment Counsel
1630
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 853 M +USD 52.1 M +7% 6.9% 94.2% 112 7.14% 4.6
Bank of the West
1631
Bank of the West
California
USD 853 M +USD 25.2 M +3% 9.97% 35.4% 282 9.93% 4.4
Spark Investment Management
1632
Spark Investment Management
New York
USD 853 M +USD 71.4 M +9% 11% 459% 621 49.28% 0.6
Cabana LLC
1633
Cabana LLC
Arkansas
USD 852 M +USD 102 M +14% 6.77% 58.3% 132 60.61% 0.3
Courier Capital
1634
Courier Capital
New York
USD 852 M +USD 84.2 M +11% 8.77% 70.8% 303 8.58% 4.1
Calamos Wealth Management
1635
Calamos Wealth Management
Illinois
USD 849 M +USD 101 M +13% 8.68% 102% 247 10.12% 2.5
Azzad Asset Management
1636
Azzad Asset Management
Virginia
USD 847 M +USD 40.5 M +5% 9.96% 101% 363 4.68% 2.4
WealthPLAN Partners
1637
WealthPLAN Partners
Nebraska
USD 847 M +USD 115 M +16% 7.96% 71.6% 261 13.41% 2.4
WFM Asia
1638
WFM Asia
British Virgin Islands
USD 846 M +USD 9.9 M +1% 18.8% 89.9% 12 8.33% 2.3
La Financiere de L'Echiquier
1639
La Financiere de L'Echiquier
France
USD 846 M +USD 12.1 M +1% 10.5% 28.1% 66 18.18% 1.1
Franklin Street Advisors
1640
Franklin Street Advisors
North Carolina
USD 845 M +USD 53.2 M +7% 8.86% 130% 175 8% 4
IHT Wealth Management
1641
IHT Wealth Management
Illinois
USD 845 M +USD 109 M +15% 7.32% 74.8% 663 14.03% 1.7
Albion Financial Group
1642
Albion Financial Group
Utah
USD 843 M +USD 62.9 M +8% 7.81% 79.6% 226 10.18% 3.7
WMC
1643
Westwood Management Corporation
Illinois
USD 842 M +USD 87.2 M +12% 14.9% 44.3% 77 11.69% 3.7
Livforsakringsbolaget Skandia
1644
Livforsakringsbolaget Skandia
Sweden
USD 841 M -USD 4.9 M -0.6% 11.6% 181% 673 5.94% 4.5
Wealthcare Capital Management
1645
Wealthcare Capital Management
Virginia
USD 840 M +USD 25.9 M +3% 3.96% 46.2% 679 71.58% 1.2
Peter Svennilson
1646
Peter Svennilson
USD 837 M +USD 516 M +160% 251% – 5 20% 0.7
Norris Perne & French
1647
Norris Perne & French
Michigan
USD 837 M +USD 34.9 M +4% 8.35% 91.1% 144 9.03% 3.8
Tang Capital Management
1648
Tang Capital Management
California
USD 837 M +USD 252 M +43% 40.9% 493% 19 47.37% 1.1
Electron Capital Partners
1649
Electron Capital Partners
New York
USD 837 M +USD 154 M +23% 5.93% 333% 24 45.83% 1.2
Nationwide Fund Advisors
1650
Nationwide Fund Advisors
Ohio
USD 837 M +USD 171 M +26% 5.71% 28.3% 5 0% 1.7