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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)
JFS Wealth Advisors
1676
JFS Wealth Advisors
Pennsylvania
USD 1463 M -USD 30.8 M -2% 1.09% 54.8% 2,016 6.25% 3.7
Howard Capital Management Group
1677
Howard Capital Management Group
California
USD 1462 M +USD 38.2 M +3% 3.91% 114% 146 13.01% 2.6
Albion Financial Group
1678
Albion Financial Group
Utah
USD 1461 M +USD 20 M +1% 2.07% 79.6% 702 29.91% 3
Mar Vista Investment Partners
1679
Mar Vista Investment Partners
California
USD 1460 M -USD 108 M -7% 0.91% 73.9% 60 8.33% 5.5
Evanson Asset Management
1680
Evanson Asset Management
California
USD 1460 M +USD 42.6 M +3% 0.71% 66.6% 319 8.15% 5.5
Atwood & Palmer
1681
Atwood & Palmer
Missouri
USD 1459 M -USD 11.7 M -0.8% 2.97% 90% 496 10.28% 5
SoFi Wealth
1682
SoFi Wealth
California
USD 1459 M +USD 100 M +7% 0.26% 67.9% 40 72.5% 0.8
VR Adviser
1683
VR Adviser
New York
USD 1457 M -USD 452 M -24% 13.9% 1,698% 41 17.07% 1.2
BFO
1684
Boston Family Office
Massachusetts
USD 1456 M -USD 20.4 M -1% 0.24% 53.4% 286 7.69% 7.2
Taconic Capital Advisors
1685
Taconic Capital Advisors
New York
USD 1456 M +USD 225 M +18% 6.69% 273% 106 44.34% 1.4
HS Management Partners
1686
HS Management Partners
New York
USD 1455 M -USD 99.2 M -6% 4.94% 27.7% 23 0% 3.1
Oakworth Capital
1687
Oakworth Capital
Alabama
USD 1454 M +USD 11 M +0.8% 0.25% 70% 694 13.26% 5.8
Quadrant Capital Group
1688
Quadrant Capital Group
Ohio
USD 1453 M +USD 13.2 M +0.9% 1.14% 118% 2,835 7.2% 5.5
SC
1689
Shellback Capital
Massachusetts
USD 1452 M +USD 214 M +17% 11.1% 198% 149 53.69% 1
Greenwood Gearhart
1690
Greenwood Gearhart
Arkansas
USD 1450 M +USD 247 M +21% 2.01% 70.6% 141 31.91% 3.6
LLL
1691
Lynrock Lake LP
New York
USD 1450 M +USD 156 M +12% 8.19% 21.2% 32 15.63% 2
Oak Associates
1692
Oak Associates
Ohio
USD 1450 M -USD 37 M -2% 2.94% 152% 134 5.22% 6.1
Courier Capital
1693
Courier Capital
New York
USD 1450 M -USD 9.9 M -0.7% 0.08% 70.8% 384 13.54% 5.8
Berger Financial Group
1694
Berger Financial Group
Minnesota
USD 1449 M +USD 63.5 M +5% 0.43% 59.9% 440 17.5% 1.9
Baldwin Wealth Partners
1695
Baldwin Wealth Partners
Massachusetts
USD 1448 M -USD 19.3 M -1% 1.78% 94.5% 1,083 78.39% 6.6
Cantor Fitzgerald Investment Advisors
1696
Cantor Fitzgerald Investment Advisors
New York
USD 1444 M -USD 26.4 M -2% 1.54% 73.4% 191 5.76% 3.2
Himension Capital (Singapore)
1697
Himension Capital (Singapore)
Singapore
USD 1443 M +USD 163 M +13% 9.71% 492% 49 30.61% 0.9
Trust Point Inc
1698
Trust Point Inc
Wisconsin
USD 1442 M +USD 109 M +8% 1.75% 82.6% 591 18.27% 0.8
Meeder Asset Management
1699
Meeder Asset Management
Ohio
USD 1441 M -USD 55.6 M -4% 5.29% 156% 1,044 32.66% 1.1
General American Investors
1700
General American Investors
New York
USD 1440 M -USD 9.12 M -0.6% 2.37% 129% 74 17.57% 5.8