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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)
SouthState Corp
1726
SouthState Corp
Florida
USD 1172 M +USD 119 M +11% 10.8% 78.9% 708 27.12% 4
PIMG
1727
Patriot Investment Management Group
Tennessee
USD 1172 M +USD 81.9 M +8% 9.24% 52.9% 240 10% 3.5
Lee, Danner & Bass
1728
Lee, Danner & Bass
Tennessee
USD 1167 M +USD 63 M +6% 9.64% – 210 5.71% 7
Pacific Heights Asset Management
1729
Pacific Heights Asset Management
California
USD 1167 M +USD 110 M +10% 11.7% 181% 74 0% 8.2
Quadrant Capital Group
1730
Quadrant Capital Group
Ohio
USD 1164 M +USD 165 M +17% 10.9% 118% 2,827 9.83% 4.8
Zhang Financial
1731
Zhang Financial
Michigan
USD 1164 M +USD 178 M +18% 11% 67.9% 261 14.18% 3.5
Azora Capital LP
1732
Azora Capital LP
Florida
USD 1164 M +USD 228 M +24% 23.1% 175% 66 62.12% 0.6
FORA Capital
1733
FORA Capital
Florida
USD 1164 M +USD 24.6 M +2% 14.5% 162% 683 75.4% 0.2
Technology Crossover Management IX
1734
Technology Crossover Management IX
California
USD 1164 M +USD 56.3 M +5% 5.12% 13% 7 0% 3.9
Riverstone Holdings
1735
Riverstone Holdings
New York
USD 1163 M -USD 799 M -41% 10.7% 89.8% 9 33.33% 3
CWM
1736
Cornerstone Wealth Management
Missouri
USD 1163 M +USD 103 M +10% 9.98% 69.8% 576 18.75% 3.6
Tower Bridge Advisors
1737
Tower Bridge Advisors
Pennsylvania
USD 1163 M +USD 82.2 M +8% 10.2% 78.9% 245 11.84% 5.4
Principle Wealth Partners
1738
Principle Wealth Partners
Connecticut
USD 1162 M +USD 166 M +17% 10.7% 79.9% 345 10.43% 3
SpiderRock Advisors
1739
SpiderRock Advisors
Delaware
USD 1161 M -USD 38.5 M -3% – – 195 0% 2.4
Garda Capital Partners
1740
Garda Capital Partners
Minnesota
USD 1159 M -USD 1001 M -46% 12.4% 9.15% 718 43.31% 0.4
Campbell Newman Asset Management
1741
Campbell Newman Asset Management
Wisconsin
USD 1158 M +USD 101 M +10% 12.5% 116% 112 3.57% 5.9
Generate Investment Management
1742
Generate Investment Management
New Zealand
USD 1157 M – – 13.8% 153% 74 – 0
Avenir Corporation
1743
Avenir Corporation
Virginia
USD 1156 M +USD 88 M +8% 12.4% 34.4% 65 12.31% 6
FFT Wealth Management
1744
FFT Wealth Management
Pennsylvania
USD 1155 M +USD 378 M +49% 10.2% 65.6% 139 20.14% 1.7
Schechter Investment Advisors
1745
Schechter Investment Advisors
Michigan
USD 1154 M +USD 122 M +12% 8.28% 36.1% 720 20.28% 1.3
Howard Capital Management Group
1746
Howard Capital Management Group
California
USD 1154 M +USD 118 M +11% 12.9% 114% 119 7.56% 2.2
Windward Capital Management
1747
Windward Capital Management
California
USD 1153 M +USD 132 M +13% 13.5% 78.5% 61 0% 7.6
BCM
1748
Bluefin Capital Management
New York
USD 1153 M -USD 32 M -3% 12.9% – 332 66.57% 0.2
Trek Financial
1749
Trek Financial
Arizona
USD 1152 M +USD 57.8 M +5% 8.02% 152% 364 36.81% 1.5
Phillips Financial Management
1750
Phillips Financial Management
Indiana
USD 1151 M +USD 96.8 M +9% 9.05% 45.6% 263 14.07% 3.2