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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)
Guardian Wealth Advisors (North Carolina)
1751
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 1542 M +USD 122 M +9% 6.27% 58.9% 576 42.53% 2.3
Avalon Trust
1752
Avalon Trust
New Mexico
USD 1540 M +USD 172 M +13% 16% 118% 643 42.92% 1.1
Trustmark National Bank Trust Department
1753
Trustmark National Bank Trust Department
Mississippi
USD 1539 M +USD 92.1 M +6% 5.92% 58.6% 284 6.69% 5.7
Baader Bank Aktiengesellschaft
1754
Baader Bank Aktiengesellschaft
Germany
USD 1539 M +USD 148 M +11% 11.8% 155% 621 51.37% 1
Regal Investment Advisors
1755
Regal Investment Advisors
Michigan
USD 1536 M +USD 202 M +15% 6.9% 64.7% 528 11.36% 3.1
CA
1756
Cullinan Associates
Kentucky
USD 1536 M +USD 19.7 M +1% 6.68% 107% 217 5.07% 6.8
Aureus Asset Management
1757
Aureus Asset Management
Massachusetts
USD 1536 M -USD 27.5 M -2% 6.58% 93.9% 210 7.62% 4.9
NBT Bank
1758
NBT Bank
New York
USD 1535 M +USD 78.9 M +5% 7.64% 77% 869 13.12% 3.4
Baldwin Wealth Partners
1759
Baldwin Wealth Partners
Massachusetts
USD 1535 M +USD 62.7 M +4% 8.45% 94.5% 234 7.26% 6.9
PIMG
1760
Patriot Investment Management Group
Tennessee
USD 1533 M +USD 88.3 M +6% 5.86% 52.9% 250 5.6% 4.6
Rakuten Group
1761
Rakuten Group
Japan
USD 1531 M -USD 91.5 M -6% 5.1% – 4 75% 0.2
Cumberland Partners
1762
Cumberland Partners
Ontario, Canada
USD 1530 M +USD 88.2 M +6% 6.97% 101% 193 28.5% 2.5
AlphaQuest
1763
AlphaQuest
New York
USD 1530 M +USD 512 M +50% 6.9% – 2,291 15.76% 1
Triglav Skladi
1764
Triglav Skladi
Slovenia
USD 1529 M +USD 145 M +11% 11.3% – 148 16.89% 0.6
Ameritas Advisory Services
1765
Ameritas Advisory Services
Nebraska
USD 1529 M -USD 390 M -20% 8.23% 68.7% 2,998 35.16% 1.1
Avestar Capital
1766
Avestar Capital
New York
USD 1527 M +USD 63.8 M +4% 11.2% 101% 540 19.81% 2.3
Point72 (DIFC)
1767
Point72 (DIFC)
United Arab Emirates
USD 1527 M -USD 1116 M -42% 4.78% – 1,997 69.25% 0.4
Foster Dykema Cabot & Partners
1768
Foster Dykema Cabot & Partners
Massachusetts
USD 1524 M +USD 102 M +7% 6.68% – 426 20.66% 1.2
Maple Capital Management
1769
Maple Capital Management
Vermont
USD 1523 M +USD 62.7 M +4% 7.74% 100% 120 8.33% 6.3
Angeles Investment Advisors
1770
Angeles Investment Advisors
California
USD 1523 M -USD 246 M -14% 7.33% 78.3% 35 25.71% 2.4
Polaris Capital Management
1771
Polaris Capital Management
Massachusetts
USD 1522 M +USD 18.8 M +1% 8.62% 94.4% 97 12.37% 4.6
No Street GP LP
1772
No Street GP LP
California
USD 1521 M +USD 163 M +12% 15.3% 246% 35 34.29% 1.3
Cacti Asset Management
1773
Cacti Asset Management
Georgia
USD 1519 M +USD 113 M +8% 15.4% 171% 76 0% 9.3
Phillips Financial Management
1774
Phillips Financial Management
Indiana
USD 1516 M +USD 138 M +10% 5.32% 45.6% 313 13.42% 3.9
GDS Wealth Management
1775
GDS Wealth Management
Texas
USD 1515 M +USD 144 M +11% 4.7% 82.2% 191 10.99% 2.2