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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)
Capital Investment Advisory Services
1826
Capital Investment Advisory Services
North Carolina
USD 1081 M +USD 59.6 M +6% 8.32% 75.7% 1,030 13.11% 2.9
Cyndeo Wealth Partners
1827
Cyndeo Wealth Partners
Florida
USD 1081 M +USD 121 M +13% 10.5% 93% 385 16.62% 0.8
Adell Harriman & Carpenter
1828
Adell Harriman & Carpenter
Texas
USD 1081 M +USD 117 M +12% 13.8% 176% 167 7.19% 5.7
Nations Financial Group
1829
Nations Financial Group
Iowa
USD 1080 M +USD 86.9 M +9% 9.57% 105% 653 11.33% 2.7
SFMG Wealth Advisors
1830
SFMG Wealth Advisors
Texas
USD 1079 M +USD 106 M +11% 10.3% 76.1% 285 15.44% 3.4
Atlantic Union Bankshares
1831
Atlantic Union Bankshares
Virginia
USD 1079 M +USD 103 M +11% 11.1% 78.9% 285 7.37% 4.5
Money Concepts Capital
1832
Money Concepts Capital
Florida
USD 1078 M +USD 124 M +13% 10.1% 74.5% 404 19.06% 2
Y-Intercept (HK)
1833
Y-Intercept (HK)
Hong Kong
USD 1074 M +USD 51.2 M +5% 13.2% 41.6% 1,747 75.62% 0.2
Oberweis Asset Management
1834
Oberweis Asset Management
Illinois
USD 1074 M +USD 132 M +14% 15.4% 485% 238 37.39% 1.4
Logos Global Management
1835
Logos Global Management
California
USD 1071 M +USD 322 M +43% 54.9% 1,585% 77 58.44% 0.8
Greenland Capital Management
1836
Greenland Capital Management
New York
USD 1069 M +USD 43.4 M +4% 14.6% 210% 586 72.53% 0.2
Galvin Gaustad & Stein
1837
Galvin Gaustad & Stein
Arizona
USD 1069 M +USD 82.3 M +8% 9.79% 60.7% 187 12.3% 2.2
Woodmont Investment Counsel
1838
Woodmont Investment Counsel
Tennessee
USD 1069 M +USD 124 M +13% 9.13% 75.3% 249 11.24% 5.3
Mesirow Institutional Investment Management
1839
Mesirow Institutional Investment Management
Illinois
USD 1069 M +USD 82.7 M +8% 13.2% – 138 32.61% 0.8
Ikarian Capital
1840
Ikarian Capital
Texas
USD 1068 M +USD 237 M +28% 34.9% 5,184% 191 55.5% 0.6
DigitalBridge Group
1841
DigitalBridge Group
Florida
USD 1068 M +USD 204 M +24% 18.1% 161% 80 26.25% 1
Lutz Financial Services
1842
Lutz Financial Services
Nebraska
USD 1066 M +USD 148 M +16% 9.4% 35.3% 85 5.88% 3.5
L1 Capital
1843
L1 Capital
Australia
USD 1066 M -USD 109 M -9% 8.54% 127% 14 28.57% 1.2
Philadelphia Trust Company
1844
Philadelphia Trust Company
Pennsylvania
USD 1065 M +USD 91.7 M +9% 13% 162% 229 6.99% 4.8
Siemens
1845
Siemens
Germany
USD 1064 M +USD 51.8 M +5% 5.29% 16.8% 2 0% 1.6
Executive Wealth Management
1846
Executive Wealth Management
Michigan
USD 1063 M +USD 96.8 M +10% 9.8% 18.4% 225 16% 2.6
Callan Capital
1847
Callan Capital
California
USD 1060 M +USD 126 M +13% 10.2% 20.1% 252 26.19% 2.4
Provident Investment Management
1848
Provident Investment Management
Michigan
USD 1058 M +USD 151 M +17% 15% 90.8% 80 12.5% 3.8
Hollencrest Capital Management
1849
Hollencrest Capital Management
California
USD 1057 M +USD 174 M +20% 11.2% 85.6% 1,144 15.73% 2.1
NEOS Investment Management
1850
NEOS Investment Management
Connecticut
USD 1056 M +USD 274 M +35% 14.1% 163% 515 31.84% 0.2