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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)
Cahaba Wealth Management
1826
Cahaba Wealth Management
Georgia
USD 1473 M +USD 36.6 M +3% 0.9% 48.7% 166 13.25% 4.6
Beaird Harris Wealth Management
1827
Beaird Harris Wealth Management
Texas
USD 1471 M +USD 19.3 M +1% 0.52% 41.3% 739 12.04% 2.2
Shufro Rose & Co
1828
Shufro Rose & Co
New York
USD 1470 M -USD 8.04 M -0.5% 1.73% 68.1% 326 12.88% 5.3
Sound View Wealth Advisors Group
1829
Sound View Wealth Advisors Group
Georgia
USD 1470 M -USD 20.7 M -1% 0.62% 73% 438 8.68% 4.1
Kentucky Retirement Systems Insurance Trust Fund
1830
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 1470 M -USD 76.5 M -5% 2.41% 115% 496 0.81% 7.2
Falcon Wealth Planning
1831
Falcon Wealth Planning
California
USD 1468 M +USD 281 M +24% 1.15% 52.7% 247 17% 2.2
Verus Capital Partners
1832
Verus Capital Partners
Arizona
USD 1463 M -USD 38.3 M -3% 2.36% 158% 510 19.41% 2.7
PWMAG
1833
Pinnacle Wealth Management Advisory Group
New Jersey
USD 1463 M +USD 10.6 M +0.7% 0.01% 90.7% 601 20.63% 3.3
Adelante Capital Management
1834
Adelante Capital Management
California
USD 1462 M -USD 21.6 M -1% 5.89% 43.2% 46 17.39% 4.6
LLL
1835
Lynrock Lake LP
New York
USD 1462 M -USD 55.1 M -4% 8.63% 21.2% 29 17.24% 2.5
MCI
1836
McDonald Capital Investors
California
USD 1461 M -USD 169 M -10% 7.71% 60.1% 21 0% 7.4
Keystone Financial Group (Kentucky)
1837
Keystone Financial Group (Kentucky)
Kentucky
USD 1461 M +USD 109 M +8% 1.7% 116% 535 17.2% 2.1
Trinity Street Asset Management
1838
Trinity Street Asset Management
United Kingdom
USD 1458 M -USD 133 M -8% 12.3% 76.9% 23 8.7% 2.4
Signal Advisors Wealth
1839
Signal Advisors Wealth
Michigan
USD 1457 M +USD 199 M +16% 1.53% 70.5% 621 25.44% 0.9
Liberty 77 Capital
1840
Liberty 77 Capital
District of Columbia
USD 1457 M +USD 111 M +8% 18.6% – 4 25% 1.1
Beaumont Financial Advisors
1841
Beaumont Financial Advisors
Massachusetts
USD 1455 M -USD 62.9 M -4% 1.96% 93.3% 395 12.66% 4.7
CFS Investment Advisory Services
1842
CFS Investment Advisory Services
New Jersey
USD 1452 M +USD 82.7 M +6% 0.93% 59.7% 366 13.39% 1.9
Avalon Trust
1843
Avalon Trust
New Mexico
USD 1451 M -USD 94.8 M -6% 2.34% 118% 483 15.94% 1.8
Hikari Tsushin Inc
1844
Hikari Tsushin Inc
Japan
USD 1451 M -USD 84.6 M -6% 3.54% 59.5% 80 2.5% 5.2
DDD Partners
1845
DDD Partners
Washington
USD 1451 M -USD 121 M -8% 6.39% 85.9% 155 29.03% 2.5
Clear Harbor Asset Management
1846
Clear Harbor Asset Management
Connecticut
USD 1450 M -USD 28.3 M -2% 1.35% 98.6% 501 21.36% 4
SSI Investment Management
1847
SSI Investment Management
California
USD 1450 M -USD 25 M -2% 0.81% 15.7% 250 70% 2.6
Vantage Investment Partners
1848
Vantage Investment Partners
Missouri
USD 1449 M -USD 49.2 M -3% 1.81% 77.4% 66 9.09% 5
SIA
1849
Strategic Investment Advisors
Michigan
USD 1448 M +USD 291 M +25% 1.39% 66.1% 394 41.12% 1.9
Corda Investment Management
1850
Corda Investment Management
Texas
USD 1446 M +USD 71.4 M +5% 5.47% 85% 84 7.14% 5.6