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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)
Donor Advised Charitable Giving
1926
Donor Advised Charitable Giving
California
USD 1038 M +USD 479 M +86% 38.1% 418% 61 34.43% 1.7
Montag & Caldwell
1927
Montag & Caldwell
Georgia
USD 1037 M -USD 47.9 M -4% 14.7% 91.3% 74 8.11% 4.1
Orgel Wealth Management
1928
Orgel Wealth Management
Wisconsin
USD 1036 M +USD 156 M +18% 4.52% 39.6% 68 19.12% 2.4
Cat Rock Capital Management
1929
Cat Rock Capital Management
Connecticut
USD 1035 M -USD 104 M -9% 3.42% 66.7% 10 40% 1.5
Kovack Advisors
1930
Kovack Advisors
Florida
USD 1035 M +USD 115 M +12% 9.37% 118% 797 22.33% 2.2
RPGK
1931
Retirement Planning Group (Kansas)
Kansas
USD 1034 M +USD 155 M +18% 6.85% 54.7% 112 25.89% 2.8
Washington Trust Bank
1932
Washington Trust Bank
Washington
USD 1034 M +USD 178 M +21% 12.1% 89.9% 239 15.06% 4.2
XS
1933
XR Securities
Illinois
USD 1034 M +USD 817 M +377% 10.3% 17% 570 51.75% 0.7
Global Alpha Capital Management
1934
Global Alpha Capital Management
Quebec, Canada
USD 1032 M +USD 132 M +15% 10.2% 80.4% 36 8.33% 4.1
Hackensack Meridian Health
1935
Hackensack Meridian Health
New Jersey
USD 1031 M – – 4.1% 53.4% 7 – 0
First Interstate Bank
1936
First Interstate Bank
Montana
USD 1031 M +USD 55.3 M +6% 5.32% 49.7% 114 5.26% 4.9
Advisors Preferred
1937
Advisors Preferred
Maryland
USD 1030 M +USD 310 M +43% 6.02% 102% 250 63.2% 0.8
Ashton Thomas Private Wealth
1938
Ashton Thomas Private Wealth
Arizona
USD 1030 M +USD 337 M +49% 9.59% 85.9% 466 27.47% 1.1
NXG Investment Management
1939
NXG Investment Management
Texas
USD 1029 M -USD 5.16 M -0.5% 0.28% 121% 130 34.62% 2.1
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
USD 1029 M +USD 127 M +14% 10.4% 76.1% 308 20.78% 2.3
AAM
1941
AO Asset Management
New York
USD 1028 M -USD 332 M -24% 12.1% 127% 68 36.76% 1.5
Johns Hopkins University
1942
Johns Hopkins University
Maryland
USD 1027 M -USD 204 M -17% 3.48% 30.6% 13 30.77% 0.5
Middleton & Co
1943
Middleton & Co
Massachusetts
USD 1026 M +USD 92.2 M +10% 10.9% 81.8% 167 8.98% 5.4
HighTower Trust
1944
HighTower Trust
Texas
USD 1026 M +USD 213 M +26% 10.9% 90.4% 231 57.14% 1.8
IFG Advisory
1945
IFG Advisory
Georgia
USD 1026 M +USD 98.2 M +11% 8.62% 70.1% 519 12.14% 2.2
Garde Capital
1946
Garde Capital
Washington
USD 1023 M +USD 55.3 M +6% 6.46% 67.6% 304 14.8% 2.5
JB Capital
1947
JB Capital
Connecticut
USD 1022 M +USD 249 M +32% 5.75% 83.8% 351 38.46% 0.2
Anson Funds Management
1948
Anson Funds Management
Texas
USD 1021 M -USD 36.2 M -3% 1.54% 2,010% 491 69.25% 0.2
Bramshill Investments
1949
Bramshill Investments
Florida
USD 1021 M -USD 155 M -13% 1.25% 3.6% 145 29.66% 1.6
Phillips Financial Management
1950
Phillips Financial Management
Indiana
USD 1021 M +USD 54.8 M +6% 4.48% 45.6% 93 6.45% 5.3