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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)
BDO Wealth Advisors
1926
BDO Wealth Advisors
Florida
USD 804 M +USD 52 M +7% 8.89% 38.3% 1,096 9.22% 2.9
SWS
1927
SYSTM Wealth Solutions
Illinois
USD 804 M – – 11.5% – 524 – 0
Brandywine Oak Private Wealth
1928
Brandywine Oak Private Wealth
Pennsylvania
USD 804 M +USD 67.3 M +9% 7.6% 62.2% 306 22.22% 2.8
Keeley-Teton Advisors
1929
Keeley-Teton Advisors
Illinois
USD 804 M +USD 73.7 M +10% 14.7% 28.6% 390 10% 2.5
Blue Chip Partners
1930
Blue Chip Partners
Michigan
USD 804 M +USD 74 M +10% 10.8% 81.2% 194 28.35% 4
Trust Asset Management
1931
Trust Asset Management
Texas
USD 803 M +USD 70.1 M +10% 8.06% 91.1% 201 5.47% 2.1
Bank Hapoalim BM
1932
Bank Hapoalim BM
Israel
USD 802 M +USD 7.2 M +0.9% 8.38% 76.6% 173 11.56% 3.4
Nordwand Advisors
1933
Nordwand Advisors
Pennsylvania
USD 802 M – – 13.9% 93% 67 – 0
Resonant Capital Advisors
1934
Resonant Capital Advisors
Wisconsin
USD 802 M +USD 144 M +22% 8.32% 56.5% 269 20.82% 1.8
NewSquare Capital
1935
NewSquare Capital
Pennsylvania
USD 802 M +USD 1.56 M +0.2% 8.75% 76.5% 886 52.37% 1.5
Clear Harbor Asset Management
1936
Clear Harbor Asset Management
Connecticut
USD 801 M +USD 83.1 M +12% 10.5% 98.6% 406 22.17% 3.5
Condor Capital Management
1937
Condor Capital Management
New Jersey
USD 801 M +USD 32.9 M +4% 6.79% 58.2% 508 56.89% 3.9
Connors Investor Services
1938
Connors Investor Services
Pennsylvania
USD 801 M +USD 36.6 M +5% 10.4% 125% 160 8.75% 4.3
BIC
1939
Beach Investment Counsel
Pennsylvania
USD 801 M +USD 97.6 M +14% 10.1% 36% 157 8.92% 5.2
Jacobi Capital Management
1940
Jacobi Capital Management
Pennsylvania
USD 800 M +USD 69.3 M +9% 9.65% 76.6% 428 10.51% 4.7
Edgemoor Investment Advisors
1941
Edgemoor Investment Advisors
Maryland
USD 798 M +USD 47 M +6% 7.43% 109% 166 14.46% 4.4
Howe & Rusling
1942
Howe & Rusling
New York
USD 797 M +USD 44.2 M +6% 10.9% 82% 1,143 74.45% 4.7
Ally Invest Advisors
1943
Ally Invest Advisors
North Carolina
USD 797 M +USD 59 M +8% 7.18% 41.1% 40 35% 1.6
XML Financial
1944
XML Financial
Maryland
USD 796 M +USD 75.6 M +10% 8.79% 69.5% 347 13.83% 1.7
HPM
1945
H. Partners Management
New York
USD 793 M +USD 157 M +25% 23.3% 13.5% 3 33.33% 6
Bronte Capital Management
1946
Bronte Capital Management
Australia
USD 793 M -USD 10.4 M -1% 7.86% 123% 28 3.57% 2
CloudAlpha Capital Management
1947
CloudAlpha Capital Management
Hong Kong
USD 792 M +USD 185 M +30% 18.7% 2,704% 26 65.38% 0.2
Amica Mutual Insurance
1948
Amica Mutual Insurance
Rhode Island
USD 792 M +USD 86.1 M +12% 9.29% 80.4% 103 11.65% 4.9
Front Barnett Associates
1949
Front Barnett Associates
Illinois
USD 792 M +USD 33 M +4% 7.72% 40.5% 114 1.75% 6.7
Meeder Advisory Services
1950
Meeder Advisory Services
Ohio
USD 792 M – – 9.64% 91.4% 399 – 0