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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)
Beaird Harris Wealth Management
1951
Beaird Harris Wealth Management
Texas
USD 1062 M +USD 36.5 M +4% 0.54% 41.3% 805 30.31% 1.3
Main Street Financial Solutions
1952
Main Street Financial Solutions
Pennsylvania
USD 1062 M +USD 125 M +13% 3.7% 75.4% 572 11.71% 2.1
TCI Wealth Advisors
1953
TCI Wealth Advisors
Arizona
USD 1060 M +USD 45.3 M +4% 0.36% 65% 231 10.39% 7.1
Greenwood Gearhart
1954
Greenwood Gearhart
Arkansas
USD 1060 M +USD 34.8 M +3% 2.97% 70.6% 112 11.61% 4.1
Founders Financial Securities
1955
Founders Financial Securities
Maryland
USD 1057 M +USD 104 M +11% 2.15% 64.3% 438 15.3% 2.1
Narwhal Capital Management
1956
Narwhal Capital Management
Georgia
USD 1057 M +USD 35.8 M +4% 5.58% 93.8% 169 9.47% 5.4
Girard Partners
1957
Girard Partners
Pennsylvania
USD 1057 M -USD 5.39 M -0.5% 2.69% 25.7% 268 5.6% 4.8
PDT Partners
1958
PDT Partners
New York
USD 1056 M -USD 1.38 M -0.1% 1.02% 211% 774 36.05% 0.8
U.S. Global Investors (USGI)
1959
U.S. Global Investors (USGI)
Texas
USD 1055 M -USD 161 M -13% 4.59% 151% 165 35.76% 2.1
Penn Capital Management
1960
Penn Capital Management
Pennsylvania
USD 1054 M -USD 70.7 M -6% 0.16% 181% 167 26.95% 2
Carlyle Group
1961
Carlyle Group
District of Columbia
USD 1053 M -USD 533 M -34% 16.4% 7.98% 33 9.09% 1.3
Ninepoint Partners
1962
Ninepoint Partners
Ontario, Canada
USD 1053 M +USD 109 M +12% 2.71% 82.6% 113 23.01% 1.4
Integral Health Asset Management
1963
Integral Health Asset Management
New York
USD 1053 M -USD 24.6 M -2% 14.5% 564% 105 55.24% 0.6
Bouchey Financial Group
1964
Bouchey Financial Group
New York
USD 1053 M +USD 36.4 M +4% 3.69% 66.7% 156 9.62% 3.1
Oak Ridge Investments
1965
Oak Ridge Investments
Illinois
USD 1050 M +USD 58.8 M +6% 9.78% 208% 157 15.92% 3.9
Sax Wealth Advisors
1966
Sax Wealth Advisors
New Jersey
USD 1050 M +USD 194 M +23% 1.34% 64.3% 287 38.33% 1.5
TCV Trust & Wealth Management
1967
TCV Trust & Wealth Management
Virginia
USD 1049 M +USD 4.86 M +0.5% 1.27% 75.3% 205 7.32% 6.5
Lyell Wealth Management
1968
Lyell Wealth Management
California
USD 1047 M +USD 63.9 M +6% 4.62% 128% 207 8.7% 3.8
ARS Investment Partners
1969
ARS Investment Partners
New York
USD 1046 M +USD 42.1 M +4% 4.12% 260% 183 22.95% 3.3
Condor Capital Management
1970
Condor Capital Management
New Jersey
USD 1046 M +USD 23.6 M +2% 1.77% 58.2% 204 16.18% 4.9
Cardiff Park Advisors
1971
Cardiff Park Advisors
California
USD 1045 M -USD 11 M -1% 2.27% 88.6% 363 12.67% 2
Colonial Trust Advisors
1972
Colonial Trust Advisors
South Carolina
USD 1044 M +USD 33.2 M +3% 4.62% 80% 1,055 31.66% 2.6
Nicolet Advisory Services
1973
Nicolet Advisory Services
Wisconsin
USD 1044 M +USD 59.2 M +6% 2.18% 62.7% 370 11.62% 2.5
Progeny 3 Inc
1974
Progeny 3 Inc
Washington
USD 1043 M +USD 135 M +15% 3.88% 96.8% 30 16.67% 1.8
Kintegral Advisory
1975
Kintegral Advisory
New York
USD 1043 M +USD 42.2 M +4% 4.59% 143% 283 23.67% 3.7