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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)
B. Riley Wealth Management
1976
B. Riley Wealth Management
Tennessee
USD 856 M +USD 80.9 M +10% 4.28% 32.2% 504 37.9% 1.4
Broad Bay Capital Management
1977
Broad Bay Capital Management
New York
USD 856 M -USD 34.5 M -4% 3.52% 338% 26 57.69% 0.8
MAM
1978
Mastrapasqua Asset Management
Tennessee
USD 855 M +USD 95.2 M +13% 4.79% 54.9% 156 17.31% 3.2
Principle Wealth Partners
1979
Principle Wealth Partners
Connecticut
USD 855 M +USD 96.2 M +13% 7.65% 90.7% 292 8.9% 1
Global Alpha Capital Management
1980
Global Alpha Capital Management
Quebec, Canada
USD 855 M +USD 39.3 M +5% 16.3% 80.4% 35 2.86% 3.6
Pictet North America Advisors
1981
Pictet North America Advisors
Switzerland
USD 855 M +USD 66 M +8% 2.47% 67.7% 130 11.54% 3.2
Focus Financial Network
1982
Focus Financial Network
Minnesota
USD 855 M -USD 274 M -24% 3.97% 106% 571 56.04% 1
Cipher Capital
1983
Cipher Capital
New York
USD 854 M +USD 24.8 M +3% 9% – 718 69.64% 0.3
Global Retirement Partners
1984
Global Retirement Partners
California
USD 854 M +USD 56.1 M +7% 4.96% – 1,961 17.29% 2.4
Crescent Grove Advisors
1985
Crescent Grove Advisors
Illinois
USD 853 M +USD 88.2 M +12% 3.74% 64.1% 217 18.89% 1.9
Executive Wealth Management
1986
Executive Wealth Management
Michigan
USD 852 M +USD 38.4 M +5% 3.25% 18.4% 200 18.5% 1.3
Endurance Wealth Management
1987
Endurance Wealth Management
Rhode Island
USD 850 M +USD 58.1 M +7% 6.59% 59% 694 13.83% 3.8
AAM
1988
Autus Asset Management
Arizona
USD 849 M +USD 73.6 M +9% 2.13% 26.3% 169 11.83% 4.7
Jaffetilchin Investment Partners
1989
Jaffetilchin Investment Partners
Florida
USD 849 M +USD 144 M +20% 4.34% 88.1% 383 33.68% 1.2
BDO Wealth Advisors
1990
BDO Wealth Advisors
Florida
USD 848 M +USD 138 M +19% 6.54% 38.3% 1,298 33.44% 1.3
Zazove Associates
1991
Zazove Associates
Nevada
USD 848 M +USD 32.8 M +4% 2.97% 11% 124 15.32% 1.3
Main Management ETF Advisors
1992
Main Management ETF Advisors
California
USD 847 M +USD 208 M +32% 10.3% 97.2% 26 46.15% 1
CWM
1993
Cornerstone Wealth Management
Missouri
USD 846 M +USD 49 M +6% 4.54% 77.5% 488 20.9% 2.3
Trek Financial
1994
Trek Financial
Arizona
USD 844 M +USD 70.5 M +9% 5.22% 152% 274 49.27% 0.8
Condor Capital Management
1995
Condor Capital Management
New Jersey
USD 842 M +USD 52.1 M +7% 5.99% 64.8% 285 36.14% 2.9
Baldwin Wealth Partners
1996
Baldwin Wealth Partners
Massachusetts
USD 842 M +USD 46.5 M +6% 3.12% 94.5% 645 16.28% 3.2
First Interstate Bancsystem
1997
First Interstate Bancsystem
Montana
USD 841 M – – 4.15% – 104 – 0
Vicus Capital
1998
Vicus Capital
Pennsylvania
USD 841 M +USD 29.5 M +4% 5.85% 67% 253 18.18% 3.3
Summit Creek Advisors
1999
Summit Creek Advisors
Minnesota
USD 839 M +USD 59.6 M +8% 10.6% 84.6% 72 13.89% 2.6
Anson Funds Management
2000
Anson Funds Management
Texas
USD 839 M +USD 341 M +69% 3.19% 2,010% 369 87.53% 0.1