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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)
Marks Group Wealth Management
2076
Marks Group Wealth Management
Minnesota
USD 732 M +USD 75.3 M +11% 11.1% 62.8% 297 16.16% 1.9
Lisanti Capital Growth
2077
Lisanti Capital Growth
New York
USD 732 M -USD 15.6 M -2% 23.5% 1,490% 171 64.33% 0.4
Chai Trust Company
2078
Chai Trust Company
Illinois
USD 732 M +USD 59.7 M +9% 8.68% 12.7% 26 23.08% 4.1
Prospector Partners
2079
Prospector Partners
Connecticut
USD 731 M +USD 59.6 M +9% 13% 53.6% 117 11.11% 4.2
Callahan Advisors
2080
Callahan Advisors
Texas
USD 731 M +USD 34.4 M +5% 10.4% 87.7% 146 10.27% 5.8
Fusion Family Wealth
2081
Fusion Family Wealth
New York
USD 730 M +USD 65.2 M +10% 8.63% 58.2% 45 35.56% 3.8
Sawgrass Asset Management
2082
Sawgrass Asset Management
Florida
USD 730 M +USD 30 M +4% 9.04% 96.6% 170 18.24% 0.6
WCG Wealth Advisors
2083
WCG Wealth Advisors
Nevada
USD 729 M -USD 27.2 M -4% 7.04% 69.6% 289 48.79% 0.5
Lodbrok Capital
2084
Lodbrok Capital
United Kingdom
USD 727 M +USD 332 M +84% 30.3% 25.9% 10 50% 0.6
Pekin Hardy Strauss
2085
Pekin Hardy Strauss
Illinois
USD 727 M +USD 100 M +16% 10.7% 102% 348 20.4% 3.6
Verus Financial Partners
2086
Verus Financial Partners
Virginia
USD 727 M +USD 66.1 M +10% 7.13% 41.6% 109 15.6% 3
Silverback Asset Management
2087
Silverback Asset Management
North Carolina
USD 725 M +USD 18.7 M +3% 0.19% 92.1% 148 14.19% 0.6
Good Life Advisors
2088
Good Life Advisors
Pennsylvania
USD 724 M +USD 45.6 M +7% 6.93% 60% 374 11.23% 3
Carret Asset Management
2089
Carret Asset Management
New York
USD 724 M +USD 53.4 M +8% 10.5% 94.4% 281 5.69% 6.4
Arax Advisory Partners
2090
Arax Advisory Partners
Colorado
USD 723 M +USD 88.9 M +14% 6.91% 64.7% 1,372 19.39% 2.3
TCI Wealth Advisors
2091
TCI Wealth Advisors
Arizona
USD 722 M +USD 104 M +17% 10.8% 65% 2,722 16.02% 3.4
Brahman Capital
2092
Brahman Capital
New York
USD 721 M +USD 7.44 M +1% 9.1% 16.6% 28 39.29% 1.6
Intrust Bank
2093
Intrust Bank
Kansas
USD 721 M +USD 72.1 M +11% 11.3% 102% 395 11.9% 4.9
Mayflower Financial Advisors
2094
Mayflower Financial Advisors
Massachusetts
USD 720 M +USD 100 M +16% 9.95% 68.7% 371 13.48% 1.5
Smith, Moore & Co
2095
Smith, Moore & Co
Missouri
USD 720 M +USD 61.3 M +9% 8.72% 67% 397 10.58% 4.2
Hengehold Capital Management
2096
Hengehold Capital Management
Ohio
USD 720 M +USD 69.2 M +11% 9.31% 54.5% 176 17.61% 3.9
JNBA Financial Advisors
2097
JNBA Financial Advisors
Minnesota
USD 720 M +USD 71.6 M +11% 10.3% 61.8% 717 8.93% 4.3
Campbell Wealth Management
2098
Campbell Wealth Management
Virginia
USD 718 M +USD 26.5 M +4% 4.4% 11.2% 79 13.92% 2
Community Bank
2099
Community Bank
New York
USD 718 M +USD 62.8 M +10% 10.7% 73.5% 728 38.6% 4.7
United Asset Strategies
2100
United Asset Strategies
New York
USD 717 M +USD 66.5 M +10% 10.7% 94.6% 242 19.83% 2.8