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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 808 M -USD 33.1 M -4% 3.06% 62.8% 285 7.72% 2.4
ARS Investment Partners
2077
ARS Investment Partners
New York
USD 807 M -USD 49 M -6% 1.62% 260% 167 13.77% 3
First Nebraska Trust
2078
First Nebraska Trust
Nebraska
USD 806 M -USD 31.5 M -4% 3.44% 67.9% 181 6.63% 5.9
Lattice Capital Management
2079
Lattice Capital Management
Washington
USD 806 M +USD 20.7 M +3% 3.57% 187% 44 45.45% 1.3
SGCIA
2080
Smith Graham & Co Investment Advisors
Texas
USD 804 M -USD 22.2 M -3% 1.49% 56.9% 145 6.9% 6.3
1834 Investment Advisors
2081
1834 Investment Advisors
Wisconsin
USD 804 M -USD 35.2 M -4% 3.02% 68.7% 243 10.7% 4.6
Sound View Wealth Advisors Group
2082
Sound View Wealth Advisors Group
Georgia
USD 804 M +USD 41.2 M +5% 2.6% 73% 379 7.92% 2.7
Radcliffe Capital Management
2083
Radcliffe Capital Management
Pennsylvania
USD 804 M -USD 371 M -32% 1.56% 4.8% 602 23.75% 1.5
Syon Capital
2084
Syon Capital
California
USD 803 M – – 2.69% 74% 366 – 0
Voya Financial Advisors
2085
Voya Financial Advisors
Connecticut
USD 803 M -USD 55.8 M -6% 3.49% 44.8% 245 13.47% 5.4
Arax Advisory Partners
2086
Arax Advisory Partners
Colorado
USD 803 M +USD 19.6 M +2% 3.74% 64.7% 1,390 13.81% 2.8
Crescent Grove Advisors
2087
Crescent Grove Advisors
Illinois
USD 803 M -USD 129 M -14% 1.57% 64.1% 310 19.03% 3
Jacobs & Co
2088
Jacobs & Co
California
USD 802 M -USD 38.5 M -5% 2.86% 105% 121 1.65% 7.1
Sand Grove Capital Management
2089
Sand Grove Capital Management
United Kingdom
USD 802 M -USD 51.8 M -6% 12.2% 410% 48 75% 0.2
CenterBook Partners
2090
CenterBook Partners
Connecticut
USD 802 M +USD 2.33 M +0.3% 5.51% 62.4% 521 43.38% 0.7
JNBA Financial Advisors
2091
JNBA Financial Advisors
Minnesota
USD 801 M -USD 33.2 M -4% 3.38% 61.8% 769 11.05% 4.3
BIC
2092
Beach Investment Counsel
Pennsylvania
USD 800 M -USD 40.5 M -5% 2.22% 36% 163 12.27% 5.7
AlphaStar Capital Management
2093
AlphaStar Capital Management
North Carolina
USD 799 M -USD 86.8 M -10% 2.97% 69.5% 275 20% 2.4
Verity & Verity
2094
Verity & Verity
South Carolina
USD 798 M -USD 16.9 M -2% 3.23% 90.4% 107 8.41% 5.2
Traynor Capital Management
2095
Traynor Capital Management
Pennsylvania
USD 798 M -USD 17 M -2% 3.05% 225% 244 15.98% 3.1
Woodstock Corp
2096
Woodstock Corp
Massachusetts
USD 797 M -USD 50 M -6% 3.71% 115% 175 6.86% 7
Callahan Advisors
2097
Callahan Advisors
Texas
USD 796 M -USD 26.8 M -3% 1.94% 87.7% 141 6.38% 5.8
Atmos Capital Gestao de Recursos
2098
Atmos Capital Gestao de Recursos
Brazil
USD 796 M +USD 171 M +27% 3.5% 101% 14 14.29% 1.6
Meeder Advisory Services
2099
Meeder Advisory Services
Ohio
USD 795 M -USD 133 M -14% 2.94% 91.4% 453 15.01% 0.7
Voss Capital
2100
Voss Capital
Texas
USD 795 M -USD 32.8 M -4% 10.1% 78.4% 51 27.45% 1