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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)
Jay A. Fishman Ltd
2101
Jay A. Fishman Ltd
Michigan
USD 580 M +USD 46.8 M +9% 12.9% 119% 85 5.88% 4.3
FBP
2102
Flippin Bruce & Porter
Virginia
USD 580 M +USD 17.5 M +3% 7.44% 44.4% 79 2.53% 4.9
NWAM LLC
2103
NWAM LLC
Washington
USD 578 M +USD 44 M +8% 7.35% 112% 431 13.46% 2.8
Circle Wealth Management
2104
Circle Wealth Management
New Jersey
USD 577 M +USD 108 M +23% 9.92% 71.8% 204 25.49% 1.2
Resources Management Corp
2105
Resources Management Corp
Connecticut
USD 577 M +USD 36.8 M +7% 8.7% 78.5% 554 20.04% 1.1
Exencial Wealth Advisors
2106
Exencial Wealth Advisors
Oklahoma
USD 577 M +USD 112 M +24% 9.03% 58% 273 12.82% 2.4
United Bank (Virginia)
2107
United Bank (Virginia)
Virginia
USD 577 M +USD 30.2 M +6% 7.59% 76.1% 146 10.96% 2.3
Clear Harbor Asset Management
2108
Clear Harbor Asset Management
Connecticut
USD 577 M +USD 65 M +13% 8.26% 98.6% 802 68.2% 1.1
Buckingham Capital Management (Ohio)
2109
Buckingham Capital Management (Ohio)
Ohio
USD 577 M +USD 38.1 M +7% 7.18% 26.3% 137 9.49% 4.2
Private Capital Management (Florida)
2110
Private Capital Management (Florida)
Florida
USD 576 M +USD 1.09 M +0.2% 12.4% 118% 63 44.44% 2.9
Raging Capital Management
2111
Raging Capital Management
New Jersey
USD 576 M -USD 43.8 M -7% 3.4% 6.41% 53 49.06% 1.4
Crescent Grove Advisors
2112
Crescent Grove Advisors
Illinois
USD 576 M +USD 54.9 M +11% 8.96% 64.1% 174 17.82% 1.8
Mount Yale Investment Advisors
2113
Mount Yale Investment Advisors
Colorado
USD 576 M +USD 16.9 M +3% 10.8% 81.9% 345 18.84% 1.3
Arete Wealth Advisors
2114
Arete Wealth Advisors
Illinois
USD 576 M +USD 52.6 M +10% 6.48% 85.3% 440 19.32% 1.9
PagnatoKarp Partners
2115
PagnatoKarp Partners
Virginia
USD 576 M +USD 71.6 M +14% 7.6% 2.06% 193 9.33% 1.8
AAA
2116
Adams Asset Advisors
Texas
USD 575 M -USD 39.1 M -6% 0.99% 66.8% 102 34.31% 2.9
Efficient Advisors
2117
Efficient Advisors
Ohio
USD 575 M +USD 27.4 M +5% 4.74% 30.6% 50 0% 4.7
FC
2118
Fore Capital
New York
USD 574 M -USD 1072 M -65% 2.41% 25.4% 80 61.25% 0.3
Planning Alternatives
2119
Planning Alternatives
Michigan
USD 573 M +USD 26.9 M +5% 6.03% 69.6% 52 5.77% 4.2
CX Institutional
2120
CX Institutional
Indiana
USD 573 M -USD 45.7 M -7% 6.21% 62.9% 792 8.59% 1
Spirit of America Management Corp
2121
Spirit of America Management Corp
New York
USD 573 M -USD 45.5 M -7% 1.22% 113% 246 7.32% 4.1
Glynn Capital Management
2122
Glynn Capital Management
California
USD 573 M +USD 25.7 M +5% 6.13% 252% 43 0% 3.9
Flagship Harbor Advisors
2123
Flagship Harbor Advisors
Massachusetts
USD 571 M +USD 60.8 M +12% 7.38% 75.7% 2,017 8.33% 1.5
Raub Brock Capital Management
2124
Raub Brock Capital Management
California
USD 570 M +USD 50.3 M +10% 8.14% 54.7% 62 11.29% 2.6
American Financial Advisors
2125
American Financial Advisors
Georgia
USD 570 M +USD 41.5 M +8% 4.64% 52.7% 97 8.25% 0.9