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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)
Montanaro Asset Management
2201
Montanaro Asset Management
United Kingdom
USD 665 M -USD 146 M -18% 17.6% 49.6% 49 10.2% 1.2
American Assets Capital Advisers
2202
American Assets Capital Advisers
California
USD 664 M -USD 184 M -22% 16.7% 73.5% 35 5.71% 2.9
WCM
2203
Wallace Capital Management
Texas
USD 664 M +USD 338 k +0.1% 8.36% 62.3% 72 2.78% 4.5
KWMG LLC
2204
KWMG LLC
Kansas
USD 664 M -USD 65.3 M -9% 11.2% 76.2% 146 7.53% 4.6
Elite Wealth Management
2205
Elite Wealth Management
Washington
USD 664 M +USD 49.1 M +8% 22.4% 142% 58 12.07% 3.2
Te Ahumairangi Investment Management
2206
Te Ahumairangi Investment Management
New Zealand
USD 663 M -USD 73.4 M -10% 11.9% 55.5% 99 4.04% 1.6
Wealthquest
2207
Wealthquest
Ohio
USD 663 M +USD 11 M +2% 13.1% 52.1% 152 26.97% 3.5
Ausdal Financial Partners
2208
Ausdal Financial Partners
Iowa
USD 663 M -USD 73 M -10% 14% 63.2% 520 20% 2.8
CM
2209
Conifer Management
New York
USD 662 M -USD 211 M -24% 16.4% 22.7% 12 33.33% 1.8
True Link Financial Advisors
2210
True Link Financial Advisors
California
USD 661 M -USD 30.3 M -4% 7.4% 26.8% 138 18.84% 1.2
Cardiff Park Advisors
2211
Cardiff Park Advisors
California
USD 661 M -USD 49.2 M -7% 15.1% 88.6% 345 16.52% 0.4
Randolph Company
2212
Randolph Company
Ohio
USD 661 M -USD 118 M -15% 10.9% 127% 52 13.46% 2.6
Arax Advisory Partners
2213
Arax Advisory Partners
Colorado
USD 660 M -USD 90.2 M -12% 11.2% 64.7% 1,273 19.17% 2.2
Stairway Partners
2214
Stairway Partners
Illinois
USD 660 M -USD 86.2 M -12% 14.8% 48.1% 10 0% 8.2
AAA
2215
Adams Asset Advisors
Texas
USD 660 M -USD 20.3 M -3% 5.8% 66.8% 81 11.11% 3.9
CAS Investment Partners
2216
CAS Investment Partners
Connecticut
USD 659 M -USD 835 M -56% 50.5% 527% 6 16.67% 3.1
JNBA Financial Advisors
2217
JNBA Financial Advisors
Minnesota
USD 659 M -USD 95.8 M -13% 13.5% 61.8% 771 12.06% 3.6
Tang Capital Management
2218
Tang Capital Management
California
USD 659 M +USD 159 M +32% 3.47% 493% 72 33.33% 0.6
EMG Holdings
2219
EMG Holdings
Connecticut
USD 659 M -USD 539 M -45% 12.1% 4.17% 368 51.9% 0.3
Endurance Wealth Management
2220
Endurance Wealth Management
Rhode Island
USD 658 M -USD 115 M -15% 13.8% 59% 662 4.53% 4.8
Atmos Capital Gestao de Recursos
2221
Atmos Capital Gestao de Recursos
Brazil
USD 658 M +USD 82.4 M +14% 29.6% 101% 29 20.69% 1
Quantitative Investment Management
2222
Quantitative Investment Management
Virginia
USD 656 M -USD 269 M -29% 24.9% 24.6% 334 80.54% 0.1
Cypress Capital Group
2223
Cypress Capital Group
Florida
USD 656 M -USD 156 M -19% 9.71% 97.8% 316 15.82% 4.3
Private Capital Management (Florida)
2224
Private Capital Management (Florida)
Florida
USD 656 M -USD 29.3 M -4% 9.98% 118% 128 39.84% 1.6
Marble Harbor Investment Counsel
2225
Marble Harbor Investment Counsel
Massachusetts
USD 656 M -USD 149 M -18% 12% 66.7% 192 7.81% 5.6