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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)
MBL Wealth
2251
MBL Wealth
North Carolina
USD 799 M +USD 89 M +13% 7.22% 52.7% 199 16.58% 1.4
Leuthold Group
2252
Leuthold Group
Minnesota
USD 799 M +USD 86.2 M +12% 12.6% 126% 197 19.29% 2.2
KCM
2253
Kingdon Capital Management
New York
USD 799 M -USD 69.3 M -8% 13.9% 217% 99 52.53% 0.8
Townsend & Associates
2254
Townsend & Associates
Colorado
USD 799 M +USD 325 M +69% 9.41% 58% 108 12.04% 1.6
Point72 Europe
2255
Point72 Europe
United Kingdom
USD 798 M -USD 833 M -51% 12.1% 95.4% 458 89.08% 0.1
Willow Creek Wealth Management
2256
Willow Creek Wealth Management
California
USD 798 M +USD 126 M +19% 7.46% – 145 9.66% 3.2
FourThought Financial Partners
2257
FourThought Financial Partners
Florida
USD 797 M +USD 81.8 M +11% 13% 95.9% 334 9.58% 0.9
Quest Investment Management
2258
Quest Investment Management
Oregon
USD 797 M +USD 89.4 M +13% 12.4% 105% 92 9.78% 5.3
United Bank (Virginia)
2259
United Bank (Virginia)
Virginia
USD 797 M +USD 35.4 M +5% 9.88% 76.1% 154 9.09% 4.6
CPIH
2260
Consolidated Press International Holdings
Australia
USD 796 M +USD 433 M +119% 16.6% – 28 67.86% 0.4
Regents of the University of California
2261
Regents of the University of California
California
USD 796 M +USD 17.3 M +2% 10.7% 76.6% 28 3.57% 6.3
James Investment Research
2262
James Investment Research
Ohio
USD 796 M +USD 38.7 M +5% 10.9% 110% 318 11.95% 4.5
Paradice Investment Management
2263
Paradice Investment Management
Colorado
USD 796 M -USD 371 M -32% 10.3% 72.2% 48 20.83% 2.8
WAM
2264
WT Asset Management
Hong Kong
USD 796 M -USD 105 M -12% 18.3% 2,732% 34 70.59% 0.4
Freemont Management
2265
Freemont Management
Switzerland
USD 795 M +USD 126 M +19% 12.2% 113% 94 23.4% 1.7
Sunbelt Securities
2266
Sunbelt Securities
Texas
USD 794 M +USD 71.6 M +10% 10% 83.5% 1,824 10.31% 1.5
Strategic Wealth Partners Group
2267
Strategic Wealth Partners Group
Illinois
USD 793 M +USD 119 M +18% 11.3% – 69 14.49% 3.8
Modern Wealth Management
2268
Modern Wealth Management
Kansas
USD 792 M – – 9.09% – 191 – 0
Caldwell Trust
2269
Caldwell Trust
Florida
USD 792 M +USD 59 M +8% 10.5% 97.5% 735 8.44% 3.3
Needham Investment Management
2270
Needham Investment Management
New York
USD 792 M +USD 204 M +35% 18.1% 424% 135 14.81% 4.4
Austin Private Wealth
2271
Austin Private Wealth
Texas
USD 792 M +USD 100 M +15% 9.61% 62.3% 276 35.14% 1.4
TRUE Private Wealth Advisors
2272
TRUE Private Wealth Advisors
Oregon
USD 790 M +USD 70 M +10% 9.51% 89.2% 296 14.19% 3.3
Azzad Asset Management
2273
Azzad Asset Management
Virginia
USD 790 M +USD 84.5 M +12% 12.4% 101% 320 10.63% 4.3
MV Capital Management
2274
MV Capital Management
Maryland
USD 790 M +USD 40.5 M +5% 8.9% 73.3% 780 15.9% 3.5
Griffin Asset Management
2275
Griffin Asset Management
New York
USD 789 M +USD 85 M +12% 13.4% 88.9% 211 9.95% 5.4