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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)
Arkadios Wealth Advisors
2401
Arkadios Wealth Advisors
Georgia
USD 694 M -USD 127 M -16% 0.74% 91.1% 2,136 14.14% 0.9
Circle Wealth Management
2402
Circle Wealth Management
New Jersey
USD 693 M -USD 3.05 M -0.4% 0.41% 71.8% 188 12.23% 2.1
Ashton Thomas Private Wealth
2403
Ashton Thomas Private Wealth
Arizona
USD 692 M +USD 37.4 M +6% 0.89% 77.5% 387 20.16% 1.2
Endeavour Capital Advisors
2404
Endeavour Capital Advisors
Connecticut
USD 692 M -USD 92 M -12% 3.71% 105% 69 13.04% 2.1
Teton Advisors
2405
Teton Advisors
New York
USD 690 M -USD 58.7 M -8% 3.36% 139% 415 7.23% 4.9
Connable Office Inc
2406
Connable Office Inc
Michigan
USD 689 M -USD 32.4 M -4% 0.76% 68.3% 224 10.71% 3.2
Financial Architects (New Jersey)
2407
Financial Architects (New Jersey)
New Jersey
USD 689 M -USD 5.45 M -0.8% 0.37% 31.3% 355 14.65% 4.4
Hein Park Capital Management
2408
Hein Park Capital Management
New York
USD 689 M +USD 158 M +30% 3.86% 122% 11 27.27% 0.6
Thomas White International
2409
Thomas White International
Illinois
USD 688 M -USD 40.6 M -6% 2.72% 34.9% 331 12.08% 2.6
K.J. Harrison & Partners
2410
K.J. Harrison & Partners
Ontario, Canada
USD 687 M -USD 267 M -28% 0.54% 140% 428 27.1% 1.4
TRUE Private Wealth Advisors
2411
TRUE Private Wealth Advisors
Oregon
USD 687 M +USD 14 M +2% 0.16% 89.2% 256 12.11% 2.8
Woodmont Investment Counsel
2412
Woodmont Investment Counsel
Tennessee
USD 687 M +USD 50.6 M +8% 0.22% 75.3% 213 8.45% 4.6
Private Trust Company
2413
Private Trust Company
Ohio
USD 687 M +USD 26.9 M +4% 0.19% 87.7% 409 5.87% 4.5
Royal Fund Management
2414
Royal Fund Management
Florida
USD 686 M +USD 82.4 M +14% 1.13% 103% 201 13.93% 2.8
KWMG LLC
2415
KWMG LLC
Kansas
USD 685 M +USD 18.5 M +3% 0.91% 76.2% 144 2.08% 3.9
MPAM
2416
Monarch Partners Asset Management
Massachusetts
USD 685 M -USD 10.4 M -1% 1.63% 136% 187 39.57% 0.7
St. James Investment Company
2417
St. James Investment Company
Texas
USD 684 M -USD 157 M -19% 2.02% 43.8% 38 7.89% 2.3
Investidor Profissional Gestao de Recursos
2418
Investidor Profissional Gestao de Recursos
Brazil
USD 683 M +USD 197 M +40% 0.91% 51.8% 25 24% 1.5
Southern Farm Bureau Life Insurance
2419
Southern Farm Bureau Life Insurance
Mississippi
USD 683 M -USD 44.7 M -6% 1.97% 52.3% 40 25% 0.6
Emery Howard Portfolio Management
2420
Emery Howard Portfolio Management
California
USD 683 M +USD 3.48 M +0.5% 1.39% 66.5% 47 2.13% 4.7
Strategic Global Advisors
2421
Strategic Global Advisors
California
USD 683 M +USD 132 M +24% 2.04% 137% 161 25.47% 1.6
Sycomore Asset Management
2422
Sycomore Asset Management
France
USD 683 M -USD 39 M -5% 0.4% 163% 124 33.06% 0.8
SCM
2423
SIR Capital Management
New York
USD 682 M +USD 6.8 M +1% 4.37% 71.1% 87 42.53% 0.6
WMS Partners
2424
WMS Partners
Maryland
USD 682 M +USD 5.8 M +0.9% 0.4% 10.8% 300 20% 3.3
Silverback Asset Management
2425
Silverback Asset Management
North Carolina
USD 681 M -USD 147 M -18% 0.46% 92.1% 88 29.55% 0.4