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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)
Proficio Capital Partners
2401
Proficio Capital Partners
Massachusetts
USD 543 M +USD 8.29 M +2% 4.92% 97% 291 18.56% 2.4
Aaron Wealth Advisors
2402
Aaron Wealth Advisors
Illinois
USD 542 M +USD 144 M +36% 6.27% 108% 245 31.84% 1
Tectonic Advisors
2403
Tectonic Advisors
Texas
USD 542 M -USD 5.47 M -1% 6.39% 44.9% 220 7.27% 1.4
RR Advisors
2404
RR Advisors
Texas
USD 541 M +USD 28.3 M +6% 7.06% 115% 20 0% 3.2
Pinnacle Wealth Planning Services
2405
Pinnacle Wealth Planning Services
Ohio
USD 541 M -USD 15.6 M -3% 2.88% 82.1% 460 19.57% 2.2
Unison Advisors
2406
Unison Advisors
District of Columbia
USD 540 M +USD 152 M +39% 6.83% 54.6% 195 13.85% 2.3
Sirios Capital Management
2407
Sirios Capital Management
Massachusetts
USD 540 M -USD 14 M -3% 2.83% 177% 64 25% 1.6
Caledonia Investments plc (UK)
2408
Caledonia Investments plc (UK)
United Kingdom
USD 540 M -USD 51.4 M -9% 9.19% 61.9% 13 0% 4.8
CCMD
2409
Cypress Capital Management (Delaware)
Delaware
USD 539 M -USD 133 M -20% 5.59% 25.6% 210 15.71% 4
Sahana Capital Management
2410
Sahana Capital Management
Connecticut
USD 538 M -USD 47.7 M -8% 12.6% 0.48% 7 0% 1.7
Insight Wealth Strategies
2411
Insight Wealth Strategies
California
USD 538 M USD 0 0% 5.07% 83.5% 142 0% 2.4
Linse Capital
2412
Linse Capital
Puerto Rico
USD 538 M -USD 72.2 M -12% 8.91% – 2 0% 0.8
PRC
2413
Pearl River Capital
Michigan
USD 538 M +USD 113 M +26% 2.93% 20.3% 590 52.2% 0.3
Estabrook Capital Management
2414
Estabrook Capital Management
New York
USD 538 M -USD 45.6 M -8% 5.74% 87.2% 446 9.42% 4.9
Sierra Capital
2415
Sierra Capital
Florida
USD 538 M -USD 15 M -3% 2.58% 32.4% 757 13.61% 1.1
SCM
2416
Somerset Capital Management
United Kingdom
USD 537 M +USD 51.8 M +11% 1.47% 7.5% 11 9.09% 2.9
Guardian Wealth Advisors (North Carolina)
2417
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 537 M -USD 11 M -2% 3.86% 58.9% 379 14.25% 0.5
North Point Portfolio Managers
2418
North Point Portfolio Managers
Ohio
USD 536 M -USD 34.8 M -6% 2.59% 72.8% 77 12.99% 5.3
AA
2419
Ancient Art
Texas
USD 536 M -USD 114 M -18% 4.34% 168% 24 25% 1.8
Penobscot Investment Management
2420
Penobscot Investment Management
Massachusetts
USD 536 M -USD 43 M -7% 5.18% 103% 229 6.99% 5.9
CKW Financial Group
2421
CKW Financial Group
Hawaii
USD 535 M -USD 53.9 M -9% 6.83% 62.4% 220 5.91% 5
Lee Financial
2422
Lee Financial
Texas
USD 535 M -USD 10.4 M -2% 4.85% 75% 1,072 19.59% 2.2
BIT Capital
2423
BIT Capital
Germany
USD 534 M -USD 202 M -27% 0.21% 1,162% 180 58.89% 0.5
L.J. Altfest & Co
2424
L.J. Altfest & Co
New York
USD 533 M -USD 23.3 M -4% 6.12% 90.3% 286 20.63% 2.9
Zuckerman Investment Group
2425
Zuckerman Investment Group
Illinois
USD 533 M -USD 16.9 M -3% 2.88% 111% 128 20.31% 2.7