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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)
Strategic Global Advisors
2401
Strategic Global Advisors
California
USD 623 M -USD 1.95 M -0.3% 7.49% 137% 155 22.58% 2
Adams Natural Resources Fund
2402
Adams Natural Resources Fund
Maryland
USD 622 M -USD 25.2 M -4% 3.03% 50.6% 56 3.57% 5.8
LCM
2403
Lonestar Capital Management
California
USD 622 M +USD 184 M +42% 12.1% 260% 33 33.33% 0.9
Resources Management Corp
2404
Resources Management Corp
Connecticut
USD 622 M -USD 11.5 M -2% 1.97% 78.5% 516 19.38% 3.2
Sunbelt Securities
2405
Sunbelt Securities
Texas
USD 622 M +USD 110 M +21% 7.95% 83.5% 1,651 72.62% 0.8
George Kaiser Family Foundation
2406
George Kaiser Family Foundation
Oklahoma
USD 621 M -USD 56.9 M -8% 10.6% 106% 49 20.41% 2.6
WealthShield Partners
2407
WealthShield Partners
North Carolina
USD 620 M +USD 98.3 M +19% 5.83% 71% 494 43.72% 1.3
Keebeck Wealth Management
2408
Keebeck Wealth Management
Illinois
USD 620 M +USD 50.9 M +9% 5.69% 81.3% 263 14.83% 2
Sage Mountain Advisors
2409
Sage Mountain Advisors
Georgia
USD 620 M +USD 180 M +41% 7.7% 67% 390 42.82% 1
C2C Wealth Management
2410
C2C Wealth Management
Arizona
USD 620 M +USD 42.8 M +7% 6.02% 77.2% 243 31.28% 0.8
Pictet North America Advisors
2411
Pictet North America Advisors
Switzerland
USD 619 M +USD 38.3 M +7% 11.7% 67.7% 142 22.54% 3.9
Wealth Alliance
2412
Wealth Alliance
New York
USD 617 M +USD 54.1 M +10% 8.95% 75.7% 540 17.59% 1.7
Sierra Capital
2413
Sierra Capital
Florida
USD 616 M +USD 31.8 M +5% 3.71% 32.4% 654 72.63% 1.6
Cable Hill Partners
2414
Cable Hill Partners
Oregon
USD 615 M +USD 56.3 M +10% 6.35% 20.3% 223 26.46% 2.3
Tompkins Financial
2415
Tompkins Financial
New York
USD 614 M -USD 18.4 M -3% 3.3% 84.4% 651 8.29% 3.6
American Financial Advisors
2416
American Financial Advisors
Georgia
USD 614 M +USD 24.2 M +4% 5.4% 52.7% 130 5.38% 2.1
Nordwand Advisors
2417
Nordwand Advisors
Pennsylvania
USD 614 M -USD 188 M -23% 5.36% 93% 141 63.83% 0.1
CKW Financial Group
2418
CKW Financial Group
Hawaii
USD 613 M +USD 18.9 M +3% 6.62% 70.3% 207 3.38% 5.5
Twele Capital Management
2419
Twele Capital Management
Minnesota
USD 612 M +USD 2.56 M +0.4% 4.6% 37.1% 40 0% 7.4
Goodnow Investment Group
2420
Goodnow Investment Group
Connecticut
USD 612 M -USD 12.1 M -2% 8.44% 131% 18 5.56% 4.4
Avala Global
2421
Avala Global
New York
USD 611 M +USD 335 M +121% 32.3% 552% 15 26.67% 0.2
White Mountains Insurance Group
2422
White Mountains Insurance Group
New Hampshire
USD 611 M +USD 109 M +22% 25.1% 105% 2 0% 1.4
Virtue Capital Management
2423
Virtue Capital Management
Tennessee
USD 611 M -USD 44 M -7% 4.17% 97.9% 448 27.68% 1.2
Strategic Wealth Partners Group
2424
Strategic Wealth Partners Group
Illinois
USD 611 M +USD 140 M +30% 6.68% – 60 18.33% 3.5
Anson Funds Management
2425
Anson Funds Management
Texas
USD 610 M +USD 4.86 M +0.8% 25.1% 2,010% 286 58.39% 0.6