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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)
Falcon Wealth Planning
2401
Falcon Wealth Planning
California
USD 770 M +USD 139 M +22% 2.34% 52.7% 142 11.27% 2
Hudson Valley Investment Advisors
2402
Hudson Valley Investment Advisors
New York
USD 769 M -USD 65.5 M -8% 2.65% 102% 185 5.95% 5.7
Private Advisory Group
2403
Private Advisory Group
Washington
USD 768 M +USD 67.3 M +10% 7.25% 177% 216 38.43% 1.8
HPM
2404
H. Partners Management
New York
USD 767 M -USD 49.3 M -6% 0.93% 13.5% 2 0% 7.5
AAA
2405
Adams Asset Advisors
Texas
USD 767 M -USD 6.31 M -0.8% 0.66% 66.8% 78 7.69% 4.8
Planning Center Inc
2406
Planning Center Inc
Illinois
USD 765 M +USD 306 M +67% 0.29% 38.9% 66 13.64% 1.6
Johnson Financial Group LLC (Colorado)
2407
Johnson Financial Group LLC (Colorado)
Colorado
USD 765 M -USD 27.6 M -3% 2.12% 58.7% 42 14.29% 2.7
GFI Investment Counsel
2408
GFI Investment Counsel
Ontario, Canada
USD 764 M -USD 24.9 M -3% 1.22% 41.8% 20 15% 3.7
Baxter Bros Inc
2409
Baxter Bros Inc
Connecticut
USD 764 M -USD 15.7 M -2% 1.26% 73.8% 162 8.02% 5.5
Broad Bay Capital Management
2410
Broad Bay Capital Management
New York
USD 763 M -USD 20.3 M -3% 11.5% 338% 24 37.5% 1.8
Cabot Wealth Management
2411
Cabot Wealth Management
Massachusetts
USD 763 M -USD 2.15 M -0.3% 2.94% 69.3% 145 11.03% 5
Towle & Co
2412
Towle & Co
Colorado
USD 763 M -USD 89 M -10% 8.75% 172% 66 19.7% 1.5
Stansberry Asset Management
2413
Stansberry Asset Management
Texas
USD 763 M +USD 21.4 M +3% 0.84% 79.6% 131 9.92% 1.9
Perseverance Asset Management International
2414
Perseverance Asset Management International
Cayman Islands
USD 762 M +USD 209 M +38% 1.38% 120% 22 18.18% 1.5
PCM
2415
Prime Capital Management
Hong Kong
USD 762 M +USD 139 M +22% 20.1% 579% 5 0% 1
Rossmore Private Capital
2416
Rossmore Private Capital
Connecticut
USD 761 M -USD 2.85 M -0.4% 2.34% 75.4% 237 4.22% 4.3
Cascade Financial Partners
2417
Cascade Financial Partners
California
USD 761 M +USD 66.6 M +10% 6.69% – 238 7.98% 0.2
Greenwood Capital Associates
2418
Greenwood Capital Associates
South Carolina
USD 761 M +USD 7.71 M +1% 3.03% 81.3% 267 21.35% 2.6
TIM
2419
Total Investment Management
Arizona
USD 760 M -USD 34.6 M -4% 0.96% 44.4% 78 19.23% 3
Waddell & Associates
2420
Waddell & Associates
Tennessee
USD 760 M +USD 20.2 M +3% 1.76% 194% 146 9.59% 2.2
Community Bank
2421
Community Bank
New York
USD 760 M -USD 2.19 M -0.3% 2.55% 73.5% 423 6.62% 6.2
Oslo Pensjonsforsikring
2422
Oslo Pensjonsforsikring
USD 760 M +USD 88.5 M +13% 1.02% 79% 455 96.48% 0.2
Diversified Portfolios Inc
2423
Diversified Portfolios Inc
Michigan
USD 759 M +USD 48.6 M +7% 0.93% 38.2% 141 14.89% 3.4
Heritage Trust
2424
Heritage Trust
Oklahoma
USD 758 M +USD 11.5 M +2% 2.36% – 295 7.12% 4.3
Siemens
2425
Siemens
Germany
USD 758 M +USD 7.49 M +1% 1.11% 16.8% 2 0% 2.1