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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)
Steel Grove Capital Advisors
2451
Steel Grove Capital Advisors
Tennessee
USD 1073 M +USD 124 M +13% 15.1% 106% 237 13.08% 3.1
Graves Light Lenhart Wealth
2452
Graves Light Lenhart Wealth
Virginia
USD 1072 M +USD 111 M +12% 8.91% 47.7% 207 6.76% 4.9
Oak Harvest Investment Services
2453
Oak Harvest Investment Services
Texas
USD 1071 M +USD 113 M +12% 18.2% 112% 203 33.5% 2.2
Cypress Capital Group
2454
Cypress Capital Group
Florida
USD 1071 M +USD 182 M +20% 14.9% 97.8% 320 25% 4.9
Tamar Securities
2455
Tamar Securities
California
USD 1071 M +USD 136 M +15% 12.3% 84.8% 105 20.95% 2.8
Morgan Stanley Institutional Investment Advisors
2456
Morgan Stanley Institutional Investment Advisors
Colorado
USD 1071 M +USD 33.4 M +3% 7.33% – 5 0% 1.2
Legacy Advisors
2457
Legacy Advisors
Pennsylvania
USD 1071 M +USD 222 M +26% 16.7% – 349 23.5% 3.1
Broad Bay Capital Management
2458
Broad Bay Capital Management
New York
USD 1070 M -USD 106 M -9% 33.5% 338% 37 64.86% 0.8
Center for Financial Planning
2459
Center for Financial Planning
Michigan
USD 1070 M +USD 112 M +12% 11.6% 57.5% 687 7.28% 4.1
JCM
2460
Jag Capital Management
Missouri
USD 1068 M +USD 179 M +20% 37.7% 230% 176 28.98% 3.5
Uniplan Investment Counsel
2461
Uniplan Investment Counsel
Wisconsin
USD 1067 M +USD 92.6 M +10% 13.8% 70.5% 225 40.89% 2.2
Bedel Financial Consulting
2462
Bedel Financial Consulting
Indiana
USD 1065 M +USD 177 M +20% 19.3% 104% 322 12.11% 4.7
Schneider Downs Wealth Management Advisors
2463
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 1064 M +USD 157 M +17% 9.11% 55% 181 16.02% 3.8
NWF Advisory Services
2464
NWF Advisory Services
California
USD 1064 M +USD 178 M +20% 28.7% 111% 468 14.74% 1.6
Petrus Trust Company
2465
Petrus Trust Company
Texas
USD 1063 M +USD 148 M +16% 14% 36.9% 30 20% 3.4
Cutler Investment Counsel
2466
Cutler Investment Counsel
Oregon
USD 1062 M +USD 91.2 M +9% 9.37% 56.2% 159 9.43% 5.3
BDP
2467
Brehaut David Pascal
USD 1062 M +USD 154 M +17% 17% – 1 0% 0.5
Polaris Capital Management
2468
Polaris Capital Management
Massachusetts
USD 1061 M -USD 161 M -13% 14.6% 94.3% 90 13.33% 4.5
Synergy Asset Management
2469
Synergy Asset Management
Washington
USD 1061 M +USD 119 M +13% 22% 97.3% 338 44.38% 1.1
Planning Center Inc
2470
Planning Center Inc
Illinois
USD 1060 M +USD 72.6 M +7% 6% 38.9% 88 15.91% 2.7
Rhenman & Partners Asset Management
2471
Rhenman & Partners Asset Management
Sweden
USD 1059 M +USD 249 M +31% 22% 131% 106 25.47% 2.8
J. Stern & Co
2472
J. Stern & Co
United Kingdom
USD 1059 M +USD 27.8 M +3% 8.57% – 51 3.92% 1.7
Greylock XIV
2473
Greylock XIV
California
USD 1057 M -USD 178 M -14% 14.4% – 1 0% 0.5
Red Cedar Investment Management
2474
Red Cedar Investment Management
Michigan
USD 1056 M +USD 91.3 M +9% 10.2% 81.4% 95 9.47% 3
Minneapolis Portfolio Management Group
2475
Minneapolis Portfolio Management Group
Minnesota
USD 1055 M +USD 113 M +12% 20.8% 140% 35 8.57% 4.8