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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)
Koss-Olinger Consulting
2451
Koss-Olinger Consulting
Florida
USD 674 M +USD 86.7 M +15% 5.6% 57.9% 265 20% 0.2
TRUE Private Wealth Advisors
2452
TRUE Private Wealth Advisors
Oregon
USD 673 M +USD 54.4 M +9% 7.1% 89.2% 251 12.75% 2.7
HCM
2453
Harspring Capital Management
New York
USD 673 M +USD 100 M +17% 8.99% 70.6% 42 28.57% 0.7
Crestview Partners III
2454
Crestview Partners III
New York
USD 672 M +USD 224 M +50% 50.7% 51.2% 3 33.33% 3.3
Venrock Management V
2455
Venrock Management V
California
USD 672 M -USD 305 M -31% 50.7% – 3 33.33% 1
Managed Asset Portfolios
2456
Managed Asset Portfolios
Michigan
USD 672 M +USD 49.6 M +8% 3.44% 99.2% 37 2.7% 3.4
Asset Dedication LLC
2457
Asset Dedication LLC
California
USD 671 M +USD 229 M +52% 4.62% 67.8% 887 25.59% 2.4
Clearline Capital
2458
Clearline Capital
New York
USD 671 M -USD 100 M -13% 2.28% 57.4% 170 43.53% 0.4
Azzad Asset Management
2459
Azzad Asset Management
Virginia
USD 671 M +USD 67.4 M +11% 9.47% 101% 343 16.03% 3
First Trust Capital Management
2460
First Trust Capital Management
Illinois
USD 670 M +USD 159 M +31% 10.5% 214% 282 43.97% 0.2
Apriem Advisors
2461
Apriem Advisors
California
USD 670 M +USD 24.9 M +4% 6.51% 74.3% 158 10.76% 3.7
KFS
2462
Kurt F. Somerville
USD 670 M +USD 37.9 M +6% 6.58% 92.9% 114 1.75% 5
JFS Wealth Advisors
2463
JFS Wealth Advisors
Pennsylvania
USD 670 M +USD 180 M +37% 4.4% 54.8% 655 16.03% 3.8
First Trust Direct Indexing
2464
First Trust Direct Indexing
Massachusetts
USD 670 M +USD 294 M +78% 8.66% 69% 604 37.42% 0.3
PrairieView Partners
2465
PrairieView Partners
Minnesota
USD 668 M +USD 42.9 M +7% 4.11% 34% 393 11.7% 1.3
Tradition Wealth Management
2466
Tradition Wealth Management
Minnesota
USD 668 M +USD 90.1 M +16% 6.1% 69.6% 1,202 37.27% 0.3
Fusion Family Wealth
2467
Fusion Family Wealth
New York
USD 668 M +USD 21.4 M +3% 5.48% 58.2% 110 70.91% 3.6
Parthenon LLC
2468
Parthenon LLC
Kentucky
USD 667 M +USD 45.6 M +7% 7.79% 93.3% 122 5.74% 5.5
Simplify Asset Management
2469
Simplify Asset Management
Nevada
USD 667 M +USD 418 M +168% 8.49% 45% 24 58.33% 0.2
Van Hulzen Asset Management
2470
Van Hulzen Asset Management
California
USD 667 M +USD 40.7 M +6% 6.12% 86.3% 295 18.98% 2.2
KWMG LLC
2471
KWMG LLC
Kansas
USD 667 M +USD 39.6 M +6% 4.78% 76.2% 143 2.1% 3.7
Toews Corporation
2472
Toews Corporation
New Jersey
USD 666 M -USD 552 M -45% 1.27% 22% 122 90.98% 1.7
Abbrea Capital
2473
Abbrea Capital
California
USD 666 M +USD 60.7 M +10% 7.12% 38% 240 7.5% 2.7
Maple Rock Capital Partners
2474
Maple Rock Capital Partners
Ontario, Canada
USD 665 M -USD 23.9 M -3% 31.3% 602% 26 38.46% 1.4
Private Capital Management (Florida)
2475
Private Capital Management (Florida)
Florida
USD 665 M +USD 77 M +13% 12.3% 118% 89 55.06% 1.9