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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)
One River Asset Management
2501
One River Asset Management
Connecticut
USD 768 M -USD 660 M -46% 6.37% 27% 335 36.72% 0.8
Silicon Valley Capital Partners
2502
Silicon Valley Capital Partners
California
USD 768 M +USD 41.6 M +6% 4.27% 103% 334 15.57% 1.8
Technology Crossover Management IX
2503
Technology Crossover Management IX
California
USD 768 M +USD 50.4 M +7% 11.1% 13% 6 0% 4.9
KWB Wealth
2504
KWB Wealth
California
USD 767 M +USD 40.3 M +6% 5.67% 54.8% 140 13.57% 2
Eubel Brady & Suttman Asset Management
2505
Eubel Brady & Suttman Asset Management
Ohio
USD 766 M +USD 75.3 M +11% 9.03% 40.2% 97 15.46% 4.5
Optimus Prime Fund Management
2506
Optimus Prime Fund Management
Cayman Islands
USD 766 M -USD 83.2 M -10% 15% 94.5% 30 40% 2.1
Barlow Wealth Partners
2507
Barlow Wealth Partners
Kentucky
USD 765 M +USD 42.6 M +6% 7.71% 101% 153 6.54% 0.7
HCR Wealth Advisors
2508
HCR Wealth Advisors
California
USD 764 M +USD 64.4 M +9% 6.14% 107% 235 8.94% 3.6
Laird Norton Wetherby Trust Company
2509
Laird Norton Wetherby Trust Company
Washington
USD 764 M +USD 54.6 M +8% 3.05% 88.1% 93 32.26% 1.5
Genus Capital Management
2510
Genus Capital Management
British Columbia, Canada
USD 763 M +USD 6.18 M +0.8% – – 224 29.91% 0.2
Simcoe Capital Management
2511
Simcoe Capital Management
New York
USD 762 M +USD 96 M +14% 5.04% 48.7% 22 68.18% 1.1
Professional Advisory Services
2512
Professional Advisory Services
Florida
USD 762 M +USD 29.4 M +4% 6.47% 69.3% 82 6.1% 5.9
BlackBarn Capital Partners
2513
BlackBarn Capital Partners
New York
USD 761 M -USD 364 M -32% 10.9% – 25 36% 0.5
Cornerstone Advisory
2514
Cornerstone Advisory
Maryland
USD 760 M +USD 48.9 M +7% 5.58% 53.5% 224 8.04% 4.7
Insight Wealth Strategies
2515
Insight Wealth Strategies
California
USD 759 M +USD 56.4 M +8% 5.96% 83.5% 174 18.39% 2.6
McGowan Group Asset Management
2516
McGowan Group Asset Management
Texas
USD 759 M +USD 40.9 M +6% 4.14% 69.8% 134 16.42% 3.9
Cary Street Partners Asset Management
2517
Cary Street Partners Asset Management
Virginia
USD 759 M +USD 77.8 M +11% 5.25% 25.3% 218 11.01% 2.4
Aviance Capital Partners
2518
Aviance Capital Partners
Florida
USD 758 M +USD 55.2 M +8% 6.94% 109% 341 9.09% 4.2
MayTech Global Investments
2519
MayTech Global Investments
New York
USD 757 M +USD 89.5 M +13% 2.42% 158% 32 12.5% 3.9
Sandler Capital Management
2520
Sandler Capital Management
New York
USD 757 M -USD 176 M -19% 13.8% 325% 182 54.4% 0.7
SPX Gestao de Recursos
2521
SPX Gestao de Recursos
Brazil
USD 757 M +USD 85.3 M +13% 4.86% 98.1% 108 67.59% 0.6
Jackson Thornton Wealth Management
2522
Jackson Thornton Wealth Management
Alabama
USD 756 M +USD 103 M +16% 6.55% 64.4% 64 12.5% 1.5
AAA
2523
Adams Asset Advisors
Texas
USD 756 M -USD 10.5 M -1% 0.53% 66.8% 76 5.26% 4.9
Spirepoint Private Client
2524
Spirepoint Private Client
Florida
USD 755 M +USD 49.8 M +7% 6.22% – 220 10% 0.4
Arbor Investment Advisors
2525
Arbor Investment Advisors
North Carolina
USD 755 M +USD 71.3 M +10% 5.7% 48.5% 119 17.65% 4.2