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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)
IA
2551
Independence Advisors
Pennsylvania
USD 414 M +USD 3.43 M +0.8% 6.77% 24.4% 168 41.07% 1.5
McAdam LLC
2552
McAdam LLC
Pennsylvania
USD 414 M +USD 47 M +13% 6.32% 65.4% 91 15.38% 1.7
WFI
2553
West Family Investments
California
USD 414 M +USD 11.2 M +3% 4.11% 116% 92 16.3% 3.8
VCM
2554
Vivaldi Capital Management
Illinois
USD 414 M -USD 8.6 M -2% 4.95% 69.2% 249 21.69% 1.3
AIP LLC
2555
AIP LLC
New York
USD 413 M +USD 27 M +7% 7% 54.9% 1 0% 2
Serengeti Asset Management
2556
Serengeti Asset Management
New York
USD 413 M +USD 207 M +101% 11.2% 14.9% 27 51.85% 1.3
HCR Wealth Advisors
2557
HCR Wealth Advisors
California
USD 412 M +USD 111 M +37% 9.67% 107% 252 48.41% 1.2
Private Ocean
2558
Private Ocean
California
USD 412 M +USD 9.36 M +2% 3.08% 2.82% 661 34.19% 2
Parkside Investments
2559
Parkside Investments
Illinois
USD 412 M +USD 38.1 M +10% 9.02% 70.4% 117 26.5% 1.4
TAM
2560
Tradition Asset Management
Virginia
USD 412 M +USD 25.5 M +7% 8.22% – 197 8.12% 0.5
Summit Financial Wealth Advisors
2561
Summit Financial Wealth Advisors
Louisiana
USD 412 M +USD 4.02 M +1% 6.11% 71.4% 152 14.47% 2.6
Empirical Finance
2562
Empirical Finance
Pennsylvania
USD 411 M +USD 53.1 M +15% 8.72% 124% 205 23.9% 1.1
Advisory Alpha
2563
Advisory Alpha
Michigan
USD 411 M +USD 73.3 M +22% 7.85% 50.3% 965 32.12% 0.4
German American Bancorp
2564
German American Bancorp
Indiana
USD 409 M +USD 32.7 M +9% 8.39% 92.3% 89 7.87% 1.2
ECG
2565
EPIQ Capital Group
California
USD 409 M – – 59.4% 6.25% 42 – 0
Verdence Capital Advisors
2566
Verdence Capital Advisors
Maryland
USD 409 M +USD 52.7 M +15% 8.54% 104% 343 17.49% 1.3
Gilbert & Cook
2567
Gilbert & Cook
Iowa
USD 408 M +USD 51.3 M +14% 5.47% 63.2% 152 22.37% 1.5
Gladstone Institutional Advisory
2568
Gladstone Institutional Advisory
Florida
USD 408 M +USD 14.8 M +4% 6.45% 85.6% 297 13.13% 0.7
Private Capital Advisors
2569
Private Capital Advisors
Connecticut
USD 408 M +USD 47.9 M +13% 13.8% 132% 92 14.13% 4.3
Incline Global Management
2570
Incline Global Management
New York
USD 408 M -USD 60.4 M -13% 9.08% 40.1% 25 40% 0.8
PFG Advisors
2571
PFG Advisors
Arizona
USD 408 M +USD 45.2 M +12% 6.19% 82.7% 322 13.04% 1.3
Conrad N. Hilton Foundation
2572
Conrad N. Hilton Foundation
California
USD 407 M +USD 239 M +142% 7.22% – 5 20% 1.6
Parker Investment Management
2573
Parker Investment Management
California
USD 407 M +USD 72.6 M +22% 9.07% 208% 44 13.64% 1.5
First National Bank & Trust Co of Newtown
2574
First National Bank & Trust Co of Newtown
Pennsylvania
USD 407 M +USD 37 M +10% 5.68% 55.7% 122 2.46% 5.3
Evermay Wealth Management
2575
Evermay Wealth Management
Virginia
USD 407 M +USD 39.8 M +11% 7.02% 56.2% 170 18.24% 2.7