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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)
Newbrook Capital Advisors
2576
Newbrook Capital Advisors
New York
USD 793 M +USD 160 M +25% 24.9% 299% 23 26.09% 0.9
Rodgers Brothers
2577
Rodgers Brothers
Pennsylvania
USD 792 M +USD 41.4 M +6% 5.79% 108% 247 9.31% 6.2
ShawSpring Partners
2578
ShawSpring Partners
Massachusetts
USD 792 M +USD 64.6 M +9% 7.53% 3.53% 11 18.18% 1.2
Red Cedar Investment Management
2579
Red Cedar Investment Management
Michigan
USD 792 M +USD 69.3 M +10% 9.92% 81.4% 84 8.33% 2.8
Vancity Investment Management
2580
Vancity Investment Management
British Columbia, Canada
USD 792 M +USD 62.3 M +9% 9.24% – 78 15.38% 2.4
Insight Wealth Strategies
2581
Insight Wealth Strategies
California
USD 792 M +USD 48.9 M +7% 8.84% 83.5% 180 17.22% 2.6
Eubel Brady & Suttman Asset Management
2582
Eubel Brady & Suttman Asset Management
Ohio
USD 791 M +USD 31.6 M +4% 3.14% 40.2% 101 13.86% 4.3
Total Wealth Planning
2583
Total Wealth Planning
Ohio
USD 791 M +USD 138 M +21% 6.54% 37.2% 106 15.09% 3.2
Disciplina Capital Management
2584
Disciplina Capital Management
Tennessee
USD 791 M +USD 104 M +15% 4.65% 30% 63 3.17% 3
Rhenman & Partners Asset Management
2585
Rhenman & Partners Asset Management
Sweden
USD 791 M -USD 79 M -9% 4.51% 131% 105 24.76% 3.2
Moisand Fitzgerald Tamayo
2586
Moisand Fitzgerald Tamayo
Florida
USD 791 M +USD 67.9 M +9% 6.32% 51.1% 599 4.17% 4
1834 Investment Advisors
2587
1834 Investment Advisors
Wisconsin
USD 790 M +USD 13.3 M +2% 5.94% 68.7% 215 3.26% 5.6
Volterra Technologies
2588
Volterra Technologies
New York
USD 788 M – – 9.1% – 415 – 0
Quadcap Wealth Management
2589
Quadcap Wealth Management
Texas
USD 788 M +USD 97.5 M +14% 10.3% – 418 14.35% 1.1
WoodTrust Financial
2590
WoodTrust Financial
Wisconsin
USD 787 M +USD 72.7 M +10% 8.34% 80.3% 175 23.43% 3.4
Stillwater Capital Advisors
2591
Stillwater Capital Advisors
Pennsylvania
USD 786 M +USD 69.7 M +10% 17.6% 121% 71 4.23% 5.4
Northcape Capital
2592
Northcape Capital
Australia
USD 786 M – – 23.8% – 8 – 8.2
Souders Financial Advisors
2593
Souders Financial Advisors
Ohio
USD 786 M +USD 69.3 M +10% 7.98% 54.9% 208 15.38% 2.5
Genus Capital Management
2594
Genus Capital Management
British Columbia, Canada
USD 785 M +USD 95.7 M +14% 20% – 211 26.54% 0.2
Mosaic Family Wealth Partners
2595
Mosaic Family Wealth Partners
Missouri
USD 785 M +USD 81.2 M +12% 8.15% 67.5% 234 10.26% 1.9
Central Pacific Bank - Trust Division
2596
Central Pacific Bank - Trust Division
Hawaii
USD 785 M +USD 61.8 M +9% 12.5% – 878 9.11% 1
Philip James Wealth Mangement
2597
Philip James Wealth Mangement
Georgia
USD 784 M -USD 37.9 M -5% 3.46% – 175 8% 0.9
Qtron Investments
2598
Qtron Investments
Massachusetts
USD 783 M +USD 115 M +17% 14.5% 140% 419 13.6% 2.7
McGuire Investment Group
2599
McGuire Investment Group
Rhode Island
USD 783 M +USD 110 M +16% 18.3% 202% 119 12.61% 4.1
Stone Point Capital
2600
Stone Point Capital
Connecticut
USD 782 M +USD 11.8 M +2% 1.58% 15.7% 3 0% 8.1