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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)
ArchPoint Investors
2701
ArchPoint Investors
Florida
USD 288 M -USD 79.6 M -22% 15.1% 111% 149 35.57% 2.3
TIFF Advisory Services
2702
TIFF Advisory Services
Pennsylvania
USD 288 M +USD 102 M +55% 15.6% 86.3% 11 45.45% 0.6
Plante Moran Financial Advisors
2703
Plante Moran Financial Advisors
Michigan
USD 288 M -USD 19.8 M -6% 9.07% 62.8% 1,013 34.16% 2.5
Dorchester Wealth Management
2704
Dorchester Wealth Management
Quebec, Canada
USD 287 M -USD 34.7 M -11% 12.8% 18.3% 130 16.92% 2.5
Boenning & Scattergood
2705
Boenning & Scattergood
Pennsylvania
USD 287 M -USD 28.1 M -9% 11.3% 34.5% 291 16.84% 0.5
Avidian Wealth Enterprises
2706
Avidian Wealth Enterprises
Texas
USD 286 M -USD 33.2 M -10% 12.8% 71.7% 127 44.88% 1.6
Spectrum Management Group
2707
Spectrum Management Group
Indiana
USD 286 M -USD 30.1 M -10% 11.1% 44% 250 28% 1.5
FNY Investment Advisers
2708
FNY Investment Advisers
New York
USD 286 M -USD 143 M -33% 1.89% 386% 1,291 75.68% 0.2
Lathrop Investment Management
2709
Lathrop Investment Management
Arkansas
USD 286 M -USD 101 M -26% 15.2% 72.2% 77 31.17% 3.4
Buckhead Capital Management
2710
Buckhead Capital Management
Georgia
USD 285 M -USD 40.7 M -12% 10.3% 67.6% 95 10.53% 4.3
Cranbrook Wealth Management
2711
Cranbrook Wealth Management
Michigan
USD 285 M +USD 49 k +0% 13% 48.8% 271 11.44% 3.3
Aviance Capital Partners
2712
Aviance Capital Partners
Florida
USD 285 M -USD 130 M -31% 15.2% 98.2% 221 9.95% 3.2
Gerber Kawasaki Wealth & Investment Management
2713
Gerber Kawasaki Wealth & Investment Management
California
USD 284 M -USD 83.9 M -23% 14.3% 91.5% 132 24.24% 1.5
Apriem Advisors
2714
Apriem Advisors
California
USD 284 M -USD 172 M -38% 11.9% 74.3% 169 28.99% 3.5
Aristotle Atlantic Partners
2715
Aristotle Atlantic Partners
Florida
USD 284 M +USD 120 M +73% 11.9% 144% 93 48.39% 0.5
Martin & Co
2716
Martin & Co
Tennessee
USD 283 M -USD 47.2 M -14% 13.5% 67.8% 115 2.61% 4.4
South Street Advisors
2717
South Street Advisors
New York
USD 283 M -USD 359 M -56% 14.8% 169% 72 20.83% 2.9
Raytheon Master Pension Trust
2718
Raytheon Master Pension Trust
Massachusetts
USD 283 M -USD 42.8 M -13% 13% 36.3% 5 0% 2.4
Gilbert & Cook
2719
Gilbert & Cook
Iowa
USD 283 M -USD 39.2 M -12% 11% 63.2% 107 17.76% 1.5
Allen Capital Group
2720
Allen Capital Group
Nebraska
USD 283 M -USD 18 M -6% 9.49% 56.9% 142 23.94% 0.8
Summit Trail Advisors
2721
Summit Trail Advisors
New York
USD 283 M -USD 170 M -38% 14.9% 74.8% 284 66.2% 0.7
Eos Management LP
2722
Eos Management LP
New York
USD 283 M -USD 106 M -27% 16% 149% 28 14.29% 4.1
Capital One Investing
2723
Capital One Investing
Virginia
USD 283 M – – 8.47% – 138 – 0
AIA International
2724
AIA International
Hong Kong
USD 283 M -USD 60.6 M -18% 19.5% 47.9% 8 12.5% 0.9
Diana Davis Spencer Foundation
2725
Diana Davis Spencer Foundation
Maryland
USD 283 M +USD 680 k +0.2% 0.26% 13.4% 3 0% 4