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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)
NRA
2701
NSI Retail Advisors
Pennsylvania
USD 672 M +USD 99.1 M +17% 5.21% 26.2% 46 67.39% 1.2
Brandywine Trust
2702
Brandywine Trust
Delaware
USD 671 M +USD 68.8 M +11% 7.42% 32.7% 33 6.06% 7.2
Cullen Investment Group
2703
Cullen Investment Group
Louisiana
USD 671 M +USD 43.6 M +7% 7.77% 102% 185 5.95% 0.7
Estabrook Capital Management
2704
Estabrook Capital Management
New York
USD 671 M +USD 20.9 M +3% 5.91% 87.2% 361 3.6% 7.1
JC
2705
JBF Capital
Colorado
USD 670 M +USD 23.6 M +4% 4.97% 93.6% 94 20.21% 2
OLP Capital Management
2706
OLP Capital Management
Hong Kong
USD 669 M +USD 1.45 M +0.2% 28.3% 146% 7 42.86% 0.7
EAM Investors
2707
EAM Investors
California
USD 669 M +USD 53.6 M +9% 32.5% 6,012% 352 63.64% 0.3
Oak Hill Advisors
2708
Oak Hill Advisors
New York
USD 668 M -USD 132 M -16% 14.4% 42.4% 14 7.14% 4
Passaic Partners
2709
Passaic Partners
New Jersey
USD 668 M -USD 11.9 M -2% 6.84% 53.2% 14 35.71% 1.3
SC
2710
Sasco Capital
Connecticut
USD 668 M -USD 40.7 M -6% 10.8% 15.5% 52 1.92% 3.2
Abacus Wealth Partners
2711
Abacus Wealth Partners
California
USD 667 M +USD 63.7 M +11% 8.97% 49.5% 95 14.74% 1.9
MPM BioImpact
2712
MPM BioImpact
Massachusetts
USD 667 M +USD 23.1 M +4% 8.2% 550% 54 38.89% 1.1
Alaska Wealth Advisors
2713
Alaska Wealth Advisors
Alaska
USD 666 M +USD 21.8 M +3% 6.35% 44.3% 121 14.05% 2.4
BSW Wealth Partners
2714
BSW Wealth Partners
Colorado
USD 666 M +USD 56.9 M +9% 7.03% 75.4% 338 22.78% 3.3
CIA
2715
Covington Investment Advisors
Pennsylvania
USD 665 M +USD 41.9 M +7% 7.09% 100% 71 0% 6.3
Avalon Global Asset Management
2716
Avalon Global Asset Management
California
USD 665 M +USD 225 M +51% 1.07% 278% 48 39.58% 3.4
Mayflower Financial Advisors
2717
Mayflower Financial Advisors
Massachusetts
USD 664 M +USD 55.4 M +9% 7.42% 68.7% 381 8.92% 2.6
Archford Capital Strategies
2718
Archford Capital Strategies
Illinois
USD 664 M +USD 47 M +8% 5.83% 87.4% 266 7.52% 4.6
Graham Holdings Co Master Retirement Trust
2719
Graham Holdings Co Master Retirement Trust
Virginia
USD 664 M +USD 65 M +11% 11.1% 46% 2 0% 2
Onyx Bridge Wealth Group
2720
Onyx Bridge Wealth Group
New York
USD 663 M +USD 54.2 M +9% 6.02% 74.6% 299 13.38% 1.8
Parkside Investments
2721
Parkside Investments
Illinois
USD 663 M +USD 28.8 M +5% 5.66% 70.4% 101 18.81% 3.5
K.J. Harrison & Partners
2722
K.J. Harrison & Partners
Ontario, Canada
USD 662 M +USD 54.8 M +9% 8.92% 140% 233 31.76% 2.6
Capital Planning Advisors
2723
Capital Planning Advisors
California
USD 662 M +USD 77.9 M +13% 6.29% 64.2% 146 11.64% 4.3
Arvest Investments
2724
Arvest Investments
Arkansas
USD 662 M +USD 38.2 M +6% 6.62% 50% 162 3.7% 0.7
Seven Post Investment Office
2725
Seven Post Investment Office
California
USD 662 M +USD 122 M +23% 5.13% 44.4% 56 3.57% 3.5