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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)
Quantum Financial Advisors
2801
Quantum Financial Advisors
California
USD 656 M +USD 17.1 M +3% 1.46% 68% 210 20% 1.4
WAM
2802
Warberg Asset Management
Illinois
USD 656 M +USD 93.4 M +17% 16% 61.5% 259 42.86% 0.9
Johnson Bixby & Associates
2803
Johnson Bixby & Associates
Washington
USD 655 M -USD 791 k -0.1% 1.93% 48.7% 123 13.82% 2.5
Main Management Fund Advisors
2804
Main Management Fund Advisors
California
USD 655 M +USD 71.8 M +12% 2.6% 80% 6 16.67% 1.3
Maltese Capital Management
2805
Maltese Capital Management
New York
USD 655 M +USD 3.1 M +0.5% 7.73% 114% 122 22.95% 2.7
Financial Enhancement Group
2806
Financial Enhancement Group
Indiana
USD 654 M +USD 140 M +27% 0.02% 62.2% 157 52.23% 3
MAK Capital One
2807
MAK Capital One
New York
USD 654 M +USD 164 M +34% 15% 200% 13 46.15% 2.7
Fractal Investments
2808
Fractal Investments
Connecticut
USD 653 M +USD 61.9 M +10% 8.77% 74.2% 85 12.94% 1.7
Red Door Wealth Management
2809
Red Door Wealth Management
Tennessee
USD 653 M +USD 52 M +9% 2.9% 100% 242 16.53% 2.6
South Street Advisors
2810
South Street Advisors
New York
USD 652 M -USD 6.07 M -0.9% 3.22% 169% 75 10.67% 3.8
VCM
2811
Vivaldi Capital Management
Illinois
USD 652 M +USD 308 M +89% 0.29% 69.2% 293 24.91% 2.9
RCM
2812
Ratan Capital Management
Florida
USD 652 M +USD 281 M +76% 16% 616% 44 31.82% 1.9
Covenant Asset Management
2813
Covenant Asset Management
New Jersey
USD 652 M +USD 15.6 M +2% 6.13% 177% 183 11.48% 3.9
Intrua Financial
2814
Intrua Financial
Texas
USD 651 M -USD 21.4 M -3% 0.14% 77.4% 404 17.33% 2.6
Planning Alternatives
2815
Planning Alternatives
Michigan
USD 651 M -USD 6.49 M -1% 0.73% 69.6% 63 11.11% 5.3
IBOK
2816
Independence Bank of Kentucky
Kentucky
USD 650 M +USD 185 M +40% 1.17% 94.3% 652 14.57% 3.5
Estabrook Capital Management
2817
Estabrook Capital Management
New York
USD 649 M -USD 22 M -3% 0.92% 87.2% 363 5.23% 7.3
Almanack Investment Partners
2818
Almanack Investment Partners
Pennsylvania
USD 648 M +USD 11.7 M +2% 0.41% 82.2% 197 16.24% 2.4
FCM
2819
Fieldview Capital Management
Michigan
USD 648 M – – 2.64% – 402 – 0
Dudley & Shanley
2820
Dudley & Shanley
Florida
USD 648 M +USD 7.86 M +1% 1.44% 67.9% 37 2.7% 3.6
Capital Planning Advisors
2821
Capital Planning Advisors
California
USD 648 M -USD 14.8 M -2% 0.49% 64.2% 148 13.51% 4.4
McMorgan & Co
2822
McMorgan & Co
California
USD 647 M -USD 2.8 M -0.4% 1.59% 30.1% 60 10% 2.3
Adventist Health System West
2823
Adventist Health System West
California
USD 647 M -USD 3.68 M -0.6% 0.34% 60.2% 8 12.5% 2.1
Palo Alto Investors
2824
Palo Alto Investors
California
USD 645 M -USD 124 M -16% 0.2% 157% 47 12.77% 3.7
Foresight Group
2825
Foresight Group
United Kingdom
USD 645 M +USD 593 M +1,143% 8.38% – 36 11.11% 0.9