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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)
Hemington Wealth Management
2801
Hemington Wealth Management
Virginia
USD 691 M +USD 46 M +7% 7.02% 76.1% 1,766 5.66% 0.9
Sirios Capital Management
2802
Sirios Capital Management
Massachusetts
USD 690 M +USD 130 M +23% 27% 177% 66 16.67% 1.9
Meridian Wealth Partners
2803
Meridian Wealth Partners
Pennsylvania
USD 690 M +USD 63.2 M +10% 7.88% 54.2% 116 15.52% 3.2
Skylands Capital
2804
Skylands Capital
Wisconsin
USD 690 M -USD 3.17 M -0.5% 5.64% 61% 168 18.45% 5.2
Fountainhead AM
2805
Fountainhead AM
New Jersey
USD 689 M +USD 73.6 M +12% 9.55% 65.6% 219 15.53% 1.7
Torray Investment Partners
2806
Torray Investment Partners
Maryland
USD 689 M +USD 17.6 M +3% 8.76% 82.4% 108 14.81% 5
BlueSky Wealth Advisors
2807
BlueSky Wealth Advisors
North Carolina
USD 688 M +USD 43.2 M +7% 6.83% 42.9% 76 11.84% 3.1
Pamplona Capital Management
2808
Pamplona Capital Management
New York
USD 688 M +USD 53.8 M +8% 9.79% – 6 0% 0.5
Roble Belko & Company
2809
Roble Belko & Company
Pennsylvania
USD 687 M +USD 60.4 M +10% 8.97% 53.3% 489 15.75% 4.2
Toews Corporation
2810
Toews Corporation
New Jersey
USD 687 M +USD 461 M +204% 5.44% 22% 16 56.25% 1.1
Colonial Trust
2811
Colonial Trust
South Carolina
USD 687 M +USD 42.9 M +7% 8.3% 75.5% 1,154 10.66% 1.9
Nalanda India Equity Fund
2812
Nalanda India Equity Fund
Mauritius
USD 687 M -USD 77.3 M -10% 9.75% 30.2% 2 0% 5.9
Concord Wealth Partners
2813
Concord Wealth Partners
Virginia
USD 686 M +USD 77 M +13% 8.99% 66% 908 15.53% 2.1
CCP
2814
Camelot Capital Partners
California
USD 686 M +USD 257 M +60% 61.1% – 1 0% 1.5
Alibaba Group
2815
Alibaba Group
Hong Kong
USD 685 M -USD 124 M -15% 11.9% 2.06% 3 33.33% 7.1
Correct Capital Wealth Management
2816
Correct Capital Wealth Management
Missouri
USD 685 M +USD 64.5 M +10% 10.2% – 118 7.63% 1.3
Brio Consultants
2817
Brio Consultants
California
USD 685 M +USD 47.7 M +7% 7.34% 42.7% 138 16.67% 2.7
LS Investment Advisors
2818
LS Investment Advisors
Michigan
USD 684 M +USD 34.5 M +5% 8.46% 98.7% 134 5.22% 8.7
New England Private Wealth Advisors
2819
New England Private Wealth Advisors
Massachusetts
USD 684 M +USD 37.1 M +6% 7.82% 55.8% 167 14.37% 4.3
Pathway Financial Advisors
2820
Pathway Financial Advisors
Vermont
USD 683 M +USD 128 M +23% 6.43% 52.7% 178 30.34% 4.2
Evolution Wealth Advisors
2821
Evolution Wealth Advisors
Florida
USD 683 M +USD 84.1 M +14% 12% 84.5% 177 19.77% 2.3
First National Advisers
2822
First National Advisers
Nebraska
USD 683 M +USD 58.2 M +9% 10% 87.9% 226 8.41% 1.7
Paloma Partners
2823
Paloma Partners
Connecticut
USD 682 M -USD 126 M -16% 10.7% 314% 164 68.9% 0.4
Hoey Investments
2824
Hoey Investments
Pennsylvania
USD 682 M +USD 170 M +33% 31.8% 200% 427 15.22% 2.3
Capital Planning Advisors
2825
Capital Planning Advisors
California
USD 682 M +USD 34 M +5% 10.1% 64.2% 144 11.11% 4.6