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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)
Arcadia Investment Management
2826
Arcadia Investment Management
Michigan
USD 585 M +USD 20 M +4% 5.67% 83.5% 332 13.86% 4.9
Annandale Capital
2827
Annandale Capital
Texas
USD 585 M +USD 41.5 M +8% 0.85% 57.2% 148 27.03% 1.9
Capital Planning Advisors
2828
Capital Planning Advisors
California
USD 584 M +USD 15 M +3% 2.34% 64.2% 145 8.28% 4.3
Engaged Capital
2829
Engaged Capital
California
USD 584 M -USD 33.2 M -5% 1.28% 26.2% 12 8.33% 2
Virtue Capital Management
2830
Virtue Capital Management
Tennessee
USD 584 M +USD 27.2 M +5% 2.51% 91% 425 21.88% 1.7
AMCI
2831
Al Mehwar Commercial Investments
United Arab Emirates
USD 583 M +USD 52.6 M +10% 9.91% – 1 0% 0.5
Third Avenue Management
2832
Third Avenue Management
New York
USD 583 M -USD 43.7 M -7% 4.41% 113% 60 5% 5.1
Market Street Wealth Management Advisors
2833
Market Street Wealth Management Advisors
Indiana
USD 583 M +USD 13.4 M +2% 1.22% 44% 93 2.15% 2.8
Rollins Financial Advisors
2834
Rollins Financial Advisors
New York
USD 582 M +USD 51.4 M +10% 9.55% – 129 10.85% 0.4
Dudley & Shanley
2835
Dudley & Shanley
Florida
USD 582 M -USD 10.7 M -2% 0.21% 67.9% 37 5.41% 3.3
Northside Capital Management
2836
Northside Capital Management
Oregon
USD 582 M +USD 21 M +4% 3.08% 99.6% 116 2.59% 4.3
Live Oak Private Wealth
2837
Live Oak Private Wealth
North Carolina
USD 582 M +USD 3.88 M +0.7% 0.05% 65% 176 5.11% 3.1
CCM
2838
Cohen Capital Management
California
USD 581 M +USD 13.3 M +2% 0.24% 91.5% 146 8.22% 6.5
Dendur Capital
2839
Dendur Capital
New York
USD 580 M -USD 156 M -21% 4.81% 99.6% 19 42.11% 1.3
Gratus Wealth Advisors
2840
Gratus Wealth Advisors
Virginia
USD 580 M +USD 35.6 M +7% 2.89% 65.2% 140 10% 0.5
Alphadyne Asset Management
2841
Alphadyne Asset Management
New York
USD 580 M +USD 227 M +64% 4.65% 159% 46 86.96% 0.1
Insight Wealth Partners
2842
Insight Wealth Partners
Texas
USD 578 M -USD 2.71 M -0.5% 1.82% 56.2% 94 9.57% 2.1
Advisors Preferred
2843
Advisors Preferred
Maryland
USD 578 M -USD 15.8 M -3% 2.02% 102% 246 71.54% 0.5
EFG Asset Management
2844
EFG Asset Management
Oregon
USD 577 M -USD 2.12 M -0.4% 6.61% 211% 208 15.38% 1.5
WCM
2845
Woodson Capital Management
Connecticut
USD 577 M -USD 49.3 M -8% 2.21% 235% 47 31.91% 1.5
LWANC
2846
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 576 M -USD 10 M -2% 3.66% 63.3% 688 12.79% 3.7
AGM
2847
Alpine Global Management
New York
USD 575 M +USD 58.8 M +11% 1.78% 149% 556 80.94% 0.2
Cardinal Point Capital Management
2848
Cardinal Point Capital Management
Ontario, Canada
USD 575 M +USD 49.2 M +9% 1.75% 65.8% 78 14.1% 1
Dynamo Internacional Gestao de Recursos
2849
Dynamo Internacional Gestao de Recursos
Brazil
USD 575 M -USD 20.2 M -3% 5.61% 34.1% 9 0% 2.4
Fractal Investments
2850
Fractal Investments
Connecticut
USD 575 M +USD 23.9 M +4% 2.95% 86.4% 89 16.85% 1.4