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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)
VDBMI
2851
Van Den Berg Management I
Texas
USD 508 M +USD 51.1 M +11% 8.04% 187% 76 11.84% 1.8
Charles Schwab Trust
2852
Charles Schwab Trust
Nevada
USD 508 M +USD 25.6 M +5% 4.98% 52.7% 186 5.91% 1.3
Bain Capital Credit
2853
Bain Capital Credit
Massachusetts
USD 508 M +USD 56.8 M +13% 7.86% 14.4% 22 54.55% 0.6
Samson Rock Capital
2854
Samson Rock Capital
United Kingdom
USD 508 M +USD 108 M +27% 19.7% 166% 69 88.41% 0.1
Night Owl Capital Management
2855
Night Owl Capital Management
Connecticut
USD 507 M +USD 15.1 M +3% 15.8% 162% 28 14.29% 3.7
StrategIQ Financial Group
2856
StrategIQ Financial Group
Indiana
USD 506 M +USD 30.8 M +6% 4.54% 12.6% 221 7.24% 3.2
Mattern Capital Management
2857
Mattern Capital Management
Colorado
USD 506 M +USD 43.4 M +9% 5.59% 31.5% 116 6.03% 1.3
TFO Wealth Partners
2858
TFO Wealth Partners
Ohio
USD 506 M +USD 172 M +52% 3.92% 63.6% 213 63.38% 0.6
HA
2859
Harbor Advisors
Florida
USD 506 M +USD 54.6 M +12% 13.7% 125% 206 12.14% 2.7
Simplicity Solutions
2860
Simplicity Solutions
Minnesota
USD 505 M +USD 51.1 M +11% 7.56% 37.1% 584 29.45% 1.9
SOL Capital Management
2861
SOL Capital Management
Maryland
USD 505 M +USD 31.3 M +7% 7.21% 56.6% 247 4.86% 5.3
Summit Financial Strategies
2862
Summit Financial Strategies
Ohio
USD 505 M +USD 225 M +81% 5.52% 59.4% 119 48.74% 1.8
Pacific Global Investment Management
2863
Pacific Global Investment Management
California
USD 505 M +USD 25 M +5% 7.1% 48% 219 7.76% 4.5
Intercontinental Wealth Advisors
2864
Intercontinental Wealth Advisors
Texas
USD 505 M +USD 45.4 M +10% 6.51% 46.7% 297 12.12% 1.8
Faithward Advisors
2865
Faithward Advisors
Pennsylvania
USD 505 M +USD 57.3 M +13% 8.5% 119% 278 17.63% 0.7
Makaira Partners
2866
Makaira Partners
California
USD 504 M +USD 30.9 M +7% 10% 22% 9 0% 3.7
Heck Capital Advisors
2867
Heck Capital Advisors
Wisconsin
USD 504 M +USD 50.8 M +11% 5.41% 67% 120 10.83% 2.7
GF
2868
Greenfield FTC
Nevada
USD 504 M +USD 39.8 M +9% 7.2% 75.4% 4 0% 0.5
Founders Financial Securities
2869
Founders Financial Securities
Maryland
USD 504 M +USD 69.9 M +16% 6.57% 64.3% 319 28.53% 1
Affinity Wealth Management
2870
Affinity Wealth Management
Delaware
USD 504 M +USD 14.1 M +3% 7.21% 116% 117 26.5% 1.3
PS
2871
Portfolio Strategies
New York
USD 504 M +USD 25.2 M +5% 9.34% 120% 73 42.47% 1.6
MAK Capital One
2872
MAK Capital One
New York
USD 503 M +USD 82.1 M +20% 18% 200% 11 27.27% 2.1
PNC Managed Account Solutions
2873
PNC Managed Account Solutions
Texas
USD 503 M – – 6.01% – 572 – 0
Infusive Asset Management
2874
Infusive Asset Management
New York
USD 503 M +USD 76.4 M +18% 5.29% 33.8% 88 52.27% 0.4
Tikehau Investment Management
2875
Tikehau Investment Management
France
USD 503 M +USD 31.3 M +7% 11.5% 102% 15 0% 1.3