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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)
Avenir Corporation
2901
Avenir Corporation
Virginia
USD 821 M +USD 238 k +0% 4.1% 34.4% 82 15.85% 6
Legacy Financial Advisors
2902
Legacy Financial Advisors
Kentucky
USD 820 M +USD 105 M +15% 19% 86.3% 453 14.79% 2.6
Capital Advantage
2903
Capital Advantage
California
USD 820 M +USD 54.7 M +7% 11.4% 49.2% 161 16.77% 2.7
Faithward Advisors
2904
Faithward Advisors
Pennsylvania
USD 819 M +USD 119 M +17% 20.1% 119% 354 30.51% 1.8
Canal Capital Management
2905
Canal Capital Management
Virginia
USD 819 M +USD 79.9 M +11% 13.2% 67.8% 243 24.28% 3.7
LaSalle St. Investment Advisors
2906
LaSalle St. Investment Advisors
Illinois
USD 818 M +USD 108 M +15% 12.6% 61.9% 454 14.98% 1.5
Dillon & Associates
2907
Dillon & Associates
Michigan
USD 817 M +USD 90.8 M +13% 16.1% 117% 81 8.64% 7.9
FRIHG
2908
Fund Resources Investment Holding Group
USD 817 M +USD 735 M +901% 225% – 8 100% 0
Mirador Capital Partners
2909
Mirador Capital Partners
California
USD 817 M +USD 110 M +16% 27.2% 120% 229 15.28% 4
Biondo Investment Advisors
2910
Biondo Investment Advisors
Pennsylvania
USD 817 M +USD 36.9 M +5% 8.42% 83.4% 94 18.09% 5.3
SBCM
2911
Schwerin Boyle Capital Management
Massachusetts
USD 816 M +USD 28 M +4% 8.14% 72.3% 49 4.08% 6.9
Financial Advisors Network
2912
Financial Advisors Network
California
USD 816 M +USD 91.3 M +13% 13.1% – 219 11.87% 3.7
Ayalon Insurance Company
2913
Ayalon Insurance Company
Israel
USD 815 M +USD 325 M +66% 22.1% 99.6% 70 18.57% 5.2
Cypress Wealth Services
2914
Cypress Wealth Services
California
USD 815 M +USD 107 M +15% 15.2% 82.7% 447 13.65% 2.4
Mitchell McLeod Pugh & Williams
2915
Mitchell McLeod Pugh & Williams
Alabama
USD 815 M +USD 137 M +20% 16.4% 90.7% 312 10.9% 6.1
Squadra Investments
2916
Squadra Investments
Brazil
USD 815 M -USD 79.6 M -9% 7.72% 1.55% 8 50% 0.8
Third View Private Wealth
2917
Third View Private Wealth
Connecticut
USD 814 M +USD 83.8 M +11% 13% – 316 23.42% 0.4
Skylands Capital
2918
Skylands Capital
Wisconsin
USD 814 M +USD 50.9 M +7% 10.5% 61% 176 17.61% 5.2
Wallington Asset Management
2919
Wallington Asset Management
Indiana
USD 814 M +USD 61.6 M +8% 26.9% 108% 64 9.38% 7.3
BPIM
2920
Brant Point Investment Management
New York
USD 813 M +USD 37.6 M +5% 29.8% 169% 165 48.48% 3
TLP
2921
Tri Locum Partners
New York
USD 813 M +USD 101 M +14% 20.5% 357% 21 28.57% 0.8
Renesas Electronics America
2922
Renesas Electronics America
California
USD 813 M +USD 538 M +196% 196% – 1 0% 0.5
Cambient Family Office
2923
Cambient Family Office
Michigan
USD 813 M +USD 96.6 M +13% 16.8% – 337 25.22% 0.4
Fagan Associates
2924
Fagan Associates
New York
USD 813 M +USD 93.5 M +13% 22.6% 127% 143 9.79% 4.9
Deer Management Company
2925
Deer Management Company
New York
USD 812 M +USD 190 M +31% 81.3% 154% 10 20% 2.5