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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)
Endeavour Capital Advisors
2951
Endeavour Capital Advisors
Connecticut
USD 299 M +USD 12.1 M +4% 15.8% 105% 57 15.79% 1.7
RCM
2952
Ratan Capital Management
Florida
USD 299 M +USD 85 M +40% 43.9% 616% 50 42% 0.6
PAM
2953
Premier Asset Management
Illinois
USD 299 M +USD 60.5 M +25% 38.8% 104% 149 41.61% 2.1
Meridian Wealth Management
2954
Meridian Wealth Management
Kentucky
USD 299 M +USD 73 M +32% 30.2% 117% 251 31.08% 1.4
Unison Advisors
2955
Unison Advisors
District of Columbia
USD 299 M +USD 206 M +222% 24.5% 57.8% 162 20.99% 1.6
BSW Wealth Partners
2956
BSW Wealth Partners
Colorado
USD 298 M +USD 57.6 M +24% 18.2% 75.4% 146 26.03% 2.5
Fulcrum Asset Management
2957
Fulcrum Asset Management
United Kingdom
USD 298 M – – 25.2% – 144 – 0
Sunflower Bank Wealth Management
2958
Sunflower Bank Wealth Management
Arizona
USD 298 M +USD 34.5 M +13% 15.6% 33.7% 130 19.23% 4.4
IQ EQ Fund Management
2959
IQ EQ Fund Management
Ireland
USD 297 M +USD 53.1 M +22% 21.7% 109% 197 33.5% 2.1
Column Capital Advisors
2960
Column Capital Advisors
Indiana
USD 297 M +USD 52.4 M +21% 18.9% 20.4% 954 28.3% 0.4
Brickley Wealth Management
2961
Brickley Wealth Management
California
USD 297 M +USD 56.1 M +23% 17.6% 62.6% 38 15.79% 1.7
Haverford Financial Services
2962
Haverford Financial Services
Pennsylvania
USD 297 M +USD 49.4 M +20% 20.7% 57.9% 71 23.94% 3.2
III
2963
Independent Investors Inc
New York
USD 297 M +USD 55.6 M +23% 27.7% 94.5% 72 5.56% 5.6
Fieldpoint Private Securities
2964
Fieldpoint Private Securities
Connecticut
USD 296 M +USD 37 M +14% 21.4% 47.2% 305 39.34% 1.9
HCM
2965
Harspring Capital Management
New York
USD 296 M +USD 117 M +66% 35.2% 70.6% 31 58.06% 0.2
BlueDrive Global Investors
2966
BlueDrive Global Investors
United Kingdom
USD 296 M +USD 26.8 M +10% 39.4% 25.6% 13 38.46% 0.6
Mudrick Capital Management
2967
Mudrick Capital Management
New York
USD 296 M +USD 214 M +262% 0.35% 212% 10 60% 0.6
Financial Synergies Wealth Advisors
2968
Financial Synergies Wealth Advisors
Texas
USD 295 M +USD 120 M +68% 19.2% 79% 53 35.85% 0.6
IIA
2969
IPG Investment Advisors
California
USD 295 M +USD 57 M +24% 25.6% 126% 160 38.75% 2.2
Rowlandmiller & Partners
2970
Rowlandmiller & Partners
Georgia
USD 295 M +USD 45.5 M +18% 19.2% 84% 153 9.15% 3.6
Old Second National Bank of Aurora
2971
Old Second National Bank of Aurora
Illinois
USD 295 M +USD 42.6 M +17% 20.1% 93.7% 351 8.55% 4.3
Peavine Capital
2972
Peavine Capital
Nevada
USD 295 M -USD 1.53 M -0.5% 8.09% 30.8% 13 23.08% 3.2
Algert Global
2973
Algert Global
California
USD 295 M +USD 57.3 M +24% 36.7% 194% 533 47.47% 0.5
Cliffwater
2974
Cliffwater
California
USD 294 M +USD 67.6 M +30% 18.5% 29.4% 23 4.35% 2.1
Half Sky Capital (UK)
2975
Half Sky Capital (UK)
United Kingdom
USD 294 M +USD 39.5 M +16% 48.5% 13% 16 68.75% 0.4