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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)
SilverOak Wealth Management
3001
SilverOak Wealth Management
Minnesota
USD 777 M +USD 144 M +23% 17.6% – 133 14.29% 1.8
Affinity Wealth Management
3002
Affinity Wealth Management
Delaware
USD 776 M +USD 116 M +18% 23.4% 116% 119 18.49% 3.1
Round Rock Advisors
3003
Round Rock Advisors
Connecticut
USD 776 M +USD 123 M +19% 22% 87.4% 346 16.18% 2.1
Trifecta Capital Advisors
3004
Trifecta Capital Advisors
Illinois
USD 776 M +USD 130 M +20% 27.4% 132% 509 49.31% 1.4
Ally Financial
3005
Ally Financial
Michigan
USD 775 M -USD 28.7 M -4% 4.68% 9.35% 145 23.45% 2
Hoey Investments
3006
Hoey Investments
Pennsylvania
USD 774 M +USD 81 M +12% 24.3% 200% 482 16.8% 2.7
CIA
3007
Covington Investment Advisors
Pennsylvania
USD 774 M +USD 93.4 M +14% 18.6% 100% 77 9.09% 6.6
Pembroke Management
3008
Pembroke Management
Quebec, Canada
USD 774 M +USD 82.3 M +12% 21.2% 94.5% 112 24.11% 1.9
CL
3009
CIM LLC
New York
USD 773 M +USD 81.5 M +12% 19.5% 108% 188 19.68% 3.9
Glendon Capital Management
3010
Glendon Capital Management
California
USD 773 M -USD 32.6 M -4% 5.62% 142% 27 11.11% 3.6
Cigna Investments
3011
Cigna Investments
Connecticut
USD 773 M +USD 123 M +19% 30.4% 138% 497 11.47% 6.2
HI
3012
Human Investing
Oregon
USD 771 M +USD 84.5 M +12% 11.8% 52% 110 17.27% 3.7
FJ Capital Management
3013
FJ Capital Management
Virginia
USD 770 M -USD 118 M -13% 12.7% 97.9% 173 57.8% 1
Alpha Capital Management
3014
Alpha Capital Management
Texas
USD 770 M +USD 80.5 M +12% 14.4% 88% 135 18.52% 4.5
XXEC Inc
3015
XXEC Inc
Oklahoma
USD 770 M +USD 200 M +35% 2.41% 19.3% 25 16% 2.6
South Street Advisors
3016
South Street Advisors
New York
USD 769 M +USD 78.4 M +11% 25.7% 169% 92 18.48% 3.5
Manchester Capital Management
3017
Manchester Capital Management
Vermont
USD 768 M +USD 74.2 M +11% 15.8% 72.3% 1,374 9.39% 4.1
Arkansas Financial Group
3018
Arkansas Financial Group
Arkansas
USD 768 M +USD 50.6 M +7% 11.1% 39.1% 98 5.1% 4.6
Camden National Bank
3019
Camden National Bank
Maine
USD 767 M +USD 28.2 M +4% 5.64% 48.8% 192 18.75% 4.2
Strategic Point Investment Advisors
3020
Strategic Point Investment Advisors
Rhode Island
USD 767 M +USD 79.5 M +12% 10.4% 51.9% 36 2.78% 5.2
Nexus Investment Management
3021
Nexus Investment Management
Ontario, Canada
USD 767 M +USD 51.8 M +7% 11.3% 77.5% 74 8.11% 5.3
Albar Capital Partners
3022
Albar Capital Partners
United Kingdom
USD 767 M +USD 149 M +24% 21.8% – 58 72.41% 0.3
Sphera Funds Management
3023
Sphera Funds Management
Israel
USD 767 M +USD 137 M +22% 18.1% 245% 123 36.59% 1.4
Independent Solutions Wealth Management
3024
Independent Solutions Wealth Management
New York
USD 766 M +USD 87.2 M +13% 17.4% 111% 204 14.22% 3.4
Arvin Capital Management
3025
Arvin Capital Management
Texas
USD 766 M -USD 53 M -6% 26.2% – 80 73.75% 0.3