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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)
Findell Capital Management
3176
Findell Capital Management
New York
USD 710 M +USD 369 M +108% 75.2% – 21 52.38% 1
Trust Company of the South
3177
Trust Company of the South
North Carolina
USD 710 M +USD 88.3 M +14% 13.6% – 153 11.76% 1.9
Tulsa Wealth Advisors
3178
Tulsa Wealth Advisors
Oklahoma
USD 710 M +USD 140 M +25% 14.2% – 170 14.12% 0.3
Hamilton Point Investment Advisors
3179
Hamilton Point Investment Advisors
North Carolina
USD 710 M +USD 60.9 M +9% 15.6% 79.3% 203 13.3% 4.1
Chandler Asset Management
3180
Chandler Asset Management
California
USD 710 M +USD 50.3 M +8% 7.93% 35.6% 23 8.7% 5.7
Destiny Wealth Partners
3181
Destiny Wealth Partners
Florida
USD 709 M -USD 206 M -22% 12.6% 63.7% 1,158 85.23% 2.5
Monarch Alternative Capital
3182
Monarch Alternative Capital
New York
USD 707 M -USD 924 M -57% 49.9% 497% 12 58.33% 0.6
K.J. Harrison & Partners
3183
K.J. Harrison & Partners
Ontario, Canada
USD 706 M +USD 97.5 M +16% 17.4% 140% 280 39.64% 2.6
CBT
3184
Central Bank & Trust
Kentucky
USD 705 M +USD 68.8 M +11% 20.3% 118% 192 9.9% 7.7
Kelleher Financial Advisors
3185
Kelleher Financial Advisors
New York
USD 705 M +USD 310 M +78% 10.6% 72.4% 979 40.76% 1.1
Rivermont Capital Management
3186
Rivermont Capital Management
New York
USD 705 M +USD 230 M +48% 67% 555% 29 62.07% 0.5
Pacific Sage Partners
3187
Pacific Sage Partners
Washington
USD 705 M +USD 68.9 M +11% 7.88% 47.8% 133 13.53% 2.3
Vega Investment Solutions
3188
Vega Investment Solutions
France
USD 705 M +USD 286 M +68% 31.2% – 211 48.82% 0.9
DSG Capital Advisors
3189
DSG Capital Advisors
Minnesota
USD 704 M +USD 78.9 M +13% 16.9% – 127 10.24% 1.2
TFHU
3190
TLT Family Holdco ULC
USD 704 M -USD 20.2 M -3% 0.22% – 9 11.11% 0.9
PPI
3191
Platinum Paramount Investment
USD 704 M +USD 14.5 M +2% 2.21% – 3 33.33% 0.3
Talos Asset Management
3192
Talos Asset Management
New York
USD 703 M +USD 118 M +20% 112% – 37 70.27% 0.2
Market Street Wealth Management Advisors
3193
Market Street Wealth Management Advisors
Indiana
USD 703 M +USD 68.7 M +11% 9.64% 44% 122 14.75% 3.6
Global Wealth Management Investment Advisory
3194
Global Wealth Management Investment Advisory
Florida
USD 703 M +USD 64.3 M +10% 10.8% 67.5% 170 12.94% 4.3
Mountain Capital Investment Advisors
3195
Mountain Capital Investment Advisors
Colorado
USD 702 M +USD 28.3 M +4% 12.3% 63.3% 103 22.33% 1.8
Summit Wealth Partners
3196
Summit Wealth Partners
Florida
USD 702 M +USD 70.2 M +11% 11.5% 44.9% 291 10.65% 2.9
12th Street Asset Management Company
3197
12th Street Asset Management Company
Tennessee
USD 702 M +USD 90.5 M +15% 20.1% 106% 36 22.22% 3.3
Strategic Global Advisors
3198
Strategic Global Advisors
California
USD 702 M +USD 76.3 M +12% 23.5% 137% 167 37.72% 1.9
AW
3199
Atlas Wealth
Ohio
USD 701 M +USD 368 M +110% 8.11% 43.5% 181 38.12% 1.4
Oak Hill Advisors
3200
Oak Hill Advisors
New York
USD 701 M -USD 177 M -20% 10.5% 42.4% 12 0% 5