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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)
Essex Investment Management
3201
Essex Investment Management
Massachusetts
USD 550 M +USD 70.6 M +15% 31.2% 370% 327 16.21% 4
Cooper Investors
3202
Cooper Investors
Australia
USD 550 M -USD 65.8 M -11% 9.06% 57.5% 51 17.65% 1.9
Gries Financial
3203
Gries Financial
Ohio
USD 550 M +USD 33.7 M +7% 8.25% 71.3% 326 24.85% 1.8
Alphadyne Asset Management
3204
Alphadyne Asset Management
New York
USD 549 M -USD 665 M -55% 9.37% 159% 172 94.19% 0
D.L. Carlson Investment Group
3205
D.L. Carlson Investment Group
New Hampshire
USD 549 M +USD 28.2 M +5% 12.2% 113% 143 13.99% 4.4
ParaFi Capital
3206
ParaFi Capital
New York
USD 548 M +USD 341 M +165% 66.8% – 18 61.11% 0.2
Hutchinson Capital Management
3207
Hutchinson Capital Management
California
USD 548 M +USD 23.9 M +5% 4.82% 52.6% 97 10.31% 4.9
Duncker Streett & Co
3208
Duncker Streett & Co
Missouri
USD 548 M +USD 43.3 M +9% 12.6% 90.9% 534 9.93% 6.4
YLHM
3209
Yelin Lapidot Holdings Management
Israel
USD 548 M +USD 29.9 M +6% 12.5% 122% 102 9.8% 1.4
Triasima Portfolio Management
3210
Triasima Portfolio Management
Quebec, Canada
USD 547 M +USD 38.9 M +8% 18.6% 224% 167 37.13% 1.1
Topsail Wealth Management
3211
Topsail Wealth Management
North Carolina
USD 547 M +USD 55.4 M +11% 7.29% – 244 9.43% 0.4
PBMares Wealth Management
3212
PBMares Wealth Management
Virginia
USD 546 M +USD 46.9 M +9% 7.4% 67.7% 199 10.05% 3.6
GWI
3213
Grace & White Inc
New York
USD 546 M +USD 22.4 M +4% 5.79% 59.6% 138 2.9% 7
Rainey & Randall Wealth Advisors
3214
Rainey & Randall Wealth Advisors
Florida
USD 546 M +USD 35.1 M +7% 6.33% 47.8% 76 7.89% 2.7
Riverstone Holdings
3215
Riverstone Holdings
New York
USD 546 M -USD 59.2 M -10% 0.69% 89.8% 5 20% 4.3
Peak Asset Management
3216
Peak Asset Management
Colorado
USD 546 M +USD 20.4 M +4% 9.62% 70.1% 153 5.23% 5.9
Jackson Hole Capital Partners
3217
Jackson Hole Capital Partners
Oklahoma
USD 545 M +USD 41.6 M +8% 5.8% 71.4% 287 4.18% 4.2
Pacific Capital Wealth Advisors
3218
Pacific Capital Wealth Advisors
California
USD 545 M -USD 33.4 M -6% 7.92% 54.1% 84 15.48% 2.9
Retirement Income Solutions
3219
Retirement Income Solutions
Michigan
USD 545 M +USD 67.1 M +14% 8.44% 60.8% 166 16.87% 3.6
Providence Capital Advisors
3220
Providence Capital Advisors
North Carolina
USD 545 M +USD 63.6 M +13% 8.91% 47.4% 239 50.63% 2.5
Woodard & Company Asset Management Group
3221
Woodard & Company Asset Management Group
North Carolina
USD 545 M +USD 65.1 M +14% 10% 84.8% 154 17.53% 3
Stone House Investment Management
3222
Stone House Investment Management
Pennsylvania
USD 544 M +USD 50.7 M +10% 7.72% 57.9% 585 36.58% 0.4
Greencape Capital
3223
Greencape Capital
Australia
USD 544 M +USD 421 M +341% 27% 98.1% 3 33.33% 3.7
Coerente Capital Management
3224
Coerente Capital Management
Ontario, Canada
USD 544 M +USD 30.5 M +6% 5.44% 40% 40 7.5% 3.5
Virtue Capital Management
3225
Virtue Capital Management
Tennessee
USD 543 M -USD 312 M -36% 9.71% 91% 497 54.33% 2.2