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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)
Prevail Innovative Wealth Advisors
3276
Prevail Innovative Wealth Advisors
Kansas
USD 671 M +USD 77.2 M +13% 13.2% 33.5% 245 46.94% 0.8
Avenir Tech
3277
Avenir Tech
Hong Kong
USD 671 M -USD 119 M -15% 0.19% – 36 50% 0.6
Armbruster Capital Management
3278
Armbruster Capital Management
New York
USD 671 M +USD 60.6 M +10% 14.6% 64.3% 134 8.21% 5.9
Square Wave Capital
3279
Square Wave Capital
New York
USD 670 M +USD 257 M +62% 71.1% – 14 35.71% 0.4
Founders Capital Management (Connecticut)
3280
Founders Capital Management (Connecticut)
Connecticut
USD 670 M +USD 61.7 M +10% 11.1% 88.9% 80 8.75% 6.6
Strategy Asset Managers
3281
Strategy Asset Managers
California
USD 670 M +USD 60.4 M +10% 16.7% 115% 289 17.3% 3.5
Verum Partners
3282
Verum Partners
North Carolina
USD 669 M +USD 142 M +27% 11.2% 53.9% 207 16.91% 2.2
Montecito Bank & Trust
3283
Montecito Bank & Trust
California
USD 668 M +USD 61.1 M +10% 14.5% – 280 8.21% 6.5
General Pension Society PZU Joint Stock
3284
General Pension Society PZU Joint Stock
Poland
USD 668 M +USD 13.9 M +2% 8.76% 116% 16 6.25% 7.7
ORG Wealth Partners
3285
ORG Wealth Partners
Texas
USD 667 M +USD 159 M +31% 39.1% – 745 13.15% 1.2
Vancity Investment Management
3286
Vancity Investment Management
British Columbia, Canada
USD 666 M +USD 37 M +6% 12% – 107 26.17% 2.3
Annis Gardner Whiting Capital Advisors
3287
Annis Gardner Whiting Capital Advisors
Florida
USD 666 M +USD 41.8 M +7% 15.6% 85% 1,347 75.35% 2.1
Steginsky Capital
3288
Steginsky Capital
New York
USD 666 M +USD 61.2 M +10% 8.21% 99.4% 8 0% 8.3
CM
3289
Capital Management
Virginia
USD 666 M +USD 81.1 M +14% 12.4% 52.5% 75 9.33% 4.9
Cynosure Group
3290
Cynosure Group
Utah
USD 666 M -USD 135 M -17% 12.2% 56.8% 269 59.48% 1.3
Advocate Group
3291
Advocate Group
Minnesota
USD 665 M +USD 25.8 M +4% 8.29% 47.3% 134 14.93% 3.1
Cantillon Capital Management
3292
Cantillon Capital Management
New York
USD 665 M -USD 14.4 mil M -96% 19% 105% 38 28.95% 6.8
ARG
3293
Advisory Resource Group
Oklahoma
USD 665 M +USD 83.8 M +14% 13.7% 66.5% 192 15.1% 3
Blue Owl Capital Holdings
3294
Blue Owl Capital Holdings
New York
USD 665 M +USD 292 M +79% 23.2% 145% 93 36.56% 1.1
San Luis Wealth Advisors
3295
San Luis Wealth Advisors
California
USD 664 M +USD 60.1 M +10% 10.3% 58.8% 203 21.67% 1.6
Citizens Business Bank
3296
Citizens Business Bank
California
USD 664 M +USD 53.8 M +9% 19.8% 108% 147 13.61% 4.7
McMorgan & Co
3297
McMorgan & Co
California
USD 664 M +USD 45.9 M +7% 7.8% 30.1% 42 16.67% 2.5
Capital Group Investment Management
3298
Capital Group Investment Management
Singapore
USD 664 M +USD 78.6 M +13% 23% 145% 154 16.23% 2.3
Pacific Capital Wealth Advisors
3299
Pacific Capital Wealth Advisors
California
USD 663 M +USD 68 M +11% 10.2% 46.9% 96 13.54% 2.9
Bain Capital Prairie
3300
Bain Capital Prairie
Massachusetts
USD 663 M -USD 2.81 M -0.4% 0.42% – 1 0% 0.5