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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)
Blue Owl Capital Holdings
3301
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
3302
San Luis Wealth Advisors
California
USD 664 M +USD 60.1 M +10% 10.3% 65% 203 21.67% 1.6
Citizens Business Bank
3303
Citizens Business Bank
California
USD 664 M +USD 53.8 M +9% 19.8% 108% 147 13.61% 4.7
McMorgan & Co
3304
McMorgan & Co
California
USD 664 M +USD 45.9 M +7% 7.8% 30.1% 42 16.67% 2.5
Capital Group Investment Management
3305
Capital Group Investment Management
Singapore
USD 664 M +USD 78.6 M +13% 23% 145% 154 16.23% 2.3
Pacific Capital Wealth Advisors
3306
Pacific Capital Wealth Advisors
California
USD 663 M +USD 68 M +11% 10.2% 54.1% 96 13.54% 2.9
Bain Capital Prairie
3307
Bain Capital Prairie
Massachusetts
USD 663 M -USD 2.81 M -0.4% 0.42% – 1 0% 0.5
Overbrook Management Corp
3308
Overbrook Management Corp
New York
USD 663 M +USD 134 M +25% 26% 157% 73 36.99% 2.6
WFM Asia
3309
WFM Asia
British Virgin Islands
USD 663 M +USD 30.7 M +5% 43.4% 89.9% 7 42.86% 3.3
Wick Capital Partners
3310
Wick Capital Partners
Pennsylvania
USD 663 M +USD 114 M +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3311
Dudley & Shanley
Florida
USD 662 M +USD 51 M +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3312
Brady Martz Wealth Solutions
North Dakota
USD 662 M +USD 75.1 M +13% 12% – 232 17.67% 1
CA
3313
Clune & Associates
Illinois
USD 661 M +USD 130 M +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3314
Providence Capital Advisors
North Carolina
USD 660 M +USD 47.8 M +8% 8.89% 47.4% 387 48.84% 1.9
Beck Bode LLC
3315
Beck Bode LLC
Massachusetts
USD 660 M +USD 69.5 M +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3316
Ellis Investment Partners
Pennsylvania
USD 660 M +USD 83.7 M +15% 16.1% 70.8% 295 12.54% 4.1
Fourth Sail Capital
3317
Fourth Sail Capital
Cayman Islands
USD 660 M +USD 51.5 M +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3318
Partners in Financial Planning
Virginia
USD 660 M +USD 56.6 M +9% 8.9% 38.9% 133 9.77% 3.4
MinichMacGregor Wealth Management
3319
MinichMacGregor Wealth Management
New York
USD 659 M +USD 92.5 M +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3320
Essex LLC
Illinois
USD 659 M +USD 92.3 M +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3321
West Financial Advisors
Iowa
USD 659 M +USD 69.4 M +12% 10.3% 49.1% 228 17.11% 2.7
Pandi LLC
3322
Pandi LLC
Kansas
USD 658 M +USD 48.5 M +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3323
Mengis Capital Management
Oregon
USD 658 M +USD 76.7 M +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3324
Allen Mooney & Barnes Investment Advisors
Georgia
USD 658 M -USD 37.8 M -5% 10.9% 78.9% 168 14.88% 3.2
Mitchell Capital Management
3325
Mitchell Capital Management
Kansas
USD 657 M +USD 112 M +21% 38.7% 234% 127 18.9% 3.2