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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)
Strategic Wealth Partners
3501
Strategic Wealth Partners
Ohio
USD 341 M +USD 34 M +11% 0.03% – 292 36.3% 1.4
Patten Group
3502
Patten Group
Tennessee
USD 340 M -USD 176 k -0.1% 0.43% 99% 264 5.68% 3.9
Southern Wealth Management
3503
Southern Wealth Management
Texas
USD 340 M -USD 6.6 M -2% 1.27% 50% 55 0% 1.6
Ally Bridge Group
3504
Ally Bridge Group
New York
USD 340 M -USD 62.4 M -16% 0.68% 844% 37 37.84% 0.4
Delphi Financial Group
3505
Delphi Financial Group
Delaware
USD 340 M -USD 24.8 M -7% 2.96% 66.3% 33 12.12% 2.5
Black Swift Group
3506
Black Swift Group
Colorado
USD 340 M +USD 134 M +65% 1.36% 139% 112 54.46% 0.7
Perennial Advisors
3507
Perennial Advisors
New York
USD 340 M -USD 4.97 M -1% 0.66% – 300 73.67% 3.7
Parkside Financial Bank & Trust
3508
Parkside Financial Bank & Trust
Missouri
USD 339 M -USD 6.26 M -2% 0.27% 85.4% 1,910 9.11% 3.3
Liberty Capital Management
3509
Liberty Capital Management
Michigan
USD 339 M +USD 10.5 M +3% 1.57% – 126 0% 5.1
Unified Trust Company
3510
Unified Trust Company
Kentucky
USD 339 M +USD 1.86 M +0.6% 0.13% 69.7% 85 7.06% 1.7
Kize Capital
3511
Kize Capital
New York
USD 339 M -USD 56 M -14% 11.1% 34.7% 8 25% 0.6
FCA
3512
FLC Capital Advisors
California
USD 339 M -USD 654 k -0.2% 0.57% 59.3% 176 7.39% 1.7
Rip Road Capital Partners
3513
Rip Road Capital Partners
Massachusetts
USD 339 M -USD 30.6 M -8% 3.1% 121% 18 22.22% 1.2
Alera Investment Advisors
3514
Alera Investment Advisors
Illinois
USD 339 M +USD 6.21 M +2% 0.81% 28.9% 96 4.17% 1.8
LexAurum Advisors
3515
LexAurum Advisors
Kansas
USD 339 M +USD 1.01 M +0.3% 0.81% – 291 8.93% 1.9
Engrave Wealth Partners
3516
Engrave Wealth Partners
Texas
USD 339 M +USD 7.11 M +2% 1.23% 39.9% 81 18.52% 1
CloudAlpha Capital Management
3517
CloudAlpha Capital Management
Hong Kong
USD 338 M -USD 495 M -59% 11.2% 2,704% 34 76.47% 0.3
Court Place Advisors
3518
Court Place Advisors
Maryland
USD 338 M -USD 5.23 M -2% 0.02% 92% 182 4.4% 5.3
Northern Right Capital Management
3519
Northern Right Capital Management
Connecticut
USD 338 M -USD 3.69 M -1% 3.27% 187% 110 49.09% 0.4
Brown Advisory Securities
3520
Brown Advisory Securities
Maryland
USD 338 M -USD 301 M -47% 0.55% 51% 287 27.53% 4.4
Bell Investment Advisors
3521
Bell Investment Advisors
California
USD 338 M – – 0.63% 45% 1,868 – 0
Claar Advisors
3522
Claar Advisors
New York
USD 337 M +USD 1.88 M +0.6% 1.41% 65.5% 39 5.13% 1.5
Nalanda India Fund
3523
Nalanda India Fund
Mauritius
USD 337 M +USD 7.96 M +2% 2.42% 15.3% 1 0% 2.8
Progressive Investment Management
3524
Progressive Investment Management
Oregon
USD 337 M +USD 16.4 M +5% 3.2% 139% 55 21.82% 3.1
Covenant Asset Management
3525
Covenant Asset Management
New Jersey
USD 337 M +USD 753 k +0.2% 0.89% 177% 140 11.43% 3