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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)
F1I
3501
Fund 1 Investments
Puerto Rico
USD 603 M -USD 269 M -31% 22.6% 128% 92 77.17% 0.7
GSK plc
3502
GSK plc
USD 602 M +USD 3.07 M +0.5% 4.24% – 13 0% 0.5
Family Investment Center
3503
Family Investment Center
Missouri
USD 602 M +USD 82.6 M +16% 12.6% 53.1% 124 29.84% 1.7
Westover Capital Advisors
3504
Westover Capital Advisors
Delaware
USD 602 M +USD 58.5 M +11% 16.9% 144% 256 14.45% 3.2
Precedent Wealth Partners
3505
Precedent Wealth Partners
Texas
USD 601 M +USD 102 M +20% 12.1% 61.1% 217 28.11% 1.5
Marotta Asset Management
3506
Marotta Asset Management
Virginia
USD 601 M +USD 57.8 M +11% 12.5% 51% 104 1.92% 4.7
Kendall Capital Management
3507
Kendall Capital Management
Maryland
USD 600 M +USD 112 M +23% 28.3% 130% 253 15.42% 3.7
Holderness Investments Company
3508
Holderness Investments Company
North Carolina
USD 600 M +USD 102 M +20% 33.2% 144% 270 10% 5.8
RPg Family Wealth Advisory
3509
RPg Family Wealth Advisory
Massachusetts
USD 600 M +USD 120 M +25% 22.4% 117% 148 11.49% 2
Manhattan West Asset Management
3510
Manhattan West Asset Management
California
USD 599 M +USD 87.7 M +17% 12.2% 65.6% 191 25.13% 2.2
Whitaker-Myers Wealth Managers
3511
Whitaker-Myers Wealth Managers
Ohio
USD 599 M +USD 97.1 M +19% 15.2% 75.2% 121 17.36% 2
Systelligence LLC
3512
Systelligence LLC
Minnesota
USD 599 M +USD 84.3 M +16% 14.9% 57.3% 70 31.43% 1
Sterling Investment Advisors (Pennsylvania)
3513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 599 M +USD 46.3 M +8% 12.5% 111% 234 13.25% 4.1
Iowa State Bank
3514
Iowa State Bank
Iowa
USD 598 M +USD 55 M +10% 14.2% 85.7% 122 7.38% 6.3
VHMC
3515
Value Holdings Management Company
New York
USD 598 M -USD 18.4 M -3% 15.5% 125% 25 8% 7.8
GWN Securities
3516
GWN Securities
Florida
USD 598 M +USD 75.4 M +14% 18.5% – 531 21.47% 1
Meiji Yasuda America
3517
Meiji Yasuda America
New York
USD 598 M +USD 193 M +48% 29.9% – 58 3.45% 0.5
WCM
3518
Woodson Capital Management
Connecticut
USD 597 M -USD 38.6 M -6% 29.1% 235% 36 41.67% 1.1
LHC
3519
Lodge Hill Capital
New York
USD 596 M +USD 78.5 M +15% 15.9% 17.9% 31 41.94% 1.1
West Paces Advisors
3520
West Paces Advisors
Georgia
USD 596 M +USD 79.9 M +15% 12.6% 57.7% 766 74.41% 1.7
Tufton Capital Management
3521
Tufton Capital Management
Maryland
USD 596 M +USD 46.3 M +8% 17.7% 96.1% 132 8.33% 8.2
ABLE Financial Group
3522
ABLE Financial Group
Arizona
USD 596 M +USD 84.7 M +17% 11.7% 64.2% 229 13.1% 1.9
Phraction Management
3523
Phraction Management
Connecticut
USD 596 M +USD 113 M +23% 18.6% 106% 66 1.52% 2.8
Rockport Wealth
3524
Rockport Wealth
Ohio
USD 595 M +USD 46 M +8% 10.4% – 116 18.1% 1.1
SOA Wealth Advisors
3525
SOA Wealth Advisors
New York
USD 595 M +USD 65.3 M +12% 16.2% 79.1% 954 15.83% 3.8