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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)
Arosa Capital Management
3626
Arosa Capital Management
Florida
USD 561 M -USD 99.3 M -15% 83.5% 536% 95 73.68% 0.3
Drive Wealth Management
3627
Drive Wealth Management
Utah
USD 561 M +USD 87.2 M +18% 20% 94.4% 484 27.48% 1.6
WESPAC Advisors SoCal
3628
WESPAC Advisors SoCal
California
USD 560 M +USD 90.1 M +19% 23.1% 135% 132 17.42% 2.5
NatWest Group
3629
NatWest Group
United Kingdom
USD 560 M +USD 98.1 M +21% 24.2% 207% 49 12.24% 2.4
Riggs Asset Management
3630
Riggs Asset Management
Pennsylvania
USD 560 M +USD 74.5 M +15% 26.2% 207% 151 28.48% 3.4
Okabena Investment Services
3631
Okabena Investment Services
Minnesota
USD 560 M +USD 41.1 M +8% 14.2% 72.4% 158 17.09% 2.4
University of Illinois Foundation
3632
University of Illinois Foundation
Illinois
USD 560 M +USD 72.4 M +15% 17.5% – 43 60.47% 0.4
Opal Capital
3633
Opal Capital
Florida
USD 560 M -USD 5.01 M -0.9% 13.4% – 171 38.01% 0.3
Equitec Proprietary Markets
3634
Equitec Proprietary Markets
Illinois
USD 559 M +USD 372 M +199% 46.2% 352% 125 57.6% 0.8
SCM
3635
Soros Capital Management
New York
USD 559 M +USD 329 M +143% 79% 732% 65 38.46% 1.1
Bleichroeder LP
3636
Bleichroeder LP
New York
USD 559 M -USD 19.6 M -3% 8.56% 202% 87 17.24% 2.7
Noble Family Wealth
3637
Noble Family Wealth
Florida
USD 559 M +USD 74.5 M +15% 12.8% 60% 80 12.5% 2.6
Investors Research Corp
3638
Investors Research Corp
Georgia
USD 559 M +USD 35.5 M +7% 10.6% 62.1% 903 16.94% 4.5
PHC
3639
Palidye Holdings (Caymans)
Cayman Islands
USD 559 M +USD 19.6 M +4% 9.71% – 14 21.43% 0.5
Brasada Capital Management
3640
Brasada Capital Management
Texas
USD 558 M +USD 13.3 M +2% 13.3% 76.5% 177 32.2% 2.3
Frontier Asset Management
3641
Frontier Asset Management
Wyoming
USD 558 M +USD 81.3 M +17% 10.5% 57.1% 98 15.31% 2
Wealth Dimensions Group
3642
Wealth Dimensions Group
Ohio
USD 558 M +USD 50 M +10% 11.8% 63.6% 185 11.35% 3.6
Strong Tower Advisory Services
3643
Strong Tower Advisory Services
Minnesota
USD 558 M +USD 26.7 M +5% 8.66% 155% 102 17.65% 3
Moody Aldrich Partners
3644
Moody Aldrich Partners
Massachusetts
USD 557 M +USD 2.08 M +0.4% 36.8% 312% 223 36.32% 1.4
Foresight Group
3645
Foresight Group
United Kingdom
USD 556 M -USD 10.4 M -2% 4.71% – 66 16.67% 1.5
Northwest Bancshares
3646
Northwest Bancshares
Pennsylvania
USD 555 M +USD 53 M +11% 20.1% 84.8% 181 10.5% 5
WCMN
3647
Westchester Capital Management (Nebraska)
Nebraska
USD 555 M +USD 58.9 M +12% 22.7% 121% 46 2.17% 8.3
BCS Wealth Management
3648
BCS Wealth Management
Tennessee
USD 555 M +USD 65.2 M +13% 10.4% 51% 272 9.56% 2.2
Moment Partners
3649
Moment Partners
California
USD 555 M -USD 5.62 M -1% 18.4% – 118 18.64% 1.3
CBTWT
3650
Community Bank & Trust (Waco, Texas)
Texas
USD 555 M +USD 50 M +10% 25.2% 124% 170 6.47% 6.1