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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)
Sunburst Financial Group
3651
Sunburst Financial Group
Alabama
USD 475 M +USD 28.4 M +6% 5.48% 55.7% 123 8.94% 3.3
IR
3652
IAT Reinsurance
New York
USD 475 M +USD 29.8 M +7% 7.95% 60.2% 91 15.38% 4.8
Vantage Financial Partners (Wisconsin)
3653
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 475 M +USD 41.5 M +10% 6.36% 53.8% 221 10.41% 1.6
Cliffwater
3654
Cliffwater
California
USD 475 M -USD 11.6 M -2% 3.29% 29.4% 24 8.33% 4.4
AAM
3655
AR Asset Management
California
USD 474 M +USD 24.5 M +5% 7.92% 64.9% 115 6.09% 8.6
TCOT
3656
Trust Company of Tennessee
Tennessee
USD 474 M +USD 45.2 M +11% 6.15% – 7 0% 1.1
Sphera Funds Management
3657
Sphera Funds Management
Israel
USD 474 M +USD 47.9 M +11% 29.8% 245% 142 42.25% 1.3
Seeds Investor
3658
Seeds Investor
New York
USD 474 M +USD 47.9 M +11% 6.5% – 279 20.79% 1.1
2Xideas
3659
2Xideas
Switzerland
USD 474 M -USD 107 M -18% 0.67% 40.6% 62 17.74% 2.6
Park Place Capital
3660
Park Place Capital
Alabama
USD 474 M +USD 34.6 M +8% 5.79% 60% 834 8.39% 2.1
Northwest Quadrant Wealth Management
3661
Northwest Quadrant Wealth Management
Oregon
USD 473 M +USD 24.9 M +6% 5.35% 45.6% 74 5.41% 4.9
Grant Street Asset Management
3662
Grant Street Asset Management
Pennsylvania
USD 473 M +USD 31.1 M +7% 4.98% 47.2% 94 13.83% 2.4
Manhattan West Asset Management
3663
Manhattan West Asset Management
California
USD 473 M +USD 41.1 M +10% 7.74% 65.6% 144 6.94% 2.4
Farmers & Merchants Trust Company
3664
Farmers & Merchants Trust Company
California
USD 473 M +USD 2.22 M +0.5% 7.85% 79.8% 223 11.21% 4.2
M Holdings Securities
3665
M Holdings Securities
Oregon
USD 473 M -USD 110 M -19% 11.2% 83.9% 202 79.21% 1
UAM
3666
UAS Asset Management
New York
USD 473 M +USD 9.09 M +2% 7.12% 98% 18 38.89% 4.2
Schwarz Dygos Wheeler Investment Advisors
3667
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 472 M +USD 32.9 M +7% 8.94% 74% 167 6.59% 4
Drive Wealth Management
3668
Drive Wealth Management
Utah
USD 472 M +USD 15.4 M +3% 8.12% 94.4% 393 20.87% 1.6
GoalVest Advisory
3669
GoalVest Advisory
New York
USD 472 M +USD 67.8 M +17% 9.17% 94.8% 414 16.18% 2
Global View Capital Management
3670
Global View Capital Management
Wisconsin
USD 471 M +USD 158 M +51% 11.6% – 147 29.25% 0.5
Verum Partners
3671
Verum Partners
North Carolina
USD 471 M +USD 36.4 M +8% 6.2% 57.7% 177 6.78% 1.9
Auxano Advisors
3672
Auxano Advisors
Washington
USD 470 M +USD 42 M +10% 9.87% 85.4% 174 7.47% 2.7
ORG Wealth Partners
3673
ORG Wealth Partners
Texas
USD 470 M +USD 52.3 M +13% 7.94% – 748 20.99% 0.7
Financial Security Advisor
3674
Financial Security Advisor
Virginia
USD 470 M +USD 36 M +8% 7.34% 76.3% 147 12.24% 1.4
Canal Insurance Company
3675
Canal Insurance Company
South Carolina
USD 470 M +USD 22.9 M +5% 12.2% 114% 75 14.67% 6.5