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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)
Glen Eagle Advisors
3701
Glen Eagle Advisors
New Jersey
USD 195 M +USD 52.2 M +37% 19% 68.5% 952 15.65% 2.1
JCIC Asset Management
3702
JCIC Asset Management
Ontario, Canada
USD 194 M +USD 32.9 M +20% 21.4% – 102 13.73% 2.8
Stonebridge Capital Management
3703
Stonebridge Capital Management
California
USD 194 M +USD 15.9 M +9% 17.1% – 104 13.46% 5.2
Eagle Capital Management (Louisiana)
3704
Eagle Capital Management (Louisiana)
Louisiana
USD 194 M +USD 107 M +123% 20.2% 103% 35 31.43% 3
JT Stratford LLC
3705
JT Stratford LLC
Georgia
USD 194 M +USD 31 M +19% 18% 103% 155 38.71% 1.4
Maytus Capital Management
3706
Maytus Capital Management
New York
USD 194 M +USD 29 M +18% 41.8% 442% 58 74.14% 0.2
IRON Financial
3707
IRON Financial
Illinois
USD 194 M +USD 34.2 M +21% 12.3% 60.6% 129 31.01% 2
Strategic Vision Investment
3708
Strategic Vision Investment
Hong Kong
USD 194 M -USD 338 M -64% 30.5% 95.6% 23 52.17% 0.4
Hedeker Wealth
3709
Hedeker Wealth
Illinois
USD 194 M +USD 35.2 M +22% 21.7% 161% 73 31.51% 3.1
Great Point Wealth Advisors
3710
Great Point Wealth Advisors
Massachusetts
USD 194 M +USD 74.2 M +62% 11.9% – 48 14.58% 1.1
Ashburton (Jersey)
3711
Ashburton (Jersey)
Jersey
USD 194 M -USD 15.7 M -7% 20.4% – 102 21.57% 1.7
Clifford Capital Partners
3712
Clifford Capital Partners
Utah
USD 194 M +USD 38.4 M +25% 29.6% 77.3% 37 21.62% 1.7
Spectrum Asset Management (California)
3713
Spectrum Asset Management (California)
California
USD 194 M +USD 88.7 M +85% 12.6% 68.3% 95 25.26% 2
Strategic Wealth Partners
3714
Strategic Wealth Partners
Ohio
USD 194 M +USD 1.55 M +0.8% 15.9% – 176 48.3% 1.4
MKC
3715
M. Kraus & Co
Vermont
USD 193 M +USD 28.4 M +17% 16.3% 65.9% 51 13.73% 4.4
Patriot Financial Partners
3716
Patriot Financial Partners
Pennsylvania
USD 193 M +USD 24.4 M +14% 5.14% 16.6% 27 33.33% 1.3
Rational Advisors
3717
Rational Advisors
New York
USD 193 M +USD 56.2 M +41% 23.1% 37.7% 545 76.15% 0.5
One Charles Private Wealth Services
3718
One Charles Private Wealth Services
Massachusetts
USD 193 M +USD 72 M +59% 19.1% 99.7% 104 80.77% 0.1
First National Bank of Hutchinson
3719
First National Bank of Hutchinson
Kansas
USD 193 M -USD 4.8 M -2% 18.6% 121% 96 23.96% 3.2
Independent Family Office
3720
Independent Family Office
New York
USD 193 M +USD 32.3 M +20% 18.5% 68.4% 63 12.7% 0.4
Rush Island Management
3721
Rush Island Management
New York
USD 193 M +USD 22.8 M +13% 24.8% 15.5% 31 64.52% 0.5
Element Pointe Advisors
3722
Element Pointe Advisors
Florida
USD 192 M +USD 27.7 M +17% 20.6% 75.1% 103 30.1% 0.9
Albar Capital
3723
Albar Capital
United Kingdom
USD 192 M +USD 87.3 M +83% 42.4% 163% 48 81.25% 0.1
LA
3724
LFL Advisers
Illinois
USD 192 M +USD 32.7 M +21% 31.9% 83% 14 14.29% 2.3
KCP
3725
KDI Capital Partners
North Carolina
USD 192 M -USD 28.6 M -13% 23.1% 77.1% 31 9.68% 2.9