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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)
L1 Capital International
3826
L1 Capital International
Australia
USD 408 M +USD 44.1 M +12% 13.8% – 20 10% 1.1
3G Capital Partners
3827
3G Capital Partners
New York
USD 407 M +USD 59.2 M +17% 19.2% 351% 16 31.25% 1.3
Ritter Daniher Financial Advisory
3828
Ritter Daniher Financial Advisory
Ohio
USD 407 M +USD 40.6 M +11% 8.06% 56.7% 343 11.66% 2.8
Inlet Private Wealth
3829
Inlet Private Wealth
Florida
USD 407 M +USD 22.2 M +6% 8.45% 111% 135 11.85% 4.4
Bleichroeder LP
3830
Bleichroeder LP
New York
USD 407 M +USD 31.5 M +8% 14.9% 202% 83 14.46% 3
Riggs Asset Management
3831
Riggs Asset Management
Pennsylvania
USD 407 M +USD 56.6 M +16% 21.7% 207% 970 40% 1.8
Wilson Asset Management
3832
Wilson Asset Management
Australia
USD 407 M +USD 32.6 M +9% 10.2% 58% 37 27.03% 1.5
CWM
3833
Cordatus Wealth Management
Pennsylvania
USD 407 M +USD 42.2 M +12% 12.2% 108% 164 11.59% 1.1
P. Schoenfeld Asset Management (PSAM)
3834
P. Schoenfeld Asset Management (PSAM)
New York
USD 406 M +USD 49.9 M +14% 16.2% 367% 44 52.27% 0.7
Triangle Securities Wealth Management
3835
Triangle Securities Wealth Management
North Carolina
USD 406 M +USD 17.6 M +5% 9.18% 83.6% 213 10.8% 6.2
Monetary Management Group
3836
Monetary Management Group
Missouri
USD 406 M +USD 36.2 M +10% 14% 138% 334 4.79% 7.3
Roof Eidam Maycock Peralta (REMP)
3837
Roof Eidam Maycock Peralta (REMP)
California
USD 406 M +USD 28.8 M +8% 7.85% 62.3% 133 15.04% 4.6
BDT Capital Partners
3838
BDT Capital Partners
Illinois
USD 405 M +USD 51 M +14% 9.08% 25.5% 2 0% 2.1
Bulltick Wealth Management
3839
Bulltick Wealth Management
Florida
USD 405 M +USD 28.4 M +8% 15.6% 58.2% 141 27.66% 1.7
Clarity Wealth Advisors
3840
Clarity Wealth Advisors
California
USD 405 M +USD 44.7 M +12% 9.96% 94.1% 100 7% 3.3
Verde Capital Management
3841
Verde Capital Management
Michigan
USD 405 M +USD 53.7 M +15% 11.8% 65.8% 69 13.04% 2.6
Paradigm Asset Management
3842
Paradigm Asset Management
New York
USD 405 M +USD 29.1 M +8% 7.16% 73.8% 568 23.06% 2.8
Eagle Health Investments
3843
Eagle Health Investments
Connecticut
USD 405 M +USD 20.1 M +5% 8.83% 241% 24 29.17% 1.9
PAS
3844
PKS Advisory Services
New York
USD 405 M +USD 39.8 M +11% 8.65% – 276 17.75% 0.4
Sage Capital Advisors
3845
Sage Capital Advisors
South Dakota
USD 405 M +USD 23.7 M +6% 7.96% 105% 136 5.88% 3.9
Builder Investment Group
3846
Builder Investment Group
Georgia
USD 405 M +USD 52.7 M +15% 17.5% 169% 105 9.52% 2.1
Hourglass Capital
3847
Hourglass Capital
Texas
USD 405 M +USD 22.4 M +6% 8.72% 94.4% 112 7.14% 5.9
Longfellow Investment Management
3848
Longfellow Investment Management
Massachusetts
USD 404 M -USD 5.6 M -1% 1.19% 45.9% 309 25.24% 2.3
AHT
3849
Amanah Holdings Trust
USD 404 M – – 65.4% – 16 – 0
Seven Springs Wealth Group
3850
Seven Springs Wealth Group
Tennessee
USD 404 M +USD 123 M +44% 12.5% 59.2% 87 10.34% 3.1