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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)
Reverence Capital Partners
4001
Reverence Capital Partners
New York
USD 381 M -USD 36.7 M -9% 8.78% 5.38% 1 0% 1.3
Rothschild Capital Partners
4002
Rothschild Capital Partners
New York
USD 381 M -USD 1.06 M -0.3% 9.47% 90.8% 98 14.29% 2.4
McLean Asset Management
4003
McLean Asset Management
Virginia
USD 381 M +USD 78.2 M +26% 8.46% 64.3% 166 13.25% 2.9
Prentice Wealth Management
4004
Prentice Wealth Management
New York
USD 381 M +USD 34.2 M +10% 6.6% 47.8% 117 14.53% 2.5
Cincinnati Specialty Underwriters Insurance
4005
Cincinnati Specialty Underwriters Insurance
Ohio
USD 381 M +USD 47.8 M +14% 20.6% 115% 37 0% 8.2
Mandatum Life Insurance Company
4006
Mandatum Life Insurance Company
Finland
USD 380 M +USD 54.2 M +17% 13.4% 95.9% 82 9.76% 5.3
Midwest Professional Planners Ltd (MPPL)
4007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 380 M +USD 58.4 M +18% 13.3% 130% 161 11.18% 3.6
Three Bridge Wealth Advisors
4008
Three Bridge Wealth Advisors
California
USD 380 M +USD 92.1 M +32% 21.5% 169% 123 31.71% 1.8
Arjuna Capital
4009
Arjuna Capital
North Carolina
USD 379 M +USD 18.1 M +5% 9.56% 105% 123 13.01% 2.4
von Borstel & Associates
4010
von Borstel & Associates
Oregon
USD 379 M +USD 44.7 M +13% 7.84% – 148 72.97% 0.7
WC
4011
Weil Company
California
USD 379 M +USD 44.1 M +13% 6.6% 71.7% 120 18.33% 3.4
Farmers National Bank
4012
Farmers National Bank
Kentucky
USD 379 M +USD 24.6 M +7% 7.99% – 169 1.78% 6.4
Heirloom Wealth Management
4013
Heirloom Wealth Management
Colorado
USD 379 M +USD 30 M +9% 11.6% 81.8% 45 11.11% 2.3
SailingStone Capital Partners
4014
SailingStone Capital Partners
Texas
USD 378 M +USD 109 M +40% 52.3% 152% 16 25% 2.8
Hel Ved Capital Management
4015
Hel Ved Capital Management
Hong Kong
USD 378 M +USD 102 M +37% 27.5% 1,351% 102 68.63% 0.3
Wealthspring Capital
4016
Wealthspring Capital
New York
USD 378 M +USD 313 M +483% 3.98% 24.1% 167 59.88% 0.4
Kendall Capital Management
4017
Kendall Capital Management
Maryland
USD 378 M +USD 37.8 M +11% 11.1% 130% 240 15.42% 3.3
VC
4018
Vision Capital
Ontario, Canada
USD 378 M -USD 59.1 M -14% 4.67% 19.8% 18 33.33% 0.7
High Net Worth Advisory Group
4019
High Net Worth Advisory Group
Florida
USD 378 M +USD 23.4 M +7% 7.6% 75.7% 229 6.99% 2.6
Allegiance Financial Group Advisory Services
4020
Allegiance Financial Group Advisory Services
Virginia
USD 378 M +USD 48.9 M +15% 10.1% 62.6% 179 36.87% 1.1
Whitener Capital Management
4021
Whitener Capital Management
North Carolina
USD 378 M +USD 24.2 M +7% 10.2% 113% 158 4.43% 4.7
Evergreen Advisors
4022
Evergreen Advisors
Tennessee
USD 377 M +USD 17.2 M +5% 5.99% – 22 22.73% 3.3
Bridgefront Capital
4023
Bridgefront Capital
Texas
USD 377 M +USD 31.1 M +9% 9.81% 52.1% 906 71.08% 0.2
NTIC
4024
Napean Trading & Investment Company
Singapore
USD 377 M +USD 34.3 M +10% 49.3% – 38 18.42% 1
Landmark Investment Partners
4025
Landmark Investment Partners
Florida
USD 377 M -USD 3.26 M -0.9% 0.44% – 84 72.62% 0.1