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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)
Oak Hill Capital Management
4101
Oak Hill Capital Management
New York
USD 312 M -USD 224 M -42% 7.11% 1.19% 1 0% 2.5
EnCap Energy Capital Fund XI
4102
EnCap Energy Capital Fund XI
Texas
USD 312 M -USD 91.5 M -23% 8.55% 21% 1 0% 0.5
Vickerman Investment Advisors
4103
Vickerman Investment Advisors
Washington
USD 312 M +USD 1.5 M +0.5% 0.99% 47.3% 65 3.08% 2.3
Keating Investment Counselors
4104
Keating Investment Counselors
Florida
USD 312 M +USD 1.02 M +0.3% 1.14% 50% 84 23.81% 6
Colony Family Offices
4105
Colony Family Offices
North Carolina
USD 311 M +USD 2.34 M +0.8% 0.91% 53.9% 70 14.29% 1.8
Opal Wealth Advisors
4106
Opal Wealth Advisors
New York
USD 311 M +USD 16.6 M +6% 0.89% 62.3% 1,276 75.31% 0.3
Claar Advisors
4107
Claar Advisors
New York
USD 311 M +USD 519 k +0.2% 1.77% 65.5% 25 4% 4.1
Weaver Capital Management
4108
Weaver Capital Management
Georgia
USD 311 M +USD 18.3 M +6% 3.25% 79.4% 187 18.72% 0.4
Hilltop National Bank
4109
Hilltop National Bank
Wyoming
USD 311 M +USD 16.5 M +6% 3.45% – 850 8.24% 0.2
Lorne Steinberg Wealth Management
4110
Lorne Steinberg Wealth Management
Canada
USD 311 M -USD 9.6 M -3% 2.47% 83.4% 70 4.29% 2.6
Algebris (UK)
4111
Algebris (UK)
United Kingdom
USD 311 M +USD 85.4 M +38% 4.11% 24.5% 50 24% 0.8
Bridge Creek Capital Management
4112
Bridge Creek Capital Management
Massachusetts
USD 311 M -USD 1.66 M -0.5% 0.86% 76.5% 104 7.69% 6.1
MPS Loria Financial Planners
4113
MPS Loria Financial Planners
Illinois
USD 310 M +USD 12.5 M +4% 6.23% 80% 84 9.52% 4.6
CCM
4114
CAAS Capital Management
New York
USD 310 M -USD 1053 M -77% 3.33% 11% 557 70.74% 1
Estuary Capital Management
4115
Estuary Capital Management
Minnesota
USD 310 M +USD 64 M +26% 12.7% – 20 35% 0.3
Brady Family Wealth
4116
Brady Family Wealth
Missouri
USD 310 M +USD 1.53 M +0.5% 1.88% 61.8% 117 0.85% 1.4
Addison Advisors
4117
Addison Advisors
Vermont
USD 310 M +USD 18.9 M +6% 0.6% 50.2% 797 14.68% 2.1
WM
4118
Wishbone Management
Illinois
USD 310 M +USD 26.9 M +9% 0.53% 58.7% 5 20% 1.1
Campbell Wealth Management
4119
Campbell Wealth Management
Virginia
USD 310 M -USD 697 M -69% 1.7% 11.2% 98 55.1% 1.7
Verum Partners
4120
Verum Partners
North Carolina
USD 310 M +USD 28.1 M +10% 2.05% 57.7% 161 8.07% 1
Strategic Investment Solutions
4121
Strategic Investment Solutions
Illinois
USD 310 M – – 2.37% – 629 – 0.8
Old Mission Investment Co
4122
Old Mission Investment Co
Michigan
USD 309 M +USD 8.45 M +3% 3.26% 82% 122 6.56% 3.3
Roman Butler Fullerton & Co
4123
Roman Butler Fullerton & Co
Missouri
USD 309 M +USD 42.4 M +16% 5.76% 134% 242 19.42% 2.9
McLean Asset Management
4124
McLean Asset Management
Virginia
USD 309 M +USD 17.2 M +6% 1.65% 64.3% 163 11.04% 2.3
Clarity Wealth Advisors
4125
Clarity Wealth Advisors
California
USD 309 M +USD 13.4 M +5% 5.44% 94.1% 88 3.41% 2.8