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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)
Stairway Partners
1726
Stairway Partners
Illinois
USD 1273 M +USD 35.3 M +3% 0.6% 48.1% 15 0% 7.2
Stone Point Capital
1727
Stone Point Capital
Connecticut
USD 1273 M +USD 42 M +3% 2.03% 15.7% 7 42.86% 4
Roundview Capital
1728
Roundview Capital
New Jersey
USD 1270 M +USD 46.4 M +4% 3.16% 77.7% 328 8.23% 5
Hillsdale Investment Management
1729
Hillsdale Investment Management
Ontario, Canada
USD 1269 M +USD 5.42 M +0.4% 7.93% 271% 722 39.47% 1.7
Cacti Asset Management
1730
Cacti Asset Management
Georgia
USD 1269 M +USD 15.8 M +1% 0.31% 171% 80 1.25% 8.2
JFS Wealth Advisors
1731
JFS Wealth Advisors
Pennsylvania
USD 1268 M +USD 8.45 M +0.7% 1.06% 54.8% 2,065 6.78% 3.3
Adelante Capital Management
1732
Adelante Capital Management
California
USD 1266 M -USD 252 M -17% 1.1% 43.2% 45 11.11% 4.1
Avalon Trust
1733
Avalon Trust
New Mexico
USD 1263 M +USD 44.3 M +4% 6.95% 118% 338 10.36% 1.1
Mount Yale Investment Advisors
1734
Mount Yale Investment Advisors
Colorado
USD 1263 M -USD 41 M -3% 4.68% 81.9% 584 15.75% 2.6
NXG Investment Management
1735
NXG Investment Management
Texas
USD 1261 M +USD 80.7 M +7% 5.35% 136% 69 33.33% 3.3
Westpac Banking Corp
1736
Westpac Banking Corp
Australia
USD 1261 M -USD 51.6 M -4% 6.92% 127% 493 16.43% 7.8
Linonia Partnership
1737
Linonia Partnership
New York
USD 1261 M +USD 160 M +15% 1.67% – 13 30.77% 0.4
Trek Financial
1738
Trek Financial
Arizona
USD 1259 M -USD 4.33 M -0.3% 4.8% 144% 473 36.58% 1.5
Courier Capital
1739
Courier Capital
New York
USD 1258 M -USD 124 M -9% 2.04% 70.8% 370 12.16% 5.9
Owl Creek Asset Management
1740
Owl Creek Asset Management
New York
USD 1257 M +USD 308 M +32% 9.28% 320% 72 47.22% 1.6
Valley Wealth Managers
1741
Valley Wealth Managers
New Jersey
USD 1255 M -USD 71.7 M -5% 2.1% 118% 403 23.33% 2.9
Certuity
1742
Certuity
Florida
USD 1255 M +USD 116 M +10% 3.73% 190% 392 24.49% 1.9
Berger Financial Group
1743
Berger Financial Group
Minnesota
USD 1255 M +USD 40.7 M +3% 2.86% 59.9% 382 10.47% 1.8
Confluence Wealth Services
1744
Confluence Wealth Services
Pennsylvania
USD 1255 M +USD 121 M +11% 1.51% 64.5% 372 12.37% 1.5
Crake Asset Management
1745
Crake Asset Management
United Kingdom
USD 1254 M +USD 264 M +27% 1.95% 52.7% 17 17.65% 1.6
StoneX Group
1746
StoneX Group
New York
USD 1253 M +USD 137 M +12% 1.99% 85.2% 795 33.58% 2.5
Grandeur Peak Global Advisors
1747
Grandeur Peak Global Advisors
Utah
USD 1252 M -USD 7.52 M -0.6% 2.6% 96% 138 17.39% 2.7
Taiyo Life Insurance Company
1748
Taiyo Life Insurance Company
Japan
USD 1251 M +USD 8.23 M +0.7% 4.79% 90.5% 13 0% 2.7
Campbell Newman Asset Management
1749
Campbell Newman Asset Management
Wisconsin
USD 1251 M +USD 17.4 M +1% 4.18% 116% 111 6.31% 6
Beaumont Financial Advisors
1750
Beaumont Financial Advisors
Massachusetts
USD 1250 M +USD 37.1 M +3% 2.98% 93.3% 382 9.16% 4