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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)
FFT Wealth Management
1801
FFT Wealth Management
Pennsylvania
USD 1327 M +USD 8.26 M +0.6% 0.84% 65.6% 186 12.37% 2
HG Vora Capital Management
1802
HG Vora Capital Management
New York
USD 1326 M -USD 38.7 M -3% 9.44% 42.6% 10 0% 2.5
Robert Wood Johnson Foundation
1803
Robert Wood Johnson Foundation
New Jersey
USD 1321 M -USD 339 M -20% 10.1% 3.79% 2 0% 8.1
Invictus Private Wealth
1804
Invictus Private Wealth
Colorado
USD 1316 M +USD 52.6 M +4% 3.89% 84.2% 87 12.64% 1.8
Hamilton Capital
1805
Hamilton Capital
Ohio
USD 1315 M -USD 34.2 M -3% 2.58% – 140 15.71% 2.5
Advocacy Wealth Management Services
1806
Advocacy Wealth Management Services
Georgia
USD 1315 M +USD 41.2 M +3% 1.5% 48.3% 63 36.51% 2
American Trust
1807
American Trust
Kentucky
USD 1314 M +USD 102 M +8% 0.2% 59% 347 36.02% 1.5
Fragasso Financial Advisors
1808
Fragasso Financial Advisors
Pennsylvania
USD 1311 M +USD 9.07 M +0.7% 0.03% 73.7% 275 10.91% 3.8
Vestor Capital
1809
Vestor Capital
Illinois
USD 1311 M +USD 39.7 M +3% 11.4% 188% 287 19.51% 3.7
First Trust Capital Management
1810
First Trust Capital Management
Illinois
USD 1310 M -USD 189 M -13% 4.7% 214% 143 54.55% 0.6
Parcion Private Wealth
1811
Parcion Private Wealth
Washington
USD 1309 M +USD 107 M +9% 2.09% 114% 254 12.6% 2.6
Maren Capital
1812
Maren Capital
Illinois
USD 1309 M +USD 93.9 M +8% 1% – 28 14.29% 0.9
Windward Capital Management
1813
Windward Capital Management
California
USD 1308 M -USD 2.62 M -0.2% 2.77% 78.5% 84 0% 6.2
Wesleyan Assurance Society
1814
Wesleyan Assurance Society
United Kingdom
USD 1307 M +USD 45.4 M +4% 0.49% 102% 108 3.7% 4.6
Alerus Financial
1815
Alerus Financial
North Dakota
USD 1306 M -USD 56.6 M -4% 0.99% 97.1% 172 17.44% 4
Foster Victor Wealth Advisors
1816
Foster Victor Wealth Advisors
South Carolina
USD 1306 M +USD 57.4 M +5% 0.82% 78.2% 203 11.82% 3.1
Schechter Investment Advisors
1817
Schechter Investment Advisors
Michigan
USD 1306 M -USD 51.7 M -4% 1.19% 36.1% 732 16.8% 1.9
Private Wealth Partners
1818
Private Wealth Partners
California
USD 1305 M +USD 50.3 M +4% 3.84% 132% 185 15.68% 3.8
Sonora Investment Management Group
1819
Sonora Investment Management Group
Arizona
USD 1305 M -USD 44.6 M -3% 0.76% 78.3% 313 12.78% 2.1
Willis Johnson & Associates
1820
Willis Johnson & Associates
Texas
USD 1302 M -USD 14.5 M -1% 1.92% 50.9% 182 20.33% 2.2
Goldentree Asset Management
1821
Goldentree Asset Management
New York
USD 1302 M +USD 49.7 M +4% 0.78% 27.7% 37 43.24% 1.3
Mesirow Institutional Investment Management
1822
Mesirow Institutional Investment Management
Illinois
USD 1300 M -USD 9.24 M -0.7% 1.87% – 145 23.45% 1
Needham Investment Management
1823
Needham Investment Management
New York
USD 1297 M -USD 5.77 M -0.4% 2.1% 424% 157 11.46% 4.4
Campbell & Co Investment Adviser
1824
Campbell & Co Investment Adviser
Maryland
USD 1296 M -USD 47.1 M -4% 2.79% 31% 1,438 55.84% 0.5
Shufro Rose & Co
1825
Shufro Rose & Co
New York
USD 1294 M +USD 61.5 M +5% 1.26% 68.1% 333 15.02% 5.1