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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)
CapWealth Advisors
1851
CapWealth Advisors
Tennessee
USD 569 M -USD 40.3 M -7% 13.2% 152% 117 19.66% 3.8
Cardan Capital Partners
1852
Cardan Capital Partners
Colorado
USD 569 M -USD 69.3 M -11% 10.7% 64% 209 35.89% 1.3
Executive Wealth Management
1853
Executive Wealth Management
Michigan
USD 568 M – – 8.2% 18.4% 927 – 0
TRUE Private Wealth Advisors
1854
TRUE Private Wealth Advisors
Oregon
USD 567 M -USD 144 M -20% 9.52% 89.2% 1,109 79.98% 1.7
Ensemble Capital Management
1855
Ensemble Capital Management
California
USD 567 M -USD 40.6 M -7% 16.4% 36.2% 31 19.35% 3.4
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
USD 567 M -USD 76.4 M -12% 10.5% 23.7% 237 9.7% 4.2
Dorsey & Whitney Trust
1857
Dorsey & Whitney Trust
South Dakota
USD 566 M -USD 78.8 M -12% 11.8% 86% 454 24.89% 2.9
Fulton Breakefield Broenniman
1858
Fulton Breakefield Broenniman
Maryland
USD 566 M -USD 77 M -12% 9.57% 68% 114 9.65% 3.3
BPM
1859
Bowling Portfolio Management
Ohio
USD 565 M -USD 149 M -21% 16.3% 45.7% 436 48.39% 1.6
Independent Advisor Alliance
1860
Independent Advisor Alliance
North Carolina
USD 565 M +USD 9.43 M +2% 11.1% 135% 492 40.24% 1.1
EA
1861
Echinus Advisors
New York
USD 565 M -USD 18.1 M -3% 12.8% 91.4% 10 20% 1.5
Garde Capital
1862
Garde Capital
Washington
USD 565 M -USD 30.1 M -5% 9.75% 57.6% 173 8.67% 2.6
CFIC
1863
City Financial Investment Company
United Kingdom
USD 562 M -USD 2535 M -82% 1.23% – 191 55.5% 0.4
Vicus Capital
1864
Vicus Capital
Pennsylvania
USD 562 M -USD 60.5 M -10% 11.6% 59.6% 243 14.81% 2.9
Corient Capital Partners
1865
Corient Capital Partners
California
USD 561 M -USD 39.7 M -7% 12.1% 39.2% 327 29.66% 1.6
CC
1866
Cornerstone Capital
California
USD 561 M -USD 96.9 M -15% 10.8% 91.2% 83 10.84% 3.9
Capital Investment Services of America
1867
Capital Investment Services of America
Wisconsin
USD 561 M -USD 105 M -16% 11.8% 50.7% 74 10.81% 4
Provident Investment Management
1868
Provident Investment Management
Michigan
USD 560 M -USD 144 M -20% 13.6% 90.8% 61 6.56% 3.7
YHB Investment Advisors
1869
YHB Investment Advisors
Connecticut
USD 560 M -USD 103 M -16% 11.7% 96.2% 201 16.92% 3.8
Hilton Capital Management
1870
Hilton Capital Management
New York
USD 559 M -USD 110 M -16% 8.36% 58.2% 366 27.87% 0.8
GenTrust
1871
GenTrust
Florida
USD 559 M -USD 64.2 M -10% 9.33% 53% 111 35.14% 1.2
Cornerstone Advisors (Washington)
1872
Cornerstone Advisors (Washington)
Washington
USD 559 M +USD 404 M +262% 13.5% 24.3% 1,339 21.21% 2.8
BTC Capital Management
1873
BTC Capital Management
Iowa
USD 558 M -USD 27.3 M -5% 11.7% – 189 19.05% 2
Sound Point Capital Management
1874
Sound Point Capital Management
New York
USD 558 M -USD 70.8 M -11% 13.9% 61.5% 42 54.76% 0.8
Exane Derivatives
1875
Exane Derivatives
France
USD 557 M +USD 24 M +5% 11.3% 42.7% 771 22.7% 1.7