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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)
Alphadyne Asset Management
1851
Alphadyne Asset Management
New York
USD 1214 M +USD 582 M +92% 35.4% 159% 33 87.88% 0.3
Schechter Investment Advisors
1852
Schechter Investment Advisors
Michigan
USD 1214 M -USD 91.2 M -7% 0.15% 36.1% 715 18.32% 2.1
First Long Island Investors
1853
First Long Island Investors
New York
USD 1214 M -USD 44.2 M -4% 1.55% 85.5% 67 4.48% 5.6
Cornerstone Wealth Group
1854
Cornerstone Wealth Group
North Carolina
USD 1208 M -USD 16.7 M -1% 1.98% 108% 307 17.26% 2.1
Cahaba Wealth Management
1855
Cahaba Wealth Management
Georgia
USD 1208 M -USD 79.5 k -0% 1.45% 48.7% 150 5.33% 4.2
Private Wealth Partners
1856
Private Wealth Partners
California
USD 1208 M -USD 97.5 M -7% 3.86% 132% 188 22.87% 4.1
KMG Fiduciary Partners
1857
KMG Fiduciary Partners
Ohio
USD 1204 M -USD 4.21 M -0.3% 2.5% 114% 292 10.27% 3.1
DNCA Finance
1858
DNCA Finance
France
USD 1204 M -USD 80.9 M -6% 2.73% – 147 13.61% 0.6
Angeles Wealth Management
1859
Angeles Wealth Management
California
USD 1204 M -USD 9.7 M -0.8% 2.93% 80.6% 388 10.31% 1.7
1900 Wealth Management
1860
1900 Wealth Management
Texas
USD 1202 M +USD 10.6 M +0.9% 2.29% 61% 225 5.78% 3.1
Oak Ridge Investments
1861
Oak Ridge Investments
Illinois
USD 1202 M -USD 72.1 M -6% 6.12% 223% 177 13.56% 3.5
Easterly Investment Partners
1862
Easterly Investment Partners
Massachusetts
USD 1201 M -USD 72.2 M -6% 2.53% 57.6% 216 23.61% 2.3
Stack Financial Management
1863
Stack Financial Management
Montana
USD 1200 M +USD 107 M +10% 5.78% 70% 54 9.26% 4.8
Wealthquest
1864
Wealthquest
Ohio
USD 1198 M -USD 30.7 M -3% 2.12% 52.1% 142 15.49% 4.3
Coliseum Capital Management
1865
Coliseum Capital Management
Connecticut
USD 1198 M -USD 15.5 M -1% 18.5% 41.1% 17 17.65% 2.8
YHB Investment Advisors
1866
YHB Investment Advisors
Connecticut
USD 1197 M -USD 20.1 M -2% 2.15% 96.2% 298 9.73% 5.6
Triglav Skladi
1867
Triglav Skladi
Slovenia
USD 1196 M -USD 75.4 M -6% 5.15% – 149 26.85% 0.2
Browning West
1868
Browning West
California
USD 1195 M +USD 196 M +20% 0.8% 96.8% 3 0% 2.9
Charles Schwab Trust
1869
Charles Schwab Trust
Nevada
USD 1194 M +USD 29.7 M +3% 0.13% 52.7% 179 18.99% 3.2
Freedom Investment Management
1870
Freedom Investment Management
Connecticut
USD 1191 M -USD 11.9 M -1% 0.19% 68.5% 820 18.78% 3.4
Vantage Investment Partners
1871
Vantage Investment Partners
Missouri
USD 1190 M +USD 43.4 M +4% 1.44% 77.4% 67 11.94% 4.7
KCM
1872
Kynam Capital Management
New Jersey
USD 1190 M -USD 502 M -30% 21.7% 320% 36 27.78% 1.6
Howe & Rusling
1873
Howe & Rusling
New York
USD 1189 M +USD 28.7 M +2% 0.31% 82% 477 23.06% 4.2
Diversified Enterprises
1874
Diversified Enterprises
Delaware
USD 1188 M +USD 137 M +13% 2.7% – 308 25.97% 0.4
Koss-Olinger Consulting
1875
Koss-Olinger Consulting
Florida
USD 1187 M +USD 45.9 M +4% 2.73% 57.9% 338 54.44% 0.4