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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)
Tradition Wealth Management
1876
Tradition Wealth Management
Minnesota
USD 1636 M +USD 230 M +16% 15.9% 69.6% 582 13.4% 2.9
MONECO Advisors
1877
MONECO Advisors
Connecticut
USD 1636 M +USD 346 M +27% 14.1% 70.5% 625 22.4% 2.7
Howard Capital Management Group
1878
Howard Capital Management Group
California
USD 1636 M +USD 129 M +9% 16% 114% 160 16.88% 3.3
Kopernik Global Investors
1879
Kopernik Global Investors
Florida
USD 1632 M +USD 200 M +14% 8.7% 128% 33 15.15% 3.6
Appleton Partners
1880
Appleton Partners
Massachusetts
USD 1632 M +USD 198 M +14% 26.2% 101% 284 10.92% 6.6
Himension Capital (Singapore)
1881
Himension Capital (Singapore)
Singapore
USD 1630 M +USD 329 M +25% 71.1% 492% 197 46.19% 0.6
Atalan Capital Partners
1882
Atalan Capital Partners
New York
USD 1630 M +USD 545 M +50% 73.1% 319% 11 27.27% 1.8
Corda Investment Management
1883
Corda Investment Management
Texas
USD 1630 M +USD 184 M +13% 19% 75.4% 88 12.5% 5.3
Lyell Wealth Management
1884
Lyell Wealth Management
California
USD 1630 M +USD 269 M +20% 27.7% 128% 241 14.11% 4.2
Quent Capital
1885
Quent Capital
New York
USD 1628 M +USD 218 M +15% 14.1% 78.1% 1,697 12.37% 1.3
Sage Mountain Advisors
1886
Sage Mountain Advisors
Georgia
USD 1626 M +USD 197 M +14% 11% 62.5% 321 17.76% 3
Avalon Trust
1887
Avalon Trust
New Mexico
USD 1625 M +USD 174 M +12% 21.8% 118% 485 9.9% 1.9
Westpac Banking Corp
1888
Westpac Banking Corp
Australia
USD 1624 M +USD 186 M +13% 24.6% 127% 544 17.46% 7.3
Strategy Capital
1889
Strategy Capital
California
USD 1623 M +USD 400 M +33% 67.1% 316% 11 0% 3.8
Clear Harbor Asset Management
1890
Clear Harbor Asset Management
Connecticut
USD 1622 M +USD 172 M +12% 23.3% 98.6% 492 17.07% 4.2
Morningstar Investment Management
1891
Morningstar Investment Management
Illinois
USD 1622 M +USD 6.35 M +0.4% 6.92% 48.2% 317 0.63% 1.2
Naples Global Advisors
1892
Naples Global Advisors
Florida
USD 1621 M +USD 250 M +18% 26.8% 103% 472 7.84% 6
Capital Investment Advisory Services
1893
Capital Investment Advisory Services
North Carolina
USD 1620 M +USD 249 M +18% 13.9% 69.3% 1,341 13.27% 3.5
Coastal Bridge Advisors
1894
Coastal Bridge Advisors
Connecticut
USD 1617 M +USD 202 M +14% 20.4% 88.1% 493 14% 2.5
Strategic Wealth Partners
1895
Strategic Wealth Partners
Ohio
USD 1616 M +USD 173 M +12% 11.6% – 1,575 13.52% 1.5
Recurrent Investment Advisors
1896
Recurrent Investment Advisors
Texas
USD 1611 M -USD 50.4 M -3% 2.76% 99.7% 71 5.63% 3.7
Sound View Wealth Advisors Group
1897
Sound View Wealth Advisors Group
Georgia
USD 1611 M +USD 141 M +10% 14.5% 73% 461 13.02% 4
RMR Wealth Builders
1898
RMR Wealth Builders
New Jersey
USD 1610 M +USD 340 M +27% 19.4% 81.6% 326 18.1% 2.9
BTG Pactual Asset Management US
1899
BTG Pactual Asset Management US
New York
USD 1609 M +USD 454 M +39% 11.7% – 558 58.24% 0.4
Trust Asset Management
1900
Trust Asset Management
Texas
USD 1605 M +USD 209 M +15% 19.8% 91.1% 234 5.98% 4.6