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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)
Signal Advisors Wealth
1901
Signal Advisors Wealth
Michigan
USD 1279 M +USD 257 M +25% 7.96% 70.5% 551 37.75% 0.6
Value Partners Investments
1902
Value Partners Investments
Manitoba, Canada
USD 1279 M +USD 121 M +10% 9.88% 50.7% 103 4.85% 2.5
Discovery Capital Management
1903
Discovery Capital Management
Connecticut
USD 1279 M +USD 443 M +53% 39.7% 871% 85 47.06% 0.6
Infrastructure Capital Advisors
1904
Infrastructure Capital Advisors
New York
USD 1279 M -USD 83 M -6% 1.09% 52% 157 36.94% 1.2
Mill Capital Management
1905
Mill Capital Management
North Carolina
USD 1276 M +USD 27.9 M +2% 5.3% 104% 121 2.48% 3.1
Landscape Capital Management
1906
Landscape Capital Management
New Jersey
USD 1274 M +USD 151 M +13% 13.9% 92.5% 860 53.72% 0.5
First Long Island Investors
1907
First Long Island Investors
New York
USD 1274 M +USD 60.4 M +5% 12.3% 85.5% 68 8.82% 5.6
BSN Capital Partners
1908
BSN Capital Partners
United Kingdom
USD 1274 M -USD 780 M -38% 18.7% 183% 17 52.94% 0.2
North Peak Capital Management
1909
North Peak Capital Management
New York
USD 1274 M +USD 277 M +28% 12.8% 301% 11 54.55% 1.3
Bronte Capital Management
1910
Bronte Capital Management
Australia
USD 1273 M +USD 42.1 M +3% 8.42% 123% 29 17.24% 3
Soltis Investment Advisors
1911
Soltis Investment Advisors
Utah
USD 1273 M +USD 154 M +14% 12.1% 80.8% 412 15.05% 2.6
Main Management
1912
Main Management
California
USD 1272 M +USD 136 M +12% 12.4% 64.1% 116 12.07% 4.8
Litman Gregory Wealth Management
1913
Litman Gregory Wealth Management
California
USD 1272 M +USD 106 M +9% 9.02% 55.5% 142 5.63% 1.9
Strategic Wealth Partners
1914
Strategic Wealth Partners
Ohio
USD 1271 M – – 11.1% – 1,154 – 0.9
Austin Private Wealth
1915
Austin Private Wealth
Texas
USD 1269 M +USD 151 M +14% 9.06% 62.3% 330 15.76% 2.2
Wealthquest
1916
Wealthquest
Ohio
USD 1268 M +USD 69.5 M +6% 7.92% 52.1% 143 10.49% 4.4
Kingswood Wealth Advisors
1917
Kingswood Wealth Advisors
California
USD 1266 M +USD 171 M +16% 14.2% 134% 807 18.34% 1.1
Lyell Wealth Management
1918
Lyell Wealth Management
California
USD 1266 M +USD 196 M +18% 18.6% 128% 229 16.16% 4
ProVise Management Group
1919
ProVise Management Group
Florida
USD 1266 M +USD 87.6 M +7% 7.71% 66.8% 264 7.58% 6.9
TFHU
1920
TLT Family Holdco ULC
USD 1265 M – – 14.4% – 9 – 0
Armis Advisers
1921
Armis Advisers
Georgia
USD 1264 M +USD 194 M +18% 9.15% – 491 24.44% 0.3
Cardinal Point Capital Management
1922
Cardinal Point Capital Management
Ontario, Canada
USD 1262 M +USD 174 M +16% 8.44% 65.8% 254 34.25% 0.7
Sixth Street Partners
1923
Sixth Street Partners
Texas
USD 1260 M +USD 497 M +65% 4.88% 5.31% 20 65% 2.1
ET
1924
Entropy Technologies
New York
USD 1259 M +USD 232 M +23% 10.3% – 1,057 64.62% 0.3
Deer Management Company
1925
Deer Management Company
New York
USD 1258 M +USD 176 M +16% 33.8% 154% 9 0% 2.9