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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)
RA
1926
Resolute Advisors
California
USD 859 M +USD 95.1 M +12% 13.8% 36.7% 74 22.97% 1.4
Folger Nolan Fleming Douglas Capital Management
1927
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 858 M +USD 24.2 M +3% 5.46% 77.5% 175 9.71% 7
Brandywine Oak Private Wealth
1928
Brandywine Oak Private Wealth
Pennsylvania
USD 857 M +USD 52.7 M +7% 5.63% 62.2% 259 7.72% 3
GeoWealth Management
1929
GeoWealth Management
Illinois
USD 855 M -USD 90.9 M -10% 2.81% 58% 450 33.33% 1.3
Godsey & Gibb Inc
1930
Godsey & Gibb Inc
Virginia
USD 853 M +USD 326 M +62% 2.28% 87.5% 422 47.87% 0.2
Lindbrook Capital
1931
Lindbrook Capital
California
USD 853 M +USD 41.2 M +5% 7.83% 35.8% 2,993 12.9% 2.3
Cowen and Company
1932
Cowen and Company
New York
USD 851 M -USD 105 M -11% 0.11% 120% 835 52.69% 0.6
DigitalBridge Group
1933
DigitalBridge Group
Florida
USD 851 M +USD 143 M +20% 3.98% 161% 67 37.31% 1
Colonial Trust Advisors
1934
Colonial Trust Advisors
South Carolina
USD 851 M +USD 36.1 M +4% 6.93% 80% 941 6.59% 1.3
Connors Investor Services
1935
Connors Investor Services
Pennsylvania
USD 851 M +USD 50 M +6% 6.8% 125% 163 6.75% 4.4
Vestor Capital
1936
Vestor Capital
Illinois
USD 851 M +USD 21.5 M +3% 9.21% 188% 253 11.86% 3.2
Front Barnett Associates
1937
Front Barnett Associates
Illinois
USD 850 M +USD 58.9 M +7% 9.08% 40.5% 118 4.24% 6.8
Invictus Private Wealth
1938
Invictus Private Wealth
Colorado
USD 850 M +USD 73.7 M +9% 9.35% 84.2% 97 18.56% 0.2
Capital Investment Advisory Services
1939
Capital Investment Advisory Services
North Carolina
USD 847 M +USD 4.18 M +0.5% 4.46% 75.7% 910 15.93% 2.7
Ally Invest Advisors
1940
Ally Invest Advisors
North Carolina
USD 847 M +USD 49.6 M +6% 5.09% 41.1% 48 16.67% 1.5
Armstrong Advisory Group
1941
Armstrong Advisory Group
Massachusetts
USD 847 M +USD 86.8 M +11% 5.83% 55.6% 832 8.41% 0.2
Bangor Savings Bank
1942
Bangor Savings Bank
Maine
USD 846 M +USD 8.02 M +1% 4.93% 54.6% 557 5.57% 2.4
NewSquare Capital
1943
NewSquare Capital
Pennsylvania
USD 846 M +USD 44.5 M +6% 4.32% 76.5% 975 23.38% 1.6
Meteora Capital
1944
Meteora Capital
Florida
USD 846 M +USD 383 M +83% 1.23% 56.9% 530 44.72% 0.4
Criteria Caixa
1945
Criteria Caixa
Spain
USD 844 M +USD 54.1 M +7% 5.16% 35.5% 55 40% 1.6
WDA
1946
Wendell David Associates
New Hampshire
USD 843 M +USD 29.7 M +4% 5.43% 58.7% 149 4.03% 7.3
Blue Chip Partners
1947
Blue Chip Partners
Michigan
USD 843 M +USD 39.4 M +5% 3.69% 81.2% 179 7.26% 4.2
Jacobi Capital Management
1948
Jacobi Capital Management
Pennsylvania
USD 843 M +USD 43 M +5% 5.29% 76.6% 435 8.97% 4.8
Willis Johnson & Associates
1949
Willis Johnson & Associates
Texas
USD 843 M +USD 75.8 M +10% 5.33% 50.9% 130 19.23% 1.4
First Trust Direct Indexing
1950
First Trust Direct Indexing
Massachusetts
USD 842 M +USD 88.6 M +12% 10.2% 69% 731 11.08% 1.6