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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)
Provident Investment Management
1951
Provident Investment Management
Michigan
USD 1122 M +USD 23.4 M +2% 6.35% 90.8% 83 16.87% 4.1
Galvin Gaustad & Stein
1952
Galvin Gaustad & Stein
Arizona
USD 1122 M +USD 47.3 M +4% 6.39% 60.7% 192 8.85% 2.7
Tradition Wealth Management
1953
Tradition Wealth Management
Minnesota
USD 1122 M +USD 87.1 M +8% 6.24% 69.6% 427 9.6% 2.7
Sax Wealth Advisors
1954
Sax Wealth Advisors
New Jersey
USD 1121 M +USD 71.7 M +7% 5.64% 64.3% 315 21.9% 1.6
Arax Advisory Partners
1955
Arax Advisory Partners
Colorado
USD 1120 M +USD 94.2 M +9% 6.62% 64.7% 2,679 7.65% 1.9
Bouchey Financial Group
1956
Bouchey Financial Group
New York
USD 1119 M +USD 66 M +6% 5.07% 66.7% 159 10.69% 3.2
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
USD 1117 M +USD 72.4 M +7% 7.42% 88.6% 354 10.45% 2.1
Hardy Reed
1958
Hardy Reed
Mississippi
USD 1116 M +USD 121 M +12% 6.21% 69.7% 252 13.1% 1.6
TCV Trust & Wealth Management
1959
TCV Trust & Wealth Management
Virginia
USD 1116 M +USD 67.5 M +6% 7.87% 75.3% 211 11.85% 6.6
PDS Planning
1960
PDS Planning
Ohio
USD 1116 M +USD 125 M +13% 6.72% 62.7% 447 12.3% 2.5
ARS Investment Partners
1961
ARS Investment Partners
New York
USD 1116 M +USD 70.1 M +7% 7.41% 260% 182 17.03% 3.3
Seven Eight Capital
1962
Seven Eight Capital
New York
USD 1114 M +USD 157 M +16% 9.65% 13.6% 994 64.39% 0.3
Helikon Investments
1963
Helikon Investments
United Kingdom
USD 1114 M +USD 29.8 M +3% 13.5% 282% 22 31.82% 1.3
Stack Financial Management
1964
Stack Financial Management
Montana
USD 1114 M +USD 34 M +3% 8.62% 58.4% 50 6% 4.8
Penobscot Investment Management
1965
Penobscot Investment Management
Massachusetts
USD 1113 M +USD 75.4 M +7% 7.32% 114% 317 5.05% 5.4
AltraVue Capital
1966
AltraVue Capital
Washington
USD 1112 M +USD 105 M +10% 17.2% 221% 28 3.57% 3.6
Narwhal Capital Management
1967
Narwhal Capital Management
Georgia
USD 1112 M +USD 54.5 M +5% 5.56% 93.8% 167 7.78% 5.6
Condor Capital Management
1968
Condor Capital Management
New Jersey
USD 1111 M +USD 65.6 M +6% 5.76% 58.2% 208 17.31% 4.9
SlateStone Wealth
1969
SlateStone Wealth
Florida
USD 1111 M +USD 188 M +20% 6.99% 79.1% 309 11.33% 2.5
Marathon Trading Investment Management
1970
Marathon Trading Investment Management
Pennsylvania
USD 1107 M -USD 213 M -16% 3.6% 143% 359 42.9% 1.3
Melqart Asset Management
1971
Melqart Asset Management
United Kingdom
USD 1106 M -USD 129 M -10% 2.37% 250% 68 45.59% 0.6
RKL Wealth Management
1972
RKL Wealth Management
Pennsylvania
USD 1105 M +USD 67.6 M +7% 5.96% 76.8% 165 14.55% 5
Gillson Capital
1973
Gillson Capital
Illinois
USD 1100 M +USD 63.6 M +6% 16.6% 84.9% 92 69.57% 0.3
Boussard & Gavaudan Investment Management
1974
Boussard & Gavaudan Investment Management
United Kingdom
USD 1100 M +USD 472 M +75% 1.49% 25.8% 114 67.54% 0.3
Lyell Wealth Management
1975
Lyell Wealth Management
California
USD 1100 M +USD 52.4 M +5% 5.53% 128% 208 4.81% 3.9