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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)
Meteora Capital
1951
Meteora Capital
Florida
USD 1356 M +USD 161 M +13% 1.58% 56.9% 539 50.46% 0.4
Washington Trust Bank
1952
Washington Trust Bank
Washington
USD 1356 M -USD 71.7 M -5% 0.69% 89.9% 215 12.09% 6.1
Narwhal Capital Management
1953
Narwhal Capital Management
Georgia
USD 1355 M -USD 20.9 M -2% 1.29% 93.8% 173 8.09% 5.9
KMG Fiduciary Partners
1954
KMG Fiduciary Partners
Ohio
USD 1352 M -USD 54.6 M -4% 2.36% 114% 273 8.42% 3.9
Partners Group Holding
1955
Partners Group Holding
Switzerland
USD 1351 M -USD 130 M -9% 8.7% 23.3% 51 5.88% 4.1
McIlrath & Eck
1956
McIlrath & Eck
Washington
USD 1349 M +USD 273 M +25% 0.69% 44% 1,722 47.68% 2.5
Heck Capital Advisors
1957
Heck Capital Advisors
Wisconsin
USD 1348 M +USD 6.2 M +0.5% 0.9% 67% 235 24.26% 3.4
CapWealth Advisors
1958
CapWealth Advisors
Tennessee
USD 1347 M -USD 114 M -8% 7.12% 152% 124 7.26% 5.4
Van Hulzen Asset Management
1959
Van Hulzen Asset Management
California
USD 1346 M -USD 16.6 M -1% 0.25% 86.3% 376 13.3% 3.8
PO
1960
PBCay One
United Arab Emirates
USD 1345 M +USD 777 M +137% 10.3% – 19 47.37% 0.4
HoldCo Asset Management
1961
HoldCo Asset Management
Florida
USD 1344 M +USD 14.2 M +1% 1.26% – 30 6.67% 2.6
Verity & Verity
1962
Verity & Verity
South Carolina
USD 1342 M +USD 54.6 M +4% 4.41% 90.4% 156 14.1% 5
OCMI
1963
Oaktop Capital Management II
New Jersey
USD 1340 M +USD 160 M +14% 17.2% 451% 14 7.14% 8.1
Fusion Family Wealth
1964
Fusion Family Wealth
New York
USD 1339 M +USD 19.8 M +1% 0.39% 62.2% 49 10.2% 5.4
NEWAS
1965
N.E.W. Advisory Services
Wisconsin
USD 1337 M -USD 14.9 M -1% 0.75% 51.1% 959 11.68% 1.4
Baring Fintech Manager Holding
1966
Baring Fintech Manager Holding
Guernsey
USD 1337 M -USD 73.3 M -5% 5.2% – 1 0% 1.3
49 Wealth Management
1967
49 Wealth Management
Texas
USD 1336 M +USD 107 M +9% 0.23% – 231 26.41% 1.2
WBH Advisory
1968
WBH Advisory
Maryland
USD 1335 M -USD 15.2 M -1% 1.96% 57.6% 363 9.09% 6.4
Arete Wealth Advisors
1969
Arete Wealth Advisors
Illinois
USD 1334 M -USD 109 M -8% 0.36% 85.3% 406 32.27% 3
Radcliffe Capital Management
1970
Radcliffe Capital Management
Pennsylvania
USD 1334 M -USD 503 M -27% 0.09% 4.8% 451 43.24% 0.3
Wellspring Financial Advisors
1971
Wellspring Financial Advisors
Ohio
USD 1333 M +USD 68.8 M +5% 1.16% 77.2% 315 24.76% 1.8
NBC Securities
1972
NBC Securities
Alabama
USD 1332 M -USD 1.53 M -0.1% 1.79% 93.1% 2,971 20.6% 1.4
Applied Finance Capital Management
1973
Applied Finance Capital Management
Puerto Rico
USD 1332 M -USD 64.2 M -5% 0.08% 106% 236 12.29% 1.8
Compass Rose Asset Management
1974
Compass Rose Asset Management
New York
USD 1329 M +USD 100 M +8% 4.65% 41% 36 77.78% 0.2
SHP Wealth Management
1975
SHP Wealth Management
Massachusetts
USD 1326 M +USD 40.5 M +3% 2.37% – 1,931 25.12% 0.2