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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)
1834 Investment Advisors
2051
1834 Investment Advisors
Wisconsin
USD 839 M +USD 4.56 M +0.5% 4.17% 68.7% 250 10.8% 4.4
Ghisallo Capital Management
2052
Ghisallo Capital Management
Massachusetts
USD 838 M +USD 422 M +101% 5.34% 122% 134 59.7% 0.3
First Nebraska Trust
2053
First Nebraska Trust
Nebraska
USD 838 M +USD 44 M +6% 4.73% 67.9% 177 7.34% 5.7
TD Capital Management
2054
TD Capital Management
Tennessee
USD 837 M +USD 29.6 M +4% 4.19% 40.5% 422 4.74% 1.8
Wealthquest
2055
Wealthquest
Ohio
USD 837 M +USD 66.2 M +9% 5.41% 52.1% 127 11.02% 3.9
Beaird Harris Wealth Management
2056
Beaird Harris Wealth Management
Texas
USD 835 M +USD 278 M +50% 1.57% 41.3% 502 10.56% 1.2
JNBA Financial Advisors
2057
JNBA Financial Advisors
Minnesota
USD 834 M +USD 65.7 M +9% 4.06% 61.8% 757 11.36% 4.4
DigitalBridge Group
2058
DigitalBridge Group
Florida
USD 834 M -USD 17.3 M -2% 0.5% 161% 65 24.62% 1
Condor Capital Management
2059
Condor Capital Management
New Jersey
USD 834 M +USD 36.6 M +5% 6.4% 58.2% 218 22.02% 4.6
Retirement Investment Advisors
2060
Retirement Investment Advisors
Oklahoma
USD 834 M +USD 275 M +49% 4.07% – 78 29.49% 0.4
Hilton Capital Management
2061
Hilton Capital Management
New York
USD 833 M +USD 68.3 M +9% 4.75% 58.2% 165 43.03% 1.9
Fusion Family Wealth
2062
Fusion Family Wealth
New York
USD 832 M +USD 54.4 M +7% 4.68% 58.2% 46 15.22% 3.5
Silicon Valley Community Foundation
2063
Silicon Valley Community Foundation
California
USD 832 M +USD 137 M +20% 33% 309% 18 0% 2.1
CQS (US)
2064
CQS (US)
New York
USD 832 M +USD 27.9 M +3% 3.34% 15% 74 10.81% 1.7
L1 Capital
2065
L1 Capital
Australia
USD 831 M +USD 113 M +16% 0.14% 127% 16 43.75% 0.9
Charles Schwab Trust
2066
Charles Schwab Trust
Nevada
USD 830 M +USD 1.54 M +0.2% 3.6% 52.7% 146 8.9% 2.6
Arrow Financial
2067
Arrow Financial
New York
USD 829 M +USD 61.6 M +8% 5.25% 66.5% 329 3.04% 7
HEC
2068
Hudson Executive Capital
New York
USD 829 M -USD 10.1 M -1% 7.98% 127% 6 16.67% 3.3
Quantum Capital Management (New Jersey)
2069
Quantum Capital Management (New Jersey)
New Jersey
USD 829 M +USD 54.4 M +7% 11.4% 22.7% 26 0% 6.2
Voss Capital
2070
Voss Capital
Texas
USD 828 M +USD 50.4 M +6% 11.1% 78.4% 60 51.67% 0.9
Freemont Management
2071
Freemont Management
Switzerland
USD 828 M +USD 116 M +16% 9.21% 113% 109 23.85% 1.3
True Link Financial Advisors
2072
True Link Financial Advisors
California
USD 828 M +USD 28.9 M +4% 1.61% 26.8% 123 11.38% 1.9
Inspire Investing
2073
Inspire Investing
Idaho
USD 827 M +USD 40.9 M +5% 5.97% 107% 835 12.1% 2
SGCIA
2074
Smith Graham & Co Investment Advisors
Texas
USD 827 M +USD 3.74 M +0.5% 5.74% 56.9% 142 4.93% 6.4
Bouchey Financial Group
2075
Bouchey Financial Group
New York
USD 826 M +USD 69.3 M +9% 6.93% 66.7% 117 17.09% 3.2