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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)
Absolute Investment Advisers
2201
Absolute Investment Advisers
Florida
USD 666 M +USD 104 M +18% 0% 0.5% 119 22.69% 0.8
Isthmus Partners
2202
Isthmus Partners
Wisconsin
USD 666 M +USD 84.7 M +15% 11.8% 73.7% 169 5.92% 3.1
Leith Wheeler Investment Counsel
2203
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 665 M +USD 69 M +12% 8.91% 52.3% 55 3.64% 2.2
PWMAG
2204
Pinnacle Wealth Management Advisory Group
New Jersey
USD 665 M +USD 63.8 M +11% 9.56% 90.7% 316 14.87% 3.1
Aveo Capital Partners
2205
Aveo Capital Partners
Colorado
USD 665 M +USD 84.7 M +15% 6.73% 19.1% 348 27.87% 1.4
SoFi Wealth
2206
SoFi Wealth
California
USD 664 M +USD 67 M +11% 6.46% 67.9% 11 0% 0.8
Endurance Wealth Management
2207
Endurance Wealth Management
Rhode Island
USD 664 M +USD 58.2 M +10% 10.8% 59% 675 11.26% 4.9
Commodore Capital
2208
Commodore Capital
New York
USD 664 M +USD 41.7 M +7% 49.8% 2,121% 41 41.46% 0.6
St. James Investment Company
2209
St. James Investment Company
Texas
USD 663 M +USD 41.5 M +7% 13.9% 43.8% 32 15.63% 3.3
Griffin Asset Management
2210
Griffin Asset Management
New York
USD 663 M +USD 61.2 M +10% 12.4% 88.9% 221 14.03% 4.8
Cypress Capital Group
2211
Cypress Capital Group
Florida
USD 663 M +USD 62.8 M +10% 11.8% 97.8% 302 12.58% 4.5
Azora Capital LP
2212
Azora Capital LP
Florida
USD 662 M -USD 12.1 M -2% 5.21% 175% 53 64.15% 0.6
Hudson Valley Investment Advisors
2213
Hudson Valley Investment Advisors
New York
USD 661 M +USD 38.1 M +6% 10.3% 102% 230 10.43% 4.3
Kryger Capital
2214
Kryger Capital
United Kingdom
USD 661 M -USD 79.7 M -11% 30% 421% 44 72.73% 0.3
EverSource Wealth Advisors
2215
EverSource Wealth Advisors
Alabama
USD 660 M +USD 224 M +51% 9.09% 89.7% 2,477 24.67% 0.6
Alibaba Group
2216
Alibaba Group
Hong Kong
USD 660 M +USD 218 M +49% 26.2% 2.06% 9 22.22% 3
Parkwood LLC
2217
Parkwood LLC
Ohio
USD 660 M -USD 84 k -0% 10.2% 120% 184 25.54% 1.2
TAM
2218
Telemark Asset Management
Massachusetts
USD 659 M +USD 22.3 M +4% 14.2% 329% 47 38.3% 1.9
Romano Brothers & Co
2219
Romano Brothers & Co
Illinois
USD 659 M +USD 38.9 M +6% 10.1% 110% 1,044 71.93% 0.1
H&F Corporate Investors VIII
2220
H&F Corporate Investors VIII
California
USD 659 M -USD 520 M -44% 39.3% 33.8% 2 0% 1.6
KPF
2221
K2 Principal Fund
Ontario, Canada
USD 658 M -USD 213 M -24% 11.1% 76.5% 370 56.49% 0.5
Virtue Capital Management
2222
Virtue Capital Management
Tennessee
USD 655 M +USD 18.3 M +3% 5% 91% 397 36.78% 1
Cutler Investment Counsel
2223
Cutler Investment Counsel
Oregon
USD 655 M +USD 53.4 M +9% 12% 61.8% 133 10.53% 4.1
First Ascent Asset Management
2224
First Ascent Asset Management
Colorado
USD 654 M +USD 136 M +26% 7.23% 4.15% 68 39.71% 1.2
Mizuho Bank
2225
Mizuho Bank
Japan
USD 654 M +USD 44.8 M +7% 7.5% 99.8% 7 0% 2.2