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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)
CapWealth Advisors
2201
CapWealth Advisors
Tennessee
USD 1016 M +USD 92.2 M +10% 12.5% 152% 106 8.49% 5.7
DigitalBridge Group
2202
DigitalBridge Group
Florida
USD 1016 M -USD 229 M -18% 17.4% 161% 70 24.29% 1.5
Tanglewood Wealth Management
2203
Tanglewood Wealth Management
Texas
USD 1014 M +USD 125 M +14% 7.73% 64.6% 41 14.63% 3.1
Whitney & Co
2204
Whitney & Co
New York
USD 1014 M +USD 72.8 M +8% 11% 93.2% 143 12.59% 5.3
FourThought Financial Partners
2205
FourThought Financial Partners
Florida
USD 1013 M +USD 57.2 M +6% 11.7% 95.9% 341 18.18% 1.3
Conservest Capital Advisors
2206
Conservest Capital Advisors
Pennsylvania
USD 1013 M +USD 60.5 M +6% 8.26% 58.6% 123 11.38% 1.8
Asset Advisors Investment Management
2207
Asset Advisors Investment Management
Georgia
USD 1012 M +USD 60.5 M +6% 8.29% 67.5% 115 5.22% 4.4
Salomon & Ludwin
2208
Salomon & Ludwin
Virginia
USD 1012 M +USD 74.1 M +8% 7.89% 52.6% 1,137 38.35% 1.4
Richard C. Young & Co
2209
Richard C. Young & Co
Rhode Island
USD 1012 M +USD 81.3 M +9% 9.99% 137% 88 3.41% 4.6
Connable Office Inc
2210
Connable Office Inc
Michigan
USD 1010 M +USD 71 M +8% 9.21% 68.3% 244 19.26% 4.2
L & S Advisors
2211
L & S Advisors
California
USD 1010 M +USD 200 M +25% 17.9% 231% 372 16.4% 2
Rational Advisors
2212
Rational Advisors
New York
USD 1009 M +USD 18.3 M +2% 5.2% 37.7% 201 47.76% 1.2
Simcoe Capital Management
2213
Simcoe Capital Management
New York
USD 1009 M +USD 452 M +81% 19.1% 48.7% 24 50% 1
Townsend & Associates
2214
Townsend & Associates
Colorado
USD 1009 M +USD 49.7 M +5% 3.89% 58% 118 21.19% 2.4
Titleist Asset Management
2215
Titleist Asset Management
Texas
USD 1009 M +USD 144 M +17% 13% 101% 337 17.8% 1.4
Jacobs & Co
2216
Jacobs & Co
California
USD 1008 M +USD 69.7 M +7% 10.1% 105% 131 12.98% 7.9
Royal Fund Management
2217
Royal Fund Management
Florida
USD 1008 M +USD 109 M +12% 13.5% 103% 374 21.93% 2.9
Clough Capital Partners
2218
Clough Capital Partners
Massachusetts
USD 1007 M +USD 206 M +26% 18.8% 175% 137 36.5% 1.2
Palisade Asset Management
2219
Palisade Asset Management
Minnesota
USD 1005 M +USD 31.5 M +3% 6.16% 61.8% 197 4.57% 7.8
MMBG Investment Advisors
2220
MMBG Investment Advisors
Florida
USD 1005 M +USD 120 M +14% 13.7% 118% 183 10.93% 2.5
Shenkman Capital Management
2221
Shenkman Capital Management
New York
USD 1005 M +USD 21.2 M +2% 0.15% 3.15% 125 0.8% 1
Optimus Prime Fund Management
2222
Optimus Prime Fund Management
Cayman Islands
USD 1001 M +USD 126 M +14% 19.9% 94.5% 24 12.5% 2.8
RDST Capital
2223
RDST Capital
Washington
USD 1001 M +USD 297 M +42% 16.5% 43% 19 21.05% 1.3
Caldwell Trust
2224
Caldwell Trust
Florida
USD 1000 M +USD 67.9 M +7% 9.13% 87% 763 3.93% 4.1
Atika Capital Management
2225
Atika Capital Management
New York
USD 1000 M +USD 289 M +41% 35.9% 811% 82 47.56% 1.4