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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)
Estate Counselors
2226
Estate Counselors
Wisconsin
USD 873 M +USD 63.4 M +8% 7.68% 60% 157 52.87% 1.6
Sixth Street Partners
2227
Sixth Street Partners
Texas
USD 873 M -USD 151 M -15% 2% 5.31% 19 21.05% 1.5
FourThought Financial Partners
2228
FourThought Financial Partners
Florida
USD 873 M +USD 75.2 M +9% 8.79% 95.9% 353 14.73% 1.1
PrairieView Partners
2229
PrairieView Partners
Minnesota
USD 872 M +USD 61.2 M +8% 4.91% 34% 403 5.71% 3.4
TRUE Private Wealth Advisors
2230
TRUE Private Wealth Advisors
Oregon
USD 872 M +USD 81.7 M +10% 7.91% 89.2% 306 12.42% 3.5
KNB
2231
Khazanah Nasional Berhad
USD 872 M +USD 121 M +16% 9.28% 73.6% 14 50% 0.7
Beacon Financial Group
2232
Beacon Financial Group
Texas
USD 872 M +USD 51.7 M +6% 7.87% 66.6% 341 15.54% 3.7
HTLF Bank
2233
HTLF Bank
Colorado
USD 871 M +USD 22.5 M +3% 5.15% – 260 13.85% 0.2
Northcape Capital
2234
Northcape Capital
Australia
USD 870 M +USD 25.8 M +3% 6.44% – 32 12.5% 3.4
Advisor OS
2235
Advisor OS
Illinois
USD 870 M +USD 102 M +13% 7.4% 68.8% 411 23.36% 1.5
Austin Private Wealth
2236
Austin Private Wealth
Texas
USD 869 M +USD 77.6 M +10% 7.2% 62.3% 295 21.36% 1.6
Alpine Investment Management
2237
Alpine Investment Management
Hong Kong
USD 868 M +USD 377 M +77% 1.81% 33.7% 22 86.36% 0.2
Marble Harbor Investment Counsel
2238
Marble Harbor Investment Counsel
Massachusetts
USD 868 M +USD 54.8 M +7% 9.42% 66.7% 212 10.85% 6
Middleton & Co
2239
Middleton & Co
Massachusetts
USD 867 M +USD 65.4 M +8% 8.55% 81.8% 170 9.41% 5.8
Kingswood Wealth Advisors
2240
Kingswood Wealth Advisors
California
USD 867 M -USD 15.2 M -2% 15.4% 134% 730 27.67% 0.4
OCMI
2241
Oaktop Capital Management II
New Jersey
USD 865 M +USD 111 M +15% 15.7% 451% 15 6.67% 6.7
Graves Light Lenhart Wealth
2242
Graves Light Lenhart Wealth
Virginia
USD 863 M +USD 58.1 M +7% 5.57% 47.7% 187 4.28% 3.7
Recurrent Investment Advisors
2243
Recurrent Investment Advisors
Texas
USD 863 M +USD 181 M +27% 14.7% 99.7% 51 15.69% 3.2
Global Strategic Investment Solutions
2244
Global Strategic Investment Solutions
Arizona
USD 862 M +USD 46 M +6% 6.08% 56.8% 155 11.61% 2.8
Gemmer Asset Management
2245
Gemmer Asset Management
California
USD 861 M +USD 46.6 M +6% 7.54% 96.8% 138 13.04% 5.4
Ausdal Financial Partners
2246
Ausdal Financial Partners
Iowa
USD 861 M +USD 53 M +7% 6.85% 63.2% 496 13.31% 3.6
Dorsey Asset Management
2247
Dorsey Asset Management
Illinois
USD 860 M +USD 82.2 M +11% 10.2% 122% 10 10% 3.7
CPIH
2248
Consolidated Press International Holdings
Australia
USD 860 M +USD 63.5 M +8% 55.8% – 14 35.71% 0.7
Caldwell Trust
2249
Caldwell Trust
Florida
USD 859 M +USD 67 M +8% 11.3% 97.5% 738 9.62% 3.5
ACK Asset Management
2250
ACK Asset Management
Connecticut
USD 858 M +USD 27 M +3% 7.82% 132% 21 4.76% 2