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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)
Coastline Trust
2301
Coastline Trust
Rhode Island
USD 827 M +USD 75.5 M +10% 13.4% 106% 272 16.54% 6.5
RMR Wealth Builders
2302
RMR Wealth Builders
New Jersey
USD 827 M +USD 115 M +16% 10.1% 91.7% 266 15.41% 1.9
Troluce Capital Advisors
2303
Troluce Capital Advisors
Puerto Rico
USD 827 M +USD 461 M +126% 11.9% 61.1% 99 80.81% 0.1
Hamilton Capital Partners (Canada)
2304
Hamilton Capital Partners (Canada)
USD 826 M +USD 327 M +65% 10.7% 143% 165 36.36% 0.5
Kovack Advisors
2305
Kovack Advisors
Florida
USD 826 M -USD 16 M -2% 12.4% 118% 621 31.88% 3.4
West Coast Financial
2306
West Coast Financial
California
USD 824 M +USD 62.1 M +8% 7.37% 22.2% 166 7.23% 4.3
Barton Investment Management
2307
Barton Investment Management
Pennsylvania
USD 824 M +USD 61.6 M +8% 12.4% 124% 48 6.25% 7.2
Tortoise Investment Management
2308
Tortoise Investment Management
New York
USD 824 M +USD 86.7 M +12% 4.64% 40.2% 894 14.32% 4.5
GA
2309
GuoLine Advisory
Singapore
USD 820 M +USD 188 M +30% 7% 112% 20 30% 0.6
Atmos Capital Gestao de Recursos
2310
Atmos Capital Gestao de Recursos
Brazil
USD 820 M -USD 51.1 M -6% 21.1% 101% 15 13.33% 2.2
EQF
2311
Evergreen Quality Fund
Cayman Islands
USD 819 M – – 29.2% – 11 – 0
DDD Partners
2312
DDD Partners
Washington
USD 818 M +USD 74.3 M +10% 9.59% 85.9% 95 17.89% 2.2
SeaCrest Wealth Management
2313
SeaCrest Wealth Management
New York
USD 818 M +USD 8.35 M +1% 12.7% 153% 666 16.37% 3.7
Sagefield Capital
2314
Sagefield Capital
Texas
USD 817 M +USD 45.2 M +6% 13.1% 115% 115 42.61% 0.9
Spectrum Wealth Counsel
2315
Spectrum Wealth Counsel
Indiana
USD 817 M +USD 95.6 M +13% 11.2% – 393 19.08% 0.2
Nottingham Advisors
2316
Nottingham Advisors
New York
USD 817 M +USD 100 M +14% 5.8% 47.6% 141 9.93% 4.6
2Xideas
2317
2Xideas
Switzerland
USD 817 M -USD 116 M -12% 8.89% 40.6% 54 9.26% 2.6
AP
2318
Archon Partners
New Jersey
USD 817 M +USD 91.5 M +13% 12.1% 99.5% 47 27.66% 5.3
Guardian Wealth Advisors (North Carolina)
2319
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 817 M +USD 159 M +24% 8.1% 58.9% 482 14.94% 1.5
EEP
2320
Edgehill Endowment Partners
Connecticut
USD 816 M +USD 144 M +21% 4.79% 11.6% 6 0% 3.7
HPM
2321
H. Partners Management
New York
USD 816 M +USD 95.6 M +13% 13.7% 13.5% 2 0% 7.3
Buckingham Capital Management (Ohio)
2322
Buckingham Capital Management (Ohio)
Ohio
USD 816 M +USD 68.9 M +9% 7.77% 26.3% 133 12.78% 5.2
Cable Hill Partners
2323
Cable Hill Partners
Oregon
USD 816 M USD 0 0% 5.1% 20.3% 96 0% 1.9
Parkman Healthcare Partners
2324
Parkman Healthcare Partners
Connecticut
USD 815 M +USD 105 M +15% 21% 306% 117 39.32% 1.1
Manchester Capital Management
2325
Manchester Capital Management
Vermont
USD 815 M +USD 68.6 M +9% 8.02% 86.7% 1,078 11.22% 3.6