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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)
Caliber Wealth Management (Kansas)
2326
Caliber Wealth Management (Kansas)
Kansas
USD 930 M +USD 197 M +27% 10.1% – 297 19.53% 0.2
AG
2327
Artal Group
Luxembourg
USD 930 M +USD 46 M +5% 12.5% 181% 2 0% 7
OCMI
2328
Oaktop Capital Management II
New Jersey
USD 930 M +USD 179 M +24% 30.2% 451% 15 0% 7.9
WFM Asia
2329
WFM Asia
British Virgin Islands
USD 929 M +USD 33.2 M +4% 6.2% 89.9% 8 25% 3.4
CF
2330
Clarity Financial
Texas
USD 929 M +USD 59.9 M +7% 9.13% 56.8% 117 12.82% 1.9
Parkside Financial Bank & Trust
2331
Parkside Financial Bank & Trust
Missouri
USD 929 M +USD 142 M +18% 9.18% 73.6% 3,046 20.55% 4
KCM
2332
Kynam Capital Management
New Jersey
USD 929 M -USD 261 M -22% 1.67% 320% 34 14.71% 1.8
CCM Investment Advisers
2333
CCM Investment Advisers
South Carolina
USD 928 M +USD 113 M +14% 16.8% 170% 74 9.46% 5.2
Van Cleef Asset Management
2334
Van Cleef Asset Management
Ohio
USD 928 M +USD 44 M +5% 7.6% 104% 119 4.2% 7.3
Alpha Wave Global
2335
Alpha Wave Global
New York
USD 928 M +USD 704 M +313% 40.2% 226% 37 45.95% 1.4
Quantum Capital Management (New Jersey)
2336
Quantum Capital Management (New Jersey)
New Jersey
USD 925 M -USD 41.7 M -4% 6.81% 22.7% 35 11.43% 5.7
Compass Ion Advisors
2337
Compass Ion Advisors
Pennsylvania
USD 924 M +USD 75.3 M +9% 9.36% 75.6% 280 10.71% 1.9
Board of Trustees of The Leland Stanford Junior University
2338
Board of Trustees of The Leland Stanford Junior University
California
USD 924 M -USD 257 M -22% 13.7% 142% 22 13.64% 3.5
Gleason Group
2339
Gleason Group
Kentucky
USD 923 M +USD 369 M +67% 9.03% 69.1% 208 11.54% 4.2
Trivium Point Advisory
2340
Trivium Point Advisory
Connecticut
USD 921 M +USD 116 M +14% 15.2% 106% 364 13.46% 2.5
Norden Group
2341
Norden Group
Utah
USD 921 M +USD 52.3 M +6% 10.9% 104% 592 16.55% 1.1
Sentinel Trust
2342
Sentinel Trust
Texas
USD 921 M +USD 73.1 M +9% 13.5% 79.2% 137 8.03% 3.5
SeaCrest Wealth Management
2343
SeaCrest Wealth Management
New York
USD 921 M +USD 37.4 M +4% 15.7% 153% 709 20.31% 4.1
Jackson Wealth Management
2344
Jackson Wealth Management
Florida
USD 919 M +USD 95.7 M +12% 13.7% 72.1% 202 36.14% 1.3
Nemes Rush Group
2345
Nemes Rush Group
Michigan
USD 918 M +USD 126 M +16% 15.5% 111% 784 17.98% 1.4
Financial Synergies Wealth Advisors
2346
Financial Synergies Wealth Advisors
Texas
USD 918 M +USD 96.4 M +12% 9.33% 79% 93 16.13% 3.2
Marble Harbor Investment Counsel
2347
Marble Harbor Investment Counsel
Massachusetts
USD 918 M +USD 29.9 M +3% 7.03% 66.7% 208 3.37% 6.7
Inspire Investing
2348
Inspire Investing
Idaho
USD 918 M +USD 76.7 M +9% 10.2% 107% 877 14.82% 2.9
GFI Investment Counsel
2349
GFI Investment Counsel
Ontario, Canada
USD 918 M +USD 58.1 M +7% 7.93% 41.8% 21 14.29% 3.6
LVW Advisors
2350
LVW Advisors
New York
USD 917 M +USD 80.3 M +10% 7.71% 79.1% 344 17.15% 3.2