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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)
First Trust Direct Indexing
2351
First Trust Direct Indexing
Massachusetts
USD 772 M +USD 68.4 M +10% 11.1% 69% 697 11.19% 0.7
Oldfield Partners
2352
Oldfield Partners
United Kingdom
USD 771 M -USD 163 M -17% 3.31% 98% 22 13.64% 5.6
Beacon Financial Group
2353
Beacon Financial Group
Texas
USD 769 M +USD 23.9 M +3% 7.33% 66.6% 238 13.45% 4
Matrix Asset Advisors
2354
Matrix Asset Advisors
New York
USD 769 M +USD 58.5 M +8% 8.92% 84.9% 86 8.14% 4.1
DT Investment Partners
2355
DT Investment Partners
Pennsylvania
USD 769 M +USD 22.8 M +3% 6.24% 64.3% 147 12.93% 2.4
Resources Management Corp
2356
Resources Management Corp
Connecticut
USD 768 M +USD 72.9 M +10% 13.2% 78.5% 535 10.47% 2.4
Abner Herrman & Brock
2357
Abner Herrman & Brock
New Jersey
USD 768 M +USD 57.6 M +8% 10.8% 156% 116 22.41% 4.1
Oak Hill Capital Management
2358
Oak Hill Capital Management
New York
USD 768 M – – 4.49% 1.19% 2 – 0
EFG Asset Management
2359
EFG Asset Management
Oregon
USD 767 M – – 7.21% 211% 175 – 0
Circle Wealth Management
2360
Circle Wealth Management
New Jersey
USD 766 M +USD 72.8 M +11% 9.63% 71.8% 204 17.16% 2
Triodos Investment Management
2361
Triodos Investment Management
Netherlands
USD 765 M +USD 21.2 M +3% 6.57% 89.9% 37 2.7% 2.8
Manchester Capital Management
2362
Manchester Capital Management
Vermont
USD 764 M +USD 33.5 M +5% 10.9% 86.7% 1,145 19.04% 2.8
RTD Financial Advisors
2363
RTD Financial Advisors
Pennsylvania
USD 764 M – – 6.12% 51.5% 116 – 0
Redwood Investment Management
2364
Redwood Investment Management
Arizona
USD 763 M +USD 62.6 M +9% 6.81% 62.5% 323 43.03% 0.9
North Point Portfolio Managers
2365
North Point Portfolio Managers
Ohio
USD 763 M +USD 50.1 M +7% 12.1% 72.8% 84 5.95% 4.3
Anderson Hoagland & Co
2366
Anderson Hoagland & Co
Missouri
USD 763 M -USD 21.5 M -3% 6.57% 104% 117 11.97% 2.5
Cardiff Park Advisors
2367
Cardiff Park Advisors
California
USD 762 M – – 6.83% 88.6% 308 – 0
Archon Capital Management
2368
Archon Capital Management
Washington
USD 761 M +USD 53.2 M +8% 0.89% 222% 36 16.67% 1.4
Third Avenue Management
2369
Third Avenue Management
New York
USD 760 M +USD 17.4 M +2% 9.71% 113% 64 14.06% 3.8
Nations Financial Group
2370
Nations Financial Group
Iowa
USD 760 M +USD 101 M +15% 9.33% 112% 494 17.21% 2
BIC
2371
Beach Investment Counsel
Pennsylvania
USD 756 M -USD 299 M -28% 12.4% 36% 186 30.65% 4.9
Verus Financial Partners
2372
Verus Financial Partners
Virginia
USD 756 M +USD 88.3 M +13% 4.65% 45.7% 98 5.1% 2.6
AltraVue Capital
2373
AltraVue Capital
Washington
USD 756 M +USD 79.1 M +12% 6.92% 221% 34 5.88% 2.2
Arkadios Wealth Advisors
2374
Arkadios Wealth Advisors
Georgia
USD 755 M +USD 61.5 M +9% 8.33% 91.1% 1,981 72.29% 1.5
LFCM
2375
Long Focus Capital Management
Puerto Rico
USD 755 M – – 3.87% 120% 103 – 0