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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)
Argent Financial Group
2351
Argent Financial Group
Louisiana
USD 842 M – – 7.52% – 300 – 0
NJ State Employees Deferred Compensation Plan
2352
NJ State Employees Deferred Compensation Plan
New Jersey
USD 842 M +USD 37.8 M +5% 6.6% 127% 483 3.93% 7.1
Isthmus Partners
2353
Isthmus Partners
Wisconsin
USD 842 M -USD 7.49 M -0.9% 11.6% 73.7% 206 10.19% 3.2
Fidelis Capital Partners
2354
Fidelis Capital Partners
Florida
USD 840 M +USD 137 M +20% 5.76% 115% 430 16.28% 1.1
Aaron Wealth Advisors
2355
Aaron Wealth Advisors
Illinois
USD 840 M +USD 119 M +17% 6.24% 108% 434 26.5% 1.5
Wellspring Financial Advisors
2356
Wellspring Financial Advisors
Ohio
USD 838 M +USD 103 M +14% 5.95% 77.2% 182 25.82% 2.1
Sierra Capital
2357
Sierra Capital
Florida
USD 838 M +USD 89.6 M +12% 3.66% 32.4% 197 8.12% 2.4
TRUE Private Wealth Advisors
2358
TRUE Private Wealth Advisors
Oregon
USD 838 M -USD 45 M -5% 6.05% 89.2% 289 29.41% 4.3
Rodgers & Associates
2359
Rodgers & Associates
Pennsylvania
USD 838 M +USD 60.9 M +8% 7.63% 56.3% 97 7.22% 2.9
Private Advisory Group
2360
Private Advisory Group
Washington
USD 838 M +USD 69.7 M +9% 4.46% 177% 225 36.44% 1.6
Jackson Wealth Management
2361
Jackson Wealth Management
Florida
USD 838 M +USD 371 M +80% 3.84% 72.1% 186 50% 0.9
Wealth Alliance
2362
Wealth Alliance
New York
USD 837 M +USD 63 M +8% 7.22% 75.7% 552 13.04% 2.7
Parthenon LLC
2363
Parthenon LLC
Kentucky
USD 837 M +USD 50.2 M +6% 7.11% 93.3% 128 7.81% 7.6
Delta Air Lines
2364
Delta Air Lines
Georgia
USD 837 M +USD 126 M +18% 34.4% 5.3% 5 0% 2.6
RWC Asset Advisors
2365
RWC Asset Advisors
Florida
USD 837 M -USD 143 M -15% 16.4% 267% 21 23.81% 2
Kora Management
2366
Kora Management
New York
USD 836 M +USD 109 M +15% 23.3% 307% 9 33.33% 1.6
Nebula Research & Development
2367
Nebula Research & Development
New York
USD 836 M +USD 219 M +35% 7.19% – 1,220 62.3% 0.2
Journey Advisory Group
2368
Journey Advisory Group
Kentucky
USD 835 M -USD 1.46 M -0.2% 5.61% 66.2% 226 0.44% 2.6
Vancity Investment Management
2369
Vancity Investment Management
British Columbia, Canada
USD 835 M -USD 743 M -47% 5.75% – 75 17.33% 1.9
Common Fund For Nonprofit Organizations
2370
Common Fund For Nonprofit Organizations
Connecticut
USD 834 M +USD 110 M +15% 6.23% 70.8% 26 46.15% 1.2
CoreView Capital Management
2371
CoreView Capital Management
Hong Kong
USD 834 M +USD 197 M +31% 29.7% 50.9% 9 11.11% 2.2
Trust Company
2372
Trust Company
Kansas
USD 832 M +USD 57.1 M +7% 5.65% 40.6% 400 16.75% 4.2
Shepherd Financial Partners
2373
Shepherd Financial Partners
Massachusetts
USD 831 M +USD 55.9 M +7% 6.65% 78% 226 9.73% 3.5
Unison Advisors
2374
Unison Advisors
District of Columbia
USD 831 M +USD 34.5 M +4% 7.18% 54.6% 203 23.15% 3
Gladius Capital Management
2375
Gladius Capital Management
Illinois
USD 830 M +USD 14.1 M +2% 4.73% 78% 363 40.77% 1.1