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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)
Bank Hapoalim BM
2376
Bank Hapoalim BM
Israel
USD 731 M +USD 114 M +18% 12.2% 76.6% 151 16.56% 3.8
Forte Capital
2377
Forte Capital
New York
USD 731 M +USD 81.5 M +13% 12.1% 98.3% 230 11.74% 3.8
Hudson Valley Investment Advisors
2378
Hudson Valley Investment Advisors
New York
USD 730 M +USD 20.9 M +3% 12.3% 102% 187 4.81% 5.4
LP
2379
LGL Partners
Pennsylvania
USD 730 M +USD 160 M +28% 10.2% 68.9% 110 16.36% 3.5
Dynamo Internacional Gestao de Recursos
2380
Dynamo Internacional Gestao de Recursos
Brazil
USD 730 M -USD 720 M -50% 18.5% 34.1% 31 35.48% 1.7
Oldfield Partners
2381
Oldfield Partners
United Kingdom
USD 729 M +USD 79.5 M +12% 14.7% 90.3% 29 27.59% 3.2
NJ State Employees Deferred Compensation Plan
2382
NJ State Employees Deferred Compensation Plan
New Jersey
USD 727 M +USD 68.4 M +10% 13.9% 127% 495 4.85% 6.5
AP
2383
Archon Partners
New Jersey
USD 726 M +USD 86.3 M +14% 13.4% 99.5% 44 15.91% 5.8
Transamerica Financial Advisors
2384
Transamerica Financial Advisors
Florida
USD 724 M -USD 14.6 M -2% 9.77% 77.1% 667 8.55% 1.9
Mayflower Financial Advisors
2385
Mayflower Financial Advisors
Massachusetts
USD 724 M +USD 55.7 M +8% 8.31% 68.7% 362 11.33% 2.3
Curi Wealth Management
2386
Curi Wealth Management
North Carolina
USD 724 M +USD 71.8 M +11% 10.2% 16.2% 170 16.47% 1.8
Parthenon LLC
2387
Parthenon LLC
Kentucky
USD 723 M +USD 56.9 M +9% 9.37% 93.3% 117 2.56% 7.6
GFI Investment Counsel
2388
GFI Investment Counsel
Ontario, Canada
USD 723 M +USD 67.6 M +10% 16.1% 41.8% 17 0% 3.8
Atomi Financial Group
2389
Atomi Financial Group
New York
USD 723 M +USD 423 M +141% 24.7% 139% 633 50.08% 0.3
Dendur Capital
2390
Dendur Capital
New York
USD 722 M -USD 65.7 M -8% 15.4% 99.6% 20 50% 1.1
SWS
2391
SYSTM Wealth Solutions
Illinois
USD 722 M +USD 71.3 M +11% 11.5% – 1,088 64.61% 0.3
CGN Advisors
2392
CGN Advisors
Kansas
USD 722 M -USD 21 M -3% 8.78% 48.9% 268 14.55% 2
Baxter Bros Inc
2393
Baxter Bros Inc
Connecticut
USD 722 M +USD 63.1 M +10% 11.2% 73.8% 157 9.55% 5.3
Spectrum Wealth Counsel
2394
Spectrum Wealth Counsel
Indiana
USD 722 M – – 12% – 333 – 0
HPM
2395
H. Partners Management
New York
USD 721 M +USD 47 M +7% 9.55% 13.5% 3 33.33% 7
CKW Financial Group
2396
CKW Financial Group
Hawaii
USD 720 M +USD 64.2 M +10% 10.7% 70.3% 233 9.87% 5.4
Cabot Wealth Management
2397
Cabot Wealth Management
Massachusetts
USD 719 M +USD 66.7 M +10% 11.8% 69.3% 147 10.2% 4.6
Silverback Asset Management
2398
Silverback Asset Management
North Carolina
USD 718 M -USD 11.2 M -2% 0.53% 92.1% 94 14.89% 0.9
AH
2399
Allen Holding
New York
USD 718 M +USD 1.89 M +0.3% 8.6% 135% 17 17.65% 5.9
Nottingham Advisors
2400
Nottingham Advisors
New York
USD 717 M +USD 70 M +11% 8.72% 47.6% 138 12.32% 4.6