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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)
Financial Architects (New Jersey)
2401
Financial Architects (New Jersey)
New Jersey
USD 435 M +USD 69.5 M +19% 16.5% 31.3% 939 17.47% 3.4
Valley National Advisers
2402
Valley National Advisers
Pennsylvania
USD 434 M +USD 72.3 M +20% 15% 87.2% 907 13.45% 3.1
Virtue Capital Management
2403
Virtue Capital Management
Tennessee
USD 434 M +USD 368 M +563% 19.1% 91% 240 90.83% 0.2
VCM
2404
V3 Capital Management
Texas
USD 433 M -USD 23.8 M -5% 4.88% 20.5% 14 28.57% 1.1
Stieven Capital Advisors
2405
Stieven Capital Advisors
Missouri
USD 433 M +USD 91.7 M +27% 24.3% 117% 52 25% 2.9
Hill Path Capital
2406
Hill Path Capital
New York
USD 432 M +USD 104 M +32% 32.2% 5.23% 2 0% 2.9
Focused Wealth Management
2407
Focused Wealth Management
New York
USD 431 M +USD 84.3 M +24% 18% 73.9% 876 20.89% 3.4
TFM
2408
TPI Fund Managers
United Kingdom
USD 431 M +USD 102 M +31% 18.3% 49.6% 37 13.51% 0.9
Analyst IMS Investment Management Services
2409
Analyst IMS Investment Management Services
Israel
USD 431 M +USD 119 M +38% 36.9% 99.4% 91 14.29% 3.7
Hudson Valley Investment Advisors
2410
Hudson Valley Investment Advisors
New York
USD 430 M +USD 69 M +19% 19.7% 102% 170 9.41% 4.4
PA
2411
Paracle Advisors
Washington
USD 429 M +USD 59.7 M +16% 17.8% 30.9% 86 12.79% 2.2
SC
2412
Serenity Capital
California
USD 429 M -USD 39.5 M -8% 18.7% – 8 37.5% 1.9
Herald Investment Management
2413
Herald Investment Management
United Kingdom
USD 428 M +USD 97.8 M +30% 49.4% 493% 98 9.18% 3.6
Domani Wealth
2414
Domani Wealth
Pennsylvania
USD 428 M +USD 53.5 M +14% 16.8% 48.6% 130 10.77% 3
WFA of San Diego
2415
WFA of San Diego
California
USD 427 M – – 18.3% – 277 – 0
Bank Hapoalim BM
2416
Bank Hapoalim BM
Israel
USD 427 M +USD 111 M +35% 26.8% 76.6% 191 21.99% 2.3
Advantage Alpha Capital Partners
2417
Advantage Alpha Capital Partners
California
USD 427 M +USD 147 M +52% 28.2% 79.2% 102 24.51% 0.4
Graves Light Lenhart Wealth
2418
Graves Light Lenhart Wealth
Virginia
USD 427 M +USD 55.7 M +15% 12.9% 47.7% 174 16.09% 1.3
Red Cedar Investment Management
2419
Red Cedar Investment Management
Michigan
USD 427 M +USD 194 M +83% 20.1% 81.4% 87 70.11% 0.4
Atlas Capital Advisors
2420
Atlas Capital Advisors
Wyoming
USD 426 M +USD 90.1 M +27% 21.5% – 766 26.89% 1.3
Biglari Capital Corp
2421
Biglari Capital Corp
Texas
USD 426 M +USD 131 M +45% 25.1% 72.7% 10 10% 3.6
HCR Wealth Advisors
2422
HCR Wealth Advisors
California
USD 426 M +USD 76.6 M +22% 19.3% 107% 269 20.82% 1.5
Baxter Bros Inc
2423
Baxter Bros Inc
Connecticut
USD 426 M +USD 40.1 M +10% 17% 73.8% 123 17.07% 4.6
Azzad Asset Management
2424
Azzad Asset Management
Virginia
USD 426 M +USD 82.6 M +24% 29.5% 101% 327 18.96% 3
Six Columns Capital
2425
Six Columns Capital
Texas
USD 426 M +USD 103 M +32% 70.1% – 90 82.22% 0.1