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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)
Ilex Capital Partners
2401
Ilex Capital Partners
United Kingdom
USD 716 M – – 7.97% – 16 – 0
MIG Capital
2402
MIG Capital
California
USD 716 M +USD 176 M +33% 18.7% 118% 17 17.65% 1.9
Wescott Financial Advisory Group
2403
Wescott Financial Advisory Group
Pennsylvania
USD 714 M +USD 167 M +31% 9.68% 55.5% 170 10.59% 1.8
Wealth Alliance
2404
Wealth Alliance
New York
USD 713 M +USD 79.1 M +12% 10.9% 75.7% 536 13.81% 2.2
Wealth Architects
2405
Wealth Architects
California
USD 713 M +USD 125 M +21% 10.5% 80.1% 205 11.22% 4.8
RTD Financial Advisors
2406
RTD Financial Advisors
Pennsylvania
USD 712 M +USD 57.6 M +9% 11% 51.5% 104 9.62% 1.8
Capital Advisors Ltd
2407
Capital Advisors Ltd
Ohio
USD 712 M +USD 59.5 M +9% 9.68% 61.1% 1,550 14.9% 2.8
Pekin Hardy Strauss
2408
Pekin Hardy Strauss
Illinois
USD 712 M +USD 78.9 M +12% 7.74% 102% 339 17.99% 4.1
Abner Herrman & Brock
2409
Abner Herrman & Brock
New Jersey
USD 712 M +USD 59.4 M +9% 11% 156% 99 11.11% 4.7
Matthews International Capital Management
2410
Matthews International Capital Management
California
USD 712 M -USD 115 M -14% 9.83% 227% 39 10.26% 2.8
RMR Wealth Builders
2411
RMR Wealth Builders
New Jersey
USD 712 M +USD 85.6 M +14% 11.3% 91.7% 249 14.46% 1.9
Van Cleef Asset Management
2412
Van Cleef Asset Management
Ohio
USD 712 M +USD 76.6 M +12% 10.4% 104% 112 5.36% 6.8
Goodnow Investment Group
2413
Goodnow Investment Group
Connecticut
USD 711 M +USD 118 M +20% 18.9% 131% 26 19.23% 3.4
J. Safra Asset Management
2414
J. Safra Asset Management
New York
USD 711 M +USD 25.2 M +4% 11.5% 84.3% 130 23.85% 1
SP
2415
Solel Partners
Massachusetts
USD 711 M +USD 40.4 M +6% 12.5% 25.9% 29 31.03% 1.6
Heritage Trust
2416
Heritage Trust
Oklahoma
USD 710 M +USD 69.7 M +11% 10.4% – 277 9.75% 4.1
Insigneo Advisory Services
2417
Insigneo Advisory Services
Florida
USD 710 M +USD 219 M +45% 12.2% 119% 455 18.9% 0.7
Parkman Healthcare Partners
2418
Parkman Healthcare Partners
Connecticut
USD 710 M +USD 164 M +30% 20.9% 306% 113 30.97% 1.1
Harbour Trust & Investment Management
2419
Harbour Trust & Investment Management
Indiana
USD 709 M – – 10.2% 116% 162 – 0
Syntegra Private Wealth Group
2420
Syntegra Private Wealth Group
Missouri
USD 709 M +USD 71.7 M +11% 10.1% 56.9% 134 11.94% 0.8
Madison Avenue Partners
2421
Madison Avenue Partners
New York
USD 708 M +USD 3.54 M +0.5% 18% 284% 22 22.73% 1.1
LVZ Inc
2422
LVZ Inc
Michigan
USD 708 M +USD 87.9 M +14% 10.5% 52.9% 146 15.75% 2.6
Rossmore Private Capital
2423
Rossmore Private Capital
Connecticut
USD 708 M +USD 47.6 M +7% 8.24% 87.1% 237 5.91% 3.9
CenterStar Asset Management
2424
CenterStar Asset Management
Illinois
USD 707 M +USD 222 M +46% 11.6% 104% 468 73.5% 0.4
Gilbert & Cook
2425
Gilbert & Cook
Iowa
USD 707 M +USD 72.5 M +11% 10.1% 63.2% 229 11.35% 3