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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)
Graham Holdings Company
2401
Graham Holdings Company
Virginia
USD 967 M -USD 115 M -11% 6.9% 95.1% 6 0% 3.5
TwinBeech Capital
2402
TwinBeech Capital
New York
USD 965 M -USD 442 M -31% 5.56% 5.7% 887 76.21% 0.2
Red Cedar Investment Management
2403
Red Cedar Investment Management
Michigan
USD 965 M +USD 38.8 M +4% 3.37% 81.4% 96 15.63% 2.9
HCR Wealth Advisors
2404
HCR Wealth Advisors
California
USD 964 M -USD 45.3 M -4% 2.01% 107% 263 11.41% 4.5
Focused Wealth Management
2405
Focused Wealth Management
New York
USD 964 M +USD 7.03 M +0.7% 3.18% 80.9% 269 36.06% 5.2
Ullmann Wealth Partners Group
2406
Ullmann Wealth Partners Group
Florida
USD 963 M +USD 2.42 M +0.3% 1.87% 68% 160 10% 3.8
TFP
2407
Triple Frond Partners
California
USD 963 M +USD 720 k +0.1% 6.8% 92.9% 13 15.38% 3.5
Quantitative Investment Management
2408
Quantitative Investment Management
Virginia
USD 963 M -USD 65.8 M -6% 9.34% 24.6% 583 73.24% 0.2
MASTERINVEST Kapitalanlage
2409
MASTERINVEST Kapitalanlage
USD 962 M -USD 90.6 M -9% 2.67% – 312 21.15% 0.6
Red Door Wealth Management
2410
Red Door Wealth Management
Tennessee
USD 962 M +USD 560 k +0.1% 0.49% 100% 318 12.26% 2.8
JGP Wealth Management
2411
JGP Wealth Management
Oregon
USD 961 M +USD 1.88 M +0.2% 1.64% 87.8% 244 12.3% 3.6
Graves Light Lenhart Wealth
2412
Graves Light Lenhart Wealth
Virginia
USD 961 M +USD 18.1 M +2% 0.26% 47.7% 199 5.03% 4.9
Navellier & Associates
2413
Navellier & Associates
Nevada
USD 960 M +USD 67.1 M +8% 14.2% 361% 372 24.19% 2.1
Oak Harvest Investment Services
2414
Oak Harvest Investment Services
Texas
USD 958 M +USD 41 M +4% 5.09% 120% 194 26.8% 2.2
Center for Financial Planning
2415
Center for Financial Planning
Michigan
USD 958 M -USD 3.11 M -0.3% 1.62% 64.4% 735 14.83% 3.9
J.V. Bruni & Co
2416
J.V. Bruni & Co
Colorado
USD 958 M -USD 60.7 M -6% 3.55% 97.9% 33 9.09% 5.9
Capital Investment Services of America
2417
Capital Investment Services of America
Wisconsin
USD 958 M -USD 102 M -10% 8.31% 74.2% 82 3.66% 7.6
Lombard Odier Asset Management (USA)
2418
Lombard Odier Asset Management (USA)
New York
USD 957 M -USD 119 M -11% 3.23% 96.8% 363 68.87% 0.6
Zazove Associates
2419
Zazove Associates
Nevada
USD 957 M -USD 204 M -18% 0.33% 11% 170 22.35% 1.2
Pekin Hardy Strauss
2420
Pekin Hardy Strauss
Illinois
USD 957 M -USD 125 M -12% 10.5% 105% 523 21.8% 3.5
GA
2421
GuoLine Advisory
Singapore
USD 956 M -USD 132 M -12% 11.2% 112% 24 4.17% 2.1
Paradigm Operations
2422
Paradigm Operations
California
USD 954 M -USD 403 M -30% 25.8% 230% 3 0% 1.8
Isthmus Partners
2423
Isthmus Partners
Wisconsin
USD 953 M +USD 52.8 M +6% 0.47% 73.7% 232 14.22% 3.1
Wellesley Asset Management
2424
Wellesley Asset Management
New Hampshire
USD 953 M -USD 8.28 M -0.9% 0% 0% 54 0% 0.9
Legacy Edge Advisors
2425
Legacy Edge Advisors
New York
USD 951 M +USD 37.8 M +4% 0.63% – 234 11.97% 1.6