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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)
Glassman Wealth Services
2426
Glassman Wealth Services
Virginia
USD 706 M +USD 87.2 M +14% 11.3% 62.6% 2,116 13.56% 3.6
DiNuzzo Private Wealth
2427
DiNuzzo Private Wealth
Pennsylvania
USD 704 M – – 8.89% 42.7% 1,389 – 0
Infrastructure Capital Advisors
2428
Infrastructure Capital Advisors
New York
USD 704 M -USD 170 M -19% 4.22% 52% 111 45.95% 1.1
Fort Point Capital Partners
2429
Fort Point Capital Partners
California
USD 704 M +USD 47.4 M +7% 9.77% 62.2% 325 20% 2.9
Barlow Wealth Partners
2430
Barlow Wealth Partners
Kentucky
USD 704 M – – 13% 101% 148 – 0
Shepherd Financial Partners
2431
Shepherd Financial Partners
Massachusetts
USD 703 M +USD 66.1 M +10% 11.1% 78% 214 14.02% 3
Continuum Advisory
2432
Continuum Advisory
Idaho
USD 703 M +USD 79 M +13% 9.78% 77% 499 19.64% 2.3
Miller Investment Management
2433
Miller Investment Management
Pennsylvania
USD 703 M +USD 67.5 M +11% 10.6% 60.2% 105 10.48% 5
Sheets Smith Wealth Management
2434
Sheets Smith Wealth Management
North Carolina
USD 703 M +USD 46.3 M +7% 10.6% 83.4% 525 40.38% 4.5
One William Street Capital Management
2435
One William Street Capital Management
New York
USD 702 M +USD 661 M +1,623% 4.86% 44% 9 77.78% 0.2
Cutler Investment Counsel
2436
Cutler Investment Counsel
Oregon
USD 700 M +USD 65.3 M +10% 9.03% 61.8% 133 8.27% 4.6
Dean Investment Associates
2437
Dean Investment Associates
Ohio
USD 700 M +USD 90.3 M +15% 9.07% 63.5% 216 10.65% 4
Professional Advisory Services
2438
Professional Advisory Services
Florida
USD 700 M +USD 91.8 M +15% 11.7% 69.3% 73 8.22% 5.9
Pier Capital
2439
Pier Capital
Connecticut
USD 699 M +USD 78.9 M +13% 18.3% 223% 139 30.94% 1.5
Retirement Investment Advisors
2440
Retirement Investment Advisors
Oklahoma
USD 699 M -USD 400 M -36% 9.09% – 67 37.31% 0.8
Cornerstone Wealth Group
2441
Cornerstone Wealth Group
North Carolina
USD 698 M +USD 134 M +24% 10.1% 96% 159 16.98% 2.5
FCP
2442
Fine Capital Partners
New York
USD 696 M +USD 66.2 M +11% 15.1% 95.5% 2 0% 8.4
First Turn Management
2443
First Turn Management
California
USD 696 M – – 41.3% – 31 – 0
Abbrea Capital
2444
Abbrea Capital
California
USD 696 M +USD 67 M +11% 10.4% 38% 238 6.3% 4.7
JLB & Associates
2445
JLB & Associates
Michigan
USD 696 M +USD 58 M +9% 10.1% 69.9% 77 2.6% 6.9
Robotti Robert
2446
Robotti Robert
USD 695 M +USD 13.7 M +2% 10.4% 107% 60 5% 5
Red Cedar Investment Management
2447
Red Cedar Investment Management
Michigan
USD 694 M +USD 40.7 M +6% 10.4% 81.4% 79 11.39% 2.4
IDG China Venture Capital Fund IV Associates
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 694 M -USD 71.2 M -9% 48.5% 59.2% 5 20% 2.8
Great Hill Partners
2449
Great Hill Partners
Massachusetts
USD 694 M -USD 18.3 M -3% 10.6% 24% 2 0% 2
Means Investment Company
2450
Means Investment Company
Maine
USD 694 M +USD 83.2 M +14% 12.4% 87.9% 201 8.46% 3.5