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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)
KWB Wealth
2451
KWB Wealth
California
USD 743 M +USD 49.9 M +7% 6.43% 54.8% 147 24.49% 1.7
Oldfield Partners
2452
Oldfield Partners
United Kingdom
USD 742 M +USD 13.9 M +2% 11.5% 98% 30 6.67% 3.2
XTX Topco
2453
XTX Topco
Cayman Islands
USD 742 M +USD 285 M +62% 9.26% 87.3% 2,513 69% 0.2
DiNuzzo Private Wealth
2454
DiNuzzo Private Wealth
Pennsylvania
USD 741 M +USD 36.7 M +5% 4.63% 42.7% 1,408 4.47% 0.2
Stansberry Asset Management
2455
Stansberry Asset Management
Texas
USD 741 M +USD 139 M +23% 9.5% 79.6% 126 11.9% 1.8
ARS Wealth Advisors Group
2456
ARS Wealth Advisors Group
Florida
USD 741 M +USD 65.9 M +10% 8.59% 89.5% 170 10.59% 1.5
Ally Financial
2457
Ally Financial
Michigan
USD 741 M -USD 24.5 M -3% 2.45% 9.35% 124 32.26% 2.2
Keywise Capital Management (HK)
2458
Keywise Capital Management (HK)
Hong Kong
USD 741 M +USD 132 M +22% 21.2% 684% 14 28.57% 1.4
Condire Management
2459
Condire Management
Texas
USD 741 M +USD 88.5 M +14% 12% 187% 21 23.81% 1.2
Atlas FRM
2460
Atlas FRM
Connecticut
USD 740 M +USD 160 M +27% 18.7% 38.9% 10 30% 1.4
Waddell & Associates
2461
Waddell & Associates
Tennessee
USD 740 M -USD 3.7 M -0.5% 6.94% 194% 156 16.03% 2
Alera Investment Advisors
2462
Alera Investment Advisors
Illinois
USD 739 M -USD 25.3 M -3% 7.84% 28.9% 182 15.38% 2.5
Ashford Capital Management
2463
Ashford Capital Management
Delaware
USD 739 M -USD 7.15 M -1% 7.73% 150% 98 12.24% 4.6
Grey Street Capital
2464
Grey Street Capital
Illinois
USD 739 M +USD 529 M +252% 14.8% – 514 77.82% 0.2
Laird Norton Wetherby Trust Company
2465
Laird Norton Wetherby Trust Company
Washington
USD 738 M -USD 108 M -13% 8.43% 88.1% 94 14.89% 1.4
Baldwin Investment Management
2466
Baldwin Investment Management
Pennsylvania
USD 737 M +USD 97.5 M +15% 14.2% 74.8% 219 11.87% 4.8
Robotti Robert
2467
Robotti Robert
USD 737 M +USD 42.3 M +6% 19.1% 107% 63 17.46% 4.8
Professional Advisory Services
2468
Professional Advisory Services
Florida
USD 737 M +USD 37.1 M +5% 7.58% 69.3% 79 10.13% 5.7
Mattern Capital Management
2469
Mattern Capital Management
Colorado
USD 736 M +USD 48.6 M +7% 5.99% 39.8% 164 21.34% 2.5
Dendur Capital
2470
Dendur Capital
New York
USD 736 M +USD 14.3 M +2% 8.46% 99.6% 18 27.78% 1.2
LVZ Inc
2471
LVZ Inc
Michigan
USD 735 M +USD 27.4 M +4% 6.43% 52.9% 162 23.46% 2.7
Barlow Wealth Partners
2472
Barlow Wealth Partners
Kentucky
USD 735 M +USD 31.2 M +4% 9.04% 101% 159 11.32% 0.2
Fort Baker Capital Management
2473
Fort Baker Capital Management
California
USD 735 M -USD 107 M -13% 2.12% 46.3% 106 56.6% 0.9
Gilbert & Cook
2474
Gilbert & Cook
Iowa
USD 734 M +USD 27.3 M +4% 7.91% 63.2% 235 13.19% 3
Portland Global Advisors
2475
Portland Global Advisors
Maine
USD 734 M +USD 66.2 M +10% 3.3% 43.4% 137 8.76% 5.7