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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)
Dean Investment Associates
2501
Dean Investment Associates
Ohio
USD 614 M -USD 11.5 M -2% 0.68% 63.5% 221 11.76% 3.7
Stewart & Patten Company
2502
Stewart & Patten Company
California
USD 612 M +USD 22.4 M +4% 4.72% 27.5% 95 7.37% 6.7
JGP Wealth Management
2503
JGP Wealth Management
Oregon
USD 612 M +USD 41.7 M +7% 5.83% 87.8% 152 3.95% 3.3
DGM
2504
Darwin Global Management
Jersey
USD 612 M +USD 246 M +67% 63.3% 2,582% 4 25% 0.4
Advisor OS
2505
Advisor OS
Illinois
USD 611 M +USD 195 M +47% 5.3% 61.2% 309 25.57% 1.4
FourWorld Capital Management
2506
FourWorld Capital Management
New York
USD 611 M +USD 190 M +45% 3.13% 132% 33 48.48% 0.6
RGREA
2507
Ranger Global Real Estate Advisors
Colorado
USD 611 M -USD 150 M -20% 0.34% 18% 37 16.22% 1.7
Portland Global Advisors
2508
Portland Global Advisors
Maine
USD 611 M +USD 26.4 M +5% 4.36% 43.4% 136 11.76% 6
Nekton Capital
2509
Nekton Capital
United Kingdom
USD 610 M +USD 10.9 M +2% 3.5% 30.1% 22 63.64% 0.3
TCG Crossover Management
2510
TCG Crossover Management
California
USD 610 M +USD 96.8 M +19% 32.3% 3,013% 24 16.67% 0.9
Private Capital Advisors
2511
Private Capital Advisors
Connecticut
USD 610 M +USD 79.1 M +15% 16.5% 132% 93 12.9% 5
Arden Trust
2512
Arden Trust
Delaware
USD 609 M +USD 55.4 M +10% 4.97% 22.5% 302 22.85% 4.6
Penobscot Investment Management
2513
Penobscot Investment Management
Massachusetts
USD 608 M +USD 34.5 M +6% 7.48% 103% 235 7.66% 6.1
Beverly Hills Private Wealth
2514
Beverly Hills Private Wealth
California
USD 608 M +USD 286 M +89% 5.44% 80% 331 19.94% 0.4
Baldwin Investment Management
2515
Baldwin Investment Management
Pennsylvania
USD 607 M +USD 43.5 M +8% 9.76% 74.8% 206 8.25% 4.7
Needham Investment Management
2516
Needham Investment Management
New York
USD 607 M +USD 27.1 M +5% 20.9% 424% 127 10.24% 4.5
Third Avenue Management
2517
Third Avenue Management
New York
USD 606 M +USD 20.8 M +4% 6.65% 113% 59 10.17% 4.5
Wealth Architects
2518
Wealth Architects
California
USD 606 M +USD 41.2 M +7% 5.42% 80.1% 200 9% 4.6
Stanley-Laman Group
2519
Stanley-Laman Group
Pennsylvania
USD 605 M +USD 43.7 M +8% 10.7% 114% 246 13.41% 1.8
Seven Eight Capital
2520
Seven Eight Capital
New York
USD 605 M +USD 125 M +26% 9.18% 13.6% 696 72.7% 0.2
Crosslink Capital
2521
Crosslink Capital
California
USD 605 M +USD 112 M +23% 37.7% 135% 19 15.79% 3.6
Absher Wealth Management
2522
Absher Wealth Management
North Carolina
USD 604 M +USD 26.6 M +5% 4.35% 54.5% 57 8.77% 2.8
Auxier Asset Management
2523
Auxier Asset Management
Oregon
USD 603 M +USD 23.3 M +4% 4.36% 71.7% 169 6.51% 7.1
Ropes Wealth Advisors
2524
Ropes Wealth Advisors
Massachusetts
USD 603 M +USD 49.8 M +9% 7.36% 71% 285 12.63% 5.1
WAM
2525
Warberg Asset Management
Illinois
USD 603 M +USD 95.1 M +19% 0.9% 65.3% 314 43.63% 0.7