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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)
INVST
2526
INVST
Indiana
USD 633 M +USD 22.3 M +4% 0.9% 78.5% 208 9.13% 1.3
Crestview Partners III
2527
Crestview Partners III
New York
USD 633 M -USD 39.5 M -6% 5.65% 51.2% 2 0% 3.5
Chiron Investment Management
2528
Chiron Investment Management
New York
USD 632 M -USD 198 M -24% 1.45% 104% 134 74.63% 0.2
Berkshire Money Management
2529
Berkshire Money Management
Massachusetts
USD 630 M +USD 8.36 M +1% 0.4% 61.8% 29 17.24% 3
JLB & Associates
2530
JLB & Associates
Michigan
USD 630 M -USD 12.1 M -2% 1.43% 69.9% 78 8.97% 5.5
Sunriver Management
2531
Sunriver Management
Connecticut
USD 629 M +USD 41.5 M +7% 5.5% 9.27% 26 42.31% 0.8
Darwin Wealth Management
2532
Darwin Wealth Management
Florida
USD 625 M +USD 11 M +2% 0.36% 56.8% 184 15.76% 2.2
Whitney & Co
2533
Whitney & Co
New York
USD 625 M -USD 28 k -0% 0.74% 110% 133 8.27% 3.8
Institutional & Family Asset Management
2534
Institutional & Family Asset Management
Colorado
USD 625 M +USD 18.5 M +3% 0.55% 19% 1,008 13.39% 2.5
Foster Victor Wealth Advisors
2535
Foster Victor Wealth Advisors
South Carolina
USD 625 M +USD 26 M +4% 0.79% 78.2% 157 16.56% 1.7
Baxter Bros Inc
2536
Baxter Bros Inc
Connecticut
USD 625 M -USD 6.36 M -1% 0.06% 84.1% 141 25.53% 4.7
Ropes Wealth Advisors
2537
Ropes Wealth Advisors
Massachusetts
USD 624 M -USD 8.14 M -1% 6.77% 71% 281 7.12% 4.4
Atlas Capital Advisors
2538
Atlas Capital Advisors
Wyoming
USD 624 M +USD 26.6 M +4% 0.77% – 993 9.57% 1.2
Clear Creek Financial Management
2539
Clear Creek Financial Management
Washington
USD 623 M -USD 23.5 M -4% 1.61% 86.1% 382 28.27% 0.3
Avalon Global Asset Management
2540
Avalon Global Asset Management
California
USD 622 M +USD 22.5 M +4% 2.5% 278% 66 39.39% 1.9
VCM
2541
Violich Capital Management
California
USD 622 M +USD 25.9 M +4% 1.4% 111% 127 8.66% 4.6
Academy Capital Management
2542
Academy Capital Management
Texas
USD 622 M +USD 376 M +153% 2.93% 85% 41 36.59% 2
Technology Crossover Management VII
2543
Technology Crossover Management VII
California
USD 622 M -USD 165 M -21% 5.82% 3.64% 2 0% 5.1
West Coast Financial
2544
West Coast Financial
California
USD 621 M +USD 8.07 M +1% 0.54% 22.2% 137 5.84% 4
Bardin Hill Management Partners
2545
Bardin Hill Management Partners
New York
USD 619 M +USD 49.8 M +9% 7.75% 214% 119 45.38% 0.5
Mechanics Bank - Trust Department
2546
Mechanics Bank - Trust Department
California
USD 618 M +USD 8.64 M +1% 0.34% 76.8% 177 1.69% 5
Granite Investment Advisors
2547
Granite Investment Advisors
New Hampshire
USD 618 M -USD 21.2 M -3% 0.13% 55.6% 192 11.46% 3.8
De Burlo Group
2548
De Burlo Group
Massachusetts
USD 617 M -USD 11.4 M -2% 3.95% 164% 100 21% 3.4
WAM
2549
Warberg Asset Management
Illinois
USD 617 M +USD 101 M +20% 1.57% 61.5% 231 36.8% 0.3
Oasis Management Company
2550
Oasis Management Company
Cayman Islands
USD 616 M +USD 82.4 M +15% 5.5% 368% 99 41.41% 0.4