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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)
Atlas Capital Advisors
2526
Atlas Capital Advisors
Wyoming
USD 819 M +USD 18.2 M +2% 10.2% – 1,017 12.88% 3.4
Scopia Capital Management
2527
Scopia Capital Management
New York
USD 819 M +USD 126 M +18% 8.06% 58.7% 35 45.71% 1.2
State of Wyoming
2528
State of Wyoming
Wyoming
USD 818 M +USD 64.1 M +8% 13.7% 131% 2,160 40.28% 1.4
Baxter Bros Inc
2529
Baxter Bros Inc
Connecticut
USD 818 M +USD 58.3 M +8% 10% 73.8% 157 9.55% 6.2
Columbus Macro
2530
Columbus Macro
Pennsylvania
USD 817 M +USD 58.6 M +8% 4.34% 48.7% 222 15.77% 3
Fiducient Advisors
2531
Fiducient Advisors
Illinois
USD 817 M +USD 16.7 M +2% 3.48% 52.3% 180 29.44% 1.8
Freedom Together Foundation
2532
Freedom Together Foundation
New York
USD 817 M +USD 51.6 M +7% 9.09% – 23 95.65% 0.5
Slow Capital
2533
Slow Capital
California
USD 817 M +USD 69.6 M +9% 21.6% 156% 122 13.11% 4.8
BlueStem Wealth Partners
2534
BlueStem Wealth Partners
Minnesota
USD 814 M +USD 80.6 M +11% 7.84% – 127 25.2% 0.4
Kora Management
2535
Kora Management
New York
USD 814 M +USD 49.2 M +6% 39.6% 307% 8 25% 2.6
LFC
2536
LCC Family Corp
USD 813 M – – 16.4% – 1 – 0
Symmetry Partners
2537
Symmetry Partners
Connecticut
USD 813 M +USD 93.6 M +13% 7.33% 58.5% 159 22.01% 2.5
Evermay Wealth Management
2538
Evermay Wealth Management
Virginia
USD 812 M +USD 51 M +7% 7.48% 56.2% 609 11% 3.9
Naviter Wealth
2539
Naviter Wealth
Arkansas
USD 812 M -USD 13 M -2% 7.97% 87.1% 310 23.55% 1.8
Westerkirk Capital
2540
Westerkirk Capital
USD 811 M – – 10.7% – 231 – 0
HBW Advisory Services
2541
HBW Advisory Services
California
USD 811 M +USD 108 M +15% 9.6% 68.6% 428 16.82% 2.1
Monograph Wealth Advisors
2542
Monograph Wealth Advisors
California
USD 811 M +USD 76.8 M +10% 10.4% 68% 134 22.39% 2
Two Sigma Securities
2543
Two Sigma Securities
New York
USD 811 M +USD 151 M +23% 9.29% 109% 2,253 74.26% 0.3
Capital Advisors Ltd
2544
Capital Advisors Ltd
Ohio
USD 811 M +USD 51.4 M +7% 9.01% 54.2% 1,686 19.75% 3.6
Ascent Wealth Partners
2545
Ascent Wealth Partners
New York
USD 810 M +USD 64.8 M +9% 12.9% 105% 187 18.18% 4
Minneapolis Portfolio Management Group
2546
Minneapolis Portfolio Management Group
Minnesota
USD 809 M +USD 89.3 M +12% 14.6% 140% 31 12.9% 4.8
Moloney Securities Asset Management
2547
Moloney Securities Asset Management
Missouri
USD 809 M +USD 69.5 M +9% 8.32% 86% 540 15.74% 3.6
Romano Brothers & Co
2548
Romano Brothers & Co
Illinois
USD 809 M +USD 35.5 M +5% 9.28% 110% 312 4.81% 2.4
Morgan Stanley Institutional Investment Advisors
2549
Morgan Stanley Institutional Investment Advisors
Colorado
USD 808 M +USD 382 M +90% 2.01% – 4 50% 0.6
Absolute Investment Advisers
2550
Absolute Investment Advisers
Florida
USD 808 M +USD 125 M +18% 0.93% 0.5% 133 29.32% 1.3