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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)
JFS Wealth Advisors
2576
JFS Wealth Advisors
Pennsylvania
USD 406 M +USD 14 M +4% 5.53% 54.8% 565 12.04% 3.4
Gateway Advisory
2577
Gateway Advisory
New Jersey
USD 406 M +USD 111 M +38% 3.07% 26% 67 10.45% 2.2
Meristem Family Wealth
2578
Meristem Family Wealth
Minnesota
USD 406 M +USD 35.4 M +10% 8.94% 67.7% 212 10.38% 2.4
Logos Global Management
2579
Logos Global Management
California
USD 406 M – – 93% 1,585% 40 – 0
Chatham Capital Group
2580
Chatham Capital Group
Georgia
USD 406 M +USD 14.2 M +4% 4.74% 97% 163 5.52% 4.1
Greenvale Capital
2581
Greenvale Capital
United Kingdom
USD 406 M +USD 71.5 M +21% 2.91% 101% 14 42.86% 0.5
Strategy Asset Managers
2582
Strategy Asset Managers
California
USD 406 M +USD 69.8 M +21% 6.42% 115% 201 43.28% 1.5
12th Street Asset Management Company
2583
12th Street Asset Management Company
Tennessee
USD 406 M +USD 27.4 M +7% 8.87% 106% 30 20% 1.9
Greatmark Investment Partners
2584
Greatmark Investment Partners
Georgia
USD 405 M +USD 39.7 M +11% 10.2% 72.5% 138 7.25% 3.8
Nadler Financial Group
2585
Nadler Financial Group
Illinois
USD 405 M +USD 45.7 M +13% 8.18% 81.8% 105 19.05% 3.6
Redwood Investment Management
2586
Redwood Investment Management
Arizona
USD 404 M +USD 34.2 M +9% 6.98% 62.5% 290 43.45% 0.6
Acuta Capital Partners
2587
Acuta Capital Partners
California
USD 404 M +USD 265 M +191% 199% 7,269% 52 67.31% 0.4
Brasada Capital Management
2588
Brasada Capital Management
Texas
USD 403 M +USD 29.5 M +8% 6.03% 76.5% 167 26.95% 1.2
Spearhead Capital Advisors
2589
Spearhead Capital Advisors
Florida
USD 403 M +USD 43.6 M +12% 8.53% 25.2% 111 11.71% 1.1
KAS
2590
Kemnay Advisory Services
New York
USD 403 M +USD 12.3 M +3% 13.9% 167% 107 56.07% 2.6
Permian Investment Partners
2591
Permian Investment Partners
Texas
USD 402 M -USD 58.5 M -13% 7.55% 78.6% 8 12.5% 1.6
HCP
2592
Holt Capital Partners
Texas
USD 402 M +USD 35.9 M +10% 7.28% 69.5% 153 8.5% 4.1
PKO Investment Management Joint-Stock
2593
PKO Investment Management Joint-Stock
Poland
USD 402 M +USD 8.06 M +2% 10.9% 145% 87 14.94% 2.8
Atlas Capital Advisors
2594
Atlas Capital Advisors
Wyoming
USD 401 M +USD 68.6 M +21% 8.5% – 692 17.92% 1.1
Parsifal Capital Management
2595
Parsifal Capital Management
Connecticut
USD 401 M – – 35% 154% 13 – 0
NTCM
2596
Nine Ten Capital Management
Illinois
USD 400 M +USD 84.6 M +27% 28.8% 166% 13 38.46% 1.7
American Assets Capital Advisers
2597
American Assets Capital Advisers
California
USD 400 M +USD 21.3 M +6% 4.18% 73.5% 26 11.54% 2.8
Leith Wheeler Investment Counsel
2598
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 400 M +USD 59.3 M +17% 7.88% 52.3% 41 29.27% 1.6
Leonard Green & Partners
2599
Leonard Green & Partners
California
USD 400 M -USD 16.4 M -4% 8.94% 53.9% 45 71.11% 0.4
AH Equity Partners III (Parallel)
2600
AH Equity Partners III (Parallel)
California
USD 400 M +USD 21.3 M +6% 5.66% 33.1% 2 0% 0.6