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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)
AIM
2701
Aigen Investment Management
New York
USD 730 M +USD 103 M +16% 8.42% 55.5% 1,126 68.83% 0.2
Parr McKnight Wealth Management Group
2702
Parr McKnight Wealth Management Group
Minnesota
USD 729 M +USD 33.5 M +5% 6.09% – 236 7.63% 0.5
Baker Ellis Asset Management
2703
Baker Ellis Asset Management
Washington
USD 729 M +USD 35.5 M +5% 9.32% 91.9% 230 10% 5.9
Johnson Bixby & Associates
2704
Johnson Bixby & Associates
Washington
USD 728 M +USD 59.5 M +9% 6.99% 48.7% 125 9.6% 2.7
Viking Fund Management
2705
Viking Fund Management
North Dakota
USD 728 M +USD 34.3 M +5% 6.77% 105% 147 7.48% 4.1
Laird Norton Wetherby Trust Company
2706
Laird Norton Wetherby Trust Company
Washington
USD 728 M +USD 106 M +17% 20.2% 88.1% 69 2.9% 2.4
AO
2707
Allen Operations
New York
USD 727 M +USD 119 M +20% 25.7% 218% 35 17.14% 5
Talon Private Wealth
2708
Talon Private Wealth
Florida
USD 726 M -USD 19.8 M -3% 5.71% – 309 45.31% 0.4
KPF
2709
K2 Principal Fund
Ontario, Canada
USD 725 M -USD 63 M -8% 9.21% 76.5% 394 54.82% 0.4
Occidental Asset Management
2710
Occidental Asset Management
California
USD 725 M +USD 62.2 M +9% 9.88% 82.5% 282 15.25% 3.4
Bay Colony Advisors
2711
Bay Colony Advisors
Massachusetts
USD 724 M +USD 68.1 M +10% 10.7% 91.8% 514 22.96% 2.9
Bedrijfstakpensioenfonds Voor De Media PNO
2712
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
USD 724 M +USD 20.7 M +3% 16% 146% 41 7.32% 7.1
Dymon Asia Capital (Singapore)
2713
Dymon Asia Capital (Singapore)
Singapore
USD 723 M +USD 276 M +62% 10.8% 268% 207 68.12% 0.2
Financial Partners Group (Kansas)
2714
Financial Partners Group (Kansas)
Kansas
USD 723 M +USD 75.4 M +12% 10.3% 76.7% 215 18.14% 2.9
Canyon Capital Advisors
2715
Canyon Capital Advisors
Texas
USD 723 M +USD 26.9 M +4% 1.33% 78% 17 23.53% 1.9
MainStreet Investment Advisors
2716
MainStreet Investment Advisors
Illinois
USD 723 M +USD 35.7 M +5% 8.3% 61% 162 8.64% 4.3
Arista Wealth Management
2717
Arista Wealth Management
Nevada
USD 723 M +USD 310 M +75% 10.1% 60.1% 249 73.9% 0.4
CPRC
2718
Consolidated Portfolio Review Corp
New York
USD 723 M +USD 98.6 M +16% 8.18% 65.4% 461 21.48% 1.2
UNICOM Systems
2719
UNICOM Systems
Nevada
USD 722 M +USD 231 M +47% 44.3% – 26 19.23% 0.4
WM
2720
WS Management
Florida
USD 722 M -USD 174 M -19% 8.73% 309% 51 31.37% 4.2
Arkos Global Advisors
2721
Arkos Global Advisors
Texas
USD 721 M +USD 40.1 M +6% 5.96% 43.6% 137 10.22% 3
Graham Holdings Co Master Retirement Trust
2722
Graham Holdings Co Master Retirement Trust
Virginia
USD 720 M -USD 50.3 M -7% 6.22% 46% 2 0% 2.8
Sloy Dahl & Holst
2723
Sloy Dahl & Holst
Washington
USD 720 M +USD 148 M +26% 27% 132% 114 7.02% 2.6
MA
2724
Madrone Advisors
California
USD 720 M +USD 123 M +21% 50.3% 10.4% 6 16.67% 2.2
One Wealth Advisors
2725
One Wealth Advisors
California
USD 719 M +USD 49.2 M +7% 8.28% 66% 305 15.08% 1.8