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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)
Buckhead Capital Management
2801
Buckhead Capital Management
Georgia
USD 327 M +USD 59.7 M +22% 14.8% 67.6% 110 33.64% 3.8
Lenox Wealth Management
2802
Lenox Wealth Management
Ohio
USD 327 M +USD 36.5 M +13% 8.91% 24.7% 869 20.14% 2.1
TM
2803
Tikvah Management
North Carolina
USD 327 M +USD 74.4 M +29% 24.7% 169% 19 10.53% 3.9
Longfellow Investment Management
2804
Longfellow Investment Management
Massachusetts
USD 327 M +USD 34.9 M +12% 14.9% 45.9% 153 36.6% 0.6
CAS
2805
Cascadia Advisory Services
Oregon
USD 327 M – – 14.5% – 169 – 0.3
Minot Capital
2806
Minot Capital
Colorado
USD 327 M +USD 74.9 M +30% 20.8% 19.6% 14 21.43% 0.8
Opus Capital Group
2807
Opus Capital Group
Ohio
USD 327 M +USD 44 M +16% 13.6% 53.7% 120 17.5% 3.3
Stratos Wealth Advisors
2808
Stratos Wealth Advisors
Ohio
USD 326 M +USD 185 M +131% 17.6% 65.7% 384 55.21% 0.7
CIA
2809
Covington Investment Advisors
Pennsylvania
USD 326 M +USD 62.7 M +24% 18.6% 100% 86 5.81% 4.6
Foundation Resource Management
2810
Foundation Resource Management
Arkansas
USD 325 M +USD 45.1 M +16% 25% 84.5% 54 5.56% 5.6
Marcum Wealth
2811
Marcum Wealth
Ohio
USD 325 M +USD 66.8 M +26% 18.3% 20% 124 26.61% 0.4
Essex Financial Services
2812
Essex Financial Services
Connecticut
USD 324 M +USD 43.8 M +16% 20.5% 87.7% 268 18.28% 4.2
Technology Crossover Management IX
2813
Technology Crossover Management IX
California
USD 324 M +USD 126 M +63% 71% 13% 4 0% 1.6
GA
2814
GFS Advisors
Texas
USD 324 M +USD 3.97 M +1% 17.7% 97.9% 130 16.15% 4.2
Paradigm Asset Management
2815
Paradigm Asset Management
New York
USD 324 M +USD 65.5 M +25% 13.4% 73.8% 430 30.93% 2.2
Diana Davis Spencer Foundation
2816
Diana Davis Spencer Foundation
Maryland
USD 324 M +USD 14.5 M +5% 4.74% 13.4% 3 0% 5.5
Vestar Capital Partners
2817
Vestar Capital Partners
New York
USD 324 M +USD 46.9 M +17% 16.9% – 1 0% 3.8
Sandbar Asset Management
2818
Sandbar Asset Management
United Kingdom
USD 324 M +USD 177 M +120% 23.7% 128% 53 62.26% 0.4
TF
2819
TimeScale Financial
Massachusetts
USD 323 M +USD 2.07 M +0.6% 17.3% 31.3% 497 9.66% 1
Compass Group
2820
Compass Group
New York
USD 323 M +USD 97.1 M +43% 56.8% 64.6% 17 17.65% 1.3
RR Advisors
2821
RR Advisors
Texas
USD 323 M +USD 92.1 M +40% 60.3% 115% 26 50% 2.2
Ally Invest Advisors
2822
Ally Invest Advisors
North Carolina
USD 323 M +USD 56.9 M +21% 13.5% 41.1% 17 5.88% 1.1
Old Dominion Capital Management
2823
Old Dominion Capital Management
Virginia
USD 323 M +USD 80.4 M +33% 14.8% 45.9% 152 19.08% 2.1
Probity Advisors
2824
Probity Advisors
Texas
USD 323 M +USD 50.6 M +19% 15.6% 61.7% 174 10.34% 2.8
Gryphon Financial Partners
2825
Gryphon Financial Partners
Ohio
USD 323 M +USD 51.1 M +19% 20.9% 93.7% 159 23.9% 1.7