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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)
Zevin Asset Management
2876
Zevin Asset Management
Massachusetts
USD 746 M +USD 58.4 M +9% 2.77% 71.7% 120 37.5% 4.6
One William Street Capital Management
2877
One William Street Capital Management
New York
USD 745 M +USD 458 M +159% 1.51% 44% 11 63.64% 0.3
Parkway Wealth Management
2878
Parkway Wealth Management
Texas
USD 745 M – – 1.48% – 133 – 0
HCP
2879
Holt Capital Partners
Texas
USD 745 M +USD 122 M +20% 2.78% 69.5% 152 3.95% 7.7
SF
2880
Symphony Financial
Texas
USD 744 M -USD 77.2 M -9% 3.43% 95.7% 320 26.25% 1.2
RenaissanceRe Holdings
2881
RenaissanceRe Holdings
Bermuda
USD 744 M +USD 3.01 M +0.4% 0.61% 40.8% 5 0% 3.9
Portside Wealth Group
2882
Portside Wealth Group
Utah
USD 744 M +USD 18 M +2% 2.47% 90.1% 514 16.73% 1.6
McGlone Suttner Wealth Management
2883
McGlone Suttner Wealth Management
Wisconsin
USD 743 M +USD 28.8 M +4% 2.67% 61.6% 202 11.39% 2.1
Decheng Capital
2884
Decheng Capital
California
USD 743 M +USD 170 M +30% 57.8% – 23 17.39% 1.5
HP
2885
Hound Partners
New York
USD 743 M -USD 35.4 M -5% 3.89% 19.7% 42 40.48% 0.8
Hohimer Wealth Management
2886
Hohimer Wealth Management
Washington
USD 743 M +USD 27.7 M +4% 5.03% 111% 387 28.17% 1.9
Third View Private Wealth
2887
Third View Private Wealth
Connecticut
USD 743 M – – 1.76% – 269 – 0
Grandeur Peak Global Advisors
2888
Grandeur Peak Global Advisors
Utah
USD 743 M -USD 2.54 M -0.3% 5.89% 96% 117 23.93% 2.4
Manchester Global Management
2889
Manchester Global Management
United Kingdom
USD 742 M -USD 18.3 M -2% 9.9% 156% 24 25% 1.3
Capital Advantage
2890
Capital Advantage
California
USD 741 M +USD 76.4 M +11% 2.73% 49.2% 150 8.67% 2.4
JLB & Associates
2891
JLB & Associates
Michigan
USD 741 M -USD 19.1 M -3% 1.46% 69.9% 77 12.99% 8
Lee Financial
2892
Lee Financial
Texas
USD 741 M -USD 56.3 M -7% 2.27% 75% 185 25.95% 5.8
Glassman Wealth Services
2893
Glassman Wealth Services
Virginia
USD 741 M +USD 29.4 M +4% 2.39% 62.6% 201 10.45% 4.5
Sava Infond
2894
Sava Infond
Slovenia
USD 741 M +USD 35.3 M +5% 4.82% – 231 12.12% 0.9
Technology Crossover Management XI
2895
Technology Crossover Management XI
California
USD 740 M -USD 237 M -24% 15.7% 112% 3 33.33% 2.1
Rice Partnership
2896
Rice Partnership
Hawaii
USD 740 M +USD 35.5 M +5% 6.73% 123% 204 22.06% 3.4
Lineweaver Wealth Advisors
2897
Lineweaver Wealth Advisors
Ohio
USD 739 M +USD 56.3 M +8% 1.99% 68.4% 191 18.85% 2.6
Defilade Capital Management
2898
Defilade Capital Management
California
USD 738 M – – 36.3% – 33 – 0
Skylands Capital
2899
Skylands Capital
Wisconsin
USD 737 M +USD 13.6 M +2% 6.85% 61% 163 14.72% 5.5
Keating Financial Advisory Services
2900
Keating Financial Advisory Services
Kansas
USD 737 M – – 3.18% – 2,227 – 0