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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)
Deer Management Company
3201
Deer Management Company
New York
USD 622 M -USD 406 M -40% 37.9% 154% 9 11.11% 2.8
Headwater Capital
3202
Headwater Capital
China
USD 622 M +USD 141 M +29% 6.5% – 24 66.67% 0.5
Trust Company of the South
3203
Trust Company of the South
North Carolina
USD 622 M +USD 74.9 k +0% 0.5% 70.2% 148 12.16% 1.7
KC
3204
KCM Capital
Kansas
USD 622 M +USD 98.7 M +19% 21.7% – 39 35.9% 0.2
Agave Capital Management
3205
Agave Capital Management
USD 622 M +USD 23.1 M +4% 1.65% – 26 80.77% 0.2
FBT
3206
First Bank & Trust
South Dakota
USD 621 M +USD 6.92 M +1% 1.63% 85.6% 283 17.31% 3.9
RBO & Co
3207
RBO & Co
California
USD 620 M -USD 8.77 M -1% 3.28% 27.9% 59 15.25% 7.4
Keating Financial Advisory Services
3208
Keating Financial Advisory Services
Kansas
USD 619 M -USD 118 M -16% 2.17% – 2,691 21.85% 0.2
KPS Global Asset Management (UK)
3209
KPS Global Asset Management (UK)
United Kingdom
USD 619 M -USD 199 M -24% 25.1% 373% 4 0% 5.9
RIS
3210
Richmond Investment Services
Wisconsin
USD 619 M +USD 40.2 M +7% 1.38% – 273 20.51% 0.8
AMG
3211
Asset Management Group
Connecticut
USD 619 M +USD 223 k +0% 0.63% 57% 140 3.57% 8.7
Burling Wealth Partners
3212
Burling Wealth Partners
Illinois
USD 618 M -USD 25.3 M -4% 2.64% – 190 9.47% 1.1
McMorgan & Co
3213
McMorgan & Co
California
USD 618 M +USD 14.7 M +2% 1.2% 30.1% 48 22.92% 2.4
Albar Capital Partners
3214
Albar Capital Partners
United Kingdom
USD 618 M +USD 195 M +46% 9.03% – 53 73.58% 0.3
Riversedge Advisors
3215
Riversedge Advisors
Delaware
USD 618 M +USD 2.7 M +0.4% 0.62% 71.3% 251 28.69% 1.6
Affiance Financial
3216
Affiance Financial
Minnesota
USD 617 M -USD 4.7 M -0.8% 2.87% 57.8% 109 6.42% 5.8
VHMC
3217
Value Holdings Management Company
New York
USD 617 M +USD 19 M +3% 15.1% 125% 30 23.33% 8.1
Alpha Omega Wealth Management
3218
Alpha Omega Wealth Management
Virginia
USD 617 M +USD 13.9 M +2% 2.48% 65.9% 208 3.85% 6.7
Consolidated Planning Corp
3219
Consolidated Planning Corp
Georgia
USD 617 M -USD 374 M -38% 0.32% 84.6% 222 41.89% 2.7
Third Avenue Management
3220
Third Avenue Management
New York
USD 616 M +USD 65.8 M +12% 16.9% 113% 57 17.54% 5.2
Tarbox Family Office
3221
Tarbox Family Office
California
USD 616 M -USD 5.79 M -0.9% 0.78% 66.4% 107 13.08% 8.4
Rainey & Randall Wealth Advisors
3222
Rainey & Randall Wealth Advisors
Florida
USD 616 M +USD 2.77 M +0.5% 0.74% 52.3% 81 12.35% 3.2
DTL
3223
Dynamic Technology Lab
Singapore
USD 615 M +USD 173 M +39% 0.41% 30.8% 1,230 75.04% 0.2
Clearstead Trust
3224
Clearstead Trust
Maine
USD 613 M -USD 21.8 M -3% 3.71% 124% 1,052 11.98% 2.1
Princeton Global Asset Management
3225
Princeton Global Asset Management
New Jersey
USD 613 M -USD 4.57 M -0.7% 0.28% 110% 873 10.19% 3.2