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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)
Lincoln Capital
3301
Lincoln Capital
Nebraska
USD 448 M -USD 1.28 M -0.3% 1.56% 67.1% 113 5.31% 5.7
SWS
3302
SYSTM Wealth Solutions
Illinois
USD 448 M -USD 343 M -43% 1.18% – 1,013 37.91% 0.8
Untitled Investments
3303
Untitled Investments
New York
USD 448 M +USD 10.2 M +2% 1.98% 79.6% 20 20% 1.4
Dechtman Wealth Management
3304
Dechtman Wealth Management
Colorado
USD 447 M +USD 18.8 M +4% 3.46% – 68 17.65% 0.8
Essex LLC
3305
Essex LLC
Illinois
USD 447 M +USD 12.9 M +3% 1.56% 91.4% 165 12.73% 2.2
5AM Venture Management
3306
5AM Venture Management
California
USD 447 M +USD 467 k +0.1% 10.4% 546% 30 20% 1.4
Manitou Investment Management
3307
Manitou Investment Management
Ontario, Canada
USD 447 M -USD 52.4 M -10% 0.2% 69.3% 56 5.36% 3.3
Gallagher Fiduciary Advisors
3308
Gallagher Fiduciary Advisors
Illinois
USD 446 M -USD 2373 M -84% 0.46% 25.1% 282 37.94% 0.7
Perennial Advisors
3309
Perennial Advisors
New York
USD 446 M +USD 16.2 M +4% 4.47% – 115 6.09% 4.2
Ironwood Financial
3310
Ironwood Financial
Arizona
USD 446 M +USD 11.1 M +3% 3.18% 54.1% 155 7.1% 5.1
Pier 88 Investment Partners
3311
Pier 88 Investment Partners
California
USD 446 M +USD 39 M +10% 0.93% 36.1% 104 12.5% 1.8
SXL
3312
Summit X LLC
Missouri
USD 446 M +USD 55.5 M +14% 4.77% 62.9% 244 18.85% 3
MIC
3313
Maxi Investments CY
Cyprus
USD 445 M +USD 72 M +19% 6.17% 83.2% 152 51.32% 0.6
EAM Global Investors
3314
EAM Global Investors
California
USD 445 M +USD 12 M +3% 22.2% 2,399% 130 63.85% 0.3
O'Brien Wealth Partners
3315
O'Brien Wealth Partners
Massachusetts
USD 445 M +USD 12.5 M +3% 1.81% 56.7% 66 6.06% 3.3
CSNH
3316
Crow's Nest Holdings
Virginia
USD 445 M -USD 74.3 M -14% 0.09% 103% 10 20% 1.7
Oasis Management Company
3317
Oasis Management Company
Cayman Islands
USD 444 M +USD 106 M +31% 4.34% 368% 75 34.67% 0.9
Icon Advisers
3318
Icon Advisers
Colorado
USD 444 M -USD 16.4 M -4% 0.48% 114% 196 26.02% 2.1
Gagnon Securities
3319
Gagnon Securities
New York
USD 444 M +USD 21.4 M +5% 8.93% 129% 102 8.82% 4
Wealth Alliance Advisory Group
3320
Wealth Alliance Advisory Group
Kansas
USD 444 M +USD 13.1 M +3% 1.98% 72.7% 201 10.95% 3.5
LA
3321
Lynch & Associates
Indiana
USD 444 M +USD 10.8 M +3% 0.6% 73.5% 122 3.28% 7.2
White Mountains Insurance Group
3322
White Mountains Insurance Group
New Hampshire
USD 444 M -USD 174 M -28% 16.8% 105% 2 0% 2.6
Iridian Asset Management
3323
Iridian Asset Management
Connecticut
USD 443 M -USD 66.5 M -13% 3.11% 88.4% 56 10.71% 3.3
ARG
3324
Advisory Resource Group
Oklahoma
USD 443 M +USD 7.26 M +2% 0.88% 72% 165 10.3% 2.4
MTC
3325
Matrix Trust Company
Colorado
USD 443 M +USD 763 k +0.2% 0.34% 51.4% 175 54.86% 0.9