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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)
Perigon Wealth Management
926
Perigon Wealth Management
California
USD 3058 M +USD 591 M +24% 11.2% 104% 884 17.99% 2.6
Black Creek Investment Management
927
Black Creek Investment Management
Ontario, Canada
USD 3051 M +USD 305 M +11% 10.9% 11.1% 41 14.63% 4.5
Martin Currie
928
Martin Currie
United Kingdom
USD 3048 M +USD 253 M +9% 12.2% 114% 52 13.46% 3.6
Fort Pitt Capital Group
929
Fort Pitt Capital Group
Pennsylvania
USD 3048 M +USD 382 M +14% 13.1% 42.1% 131 9.92% 5.2
Atreides Management
930
Atreides Management
Massachusetts
USD 3045 M -USD 14.8 M -0.5% 8.69% 229% 47 61.7% 0.7
PAR Capital Management
931
PAR Capital Management
Massachusetts
USD 3044 M +USD 371 M +14% 21.9% 138% 51 25.49% 3.2
Itau Unibanco Holding S.A.
932
Itau Unibanco Holding S.A.
Brazil
USD 3041 M +USD 777 M +34% 16% 105% 554 49.1% 1.3
Granahan Investment Management
933
Granahan Investment Management
Massachusetts
USD 3028 M +USD 221 M +8% 18.5% 265% 200 18.5% 3
Cercano Management
934
Cercano Management
Washington
USD 3027 M +USD 214 M +8% 16% 101% 116 30.17% 0.7
Spire Wealth Management
935
Spire Wealth Management
Virginia
USD 3027 M +USD 400 M +15% 10.9% 101% 2,505 12.1% 2
First Horizon Advisors
936
First Horizon Advisors
Tennessee
USD 3024 M +USD 261 M +9% 10.5% 55.2% 2,531 10.87% 3.7
Stonegate Investment Group
937
Stonegate Investment Group
Alabama
USD 3023 M +USD 271 M +10% 9.66% 88.8% 361 11.91% 1.5
Summit Trail Advisors
938
Summit Trail Advisors
New York
USD 3022 M +USD 304 M +11% 8.07% 74.8% 598 14.88% 1.6
Grimes & Company
939
Grimes & Company
Massachusetts
USD 3020 M +USD 434 M +17% 9.6% 66.2% 338 12.43% 4.7
Prospera Financial Services
940
Prospera Financial Services
Texas
USD 3020 M +USD 434 M +17% 10.1% 97.4% 1,133 18.45% 2.6
Bridges Investment Management
941
Bridges Investment Management
Nebraska
USD 3017 M +USD 201 M +7% 10.8% 77.9% 205 4.39% 6.5
Empirical Wealth Management
942
Empirical Wealth Management
Washington
USD 3011 M +USD 458 M +18% 9.24% 87.1% 517 13.15% 3.6
LFCM
943
Long Focus Capital Management
Puerto Rico
USD 3008 M +USD 211 M +8% 9.95% 120% 121 13.22% 1.4
AG
944
Artal Group
Luxembourg
USD 3008 M +USD 676 M +29% 51.2% 181% 119 32.77% 2.3
Sessa Capital
945
Sessa Capital
New York
USD 3001 M -USD 748 M -20% 12.6% 147% 32 34.38% 1.6
Deep Track Capital
946
Deep Track Capital
Connecticut
USD 2994 M +USD 404 M +16% 25.9% 440% 78 42.31% 0.8
MassMutual Private Wealth & Trust
947
MassMutual Private Wealth & Trust
Connecticut
USD 2981 M +USD 273 M +10% 10.9% 90.4% 2,184 18.32% 2.9
Diversified Trust
948
Diversified Trust
Tennessee
USD 2975 M +USD 331 M +13% 11.4% 81.5% 962 22.77% 2.8
OFI Invest Asset Management
949
OFI Invest Asset Management
France
USD 2973 M +USD 200 M +7% 12.1% – 310 18.71% 0.4
Quilter Plc
950
Quilter Plc
United Kingdom
USD 2960 M -USD 22.4 mil M -88% 12.7% 136% 239 56.07% 3.5