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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)
MAI
1001
Marble Arch Investments
New York
USD 1488 M +USD 53.3 M +4% 6.69% 48.7% 16 12.5% 1.3
Waverton Investment Management
1002
Waverton Investment Management
United Kingdom
USD 1486 M +USD 154 M +12% 4.91% 129% 106 16.98% 2
ESG
1003
Emerging Sovereign Group
New York
USD 1486 M +USD 30.7 M +2% 9.47% 66.1% 24 20.83% 1.1
BM
1004
Bridger Management
New York
USD 1484 M -USD 64.4 M -4% 12.6% 103% 44 29.55% 1.2
Stratos Wealth Partners
1005
Stratos Wealth Partners
Ohio
USD 1482 M +USD 134 M +10% 2.54% 83.3% 738 23.98% 1.2
Parametric Risk Advisors
1006
Parametric Risk Advisors
Connecticut
USD 1482 M -USD 38.7 M -3% 7.04% 67.7% 140 22.14% 2.4
Clifford Swan Investment Counsel
1007
Clifford Swan Investment Counsel
California
USD 1480 M +USD 34.3 M +2% 2.44% 73.2% 290 12.76% 2.5
Simplex Trading
1008
Simplex Trading
Illinois
USD 1475 M -USD 21.1 M -1% 8.01% 183% 7,235 40.62% 0.8
LCP
1009
Lombardia Capital Partners
California
USD 1474 M -USD 46 M -3% 4.64% 5.59% 217 29.49% 1.6
Penn Capital Management
1010
Penn Capital Management
Pennsylvania
USD 1473 M -USD 285 M -16% 10.9% 181% 329 26.75% 1.2
DRW Securities
1011
DRW Securities
Illinois
USD 1468 M -USD 187 M -11% 1.23% 96.2% 118 67.8% 0.6
Conestoga Capital Advisors
1012
Conestoga Capital Advisors
Pennsylvania
USD 1459 M +USD 106 M +8% 7.97% 47.8% 121 9.92% 2.5
KCM Investment Advisors
1013
KCM Investment Advisors
California
USD 1459 M +USD 28 M +2% 1.12% 85.7% 560 9.82% 2.3
Horizon Investments
1014
Horizon Investments
North Carolina
USD 1459 M +USD 124 M +9% 4.88% 89.1% 156 59.62% 0.8
AMI Asset Management
1015
AMI Asset Management
California
USD 1451 M +USD 14.7 M +1% 3.69% 81.6% 80 27.5% 1.9
Carson Wealth (CWM LLC)
1016
Carson Wealth (CWM LLC)
Nebraska
USD 1449 M +USD 77.7 M +6% 3.27% 52.7% 1,141 32.25% 0.8
Douglass Winthrop Advisors
1017
Douglass Winthrop Advisors
New York
USD 1447 M +USD 29 M +2% 3.62% 64.4% 253 9.09% 2.1
First Foundation Advisors
1018
First Foundation Advisors
California
USD 1446 M +USD 52.5 M +4% 3.23% 70.4% 331 24.17% 1.7
ACR Alpine Capital Research
1019
ACR Alpine Capital Research
Missouri
USD 1445 M +USD 138 M +11% 3.37% 58.1% 29 6.9% 2.2
MGA
1020
MatlinPatterson Global Advisers
New York
USD 1443 M -USD 147 M -9% 8.9% 4.97% 13 61.54% 1.6
Rothschild & Co Wealth Management (UK)
1021
Rothschild & Co Wealth Management (UK)
United Kingdom
USD 1438 M +USD 50.3 M +4% 3.23% 43.3% 43 13.95% 2
Phocas Financial Corp
1022
Phocas Financial Corp
California
USD 1432 M +USD 61 M +4% 6.83% – 262 20.23% 1.6
AB
1023
Aozora Bank
Japan
USD 1430 M -USD 132 M -8% 0.63% 5.45% 7 42.86% 1.5
Bank of Italy
1024
Bank of Italy
Italy
USD 1427 M -USD 2.9 M -0.2% 3.88% 20.9% 5 0% 2.2
NEI
1025
Northwest & Ethical Investments
Ontario, Canada
USD 1422 M +USD 98.4 M +7% 4.25% 78.1% 364 49.73% 1.1