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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)
Dowling & Yahnke
1001
Dowling & Yahnke
California
USD 2148 M +USD 21.9 M +1% 4.54% 34.8% 387 6.98% 5.5
KL
1002
KIM LLC
Kansas
USD 2147 M +USD 60.1 M +3% 14.1% 51.1% 898 10.69% 0.2
Private Management Group
1003
Private Management Group
California
USD 2146 M -USD 135 M -6% 6.58% 62.2% 187 10.7% 3.8
Miracle Mile Advisors
1004
Miracle Mile Advisors
California
USD 2143 M +USD 16.5 M +0.8% 5.31% 56% 474 14.98% 2.1
Clifford Swan Investment Counsel
1005
Clifford Swan Investment Counsel
California
USD 2130 M -USD 180 M -8% 4.8% 73.2% 320 5.31% 6.5
Signature Estate & Investment Advisors
1006
Signature Estate & Investment Advisors
California
USD 2127 M +USD 148 M +7% 4.95% 84.4% 177 14.12% 3.3
CL
1007
CSS LLC
Illinois
USD 2127 M -USD 326 M -13% 2.58% 128% 1,396 48.57% 0.9
PCM
1008
Palestra Capital Management
New York
USD 2126 M +USD 10.6 M +0.5% 1.12% 236% 24 45.83% 1.3
Nicholas Hoffman & Company
1009
Nicholas Hoffman & Company
Georgia
USD 2125 M -USD 13.3 M -0.6% 1.75% 65.1% 268 7.84% 3.8
First Trust Capital Management
1010
First Trust Capital Management
Illinois
USD 2116 M +USD 686 M +48% 9.26% 214% 527 37.19% 0.4
NewEdge Wealth
1011
NewEdge Wealth
Pennsylvania
USD 2114 M -USD 87.1 M -4% 5.04% 98.9% 613 25.77% 0.9
Cambridge Trust
1012
Cambridge Trust
Massachusetts
USD 2109 M -USD 175 M -8% 4.37% 42.9% 926 14.04% 2.1
Robert Wood Johnson Foundation
1013
Robert Wood Johnson Foundation
New Jersey
USD 2109 M -USD 209 M -9% 8.14% 4.83% 5 0% 3.2
Metropolitan Life Insurance Company (MetLife)
1014
Metropolitan Life Insurance Company (MetLife)
New York
USD 2108 M -USD 170 M -7% 4.05% 50.8% 2,409 5.65% 5.6
Kingsview Wealth Management
1015
Kingsview Wealth Management
Oregon
USD 2108 M +USD 17.7 M +0.8% 4.78% 71.5% 899 19.47% 2.4
Valley Forge Capital Management
1016
Valley Forge Capital Management
Florida
USD 2107 M -USD 129 M -6% 5.02% 49% 10 0% 4.4
Van Berkom & Associates
1017
Van Berkom & Associates
Quebec, Canada
USD 2104 M -USD 285 M -12% 2.14% 45% 68 14.71% 4.3
Shelton Capital Management
1018
Shelton Capital Management
Colorado
USD 2103 M -USD 120 M -5% 2.93% 161% 741 11.74% 4.7
Cidel Asset Management
1019
Cidel Asset Management
Ontario, Canada
USD 2102 M -USD 238 M -10% 7.68% 69.1% 146 9.59% 3.4
Leeward Investments
1020
Leeward Investments
Massachusetts
USD 2099 M -USD 92.7 M -4% 1.27% 91% 150 11.33% 0.5
Novo Holdings A/S
1021
Novo Holdings A/S
Denmark
USD 2097 M +USD 66.6 M +3% 1.97% 205% 56 10.71% 1.6
Carnegie Investment Counsel
1022
Carnegie Investment Counsel
Ohio
USD 2097 M -USD 117 M -5% 3.92% 112% 493 8.32% 4.5
Maple Rock Capital Partners
1023
Maple Rock Capital Partners
Ontario, Canada
USD 2094 M +USD 378 M +22% 5.85% 602% 46 56.52% 0.8
J. Goldman & Co
1024
J. Goldman & Co
New York
USD 2094 M +USD 36.8 M +2% 2.54% 106% 541 66.36% 0.5
Timucuan Asset Management
1025
Timucuan Asset Management
Florida
USD 2091 M -USD 61.2 M -3% 1.81% 61.6% 33 0% 3.9