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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)
Nicholas Hoffman & Company
1001
Nicholas Hoffman & Company
Georgia
USD 2557 M +USD 1446 M +130% 4.87% 65.1% 285 8.77% 4.1
Jericho Capital Asset Management
1002
Jericho Capital Asset Management
New York
USD 2556 M +USD 148 M +6% 16.8% 573% 35 57.14% 0.5
Tekla Capital Management
1003
Tekla Capital Management
Massachusetts
USD 2555 M -USD 71.2 M -3% 2.9% 62.5% 186 15.59% 4.2
Kingsview Wealth Management
1004
Kingsview Wealth Management
Oregon
USD 2550 M +USD 168 M +7% 6.48% 71.5% 993 20.14% 2.6
Perigon Wealth Management
1005
Perigon Wealth Management
California
USD 2545 M +USD 786 M +45% 8.09% 93.8% 813 18.2% 2.4
Timucuan Asset Management
1006
Timucuan Asset Management
Florida
USD 2545 M +USD 155 M +6% 8.67% 61.6% 31 12.9% 4.3
Hancock Whitney
1007
Hancock Whitney
Mississippi
USD 2543 M +USD 50.9 M +2% 7.44% 100% 672 13.84% 3.8
Shell Asset Management
1008
Shell Asset Management
Netherlands
USD 2535 M +USD 126 M +5% 9.93% – 1,322 8.93% 5.2
DeepCurrents Investment Group
1009
DeepCurrents Investment Group
New York
USD 2531 M -USD 35.7 M -1% 0.09% 13.5% 173 25.43% 1
Lasalle Investment Management Securities
1010
Lasalle Investment Management Securities
Maryland
USD 2527 M +USD 6.88 M +0.3% 2.01% 26.3% 49 12.24% 5.4
Check Capital Management
1011
Check Capital Management
California
USD 2527 M +USD 286 M +13% 10.4% 66.6% 42 11.9% 5.2
NorthCrest Asset Manangement
1012
NorthCrest Asset Manangement
Minnesota
USD 2526 M +USD 123 M +5% 7.09% 135% 510 7.25% 1.1
Cassaday & Co Wealth Management
1013
Cassaday & Co Wealth Management
Virginia
USD 2523 M +USD 179 M +8% 7.89% 70% 275 15.27% 0.4
Premier Fund Managers
1014
Premier Fund Managers
United Kingdom
USD 2518 M -USD 9.15 M -0.4% 9.93% 56.6% 239 23.43% 1.8
OFI Invest Asset Management
1015
OFI Invest Asset Management
France
USD 2515 M +USD 148 M +6% 10.4% – 147 36.05% 0.2
Avantax Planning Partners
1016
Avantax Planning Partners
Iowa
USD 2515 M +USD 53.1 M +2% 4.53% 51% 398 11.56% 3.7
Granite Investment Partners
1017
Granite Investment Partners
California
USD 2510 M +USD 109 M +5% 7.57% 131% 277 14.44% 4.4
Marsico Capital Management
1018
Marsico Capital Management
Colorado
USD 2509 M +USD 372 M +17% 20.5% 288% 72 25% 2.3
TCTC Holdings
1019
TCTC Holdings
Texas
USD 2505 M +USD 24.1 M +1% 2.14% 78.5% 483 10.77% 4.4
Masters Capital Management
1020
Masters Capital Management
Georgia
USD 2498 M +USD 523 M +26% 4.01% 142% 72 43.06% 1.2
Heritage Investors Management Corp
1021
Heritage Investors Management Corp
Maryland
USD 2496 M +USD 162 M +7% 8.49% 99.7% 251 3.59% 6.1
KCM Investment Advisors
1022
KCM Investment Advisors
California
USD 2494 M +USD 24.6 M +1% 7.47% 85.7% 416 11.54% 6
Empirical Wealth Management
1023
Empirical Wealth Management
Washington
USD 2485 M +USD 180 M +8% 4.56% 78.8% 520 21.92% 3.6
Freestone Capital Holdings
1024
Freestone Capital Holdings
Washington
USD 2482 M +USD 224 M +10% 6.75% 86.9% 414 13.77% 3.7
Clifford Swan Investment Counsel
1025
Clifford Swan Investment Counsel
California
USD 2477 M +USD 86.5 M +4% 5.43% 73.2% 302 3.64% 7