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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)
Chickasaw Capital Management
1201
Chickasaw Capital Management
Tennessee
USD 2254 M +USD 160 M +8% 6.29% 83.6% 102 9.8% 5.9
Silvant Capital Management
1202
Silvant Capital Management
Georgia
USD 2254 M +USD 159 M +8% 10.4% 168% 316 5.7% 4.7
Geneos Wealth Management
1203
Geneos Wealth Management
Colorado
USD 2253 M +USD 68.7 M +3% 1.65% 66.7% 2,202 10.45% 5.1
Altrinsic Global Advisors
1204
Altrinsic Global Advisors
Connecticut
USD 2242 M +USD 25.5 M +1% 1.73% 45% 47 19.15% 4.2
Voyager Global Management
1205
Voyager Global Management
New York
USD 2242 M +USD 173 M +8% 5.26% 56.1% 14 7.14% 1.8
Bragg Financial Advisors
1206
Bragg Financial Advisors
North Carolina
USD 2241 M +USD 11.8 M +0.5% 1.11% 101% 325 4.62% 6.7
Capital Counsel
1207
Capital Counsel
New York
USD 2240 M +USD 63.2 M +3% 4.76% 94.9% 57 5.26% 6.4
New South Capital Management
1208
New South Capital Management
Tennessee
USD 2237 M -USD 151 M -6% 6.39% 106% 61 3.28% 6.7
Apella Capital
1209
Apella Capital
Connecticut
USD 2237 M +USD 254 M +13% 0.51% 48.6% 321 12.77% 2.4
Waldron Private Wealth
1210
Waldron Private Wealth
Pennsylvania
USD 2235 M +USD 19.7 M +0.9% 2.42% 68.7% 452 10.62% 4.2
Chilton Capital Management
1211
Chilton Capital Management
Texas
USD 2235 M +USD 120 M +6% 4.64% 95.3% 687 23.58% 2.5
Fullerton Fund Management
1212
Fullerton Fund Management
Singapore
USD 2228 M +USD 117 M +6% 14.8% 412% 188 45.74% 0.6
DAM
1213
Davis Asset Management
California
USD 2226 M -USD 54.1 M -2% 0.09% 97.3% 34 2.94% 4.9
Silicon Valley Community Foundation
1214
Silicon Valley Community Foundation
California
USD 2225 M -USD 503 M -18% 12.8% 309% 20 0% 2.8
Level Four Advisory Services
1215
Level Four Advisory Services
Texas
USD 2218 M +USD 398 M +22% 2.12% 92.2% 921 35.4% 3.1
Pallas Capital Advisors
1216
Pallas Capital Advisors
Massachusetts
USD 2218 M -USD 183 M -8% 6.53% 71.8% 539 26.35% 1.3
HC
1217
Henshaw Capital
Massachusetts
USD 2216 M +USD 79.5 M +4% 5.28% 128% 297 9.76% 3.8
Heritage Wealth Advisors
1218
Heritage Wealth Advisors
Virginia
USD 2215 M +USD 23.8 M +1% 1.4% 65% 561 6.42% 4.4
NS Partners
1219
NS Partners
United Kingdom
USD 2205 M +USD 33.5 M +2% 5.27% 109% 77 6.49% 6.3
Sand Hill Global Advisors
1220
Sand Hill Global Advisors
California
USD 2202 M +USD 94.1 M +4% 1.71% 58.6% 197 21.83% 3.8
Balentine LLC
1221
Balentine LLC
Georgia
USD 2200 M -USD 1151 M -34% 2.91% 59.8% 594 69.02% 3.5
Saratoga Research & Investment Management
1222
Saratoga Research & Investment Management
California
USD 2199 M -USD 1.21 M -0.1% 2.24% 65.1% 46 10.87% 7.4
Paradigm Capital Management Inc
1223
Paradigm Capital Management Inc
New York
USD 2194 M +USD 107 M +5% 7.54% 237% 136 8.82% 6.7
Summit Financial
1224
Summit Financial
New Jersey
USD 2189 M +USD 501 M +30% 2.77% 81.8% 501 26.75% 1.6
Covea Finance
1225
Covea Finance
France
USD 2182 M +USD 64.9 M +3% 5.58% 129% 110 8.18% 1.6