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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)
Polaris Wealth Advisory Group
1226
Polaris Wealth Advisory Group
California
USD 1225 M -USD 94.1 M -7% 4.18% 64% 180 41.11% 1.4
Nichols & Pratt Advisers
1227
Nichols & Pratt Advisers
Massachusetts
USD 1223 M +USD 7.93 M +0.7% 2.42% 71.2% 106 3.77% 4.9
American Financial Group
1228
American Financial Group
Ohio
USD 1222 M -USD 3.38 M -0.3% 1.04% 32.5% 144 5.56% 3
Wealthspire Advisors (New York)
1229
Wealthspire Advisors (New York)
New York
USD 1221 M +USD 72.8 M +6% 0.58% 59% 170 45.88% 0.3
APA
1230
American Portfolios Advisors
New York
USD 1221 M +USD 33.9 M +3% 1.14% 43.6% 2,960 12.13% 1.3
1ST Source Bank
1231
1ST Source Bank
Indiana
USD 1220 M -USD 3.46 M -0.3% 0.32% 80.8% 234 6.41% 4.7
WestEnd Advisors
1232
WestEnd Advisors
North Carolina
USD 1219 M +USD 69.7 M +6% 2.28% 59.9% 86 36.05% 1.7
Lombard Odier Asset Management (Europe)
1233
Lombard Odier Asset Management (Europe)
United Kingdom
USD 1219 M +USD 42.4 M +4% 0.74% 79.7% 414 8.21% 2.2
Jordan Park Group
1234
Jordan Park Group
California
USD 1218 M +USD 125 M +11% 0.2% 43.2% 43 27.91% 0.8
SignatureFD
1235
SignatureFD
Georgia
USD 1217 M +USD 61.2 M +5% 1.77% 81.3% 2,303 14.72% 1.5
Gamble Jones Investment Counsel
1236
Gamble Jones Investment Counsel
California
USD 1217 M +USD 47.5 M +4% 4.72% 32.9% 214 6.54% 4.8
Chilton Capital Management
1237
Chilton Capital Management
Texas
USD 1214 M +USD 49 M +4% 2.89% 95.3% 196 6.63% 3.3
Atairos Group
1238
Atairos Group
Pennsylvania
USD 1213 M -USD 134 M -10% 8.27% 27.9% 2 50% 1.8
Bridger Management
1239
Bridger Management
New York
USD 1210 M -USD 63.8 M -5% 1.05% 103% 34 20.59% 2.4
Sowell Financial Services
1240
Sowell Financial Services
Arkansas
USD 1210 M – – 1.42% 95.6% 2,508 – 0.2
Dowling & Yahnke
1241
Dowling & Yahnke
California
USD 1209 M +USD 2.43 M +0.2% 1.37% 34.8% 309 6.15% 4.1
TownSquare Capital
1242
TownSquare Capital
Utah
USD 1209 M +USD 159 M +15% 1.21% 96.9% 523 19.5% 0.6
Clough Capital Partners
1243
Clough Capital Partners
Massachusetts
USD 1209 M +USD 189 M +19% 1.45% 175% 129 41.09% 1.4
NEA Management Company
1244
NEA Management Company
Maryland
USD 1208 M -USD 220 M -15% 2.5% 823% 46 4.35% 2.9
Sumitomo Mitsui Financial Group
1245
Sumitomo Mitsui Financial Group
Japan
USD 1207 M -USD 58.1 M -5% 1.1% 55.6% 145 31.72% 1.2
Southernsun Asset Management
1246
Southernsun Asset Management
Tennessee
USD 1205 M -USD 93.3 M -7% 3.18% 54.7% 32 6.25% 4.4
Punch & Associates Investment Management
1247
Punch & Associates Investment Management
Minnesota
USD 1204 M +USD 2.35 M +0.2% 1.49% 97.5% 222 12.61% 3.1
Neumeier Poma Investment Counsel
1248
Neumeier Poma Investment Counsel
California
USD 1197 M -USD 12.7 M -1% 2.06% 229% 45 11.11% 2.7
Sadoff Investment Management
1249
Sadoff Investment Management
Wisconsin
USD 1196 M -USD 11 M -0.9% 1.77% 49.2% 88 10.23% 3.4
Empire Life Investments
1250
Empire Life Investments
Ontario, Canada
USD 1194 M -USD 43.4 M -4% 1.62% 90.8% 100 11% 1.8