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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)
AJ Wealth Strategies
1226
AJ Wealth Strategies
New York
USD 2105 M +USD 252 M +14% 4.93% 32.2% 328 15.55% 1.8
Achmea Investment Management
1227
Achmea Investment Management
Netherlands
USD 2103 M -USD 1189 M -36% 12.1% 129% 671 56.18% 1.3
Capital International Sarl
1228
Capital International Sarl
California
USD 2097 M +USD 966 M +85% 9.03% 149% 270 14.81% 2.6
Sandy Spring Bank
1229
Sandy Spring Bank
Maryland
USD 2096 M +USD 208 M +11% 9.8% 31.4% 1,277 17.07% 3.5
Linscomb Wealth
1230
Linscomb Wealth
Texas
USD 2095 M +USD 154 M +8% 7.86% 75.2% 358 11.17% 4.6
STALEY CAPITAL ADVISERS
1231
STALEY CAPITAL ADVISERS
Pennsylvania
USD 2093 M +USD 229 M +12% 11.6% 81.9% 192 6.77% 4.2
First National Bank of Omaha
1232
First National Bank of Omaha
Nebraska
USD 2090 M +USD 121 M +6% 11.1% 70.9% 385 13.51% 4.7
Kestra Private Wealth Services
1233
Kestra Private Wealth Services
Texas
USD 2090 M +USD 298 M +17% 8.83% 102% 1,046 17.78% 0.9
Reinhart Partners
1234
Reinhart Partners
Wisconsin
USD 2084 M +USD 115 M +6% 6.25% 110% 85 8.24% 3.2
Dowling & Yahnke
1235
Dowling & Yahnke
California
USD 2079 M +USD 273 M +15% 9.47% 34.8% 390 7.95% 4.9
Triasima Portfolio Management
1236
Triasima Portfolio Management
Quebec, Canada
USD 2073 M +USD 199 M +11% 9.41% 224% 175 24% 0.8
AMI Asset Management
1237
AMI Asset Management
California
USD 2069 M +USD 70.2 M +4% 11.2% 96.6% 99 7.07% 3.1
Exencial Wealth Advisors
1238
Exencial Wealth Advisors
Oklahoma
USD 2066 M -USD 237 M -10% 8.98% 58% 487 36.55% 1.7
Tiedemann Advisors
1239
Tiedemann Advisors
New York
USD 2051 M +USD 174 M +9% 7.74% 31.5% 307 13.03% 3.1
Northeast Investment Management
1240
Northeast Investment Management
Massachusetts
USD 2051 M +USD 178 M +10% 12.1% 110% 211 10.9% 4.8
Choreo LLC
1241
Choreo LLC
Illinois
USD 2048 M +USD 178 M +10% 7.26% 83.8% 240 10.83% 4.3
Nippon Life Insurance
1242
Nippon Life Insurance
Japan
USD 2045 M +USD 210 M +11% 11.6% 43.3% 3 0% 8.5
Hennion & Walsh Asset Management
1243
Hennion & Walsh Asset Management
New Jersey
USD 2036 M +USD 132 M +7% 6.26% 95% 802 18.95% 0.6
Montag & Associates
1244
Montag & Associates
Georgia
USD 2028 M +USD 166 M +9% 9.7% 90.1% 936 12.18% 2.4
Waldron Private Wealth
1245
Waldron Private Wealth
Pennsylvania
USD 2028 M +USD 309 M +18% 7.47% 76.6% 394 9.39% 2.9
Independent Advisor Alliance
1246
Independent Advisor Alliance
North Carolina
USD 2027 M +USD 229 M +13% 11.8% 135% 718 17.69% 2.1
Genesis Investment Management
1247
Genesis Investment Management
United Kingdom
USD 2027 M -USD 942 M -32% 9.77% 47.4% 19 15.79% 1.4
CreativeOne Wealth
1248
CreativeOne Wealth
Kansas
USD 2026 M +USD 323 M +19% 5.4% 67.6% 804 21.77% 1.1
Consulta
1249
Consulta
United Kingdom
USD 2025 M +USD 18.3 M +0.9% 3.35% 30.7% 10 0% 2.5
Antara Capital
1250
Antara Capital
New York
USD 2024 M +USD 717 M +55% 0.64% 39.8% 297 61.62% 0.2