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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)
SurgoCap Partners
1251
SurgoCap Partners
New York
USD 3093 M +USD 98.7 M +3% 39.1% – 17 41.18% 0.9
ZWJ Investment Counsel
1252
ZWJ Investment Counsel
Georgia
USD 3092 M +USD 318 M +11% 20.9% 128% 301 23.59% 4.6
Winton Group
1253
Winton Group
United Kingdom
USD 3087 M +USD 237 M +8% 20.7% 128% 1,573 59.06% 0.6
Peregrine Capital Management
1254
Peregrine Capital Management
Minnesota
USD 3078 M +USD 382 M +14% 24.7% 95% 313 17.25% 3.1
Smartleaf Asset Management
1255
Smartleaf Asset Management
Massachusetts
USD 3076 M +USD 308 M +11% 15.3% – 3,509 1.28% 1.7
Dixon Mitchell Investment Counsel
1256
Dixon Mitchell Investment Counsel
British Columbia, Canada
USD 3075 M +USD 198 M +7% 8.23% 67.9% 151 11.92% 3.3
HC
1257
Henshaw Capital
Massachusetts
USD 3073 M +USD 376 M +14% 23.9% 128% 170 11.76% 5.3
Capital International
1258
Capital International
California
USD 3064 M +USD 366 M +14% 22.9% 147% 159 13.84% 4.5
Belpointe Asset Management
1259
Belpointe Asset Management
Nevada
USD 3061 M +USD 321 M +12% 15.7% 80.1% 1,246 24.48% 2.7
Sowell Financial Services
1260
Sowell Financial Services
Arkansas
USD 3060 M +USD 356 M +13% 17.2% 85.9% 1,245 16.47% 1.9
Western Wealth Management
1261
Western Wealth Management
Colorado
USD 3059 M +USD 428 M +16% 15.8% 82.6% 1,057 14.47% 3.1
SageView Advisory Group
1262
SageView Advisory Group
California
USD 3051 M +USD 315 M +12% 11.4% 52.3% 637 11.77% 1.9
Patient Capital Management
1263
Patient Capital Management
Maryland
USD 3050 M +USD 315 M +12% 17.7% 131% 42 9.52% 2.7
DV Trading
1264
DV Trading
Illinois
USD 3049 M -USD 1174 M -28% 13.4% – 724 65.61% 0.2
CFM
1265
Comprehensive Financial Management
California
USD 3047 M +USD 32.2 M +1% 6.8% 33.7% 41 12.2% 4
Hirtle Callaghan & Co
1266
Hirtle Callaghan & Co
Pennsylvania
USD 3042 M +USD 123 M +4% 12.7% 58.1% 134 19.4% 3
SBI Okasan Asset Management
1267
SBI Okasan Asset Management
Japan
USD 3042 M +USD 601 M +25% 6.38% – 348 15.8% 0.4
Johnson Financial Group Inc (Wisconsin)
1268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 3041 M +USD 279 M +10% 12.6% 58.1% 968 23.66% 4.4
Summitry LLC
1269
Summitry LLC
California
USD 3040 M +USD 205 M +7% 9.55% 68.1% 380 34.47% 2
Gallagher Fiduciary Advisors
1270
Gallagher Fiduciary Advisors
Illinois
USD 3039 M +USD 463 M +18% 4.51% 25.1% 369 11.38% 1.7
CA
1271
Cornerstone Advisors
North Carolina
USD 3037 M +USD 318 M +12% 25.4% 108% 123 28.46% 2.6
Cookson Peirce & Co
1272
Cookson Peirce & Co
Pennsylvania
USD 3035 M +USD 673 M +29% 42.4% 307% 358 26.82% 1.4
BlueCrest Capital Management
1273
BlueCrest Capital Management
Jersey
USD 3035 M +USD 1342 M +79% 15.6% 59.1% 374 57.22% 0.3
Scharf Investments
1274
Scharf Investments
California
USD 3027 M -USD 217 M -7% 4.79% 55% 84 22.62% 3
Empyrean Capital Partners
1275
Empyrean Capital Partners
California
USD 3027 M -USD 44.1 M -1% 16.8% 131% 163 46.01% 0.9