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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)
GHP Investment Advisors
1301
GHP Investment Advisors
Colorado
USD 2002 M -USD 16.6 M -0.8% 0.52% 81.4% 999 19.02% 3.4
Concentric Capital Strategies
1302
Concentric Capital Strategies
Connecticut
USD 1998 M +USD 220 M +12% 2.99% 165% 422 67.77% 0.3
Gerber Kawasaki Wealth & Investment Management
1303
Gerber Kawasaki Wealth & Investment Management
California
USD 1998 M +USD 146 M +8% 5.45% 91.5% 302 12.58% 2.9
Port Capital
1304
Port Capital
Illinois
USD 1996 M +USD 952 k +0% 1.55% 74.4% 88 4.55% 4.3
Checchi Capital Advisers
1305
Checchi Capital Advisers
California
USD 1996 M +USD 715 M +56% 2.69% 68% 597 8.21% 5.5
Vinva Investment Management
1306
Vinva Investment Management
Australia
USD 1995 M +USD 214 M +12% 6.65% 142% 457 19.04% 0.9
Chesley Taft & Associates
1307
Chesley Taft & Associates
Illinois
USD 1995 M +USD 39.4 M +2% 3.78% 93.1% 319 5.64% 6.3
Dixon Mitchell Investment Counsel
1308
Dixon Mitchell Investment Counsel
British Columbia, Canada
USD 1993 M -USD 15.2 M -0.8% 0.42% 67.9% 217 41.01% 2.3
Adventist Health System Sunbelt Healthcare Corp
1309
Adventist Health System Sunbelt Healthcare Corp
Florida
USD 1992 M +USD 275 M +16% 0.55% 29.1% 20 10% 2.9
Greenhouse Funds
1310
Greenhouse Funds
Maryland
USD 1991 M +USD 335 M +20% 1.12% 90.7% 47 36.17% 1.3
BNP Paribas
1311
BNP Paribas
France
USD 1986 M -USD 157 M -7% 6.5% – 361 13.57% 0.2
Robertson Stephens Wealth Management
1312
Robertson Stephens Wealth Management
California
USD 1986 M +USD 101 M +5% 3.88% 109% 542 18.82% 2.2
Montag & Associates
1313
Montag & Associates
Georgia
USD 1982 M -USD 18.8 M -0.9% 2.51% 82.9% 1,009 7.04% 3.8
Ninety One North America
1314
Ninety One North America
New York
USD 1980 M -USD 78.5 M -4% 1.36% 70.6% 65 10.77% 4.1
Yaupon Capital Management
1315
Yaupon Capital Management
New York
USD 1976 M -USD 11 M -0.6% 1.92% 122% 145 60% 0.5
Alphabet Inc
1316
Alphabet Inc
California
USD 1974 M -USD 540 M -21% 6.67% 327% 44 6.82% 3.1
CreativeOne Wealth
1317
CreativeOne Wealth
Kansas
USD 1974 M -USD 535 M -21% 2.1% 67.6% 943 26.62% 2.1
Bogart Wealth LLC
1318
Bogart Wealth LLC
Virginia
USD 1964 M +USD 20.5 M +1% 1.08% 60.5% 1,187 15.42% 2.9
Angeles Investment Advisors
1319
Angeles Investment Advisors
California
USD 1964 M +USD 82.7 M +4% 2.93% 78.3% 246 24.39% 1.2
Motley Fool Wealth Management
1320
Motley Fool Wealth Management
Virginia
USD 1962 M +USD 26 M +1% 1.32% 70.7% 130 11.54% 4
CL
1321
CSS LLC
Illinois
USD 1956 M +USD 223 M +13% 1.38% 128% 1,070 43.18% 1
Integrated Advisors Network
1322
Integrated Advisors Network
Texas
USD 1953 M -USD 16.5 M -0.8% 3.11% 107% 753 14.61% 2.6
Hennion & Walsh Asset Management
1323
Hennion & Walsh Asset Management
New Jersey
USD 1947 M +USD 76.2 M +4% 1.92% 95% 910 15.6% 1.8
Electron Capital Partners
1324
Electron Capital Partners
New York
USD 1944 M -USD 336 M -15% 8.97% 333% 53 24.53% 1.3
Davidson Investment Advisors
1325
Davidson Investment Advisors
Montana
USD 1944 M +USD 18.5 M +1% 1.49% 79% 120 7.5% 4.8