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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)
Credential Qtrade Securities
1351
Credential Qtrade Securities
USD 1507 M +USD 112 M +8% 4.24% 27.7% 429 28.67% 2.4
GW Henssler & Associates
1352
GW Henssler & Associates
Georgia
USD 1505 M +USD 81.2 M +6% 2.63% 71.7% 228 9.21% 2.8
1ST Source Bank
1353
1ST Source Bank
Indiana
USD 1505 M -USD 19 M -1% 0.05% 80.8% 255 5.88% 6.5
Two Creeks Capital Management
1354
Two Creeks Capital Management
New York
USD 1501 M +USD 98.3 M +7% 13.9% 38.8% 17 29.41% 2.8
Lighthouse Investment Partners
1355
Lighthouse Investment Partners
Florida
USD 1499 M +USD 593 M +65% 3.6% 96.2% 398 71.86% 0.1
LMCG Investments
1356
LMCG Investments
Massachusetts
USD 1499 M +USD 65.7 M +5% 7.66% 135% 313 8.63% 5.2
Bogart Wealth LLC
1357
Bogart Wealth LLC
Virginia
USD 1498 M +USD 61.6 M +4% 3.52% 60.5% 1,230 27.56% 2.1
CDH
1358
Charles D. Hyman
USD 1498 M +USD 31.8 M +2% 2.58% 36.8% 246 4.47% 5.6
Dakota Wealth Management
1359
Dakota Wealth Management
Florida
USD 1498 M +USD 87.3 M +6% 5.87% 112% 664 16.87% 1.8
Ranger Investment Management
1360
Ranger Investment Management
Texas
USD 1492 M +USD 145 M +11% 13.4% 111% 111 12.61% 3.8
Summitry LLC
1361
Summitry LLC
California
USD 1489 M +USD 129 M +9% 10.8% 68.1% 99 11.11% 3.6
DCP
1362
Darsana Capital Partners
New York
USD 1486 M -USD 14 M -0.9% 23.4% 144% 13 23.08% 2.3
Eagle Global Advisors
1363
Eagle Global Advisors
Texas
USD 1484 M +USD 32.1 M +2% 5.17% 105% 228 8.77% 4.7
Newlight Partners
1364
Newlight Partners
New York
USD 1482 M +USD 522 M +54% 67.3% 92.8% 3 0% 2.4
WealthSource Partners
1365
WealthSource Partners
California
USD 1479 M +USD 66 M +5% 5.97% 16.8% 517 12.38% 2.7
Halbert Hargrove Global Advisors
1366
Halbert Hargrove Global Advisors
California
USD 1476 M +USD 77.2 M +6% 6.64% 68.2% 177 12.43% 2.6
M
1367
MOTCO
Texas
USD 1474 M +USD 128 M +10% 3.34% 63.5% 657 17.2% 5.1
SteelPeak Wealth
1368
SteelPeak Wealth
California
USD 1474 M +USD 111 M +8% 13.5% 140% 482 27.8% 1.6
Chas P. Smith & Associates (CPS)
1369
Chas P. Smith & Associates (CPS)
Florida
USD 1472 M +USD 64 M +5% 4.55% 64.4% 138 8.7% 5
Osterweis Capital Management
1370
Osterweis Capital Management
California
USD 1470 M +USD 92.9 M +7% 8.09% 93.7% 233 15.88% 1.8
Woodley Farra Manion Portfolio Management
1371
Woodley Farra Manion Portfolio Management
Indiana
USD 1469 M +USD 90.1 M +7% 2.58% 68.1% 96 8.33% 4.3
Relative Value Partners Group
1372
Relative Value Partners Group
USD 1465 M +USD 45.8 M +3% 3.57% 8.9% 269 13.38% 2.4
Index Fund Advisors
1373
Index Fund Advisors
California
USD 1464 M +USD 41.5 M +3% 3.25% 58.2% 94 22.34% 0.9
BloombergSen
1374
BloombergSen
Ontario, Canada
USD 1458 M -USD 54.8 M -4% 6.13% 46.9% 34 8.82% 2.7
Avior Wealth Management
1375
Avior Wealth Management
Nebraska
USD 1458 M +USD 133 M +10% 6.08% 71.4% 1,683 27.09% 2.7