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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)
Trilogy Capital
1401
Trilogy Capital
California
USD 2164 M +USD 108 M +5% 6.75% 57.6% 383 7.83% 2.3
B. Riley Wealth Advisors
1402
B. Riley Wealth Advisors
Florida
USD 2162 M +USD 31.4 M +1% 10.5% 118% 1,197 23.73% 4.4
Azora Capital LP
1403
Azora Capital LP
Florida
USD 2159 M -USD 53.7 M -2% 12.8% 175% 82 52.44% 0.7
ACG
1404
Aventail Capital Group
New York
USD 2156 M -USD 115 M -5% 9.06% 154% 166 35.54% 0.8
Venturi Wealth Management
1405
Venturi Wealth Management
Texas
USD 2154 M +USD 130 M +6% 8.87% 101% 609 19.54% 2.8
Meeder Advisory Services
1406
Meeder Advisory Services
Ohio
USD 2151 M +USD 220 M +11% 8.07% 91.4% 663 13.88% 1.8
Sageworth Trust
1407
Sageworth Trust
Pennsylvania
USD 2146 M +USD 340 M +19% 7.67% 64.5% 269 63.94% 1.6
Visionary Wealth Advisors
1408
Visionary Wealth Advisors
Illinois
USD 2144 M +USD 186 M +9% 7.49% 69.4% 627 15.15% 2.8
Constellation Investments
1409
Constellation Investments
Ohio
USD 2140 M -USD 22.3 M -1% 5.73% – 20 10% 1.3
Bain Capital Public Equity Management II
1410
Bain Capital Public Equity Management II
Massachusetts
USD 2139 M +USD 28 M +1% 10.8% 201% 30 50% 0.6
North Reef Capital Management
1411
North Reef Capital Management
California
USD 2138 M -USD 118 M -5% 6.82% 81.9% 56 51.79% 1
Obermeyer Wealth Partners
1412
Obermeyer Wealth Partners
Colorado
USD 2135 M +USD 126 M +6% 7.94% 91.3% 305 11.48% 3.7
BTG Pactual Asset Management US
1413
BTG Pactual Asset Management US
New York
USD 2133 M +USD 1220 M +134% 8.16% – 328 48.78% 0.6
Dearborn Partners
1414
Dearborn Partners
Illinois
USD 2133 M +USD 20.2 M +1% 3.36% 46.1% 270 10.74% 6
Reynders McVeigh Capital Management
1415
Reynders McVeigh Capital Management
Massachusetts
USD 2133 M +USD 129 M +6% 7.41% 108% 203 4.93% 7.3
Centaurus Financial
1416
Centaurus Financial
California
USD 2131 M +USD 418 M +24% 9.56% 83.5% 1,072 14.09% 3
First Horizon Corporation
1417
First Horizon Corporation
Tennessee
USD 2127 M – – 7.33% – 1,419 – 4.2
Integrity Alliance
1418
Integrity Alliance
Iowa
USD 2126 M +USD 297 M +16% 6.85% – 606 28.22% 0.5
Luxor Capital Group
1419
Luxor Capital Group
New York
USD 2125 M +USD 768 M +57% 7.22% 131% 72 45.83% 1.2
Woodley Farra Manion Portfolio Management
1420
Woodley Farra Manion Portfolio Management
Indiana
USD 2122 M -USD 6.21 M -0.3% 3.12% 68.1% 124 13.71% 4.3
Black Creek Investment Management
1421
Black Creek Investment Management
Ontario, Canada
USD 2121 M -USD 42.9 M -2% 7.75% 11.1% 28 7.14% 4.3
Investment House LLC
1422
Investment House LLC
California
USD 2109 M +USD 131 M +7% 10.7% 137% 243 19.34% 6.3
Ribbit Management Company
1423
Ribbit Management Company
California
USD 2106 M +USD 637 M +43% 18.7% – 14 21.43% 1.2
Harvard Management Company
1424
Harvard Management Company
Massachusetts
USD 2105 M +USD 669 M +47% 7.53% 123% 19 31.58% 1.8
Meiji Yasuda Asset Management
1425
Meiji Yasuda Asset Management
Japan
USD 2101 M +USD 85.3 M +4% 7.26% 93.9% 580 12.76% 5.9