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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)
Capital International Sarl
1426
Capital International Sarl
California
USD 1238 M -USD 9.21 M -0.7% 2.21% 149% 222 10.36% 3.2
MSD Partners
1427
MSD Partners
New York
USD 1237 M -USD 383 M -24% 27.2% 3.5% 94 12.77% 1.5
Dakota Wealth Management
1428
Dakota Wealth Management
Florida
USD 1236 M +USD 149 M +14% 4.12% 112% 629 27.5% 1.7
Obermeyer Wealth Partners
1429
Obermeyer Wealth Partners
Colorado
USD 1234 M -USD 128 M -9% 7.21% 91.3% 231 18.18% 3.1
Triasima Portfolio Management
1430
Triasima Portfolio Management
Quebec, Canada
USD 1233 M -USD 187 M -13% 5.08% 224% 153 30.72% 0.9
Venture Visionary Partners
1431
Venture Visionary Partners
Ohio
USD 1232 M -USD 82.4 M -6% 5.12% 95.4% 1,696 73.05% 1.8
Adventist Health System Sunbelt Healthcare Corp
1432
Adventist Health System Sunbelt Healthcare Corp
Florida
USD 1232 M -USD 39.4 M -3% 6.86% 29.1% 13 0% 3
Woodley Farra Manion Portfolio Management
1433
Woodley Farra Manion Portfolio Management
Indiana
USD 1232 M +USD 7.34 M +0.6% 2.18% 68.1% 95 9.47% 4.1
Port Capital
1434
Port Capital
Illinois
USD 1232 M -USD 45.4 M -4% 0.84% 74.4% 71 2.82% 3.7
Formuepleje A/S
1435
Formuepleje A/S
Denmark
USD 1231 M -USD 399 M -24% 4.25% 92.1% 102 44.12% 1.8
Gamble Jones Investment Counsel
1436
Gamble Jones Investment Counsel
California
USD 1228 M -USD 126 M -9% 6.4% 32.9% 222 9.91% 6.2
Coliseum Capital Management
1437
Coliseum Capital Management
Connecticut
USD 1228 M +USD 95.8 M +8% 5.28% 41.1% 15 20% 2
Janney Capital Management
1438
Janney Capital Management
Pennsylvania
USD 1227 M -USD 18.8 M -2% 5.97% 70.7% 225 21.33% 3.5
Alua Capital Management
1439
Alua Capital Management
New York
USD 1226 M +USD 78.5 M +7% 6.32% 99.4% 26 30.77% 0.9
Grandfield & Dodd
1440
Grandfield & Dodd
New York
USD 1225 M -USD 44.8 M -4% 2.8% 70.8% 194 6.19% 6.3
QVR
1441
QVR
California
USD 1224 M -USD 147 M -11% 5.47% – 355 19.15% 0.4
Cambridge Associates
1442
Cambridge Associates
Massachusetts
USD 1221 M -USD 27.2 M -2% 6.9% 50.1% 46 8.7% 4.2
Relative Value Partners Group
1443
Relative Value Partners Group
USD 1220 M -USD 112 M -8% 5.81% 8.9% 245 33.06% 2.2
Foster Group
1444
Foster Group
Iowa
USD 1219 M -USD 186 M -13% 5.61% 54.4% 145 11.03% 1.5
Edge Capital Group
1445
Edge Capital Group
Georgia
USD 1216 M +USD 59 M +5% 6.02% 27.7% 389 19.02% 2.1
Comerica Securities
1446
Comerica Securities
Michigan
USD 1215 M -USD 108 M -8% 5.1% 25.6% 477 14.05% 4
Cary Street Partners Investment Advisory
1447
Cary Street Partners Investment Advisory
Virginia
USD 1214 M +USD 34.3 M +3% 5.13% 84.1% 581 18.59% 1.1
Apollon Wealth Management
1448
Apollon Wealth Management
South Carolina
USD 1214 M +USD 12.5 M +1% 4.52% 96.7% 865 18.73% 1.1
Financial Advocates Investment Management
1449
Financial Advocates Investment Management
Washington
USD 1212 M -USD 20 M -2% 4.73% 89.9% 852 31.92% 2.2
Avior Wealth Management
1450
Avior Wealth Management
Nebraska
USD 1209 M +USD 218 M +22% 4.94% 71.4% 1,352 15.24% 3