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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)
Carronade Capital Management
1426
Carronade Capital Management
Connecticut
USD 1875 M +USD 357 M +24% 20.3% 215% 43 37.21% 0.6
RNC Capital Management
1427
RNC Capital Management
California
USD 1873 M +USD 69.4 M +4% 1.98% 83% 167 10.78% 5.6
Western Wealth Management
1428
Western Wealth Management
Colorado
USD 1868 M +USD 114 M +6% 2.67% 82.6% 800 12.38% 3
SIG Brokerage
1429
SIG Brokerage
New York
USD 1867 M – – 5.08% – 462 – 0
Michael & Susan Dell Foundation
1430
Michael & Susan Dell Foundation
New York
USD 1865 M +USD 462 M +33% 6.33% 238% 5 40% 0.4
Bryn Mawr Capital Management
1431
Bryn Mawr Capital Management
Pennsylvania
USD 1855 M +USD 2.23 M +0.1% 0.07% 71.4% 432 11.11% 2.4
Formuepleje A/S
1432
Formuepleje A/S
Denmark
USD 1854 M -USD 101 M -5% 0.21% 92.1% 59 10.17% 2.8
Standard Investments
1433
Standard Investments
New York
USD 1852 M -USD 121 M -6% 0.88% 29.6% 21 33.33% 1.8
Index Fund Advisors
1434
Index Fund Advisors
California
USD 1850 M -USD 36.6 M -2% 0.42% 58.2% 111 7.21% 2
Fifth Third Wealth Advisors
1435
Fifth Third Wealth Advisors
Ohio
USD 1843 M +USD 212 M +13% 2.82% 114% 774 16.54% 0.7
Csenge Advisory Group
1436
Csenge Advisory Group
Florida
USD 1842 M -USD 75.7 M -4% 0.29% 66.3% 771 18.42% 2.7
Parsons Capital Management
1437
Parsons Capital Management
Rhode Island
USD 1842 M +USD 263 M +17% 1.37% 97.4% 459 6.97% 6.6
HighPoint Advisor Group
1438
HighPoint Advisor Group
Illinois
USD 1841 M +USD 125 M +7% 5% – 746 12.73% 3.8
Greenoaks Capital Partners
1439
Greenoaks Capital Partners
California
USD 1841 M -USD 21.7 M -1% 12.5% 311% 13 38.46% 2.3
Heartland Advisors
1440
Heartland Advisors
Wisconsin
USD 1840 M -USD 67.2 M -4% 0.6% 88.6% 207 15.46% 2.8
Westchester Capital Management (New York)
1441
Westchester Capital Management (New York)
New York
USD 1840 M -USD 504 M -22% 4.28% 100% 241 51.87% 0.8
Investment House LLC
1442
Investment House LLC
California
USD 1838 M -USD 15.5 M -0.8% 3.21% 137% 218 14.22% 6.6
Cobblestone Capital Advisors
1443
Cobblestone Capital Advisors
New York
USD 1834 M +USD 51.5 M +3% 1.2% 83.3% 303 8.25% 6.2
Arkadios Wealth Advisors
1444
Arkadios Wealth Advisors
Georgia
USD 1834 M +USD 68 M +4% 4.74% 91.1% 1,017 16.03% 2.1
McAdam LLC
1445
McAdam LLC
Pennsylvania
USD 1833 M +USD 50.2 M +3% 0.58% 65.4% 375 16.8% 2.8
Punch & Associates Investment Management
1446
Punch & Associates Investment Management
Minnesota
USD 1832 M +USD 19.2 M +1% 4.56% 97.5% 182 13.19% 4.5
Marathon Trading Investment Management
1447
Marathon Trading Investment Management
Pennsylvania
USD 1824 M +USD 717 M +65% 14.9% 143% 374 42.78% 1.1
Delta Accumulation LLC
1448
Delta Accumulation LLC
California
USD 1821 M +USD 459 M +34% 1.45% 96.5% 238 24.37% 0.9
Cormorant Asset Management
1449
Cormorant Asset Management
Massachusetts
USD 1821 M -USD 64.9 M -3% 66.6% 3,977% 53 24.53% 1.4
Rice Hall James & Associates
1450
Rice Hall James & Associates
California
USD 1821 M -USD 26.9 M -1% 6.11% 140% 265 11.7% 4.6