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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)
Patten & Patten
1501
Patten & Patten
Tennessee
USD 914 M +USD 156 M +21% 23.7% 85.7% 240 8.33% 4.7
Insight Holdings Group
1502
Insight Holdings Group
New York
USD 914 M +USD 126 M +16% 42.2% 111% 2 0% 1.9
Cornerstone Advisors (Washington)
1503
Cornerstone Advisors (Washington)
Washington
USD 914 M +USD 190 M +26% 20.4% 24.3% 833 23.41% 3.4
Alpha Cubed Investments
1504
Alpha Cubed Investments
California
USD 914 M +USD 81.9 M +10% 17.7% 126% 242 16.94% 3.1
Compass Capital Management
1505
Compass Capital Management
Minnesota
USD 913 M +USD 140 M +18% 18.7% 50.8% 37 2.7% 5.2
Electron Capital Partners
1506
Electron Capital Partners
New York
USD 913 M +USD 531 M +139% 36.4% 333% 38 63.16% 0.4
B. Riley Wealth Management
1507
B. Riley Wealth Management
Tennessee
USD 911 M -USD 40.3 M -4% 19.7% 32.2% 589 40.92% 1.6
SCI
1508
S&CO Inc
Massachusetts
USD 910 M +USD 162 M +22% 19% 68.8% 173 5.2% 4.8
Dixon Mitchell Investment Counsel
1509
Dixon Mitchell Investment Counsel
British Columbia, Canada
USD 910 M +USD 117 M +15% 18% 67.9% 58 8.62% 4.8
Scopia Capital Management
1510
Scopia Capital Management
New York
USD 909 M -USD 184 M -17% 27.9% 58.7% 31 51.61% 1.5
CBIZ Investment Advisory Services
1511
CBIZ Investment Advisory Services
Ohio
USD 908 M +USD 125 M +16% 16.2% 48.7% 115 0% 0.5
Legacy Private Trust
1512
Legacy Private Trust
Wisconsin
USD 908 M +USD 137 M +18% 15.9% 71.1% 224 18.75% 4
Deroy & Devereaux Private Investment Counsel
1513
Deroy & Devereaux Private Investment Counsel
Michigan
USD 906 M +USD 140 M +18% 21.4% 135% 152 13.16% 3.5
ARGA Investment Management
1514
ARGA Investment Management
Connecticut
USD 905 M +USD 325 M +56% 23.1% 78.1% 78 44.87% 1.1
Davidson Investment Advisors
1515
Davidson Investment Advisors
Montana
USD 905 M +USD 131 M +17% 20.2% 79% 102 13.73% 4
Magnus Financial Group
1516
Magnus Financial Group
New York
USD 902 M +USD 168 M +23% 23.3% 78.2% 801 44.69% 0.7
Balasa Dinverno & Foltz
1517
Balasa Dinverno & Foltz
USD 901 M +USD 107 M +13% 22.1% 23.2% 307 41.69% 3.1
AJ Wealth Strategies
1518
AJ Wealth Strategies
New York
USD 901 M +USD 164 M +22% 19.5% 32.2% 223 29.6% 1.2
Focus Financial Network
1519
Focus Financial Network
Minnesota
USD 900 M +USD 155 M +21% 20.2% 106% 427 25.29% 0.9
Strategic Financial Services
1520
Strategic Financial Services
New York
USD 900 M +USD 152 M +20% 15.2% 58.7% 129 10.08% 3.8
Sarissa Capital Management
1521
Sarissa Capital Management
Connecticut
USD 899 M +USD 115 M +15% 29.1% 80% 13 15.38% 2
Antara Capital
1522
Antara Capital
New York
USD 899 M +USD 282 M +46% 45.8% 39.8% 80 65% 0.2
Bragg Financial Advisors
1523
Bragg Financial Advisors
North Carolina
USD 898 M +USD 154 M +21% 19.2% 101% 277 10.83% 4.7
World Asset Management
1524
World Asset Management
Michigan
USD 898 M -USD 232 M -20% 23.2% 85% 1,032 33.04% 5.2
Point72 Hong Kong
1525
Point72 Hong Kong
Hong Kong
USD 898 M +USD 671 M +296% 31% 396% 1,562 70.29% 0.2