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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)
Investment House LLC
1501
Investment House LLC
California
USD 1423 M +USD 130 M +10% 11.2% 137% 212 18.4% 4.8
WealthPLAN Partners
1502
WealthPLAN Partners
Nebraska
USD 1421 M +USD 133 M +10% 6.04% 71.6% 369 13.01% 2.5
O'Shares Investment Advisers
1503
O'Shares Investment Advisers
Massachusetts
USD 1418 M +USD 71.9 M +5% 7.87% 71.8% 271 1.48% 1.5
Bingham Osborn & Scarborough
1504
Bingham Osborn & Scarborough
California
USD 1415 M +USD 98.1 M +7% 7.4% 51.7% 161 14.29% 4.3
Mint Tower Capital Management
1505
Mint Tower Capital Management
Netherlands
USD 1414 M +USD 367 M +35% 2.16% 40% 460 45% 0.3
Vestmark Advisory Solutions
1506
Vestmark Advisory Solutions
Massachusetts
USD 1405 M +USD 278 M +25% 7% 74.8% 827 20.68% 1.1
Governors Lane
1507
Governors Lane
New York
USD 1405 M -USD 83.7 M -6% 4.52% 133% 278 60.79% 0.2
Ashfield Capital Partners
1508
Ashfield Capital Partners
California
USD 1403 M +USD 143 M +11% 10.6% 48.8% 239 6.28% 5
Bronte Capital Management
1509
Bronte Capital Management
Australia
USD 1402 M +USD 521 M +59% 10.9% 123% 21 19.05% 1.2
BFO
1510
Boston Family Office
Massachusetts
USD 1401 M +USD 68.9 M +5% 7.61% 53.4% 282 7.09% 5.2
Cigna Investments
1511
Cigna Investments
Connecticut
USD 1401 M -USD 54.4 M -4% 8.17% 154% 796 9.42% 3
PSquared Asset Management
1512
PSquared Asset Management
Switzerland
USD 1394 M +USD 237 M +20% 12.5% 178% 16 68.75% 0.2
Bain Capital Venture Investors
1513
Bain Capital Venture Investors
Massachusetts
USD 1394 M +USD 474 M +52% 4.03% 34.2% 4 25% 0.9
Hawk Ridge Capital Management
1514
Hawk Ridge Capital Management
California
USD 1392 M -USD 66.5 M -5% 5.82% 84.9% 59 52.54% 0.7
Western Asset Management Company
1515
Western Asset Management Company
California
USD 1392 M +USD 6.06 M +0.4% 3.33% 2.29% 24 8.33% 1.6
Cannell & Spears
1516
Cannell & Spears
New York
USD 1392 M +USD 97.8 M +8% 7.5% 113% 251 12.35% 3.3
Guyasuta Investment Advisors
1517
Guyasuta Investment Advisors
Pennsylvania
USD 1391 M +USD 110 M +9% 7.04% 99.5% 266 9.4% 3.9
Portolan Capital Management
1518
Portolan Capital Management
Massachusetts
USD 1391 M +USD 117 M +9% 21.7% 738% 168 32.14% 1
Sheaff Brock Investment Advisors
1519
Sheaff Brock Investment Advisors
Indiana
USD 1390 M +USD 120 M +9% 9.48% 61.9% 550 14.18% 3
Belpointe Asset Management
1520
Belpointe Asset Management
Nevada
USD 1390 M +USD 221 M +19% 6.89% 80.1% 1,197 21.8% 1.4
Balasa Dinverno & Foltz
1521
Balasa Dinverno & Foltz
USD 1389 M +USD 142 M +11% 7.88% 23.2% 339 12.98% 2.9
Ritholtz Wealth Management
1522
Ritholtz Wealth Management
New York
USD 1388 M +USD 187 M +16% 6.59% 93% 576 24.48% 1.1
E.S. Barr & Co
1523
E.S. Barr & Co
Kentucky
USD 1388 M +USD 113 M +9% 10.1% 73.5% 104 7.69% 4.6
Telemus Capital
1524
Telemus Capital
Michigan
USD 1387 M -USD 62.6 M -4% 6.8% 27.9% 404 18.07% 3.4
Berkshire Partners
1525
Berkshire Partners
Massachusetts
USD 1386 M +USD 143 M +11% 11.5% 79% 2 0% 6