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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)
James Hambro & Partners
1501
James Hambro & Partners
United Kingdom
USD 1200 M -USD 209 M -15% 14.2% 97% 69 15.94% 2.5
MCI
1502
McDonald Capital Investors
California
USD 1198 M -USD 203 M -15% 15.3% 60.2% 27 33.33% 4.3
Efficient Advisors
1503
Efficient Advisors
Ohio
USD 1198 M -USD 112 M -9% 10.6% 30.6% 62 3.23% 5.7
Sheaff Brock Investment Advisors
1504
Sheaff Brock Investment Advisors
Indiana
USD 1198 M -USD 239 M -17% 15.1% 61.9% 555 14.41% 3.9
BFO
1505
Boston Family Office
Massachusetts
USD 1197 M -USD 208 M -15% 13.6% 53.4% 292 10.27% 6
Perigon Wealth Management
1506
Perigon Wealth Management
California
USD 1197 M -USD 219 M -15% 16% 104% 638 17.08% 2.6
Francisco Partners Management
1507
Francisco Partners Management
California
USD 1196 M -USD 1313 M -52% 40.3% 14.3% 7 0% 0.9
Csenge Advisory Group
1508
Csenge Advisory Group
Florida
USD 1194 M -USD 69.7 M -6% 11.8% 66.3% 694 28.24% 1.7
Joel Isaacson & Co
1509
Joel Isaacson & Co
New York
USD 1191 M -USD 168 M -12% 14.3% 72.5% 318 9.12% 4.6
Hightower 6M Holding
1510
Hightower 6M Holding
Kansas
USD 1189 M -USD 123 M -9% 8.2% – 404 26.24% 0.2
SCI
1511
S&CO Inc
Massachusetts
USD 1189 M -USD 235 M -17% 13.2% 68.8% 194 6.19% 5.7
Focus Partners Advisor Solutions
1512
Focus Partners Advisor Solutions
Missouri
USD 1187 M +USD 183 M +18% 12.5% 63.9% 404 28.71% 0.3
Concourse Financial Group Securities
1513
Concourse Financial Group Securities
Alabama
USD 1184 M -USD 177 M -13% 12.6% 18.1% 2,354 11.77% 2.4
Deccan Value Investors
1514
Deccan Value Investors
Connecticut
USD 1183 M -USD 780 M -40% 18.2% 66.5% 11 45.45% 2.2
Casdin Capital
1515
Casdin Capital
New York
USD 1183 M -USD 1048 M -47% 22.5% 370% 52 32.69% 1.9
Lombard Odier Asset Management (Switzerland)
1516
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 1181 M -USD 93.5 M -7% 13.2% 135% 341 59.24% 0.8
Cary Street Partners Investment Advisory
1517
Cary Street Partners Investment Advisory
Virginia
USD 1180 M +USD 816 M +224% 12% 84.1% 567 54.67% 0.8
Corda Investment Management
1518
Corda Investment Management
Texas
USD 1179 M -USD 111 M -9% 11% 85% 68 10.29% 4.9
Fukoku Mutual Life Insurance
1519
Fukoku Mutual Life Insurance
Japan
USD 1179 M -USD 139 M -11% 9.96% 103% 320 3.44% 6.7
Virtu Financial
1520
Virtu Financial
New York
USD 1177 M -USD 173 M -13% 15.2% 160% 2,429 77.07% 0.2
Strategic Financial Services
1521
Strategic Financial Services
New York
USD 1177 M -USD 144 M -11% 11% 58.7% 143 13.29% 5.2
Davidson Investment Advisors
1522
Davidson Investment Advisors
Montana
USD 1175 M -USD 203 M -15% 13.2% 79% 106 13.21% 4.4
Capstone Financial Advisors
1523
Capstone Financial Advisors
Illinois
USD 1175 M -USD 203 M -15% 13.1% 54.5% 154 15.58% 2.9
1WCM
1524
12 West Capital Management
New York
USD 1174 M -USD 471 M -29% 26.2% 169% 26 30.77% 1.5
Wilkinson Global Asset Management
1525
Wilkinson Global Asset Management
New York
USD 1173 M -USD 380 M -24% 16.2% 86.5% 98 17.35% 1.1