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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)
Baker Avenue Asset Management
1526
Baker Avenue Asset Management
California
USD 658 M -USD 38.3 M -6% 0.27% 95.6% 209 31.1% 1.2
SMA
1527
Simply Money Advisors
Ohio
USD 656 M -USD 8.96 M -1% 1.04% 11.5% 26 11.54% 1.6
SG
1528
Swarthmore Group
Pennsylvania
USD 655 M -USD 278 M -30% 1.9% 44.2% 58 25.86% 1.4
Geneos Wealth Management
1529
Geneos Wealth Management
Colorado
USD 654 M – – 3.54% 66.7% 1,783 – 0
Crestline Management
1530
Crestline Management
Texas
USD 654 M -USD 479 M -42% 13.4% 80.2% 1 0% 1.3
First National Trust
1531
First National Trust
Pennsylvania
USD 653 M +USD 21.2 M +3% 1.62% 82.9% 317 14.51% 2
Carnegie Investment Counsel
1532
Carnegie Investment Counsel
Ohio
USD 653 M +USD 76.6 M +13% 1.76% 112% 305 7.54% 1.9
Foundation Capital
1533
Foundation Capital
California
USD 653 M -USD 168 M -20% 15.7% – 9 0% 1.4
EP Wealth Advisors
1534
EP Wealth Advisors
California
USD 652 M +USD 57.2 M +10% 2.27% – 171 35.09% 1.6
Tiedemann Trust
1535
Tiedemann Trust
Delaware
USD 651 M -USD 37.3 M -5% 1.83% 18.9% 82 23.17% 1.4
P2 Capital Partners
1536
P2 Capital Partners
New York
USD 649 M +USD 56.1 M +9% 4.96% 7.96% 15 13.33% 1.8
Makaira Partners
1537
Makaira Partners
California
USD 647 M +USD 41.2 M +7% 9.57% 22% 13 23.08% 2.1
Glazer Capital LLC
1538
Glazer Capital LLC
New York
USD 647 M -USD 28.2 M -4% 7.55% 323% 121 59.5% 0.4
Ardsley Advisory Partners
1539
Ardsley Advisory Partners
Connecticut
USD 647 M -USD 121 M -16% 2.14% 555% 218 72.02% 0.4
SouthState Corp
1540
SouthState Corp
Florida
USD 643 M +USD 5.56 M +0.9% 1.89% 78.9% 222 13.51% 2.2
Berkshire Asset Management
1541
Berkshire Asset Management
Pennsylvania
USD 643 M +USD 38.4 M +6% 1.58% 70.4% 171 18.13% 2
Edgemoor Investment Advisors
1542
Edgemoor Investment Advisors
Maryland
USD 642 M -USD 24.5 M -4% 1.86% 109% 141 17.73% 2.1
TM
1543
Thrax Management
New York
USD 641 M +USD 156 M +32% 1.17% – 156 73.72% 0.1
Martin Investment Management
1544
Martin Investment Management
Florida
USD 641 M +USD 10.9 M +2% 2.35% 44% 49 30.61% 1.9
Webster Bank
1545
Webster Bank
Connecticut
USD 641 M +USD 17.4 M +3% 2.21% 77.5% 221 10.41% 2
Polaris Wealth Advisory Group
1546
Polaris Wealth Advisory Group
California
USD 640 M +USD 20.1 M +3% 4% 64% 163 49.69% 0.6
WA
1547
Westport Advisers
Connecticut
USD 640 M -USD 51.6 M -7% 3.02% 39.2% 44 6.82% 2.5
EAM Investors
1548
EAM Investors
California
USD 639 M -USD 125 M -16% 11.6% 6,012% 408 53.68% 0.4
Portfolio Solutions
1549
Portfolio Solutions
Michigan
USD 639 M +USD 12.3 M +2% 1.09% 11.6% 27 51.85% 0.7
Murphy Capital Management
1550
Murphy Capital Management
New Jersey
USD 638 M -USD 17.6 M -3% 2.16% 41.6% 336 19.64% 2