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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)
FPC
1576
Falcon Point Capital
California
USD 654 M +USD 74.9 M +13% 6.21% 119% 123 28.46% 1.5
Davidson Investment Advisors
1577
Davidson Investment Advisors
Montana
USD 654 M +USD 57.2 M +10% 6.66% 79% 206 7.28% 2.2
EAM
1578
EastBay Asset Management
New York
USD 653 M +USD 248 M +61% 20.2% 84.9% 35 62.86% 0.2
Efficient Market Advisors
1579
Efficient Market Advisors
California
USD 650 M +USD 40.4 M +7% 2.6% 5.97% 49 12.24% 2.5
Arden Trust
1580
Arden Trust
Delaware
USD 650 M -USD 677 M -51% 3.37% 22.5% 699 63.23% 2.2
Edgemoor Investment Advisors
1581
Edgemoor Investment Advisors
Maryland
USD 650 M +USD 16.7 M +3% 2.83% 109% 125 10.4% 2.4
SMA
1582
Simply Money Advisors
Ohio
USD 650 M +USD 182 k +0% 1.57% 11.5% 32 28.13% 1.8
Matson Money Inc
1583
Matson Money Inc
Ohio
USD 649 M +USD 16.7 M +3% 0.24% 34.2% 2 0% 0.5
OIM
1584
Oracle Investment Management
Connecticut
USD 649 M +USD 219 M +51% 40% 865% 19 10.53% 2.9
DAM
1585
Davis Asset Management
California
USD 649 M +USD 71.4 M +12% 9.82% 97.3% 27 11.11% 2
Avity Investment Management
1586
Avity Investment Management
Connecticut
USD 648 M +USD 24.2 M +4% 6.37% 119% 72 9.72% 2.3
NCM
1587
Numina Capital Management
New York
USD 646 M +USD 118 M +22% 9.33% 40.2% 46 71.74% 0.4
Murphy Capital Management
1588
Murphy Capital Management
New Jersey
USD 646 M -USD 381 k -0.1% 3.21% 41.6% 317 13.56% 2.3
Dixon Mitchell Investment Counsel
1589
Dixon Mitchell Investment Counsel
British Columbia, Canada
USD 643 M +USD 39.4 M +7% 5.12% 67.9% 64 4.69% 2.5
SVA Wealth Management
1590
SVA Wealth Management
Wisconsin
USD 642 M +USD 23.5 M +4% 4.01% 44.5% 209 7.18% 2.1
Shanda Asset Management Holdings
1591
Shanda Asset Management Holdings
British Virgin Islands
USD 642 M +USD 122 M +24% 24.8% 125% 34 50% 0.4
Wealthspire Advisors (Maryland)
1592
Wealthspire Advisors (Maryland)
Maryland
USD 642 M +USD 41.5 M +7% 3.98% 28.9% 1,908 9.28% 0.7
Fund Evaluation Group
1593
Fund Evaluation Group
Ohio
USD 641 M +USD 26 M +4% 2.26% 51.6% 22 13.64% 1.4
EP Wealth Advisors
1594
EP Wealth Advisors
California
USD 640 M +USD 12.4 M +2% 3.2% – 150 22.67% 1.7
CPP
1595
Crow Point Partners
Massachusetts
USD 639 M – – 5.34% 56.9% 324 – 0.9
Skylands Capital
1596
Skylands Capital
Wisconsin
USD 639 M +USD 26.8 M +4% 8.03% 64.3% 204 19.12% 2
PC
1597
Packer & Co
Australia
USD 638 M +USD 21.7 M +4% 3.29% – 22 9.09% 0.7
AG
1598
Alibaba Group
Hong Kong
USD 638 M +USD 353 M +124% 72.9% 2.06% 3 0% 0.8
Park Presidio Capital
1599
Park Presidio Capital
California
USD 637 M -USD 2.97 M -0.5% 4.82% 94.1% 22 40.91% 0.8
TCM
1600
Tekne Capital Management
New York
USD 637 M +USD 268 M +72% 14.4% 516% 23 43.48% 0.7