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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)
MCI
1576
McDonald Capital Investors
California
USD 1426 M +USD 136 M +11% 13.6% 60.1% 22 18.18% 4.9
Atika Capital Management
1577
Atika Capital Management
New York
USD 1425 M -USD 255 M -15% 11.7% 811% 141 57.45% 0.9
Cumberland Partners
1578
Cumberland Partners
Ontario, Canada
USD 1423 M +USD 202 M +17% 11.6% 101% 207 26.57% 2.2
Redpoint Management
1579
Redpoint Management
California
USD 1417 M – – 13.1% 20.6% 7 – 0
Deep Track Capital
1580
Deep Track Capital
Connecticut
USD 1417 M – – 3.27% 440% 55 – 0
SCI
1581
S&CO Inc
Massachusetts
USD 1416 M +USD 133 M +10% 9.94% 68.8% 196 6.12% 5.4
Smith Salley Wealth Management
1582
Smith Salley Wealth Management
North Carolina
USD 1412 M +USD 141 M +11% 10.8% 121% 265 9.43% 3.8
Neville Rodie & Shaw
1583
Neville Rodie & Shaw
New York
USD 1411 M +USD 125 M +10% 11.9% 125% 276 7.61% 5.7
Chicago Partners Investment Group
1584
Chicago Partners Investment Group
Illinois
USD 1411 M -USD 15.7 M -1% 6.21% 81.4% 630 17.14% 2.8
Efficient Advisors
1585
Efficient Advisors
Ohio
USD 1410 M +USD 364 M +35% 2.52% 30.6% 62 3.23% 5.5
Edge Capital Group
1586
Edge Capital Group
Georgia
USD 1410 M +USD 153 M +12% 7.61% 27.7% 293 8.87% 2
Relative Value Partners Group
1587
Relative Value Partners Group
USD 1409 M +USD 74.5 M +6% 3.9% 8.9% 206 16.02% 2.8
GHP Investment Advisors
1588
GHP Investment Advisors
Colorado
USD 1408 M +USD 146 M +12% 10.3% 81.4% 326 8.9% 5.3
Meag Munich Ergo
1589
Meag Munich Ergo
Germany
USD 1408 M +USD 833 M +145% 9.54% 82.8% 246 34.15% 2.9
Index Fund Advisors
1590
Index Fund Advisors
California
USD 1406 M – – 6.39% 58.2% 98 – 0
Cantor Fitzgerald
1591
Cantor Fitzgerald
New York
USD 1402 M – – 0.61% 373% 401 – 0
Davidson Investment Advisors
1592
Davidson Investment Advisors
Montana
USD 1401 M +USD 118 M +9% 10.7% 79% 108 12.04% 4.1
O'Shares Investment Advisers
1593
O'Shares Investment Advisers
Massachusetts
USD 1400 M +USD 41.7 M +3% 7.25% 71.8% 284 0.35% 1.7
Dynamic Advisor Solutions
1594
Dynamic Advisor Solutions
Arizona
USD 1400 M +USD 71.5 M +5% 7.77% 70.9% 825 22.06% 2.3
Lattice Capital Management
1595
Lattice Capital Management
Washington
USD 1400 M – – 7.15% 242% 80 – 0
Passaic Partners
1596
Passaic Partners
New Jersey
USD 1399 M – – 6.14% 53.2% 6 – 0
Perigon Wealth Management
1597
Perigon Wealth Management
California
USD 1398 M +USD 246 M +21% 10.6% 104% 609 17.73% 2.2
TAM
1598
Telemark Asset Management
Massachusetts
USD 1398 M +USD 16.5 M +1% 10.5% 329% 62 25.81% 1.5
Mogy Joel R Investment Counsel
1599
Mogy Joel R Investment Counsel
California
USD 1398 M +USD 177 M +14% 13.1% 121% 122 9.02% 6.4
First Light Asset Management
1600
First Light Asset Management
Minnesota
USD 1396 M -USD 121 M -8% 1.63% 364% 90 20% 2