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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)
Clarius Group LLC
1576
Clarius Group LLC
Washington
USD 1110 M +USD 110 M +11% 8.77% 92.1% 543 14.18% 2.4
Evensky & Katz
1577
Evensky & Katz
Florida
USD 1109 M +USD 264 M +31% 8.76% 57.1% 88 7.95% 4.3
P. Schoenfeld Asset Management (PSAM)
1578
P. Schoenfeld Asset Management (PSAM)
New York
USD 1107 M -USD 692 M -38% 19.2% 367% 326 46.01% 0.9
Atwood & Palmer
1579
Atwood & Palmer
Missouri
USD 1107 M +USD 97.6 M +10% 10.6% 90% 402 8.21% 4.7
Legacy Private Trust
1580
Legacy Private Trust
Wisconsin
USD 1106 M +USD 52.5 M +5% 7.44% 71.1% 236 11.86% 5.2
Baldwin Wealth Partners
1581
Baldwin Wealth Partners
Massachusetts
USD 1103 M +USD 379 M +52% 8.2% 94.5% 845 27.93% 3.5
Elite Wealth Management
1582
Elite Wealth Management
Washington
USD 1102 M -USD 61.8 M -5% 1.28% 142% 55 16.36% 3.4
H&F Corporate Investors X
1583
H&F Corporate Investors X
California
USD 1102 M +USD 139 M +14% 14.5% – 1 0% 0.8
Patten & Patten
1584
Patten & Patten
Tennessee
USD 1102 M +USD 47.1 M +4% 10.3% 85.7% 271 6.27% 6.3
Allianz Investment Management US
1585
Allianz Investment Management US
Minnesota
USD 1099 M +USD 28.2 M +3% 2.86% 7.58% 26 15.38% 2.2
Community Trust & Investment
1586
Community Trust & Investment
Kentucky
USD 1099 M +USD 52.2 M +5% 9.17% 123% 128 17.97% 3
Sonora Investment Management Group
1587
Sonora Investment Management Group
Arizona
USD 1098 M +USD 320 M +41% 7.94% 78.3% 280 29.64% 0.7
Apella Capital
1588
Apella Capital
Connecticut
USD 1097 M +USD 238 M +28% 7.17% 48.6% 243 16.05% 1.7
Telemus Capital
1589
Telemus Capital
Michigan
USD 1096 M +USD 123 M +13% 8.63% 27.9% 350 15.71% 4.2
Greenhouse Funds
1590
Greenhouse Funds
Maryland
USD 1096 M +USD 220 M +25% 12.6% 90.7% 46 34.78% 1.1
Schechter Investment Advisors
1591
Schechter Investment Advisors
Michigan
USD 1095 M +USD 80.5 M +8% 7.62% 36.1% 1,077 31.85% 0.7
Darlington Partners Capital Management
1592
Darlington Partners Capital Management
California
USD 1095 M -USD 112 M -9% 5.85% 18.1% 34 47.06% 0.9
Scopia Capital Management
1593
Scopia Capital Management
New York
USD 1094 M +USD 1.03 M +0.1% 14.6% 58.7% 27 22.22% 1.3
Baystate Wealth Management
1594
Baystate Wealth Management
Massachusetts
USD 1093 M +USD 121 M +12% 8.38% 14.6% 1,008 11.51% 3.3
Moody Lynn & Lieberson
1595
Moody Lynn & Lieberson
Massachusetts
USD 1093 M +USD 56.4 M +5% 10.8% 142% 244 23.36% 4.3
Alerus Financial
1596
Alerus Financial
North Dakota
USD 1092 M +USD 86.6 M +9% 10.8% 97.1% 175 20.57% 3.1
First Merchants Corp
1597
First Merchants Corp
Indiana
USD 1092 M +USD 93 M +9% 9.23% 55.6% 231 7.79% 5.6
Rothschild Investment LLC
1598
Rothschild Investment LLC
Illinois
USD 1089 M +USD 77.9 M +8% 9.29% 99.4% 521 12.28% 4.8
SpiderRock Advisors
1599
SpiderRock Advisors
Delaware
USD 1086 M -USD 65.5 M -6% – – 175 0% 2
Deer Management Company
1600
Deer Management Company
New York
USD 1086 M -USD 341 M -24% 8.42% 154% 17 0% 0.9