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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)
Franklin Street Advisors
1601
Franklin Street Advisors
North Carolina
USD 1400 M +USD 48.5 M +4% 7.32% 130% 185 15.14% 5.7
Apexium Financial
1602
Apexium Financial
Texas
USD 1400 M +USD 81.1 M +6% 4.58% 89.6% 236 8.05% 2.3
NBT Bank
1603
NBT Bank
New York
USD 1399 M +USD 33 M +2% 1.96% 77% 625 7.36% 3.3
Rehmann Capital Advisory Group
1604
Rehmann Capital Advisory Group
Michigan
USD 1396 M +USD 54.3 M +4% 1.65% 64.6% 594 7.07% 4
Smith Salley Wealth Management
1605
Smith Salley Wealth Management
North Carolina
USD 1393 M +USD 105 M +8% 4% 106% 231 6.49% 5
M.D. Sass LLC
1606
M.D. Sass LLC
New York
USD 1392 M +USD 505 M +57% 3.18% 80.1% 38 23.68% 2
Hill City Capital
1607
Hill City Capital
Massachusetts
USD 1392 M +USD 34.6 M +3% 1.01% 194% 27 29.63% 1.5
Platinum Equity Advisors
1608
Platinum Equity Advisors
California
USD 1390 M -USD 337 M -20% 18.2% 7.18% 3 0% 3.4
Fairholme Capital Management
1609
Fairholme Capital Management
Florida
USD 1388 M -USD 123 M -8% 5.14% 36.2% 7 0% 4.1
Tectonic Advisors
1610
Tectonic Advisors
Texas
USD 1388 M +USD 76.7 M +6% 0.05% 44.9% 312 9.94% 2.1
TIG Advisors LLC
1611
TIG Advisors LLC
New York
USD 1388 M +USD 356 M +34% 3.57% 379% 84 75% 0.2
BFO
1612
Boston Family Office
Massachusetts
USD 1388 M -USD 2.22 M -0.2% 1.55% 53.4% 279 10.39% 7.2
Parsifal Capital Management
1613
Parsifal Capital Management
Connecticut
USD 1386 M -USD 62.5 M -4% 6.87% 154% 24 41.67% 0.7
Norris Perne & French
1614
Norris Perne & French
Michigan
USD 1383 M -USD 11.9 M -0.9% 0.95% 91.1% 151 7.95% 5
Harvest Fund Management
1615
Harvest Fund Management
China
USD 1382 M +USD 268 M +24% 10% 327% 781 33.55% 2
Legacy Wealth Management (Tennessee)
1616
Legacy Wealth Management (Tennessee)
Tennessee
USD 1382 M +USD 25.2 M +2% 1.07% 50.4% 25 8% 5.3
Transcend Capital Advisors
1617
Transcend Capital Advisors
New Jersey
USD 1379 M +USD 132 M +11% 2.91% 71.6% 618 16.67% 2.2
Mirabella Financial Services
1618
Mirabella Financial Services
United Kingdom
USD 1377 M -USD 8.23 M -0.6% 1.8% 86.2% 750 78.67% 0.2
BOK Financial Private Wealth
1619
BOK Financial Private Wealth
Colorado
USD 1376 M +USD 33.4 M +2% 1.96% 61.8% 487 10.06% 2.7
Cumberland Partners
1620
Cumberland Partners
Ontario, Canada
USD 1375 M -USD 2.48 M -0.2% 3.58% 101% 212 31.6% 2.4
Kinetic Partners Management
1621
Kinetic Partners Management
Florida
USD 1374 M -USD 58.8 M -4% 3.87% 263% 30 20% 0.7
Avala Global
1622
Avala Global
New York
USD 1374 M +USD 4.9 M +0.4% 10.8% 552% 30 36.67% 0.6
American Family Investments
1623
American Family Investments
Wisconsin
USD 1374 M – – 0.72% – 10 – 0
Global Alpha Capital Management
1624
Global Alpha Capital Management
Quebec, Canada
USD 1372 M +USD 26.7 M +2% 1.03% 80.4% 59 10.17% 3.1
Adero Partners
1625
Adero Partners
California
USD 1371 M +USD 50 M +4% 0.74% 27.7% 228 14.91% 2.2