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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)
F/M Investments
1651
F/M Investments
District of Columbia
USD 1968 M +USD 462 M +31% 16.6% 101% 381 20.21% 1.5
Easterly Investment Partners
1652
Easterly Investment Partners
Massachusetts
USD 1965 M +USD 658 M +50% 13.6% 57.6% 260 39.23% 1.6
Symmetry Partners
1653
Symmetry Partners
Connecticut
USD 1961 M +USD 211 M +12% 11.4% 58.5% 313 38.98% 1.8
Berger Financial Group
1654
Berger Financial Group
Minnesota
USD 1959 M +USD 172 M +10% 12% 59.9% 512 9.77% 2.6
PGP
1655
Prescott General Partners
Florida
USD 1957 M +USD 592 M +43% 45.3% 76.8% 10 0% 5.5
Greenhouse Funds
1656
Greenhouse Funds
Maryland
USD 1957 M -USD 277 M -12% 32% 90.7% 39 33.33% 2
Meeder Asset Management
1657
Meeder Asset Management
Ohio
USD 1956 M +USD 211 M +12% 26.3% 156% 1,065 29.11% 1.7
Sun Life Financial
1658
Sun Life Financial
Ontario, Canada
USD 1952 M +USD 191 M +11% 16.7% 65.7% 46 6.52% 3.9
Granite Investment Partners
1659
Granite Investment Partners
California
USD 1952 M +USD 326 M +20% 25.9% 131% 300 20% 4.5
Founders Financial Securities
1660
Founders Financial Securities
Maryland
USD 1952 M +USD 180 M +10% 13.1% 64.3% 580 12.93% 2.7
Cormorant Asset Management
1661
Cormorant Asset Management
Massachusetts
USD 1951 M -USD 39.6 M -2% 19.8% 3,977% 59 35.59% 1.5
Adell Harriman & Carpenter
1662
Adell Harriman & Carpenter
Texas
USD 1951 M +USD 312 M +19% 33.4% 176% 168 8.93% 7
BOK Financial Private Wealth
1663
BOK Financial Private Wealth
Colorado
USD 1950 M +USD 294 M +18% 11.9% 61.8% 815 49.33% 2.2
MUFG Securities Americas
1664
MUFG Securities Americas
New York
USD 1947 M +USD 395 M +25% 27% – 512 2.34% 1.4
Trinity Street Asset Management
1665
Trinity Street Asset Management
United Kingdom
USD 1942 M +USD 484 M +33% 24.5% 76.9% 23 4.35% 2.6
Lakewood Capital Management
1666
Lakewood Capital Management
New York
USD 1941 M +USD 358 M +23% 13.8% 45.4% 80 32.5% 2
McKinley Carter Wealth Services
1667
McKinley Carter Wealth Services
West Virginia
USD 1940 M +USD 205 M +12% 12.2% 63.2% 328 8.84% 5.1
TCM
1668
Tao Capital Management
California
USD 1940 M +USD 1821 M +1,533% 9.69% 314% 9 44.44% 4.3
Progeny 3 Inc
1669
Progeny 3 Inc
Washington
USD 1938 M +USD 68.2 M +4% 6.05% 96.8% 33 15.15% 2.8
Community Trust & Investment
1670
Community Trust & Investment
Kentucky
USD 1937 M +USD 96.7 M +5% 16.5% 123% 148 8.11% 4.4
Evensky & Katz
1671
Evensky & Katz
Florida
USD 1936 M +USD 178 M +10% 12.1% 57.1% 72 0% 7.6
Guyasuta Investment Advisors
1672
Guyasuta Investment Advisors
Pennsylvania
USD 1936 M +USD 207 M +12% 18.2% 99.5% 284 8.45% 6.5
Sofinnova Investments
1673
Sofinnova Investments
California
USD 1934 M -USD 697 M -26% 23% 450% 87 49.43% 1.5
Standard Investments
1674
Standard Investments
New York
USD 1930 M +USD 102 M +6% 0.14% 29.6% 14 14.29% 3.2
Segment Wealth Management
1675
Segment Wealth Management
Texas
USD 1928 M +USD 223 M +13% 15% 102% 319 5.33% 4.5