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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)
AdamCapital Gestao de Recursos
1651
AdamCapital Gestao de Recursos
Brazil
USD 836 M -USD 52.5 M -6% 16.1% 10.7% 9 0% 1.5
Altium Wealth Management
1652
Altium Wealth Management
New York
USD 836 M +USD 93.5 M +13% 7.49% 24.9% 311 14.15% 1.4
Mogy Joel R Investment Counsel
1653
Mogy Joel R Investment Counsel
California
USD 834 M +USD 43.8 M +6% 8.41% 121% 120 7.5% 5.5
MRG
1654
Milestone Resources Group
British Virgin Islands
USD 834 M – – 10.2% 95% 10 – 0.2
Anglepoint Asset Management
1655
Anglepoint Asset Management
Cayman Islands
USD 832 M – – 27.2% – 15 – 0
Ironvine Capital Partners
1656
Ironvine Capital Partners
Nebraska
USD 832 M +USD 150 M +22% 10.5% 58.8% 76 22.37% 1.4
Phocas Financial Corp
1657
Phocas Financial Corp
California
USD 832 M -USD 106 M -11% 9.04% – 208 18.27% 2.7
Periscope Capital
1658
Periscope Capital
Ontario, Canada
USD 830 M +USD 59.5 M +8% 1.33% 28.8% 276 32.61% 0.6
Quadrant Capital Group
1659
Quadrant Capital Group
Ohio
USD 829 M +USD 179 M +28% 6.88% 118% 2,612 12.6% 2.9
Hilton Capital Management
1660
Hilton Capital Management
New York
USD 827 M +USD 54.9 M +7% 3.07% 58.2% 324 64.81% 1.9
Myriad Asset Management
1661
Myriad Asset Management
Hong Kong
USD 826 M -USD 149 M -15% 17.2% 149% 123 43.9% 0.4
Annex Advisory Services
1662
Annex Advisory Services
Wisconsin
USD 825 M +USD 81 M +11% 8.83% 85.8% 135 10.37% 3.2
Cornerstone Advisors (Washington)
1663
Cornerstone Advisors (Washington)
Washington
USD 825 M +USD 75 M +10% 7.96% 24.3% 775 6.19% 3
Kahn Brothers Group
1664
Kahn Brothers Group
New York
USD 825 M +USD 27.1 M +3% 8.01% 53.4% 48 2.08% 3.8
Board of Trustees of The Leland Stanford Junior University
1665
Board of Trustees of The Leland Stanford Junior University
California
USD 824 M -USD 97.2 M -11% 49.2% 142% 33 33.33% 1.4
Ledyard National Bank
1666
Ledyard National Bank
USD 824 M +USD 67.2 M +9% 8.48% 80.7% 259 8.11% 4.8
Clearstead Advisors
1667
Clearstead Advisors
Ohio
USD 824 M +USD 76.9 M +10% 8.4% 71.4% 290 11.03% 2.1
Venturi Wealth Management
1668
Venturi Wealth Management
Texas
USD 824 M +USD 47.3 M +6% 6.22% 101% 244 11.89% 1.7
TCV Trust & Wealth Management
1669
TCV Trust & Wealth Management
Virginia
USD 823 M +USD 50.1 M +6% 7.88% 75.3% 201 5.97% 4.4
Teachers Insurance & Annuity Association of America
1670
Teachers Insurance & Annuity Association of America
New York
USD 822 M -USD 29.8 M -3% 0.35% – 157 2.55% 3.9
Baystate Wealth Management
1671
Baystate Wealth Management
Massachusetts
USD 821 M +USD 62 M +8% 6.21% 14.6% 697 14.2% 2.4
Rampart Investment Management
1672
Rampart Investment Management
Connecticut
USD 821 M +USD 14.9 M +2% 7.45% 74% 551 4.9% 2.4
CPWM LLC
1673
CPWM LLC
Washington
USD 820 M +USD 57.8 M +8% 7.78% 36.6% 289 11.76% 3.3
MKP Capital Management
1674
MKP Capital Management
New York
USD 819 M +USD 606 M +285% 5.96% 69.8% 64 54.69% 0.3
ORIX Corp
1675
ORIX Corp
Japan
USD 819 M +USD 2.53 M +0.3% 0.31% 11.7% 1 0% 2