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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)
NorthRock Partners
1651
NorthRock Partners
Minnesota
USD 1223 M +USD 26.2 M +2% 0.84% 62.8% 295 16.95% 1.8
Annex Advisory Services
1652
Annex Advisory Services
Wisconsin
USD 1222 M -USD 11.1 M -0.9% 1.55% 85.8% 231 13.42% 2.7
Cumberland Partners
1653
Cumberland Partners
Ontario, Canada
USD 1221 M -USD 54.1 M -4% 1.03% 101% 208 25% 2
Mogy Joel R Investment Counsel
1654
Mogy Joel R Investment Counsel
California
USD 1221 M +USD 38.3 M +3% 2.97% 121% 114 1.75% 6.6
Tandem Investment Advisors
1655
Tandem Investment Advisors
South Carolina
USD 1221 M +USD 52.2 M +4% 1.22% 10.4% 78 6.41% 2.8
McKinley Carter Wealth Services
1656
McKinley Carter Wealth Services
West Virginia
USD 1220 M +USD 11 M +0.9% 0.94% 63.2% 295 7.46% 2.7
WMC
1657
Westwood Management Corporation
Illinois
USD 1219 M -USD 21.3 M -2% 0.48% 44.3% 81 6.17% 3.8
Everence Capital Management
1658
Everence Capital Management
Indiana
USD 1218 M +USD 2.35 M +0.2% 1.07% 108% 783 14.05% 3.1
Brigade Capital Management
1659
Brigade Capital Management
New York
USD 1216 M -USD 451 M -27% 1.92% 42.7% 58 20.69% 1.4
RFG Advisory
1660
RFG Advisory
Alabama
USD 1216 M +USD 92.1 M +8% 0.28% 52.3% 447 9.84% 2.3
Sepio Capital
1661
Sepio Capital
Utah
USD 1213 M -USD 711 k -0.1% 1.12% 92% 390 22.05% 1.6
GeoWealth Management
1662
GeoWealth Management
Illinois
USD 1213 M +USD 422 M +53% 0.63% 58% 408 37.75% 0.6
Avior Wealth Management
1663
Avior Wealth Management
Nebraska
USD 1212 M +USD 217 M +22% 0.56% 71.4% 1,231 16.08% 2.7
Money Design
1664
Money Design
Japan
USD 1210 M +USD 242 M +25% 1.71% 26.4% 72 27.78% 2.1
EnCap Energy Capital Fund X
1665
EnCap Energy Capital Fund X
Texas
USD 1210 M +USD 215 M +22% 21.7% – 1 0% 0.5
One Capital Management
1666
One Capital Management
California
USD 1209 M +USD 83 M +7% 1.31% 50.5% 217 11.06% 3.9
BBR Partners
1667
BBR Partners
New York
USD 1209 M -USD 56.3 M -4% 2.75% 63.4% 236 23.73% 1.9
Cacti Asset Management
1668
Cacti Asset Management
Georgia
USD 1207 M -USD 34.1 M -3% 0.14% 171% 79 2.53% 6
Woodley Farra Manion Portfolio Management
1669
Woodley Farra Manion Portfolio Management
Indiana
USD 1207 M -USD 86.9 M -7% 1.35% 68.1% 99 5.05% 3.6
GenTrust
1670
GenTrust
Florida
USD 1206 M +USD 19.6 M +2% 1.14% 53% 150 10.67% 0.8
Berkshire Partners
1671
Berkshire Partners
Massachusetts
USD 1206 M -USD 180 M -13% 5.25% 79% 2 0% 6.3
Merriman Wealth Management
1672
Merriman Wealth Management
Washington
USD 1203 M +USD 37.4 M +3% 1.37% 18.3% 230 20.43% 2
Sectoral Asset Management
1673
Sectoral Asset Management
Quebec, Canada
USD 1202 M -USD 33.6 M -3% 1.04% 168% 147 27.21% 1.2
Greenwich Wealth Management
1674
Greenwich Wealth Management
Connecticut
USD 1201 M +USD 29.5 M +3% 2.33% 198% 247 12.96% 3.6
Foster & Motley
1675
Foster & Motley
Ohio
USD 1201 M +USD 7.06 M +0.6% 0.54% 68.8% 335 5.97% 3.4