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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)
Soma Equity Partners
1676
Soma Equity Partners
California
USD 731 M +USD 161 M +28% 18.8% 151% 18 44.44% 0.6
Keel Point
1677
Keel Point
Alabama
USD 731 M +USD 7.99 M +1% 0.51% 76.4% 183 14.21% 1.9
Main Management
1678
Main Management
California
USD 730 M +USD 42.1 M +6% 0.05% 64.1% 54 20.37% 2.5
Sapience Investments
1679
Sapience Investments
California
USD 729 M -USD 9.7 M -1% 3.94% 54.9% 84 17.86% 0.9
Atlantic Investment Management
1680
Atlantic Investment Management
New York
USD 727 M -USD 35.8 M -5% 0.37% 28.8% 20 35% 1.2
IAS
1681
INR Advisory Services
Pennsylvania
USD 727 M -USD 5.29 M -0.7% 1.13% 21.9% 76 14.47% 2.4
NF Trinity Capital
1682
NF Trinity Capital
Hong Kong
USD 726 M -USD 42.5 M -6% 1.47% 49.6% 64 20.31% 1.1
Tirschwell & Loewy
1683
Tirschwell & Loewy
New York
USD 726 M +USD 18.2 M +3% 4.28% 78% 81 12.35% 3.7
Osborne Partners Capital Management
1684
Osborne Partners Capital Management
California
USD 726 M -USD 28.7 M -4% 2.03% 60.8% 196 10.2% 3.8
First Midwest Bank Trust Division
1685
First Midwest Bank Trust Division
Illinois
USD 725 M -USD 75.8 M -9% 0.76% 107% 464 16.59% 2.8
Brighton Jones LLC
1686
Brighton Jones LLC
Washington
USD 725 M -USD 100 M -12% 2.81% 97.9% 313 13.42% 1.3
Laird Norton Wetherby Wealth Management
1687
Laird Norton Wetherby Wealth Management
California
USD 725 M +USD 3.82 M +0.5% 0.01% – 712 16.85% 2.9
Advisornet Financial
1688
Advisornet Financial
Minnesota
USD 724 M +USD 65.6 M +10% 0.76% 71.2% 1,516 19% 0.2
First Long Island Investors
1689
First Long Island Investors
New York
USD 723 M -USD 12.6 M -2% 0.56% 85.5% 89 23.6% 2.3
Chas P. Smith & Associates (CPS)
1690
Chas P. Smith & Associates (CPS)
Florida
USD 720 M -USD 27.8 M -4% 3.47% 64.4% 108 8.33% 2.9
Arosa Capital Management
1691
Arosa Capital Management
Florida
USD 720 M +USD 68 M +10% 0.84% 536% 77 53.25% 0.3
Alambic Investment Management
1692
Alambic Investment Management
California
USD 718 M -USD 113 M -14% 2.11% 47.6% 577 43.5% 0.9
Hillsdale Investment Management
1693
Hillsdale Investment Management
Ontario, Canada
USD 718 M +USD 98 M +16% 0.48% 271% 563 32.68% 1.6
Prospera Financial Services
1694
Prospera Financial Services
Texas
USD 716 M +USD 61.6 M +9% 0.02% 97.4% 474 23.63% 1.9
Reilly Financial Advisors
1695
Reilly Financial Advisors
California
USD 716 M +USD 11.3 M +2% 0.37% 99% 1,120 23.04% 2.2
Omni Partners
1696
Omni Partners
United Kingdom
USD 714 M +USD 135 M +23% 13.3% 412% 39 71.79% 0.2
B. Riley Wealth Advisors
1697
B. Riley Wealth Advisors
Florida
USD 714 M -USD 25.7 M -3% 0.37% 118% 740 23.24% 1.8
FWM
1698
Frontier Wealth Management
Missouri
USD 714 M +USD 91.1 M +15% 0.13% 42.8% 422 26.78% 1.9
Motley Fool Asset Management
1699
Motley Fool Asset Management
Virginia
USD 713 M +USD 250 M +54% 6.96% 117% 149 66.44% 1.2
Bardin Hill Management Partners
1700
Bardin Hill Management Partners
New York
USD 712 M +USD 26.9 M +4% 9.67% 214% 45 66.67% 0.4