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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)
Cambria Investment Management
1676
Cambria Investment Management
California
USD 1713 M +USD 66.1 M +4% 2.95% 72% 673 31.35% 1.3
Efficient Advisors
1677
Efficient Advisors
Ohio
USD 1713 M -USD 61.5 M -3% 1.46% 30.6% 59 3.39% 7.3
Punch & Associates Investment Management
1678
Punch & Associates Investment Management
Minnesota
USD 1713 M -USD 12.3 M -0.7% 1.66% 97.5% 167 10.78% 4.4
Mariner Investment Group
1679
Mariner Investment Group
New York
USD 1713 M +USD 1382 M +418% 2.13% – 130 55.38% 0.3
ARS Investment Partners
1680
ARS Investment Partners
New York
USD 1711 M +USD 197 M +13% 12.4% 260% 215 13.49% 3.5
Rebalance
1681
Rebalance
California
USD 1711 M +USD 53.2 M +3% 1.25% 47.6% 109 9.17% 2.1
Jaffetilchin Investment Partners
1682
Jaffetilchin Investment Partners
Florida
USD 1710 M +USD 38.9 M +2% 2.81% 88.1% 483 15.94% 3.3
Cadence Bank
1683
Cadence Bank
Mississippi
USD 1709 M +USD 60.9 M +4% 4.2% 70.9% 356 12.08% 3.8
Legacy Private Trust
1684
Legacy Private Trust
Wisconsin
USD 1704 M +USD 26.7 M +2% 2.33% 71.1% 267 6.74% 5.9
Patten & Patten
1685
Patten & Patten
Tennessee
USD 1704 M +USD 1.95 M +0.1% 3.46% 85.7% 354 6.5% 6.6
Broadwood Capital
1686
Broadwood Capital
New York
USD 1702 M +USD 40.6 M +2% 3.94% 110% 13 15.38% 6.2
Founders Financial Securities
1687
Founders Financial Securities
Maryland
USD 1697 M +USD 227 M +15% 1.93% 71% 588 19.22% 2.3
Strategic Blueprint
1688
Strategic Blueprint
Georgia
USD 1697 M -USD 597 M -26% 2.57% 82.1% 797 27.35% 2.6
SVB Wealth
1689
SVB Wealth
Massachusetts
USD 1696 M -USD 162 M -9% 2.29% 170% 419 9.31% 0.8
Morningstar Investment Management
1690
Morningstar Investment Management
Illinois
USD 1694 M -USD 1026 M -38% 1.66% 48.2% 489 36.81% 0.8
Cryder Capital Partners
1691
Cryder Capital Partners
United Kingdom
USD 1692 M -USD 119 M -7% 4.67% 55.7% 11 9.09% 7.3
Summit Global Investments
1692
Summit Global Investments
Utah
USD 1692 M -USD 20.4 M -1% 2.52% 68.4% 556 31.29% 1.5
Hilltop Holdings
1693
Hilltop Holdings
Texas
USD 1690 M -USD 201 M -11% 2.32% 96.7% 1,000 21.5% 3.3
Symmetry Partners
1694
Symmetry Partners
Connecticut
USD 1690 M +USD 771 M +84% 1.25% 61.4% 215 23.26% 2.2
Verdence Capital Advisors
1695
Verdence Capital Advisors
Maryland
USD 1689 M -USD 46.7 M -3% 4.3% 104% 728 13.6% 3.6
Everence Capital Management
1696
Everence Capital Management
Indiana
USD 1689 M +USD 20.4 M +1% 3.61% 108% 847 13.81% 4.2
TFS
1697
Thoroughbred Financial Services
Tennessee
USD 1688 M +USD 68.2 M +4% 3.9% 166% 607 12.19% 3.1
Granite Investment Partners
1698
Granite Investment Partners
California
USD 1687 M -USD 74 M -4% 5.89% 131% 271 18.08% 5.1
Evolve Private Wealth
1699
Evolve Private Wealth
California
USD 1687 M – – 3.93% – 924 – 0
Garde Capital
1700
Garde Capital
Washington
USD 1687 M -USD 366 M -18% 1.89% 67.6% 246 18.29% 5.2