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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)
Osborne Partners Capital Management
1751
Osborne Partners Capital Management
California
USD 1800 M -USD 91.2 M -5% 14.1% 60.8% 214 13.08% 5.8
Soltis Investment Advisors
1752
Soltis Investment Advisors
Utah
USD 1797 M +USD 212 M +13% 15.3% 80.8% 697 23.82% 2.2
1900 Wealth Management
1753
1900 Wealth Management
Texas
USD 1796 M +USD 238 M +15% 12.7% 61% 317 21.77% 2.9
Willis Johnson & Associates
1754
Willis Johnson & Associates
Texas
USD 1795 M +USD 78 M +5% 10.7% 50.9% 199 49.75% 3.6
Charles Schwab Trust
1755
Charles Schwab Trust
Nevada
USD 1793 M +USD 250 M +16% 9.42% 52.7% 179 12.29% 3.9
Empire Life Investments
1756
Empire Life Investments
Ontario, Canada
USD 1792 M +USD 146 M +9% 20.6% 90.8% 117 9.4% 3.5
Avestar Capital
1757
Avestar Capital
New York
USD 1790 M +USD 234 M +15% 19% 101% 587 20.61% 2.4
Franklin Street Advisors
1758
Franklin Street Advisors
North Carolina
USD 1790 M +USD 160 M +10% 17.8% 130% 182 8.79% 6.3
FAB
1759
First American Bank
Illinois
USD 1789 M +USD 196 M +12% 15.5% 99.7% 210 12.86% 5.6
Oak Associates
1760
Oak Associates
Ohio
USD 1788 M +USD 301 M +20% 33.5% 152% 148 11.49% 5.6
Catalyst Funds Management
1761
Catalyst Funds Management
Australia
USD 1784 M +USD 1193 M +202% 43.9% – 940 69.47% 0.3
E.S. Barr & Co
1762
E.S. Barr & Co
Kentucky
USD 1784 M +USD 64.4 M +4% 8.87% 73.5% 114 7.02% 6.7
Capital Impact Advisors
1763
Capital Impact Advisors
Massachusetts
USD 1783 M +USD 1536 M +621% 53.1% – 35 31.43% 0.7
Guardian Wealth Advisors (North Carolina)
1764
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 1782 M +USD 194 M +12% 12.6% 58.9% 646 45.98% 2.6
Black Creek Investment Management
1765
Black Creek Investment Management
Ontario, Canada
USD 1782 M -USD 82.3 M -4% 1.85% 11.1% 31 32.26% 4
WC
1766
Waterloo Capital
Texas
USD 1779 M +USD 355 M +25% 14.8% 79.8% 607 28.5% 1.7
Nicholas Investment Partners
1767
Nicholas Investment Partners
California
USD 1776 M +USD 390 M +28% 34.8% 397% 245 32.24% 1.5
Financiere des Professionnels
1768
Financiere des Professionnels
Quebec, Canada
USD 1774 M +USD 67.9 M +4% 21.5% 79.7% 423 37.59% 0.8
Covalis Capital
1769
Covalis Capital
United Kingdom
USD 1772 M +USD 147 M +9% 6.44% 37.9% 175 72% 0.3
IP
1770
Indivisible Partners
Florida
USD 1769 M +USD 639 M +57% 26.4% – 663 31.07% 0.3
Stephens Group Asset Management
1771
Stephens Group Asset Management
Arkansas
USD 1769 M +USD 200 M +13% 12.4% 51.4% 26 0% 6.8
Oak Ridge Investments
1772
Oak Ridge Investments
Illinois
USD 1768 M +USD 256 M +17% 46.4% 208% 201 25.37% 3
Park Presidio Capital
1773
Park Presidio Capital
California
USD 1766 M +USD 341 M +24% 15.4% 94.1% 14 7.14% 4.9
Dearborn Partners
1774
Dearborn Partners
Illinois
USD 1766 M -USD 81.2 M -4% 6.67% 46.1% 290 8.97% 5.9
Frank Rimerman Advisors
1775
Frank Rimerman Advisors
California
USD 1766 M +USD 241 M +16% 25.5% 149% 660 17.88% 1.9