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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)
Matrix Asset Advisors
1801
Matrix Asset Advisors
New York
USD 569 M -USD 21 M -4% 2.62% 84.9% 76 13.16% 3.1
Courier Capital
1802
Courier Capital
New York
USD 568 M +USD 43.9 M +8% 5.19% 70.8% 279 10.04% 2.8
Steel Grove Capital Advisors
1803
Steel Grove Capital Advisors
Tennessee
USD 567 M +USD 67 M +13% 3.29% 106% 297 22.22% 1.4
Franklin Street Advisors
1804
Franklin Street Advisors
North Carolina
USD 567 M -USD 296 k -0.1% 6.35% 130% 199 20.6% 2.5
Antipodes Partners
1805
Antipodes Partners
Australia
USD 565 M +USD 121 M +27% 6.36% 96.4% 24 25% 0.2
Capital Investment Services of America
1806
Capital Investment Services of America
Wisconsin
USD 565 M +USD 35.4 M +7% 7.44% 50.7% 70 2.86% 2.8
Financial Architects (New Jersey)
1807
Financial Architects (New Jersey)
New Jersey
USD 564 M +USD 138 M +33% 4.21% 31.3% 1,695 22.3% 0.9
Granite Investment Advisors
1808
Granite Investment Advisors
New Hampshire
USD 562 M +USD 73.8 M +15% 3.47% 55.6% 132 10.61% 2.5
Windward Capital Management
1809
Windward Capital Management
California
USD 562 M +USD 37.6 M +7% 8.78% 78.5% 91 13.19% 2.6
Virtus ETF Advisers
1810
Virtus ETF Advisers
New York
USD 562 M +USD 227 M +68% 4.96% 177% 194 22.16% 0.8
Dragoneer Investment Group
1811
Dragoneer Investment Group
California
USD 561 M +USD 138 M +33% 14.7% 77.3% 25 32% 0.9
CCMP Capital
1812
CCMP Capital
New York
USD 560 M -USD 211 M -27% 0.11% 12.3% 2 50% 1.8
MG
1813
Meditor Group
Bermuda
USD 559 M +USD 154 M +38% 34.4% 41.1% 8 50% 1.3
LBMC Investment Advisors
1814
LBMC Investment Advisors
Tennessee
USD 559 M +USD 24.9 M +5% 4.53% 52.8% 78 10.26% 2.5
Carret Asset Management
1815
Carret Asset Management
New York
USD 557 M +USD 29.5 M +6% 6.65% 94.4% 251 5.58% 3
Laird Norton Wetherby Wealth Management
1816
Laird Norton Wetherby Wealth Management
California
USD 556 M +USD 45.5 M +9% 7.11% – 579 13.64% 2.5
IR
1817
IAT Reinsurance
New York
USD 556 M -USD 24.6 M -4% 7.12% 60.2% 139 44.6% 1.2
North Point Portfolio Managers
1818
North Point Portfolio Managers
Ohio
USD 556 M +USD 26.2 M +5% 4.9% 72.8% 87 8.05% 2.7
Tekne Capital Management
1819
Tekne Capital Management
New York
USD 555 M +USD 147 M +36% 14.2% 516% 20 15% 1
Prospera Financial Services
1820
Prospera Financial Services
Texas
USD 555 M +USD 44.4 M +9% 4.83% 97.4% 430 23.02% 1.8
CA
1821
Cornerstone Advisors
North Carolina
USD 554 M +USD 12.2 M +2% 6.19% 108% 278 36.69% 1.2
Osborn Williams & Donohoe
1822
Osborn Williams & Donohoe
Ohio
USD 554 M +USD 21.4 M +4% 4.9% 23.7% 225 7.11% 2.9
Foster Dykema Cabot & Co
1823
Foster Dykema Cabot & Co
Massachusetts
USD 550 M +USD 18.7 M +4% 4.78% 34% 111 7.21% 2.3
Strategic Financial Services
1824
Strategic Financial Services
New York
USD 550 M +USD 29 M +6% 5.57% 58.7% 116 6.03% 2.5
Godsey & Gibb Inc
1825
Godsey & Gibb Inc
Virginia
USD 550 M +USD 10.6 M +2% 3.65% 87.5% 51 0% 3.2