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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)
Abdiel Capital Advisors
1801
Abdiel Capital Advisors
New York
USD 611 M +USD 62.6 M +11% 19.5% 43.7% 8 12.5% 1
Acropolis Investment Management
1802
Acropolis Investment Management
Missouri
USD 611 M +USD 20.6 M +3% 3.13% 51% 145 4.14% 3.2
Windward Capital Management
1803
Windward Capital Management
California
USD 610 M +USD 21.6 M +4% 3.54% 78.5% 82 12.2% 2.9
Oracle Investment Management
1804
Oracle Investment Management
Connecticut
USD 610 M -USD 23.3 M -4% 17.4% 865% 23 17.39% 2.6
Franklin Street Advisors
1805
Franklin Street Advisors
North Carolina
USD 609 M +USD 24.7 M +4% 5.21% 130% 182 15.38% 2.8
Dragoneer Investment Group
1806
Dragoneer Investment Group
California
USD 609 M +USD 28 M +5% 14.8% 77.3% 27 40.74% 1.1
Wellington Shields Capital Management
1807
Wellington Shields Capital Management
New York
USD 609 M -USD 3.82 M -0.6% 5.66% 137% 350 15.14% 2.7
Aisling Capital
1808
Aisling Capital
New York
USD 609 M +USD 24.8 M +4% 14.3% 386% 17 23.53% 2.4
BOK Financial Private Wealth
1809
BOK Financial Private Wealth
Colorado
USD 608 M -USD 84.1 M -12% 3.9% 61.8% 149 22.82% 2.3
Dubuque Bank & Trust
1810
Dubuque Bank & Trust
Iowa
USD 607 M +USD 148 M +32% 5.22% 24% 692 18.35% 2
Matrix Asset Advisors
1811
Matrix Asset Advisors
New York
USD 607 M +USD 23.5 M +4% 3.64% 84.9% 70 5.71% 3.4
Strategic Financial Services
1812
Strategic Financial Services
New York
USD 605 M +USD 33.6 M +6% 4.12% 58.7% 123 11.38% 2.8
Denali Advisors
1813
Denali Advisors
California
USD 605 M -USD 7.37 M -1% 4.14% 106% 311 29.58% 1.5
Nitorum Capital
1814
Nitorum Capital
New York
USD 604 M +USD 101 M +20% 5.77% 87.1% 29 10.34% 1.3
Broadwood Capital
1815
Broadwood Capital
New York
USD 604 M +USD 59.9 M +11% 8.84% 110% 8 12.5% 3.1
Foundation Resource Management
1816
Foundation Resource Management
Arkansas
USD 604 M +USD 45.7 M +8% 8.81% 84.5% 61 3.28% 3.7
Eagle Ridge Investment Management
1817
Eagle Ridge Investment Management
Connecticut
USD 604 M +USD 77.3 M +15% 5.63% 28.2% 177 27.68% 1.5
Endurance Wealth Management
1818
Endurance Wealth Management
Rhode Island
USD 603 M +USD 11.5 M +2% 3.11% 59% 536 8.4% 2.4
Thomasville National Bank
1819
Thomasville National Bank
Georgia
USD 603 M +USD 56.1 M +10% 3.8% – 270 12.22% 1.1
IberiaBank
1820
IberiaBank
Louisiana
USD 603 M +USD 267 M +79% 3.72% 39.6% 235 32.77% 1.7
CEI
1821
Clark Estates Inc
New York
USD 602 M +USD 20.6 M +4% 1.73% 34.5% 98 20.41% 1.8
Partners Capital Investment Group
1822
Partners Capital Investment Group
Massachusetts
USD 602 M +USD 80.5 M +15% 2.63% 47.5% 81 40.74% 0.9
B. Riley Wealth Advisors
1823
B. Riley Wealth Advisors
Florida
USD 602 M +USD 50.5 M +9% 5.05% 118% 610 25.57% 2
Boothbay Fund Management
1824
Boothbay Fund Management
New York
USD 602 M +USD 121 M +25% 6.82% 328% 889 61.75% 0.5
E-L Financial Corp
1825
E-L Financial Corp
Ontario, Canada
USD 601 M +USD 496 k +0.1% 4.15% 68.6% 2 0% 0.8