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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)
SFMG Wealth Advisors
1801
SFMG Wealth Advisors
Texas
USD 857 M -USD 5.11 M -0.6% 5.47% 76.1% 282 13.48% 3
Mill Capital Management
1802
Mill Capital Management
North Carolina
USD 857 M -USD 46.1 M -5% 5.55% 104% 135 16.3% 0.7
1900 Wealth Management
1803
1900 Wealth Management
Texas
USD 855 M -USD 61.5 M -7% 5.89% 61% 231 8.23% 1.4
NYL Investors
1804
NYL Investors
New York
USD 855 M +USD 3.52 M +0.4% 4.27% 12.7% 32 3.13% 3.2
Heard Capital LLC
1805
Heard Capital LLC
Illinois
USD 855 M -USD 78 M -8% 11% 161% 37 24.32% 1.4
Bayview Asset Management
1806
Bayview Asset Management
Florida
USD 853 M +USD 56 M +7% 2.27% 55.4% 11 27.27% 1.6
Evanson Asset Management
1807
Evanson Asset Management
California
USD 852 M -USD 57.4 M -6% 6.12% 66.6% 283 14.13% 5
Hemenway Trust Hemenway Trust
1808
Hemenway Trust Hemenway Trust
New Hampshire
USD 851 M -USD 27.5 M -3% 3.02% 87.2% 135 10.37% 5.5
Taiyo Life Insurance Company
1809
Taiyo Life Insurance Company
Japan
USD 849 M +USD 91.7 M +12% 5.34% 90.5% 10 10% 2.1
Vicus Capital
1810
Vicus Capital
Pennsylvania
USD 849 M -USD 36.2 M -4% 5.71% 59.6% 226 13.72% 2.6
Anson Funds Management
1811
Anson Funds Management
Texas
USD 847 M -USD 229 M -21% 13.9% 2,010% 377 40.05% 0.7
Alpha Wave Global
1812
Alpha Wave Global
New York
USD 846 M -USD 127 M -13% 3.55% 226% 141 29.79% 0.8
Evensky & Katz
1813
Evensky & Katz
Florida
USD 845 M -USD 31.1 M -4% 5.53% 57.1% 85 12.94% 4.4
Empirical Finance
1814
Empirical Finance
Pennsylvania
USD 843 M +USD 58.6 M +7% 3.88% 124% 502 11.55% 1.9
RA
1815
Resolute Advisors
California
USD 843 M -USD 120 M -12% 11.7% 36.7% 147 14.97% 1.1
Blackhill Capital
1816
Blackhill Capital
New Jersey
USD 842 M -USD 20.9 M -2% 0.41% 212% 52 0% 8
YCG LLC
1817
YCG LLC
Texas
USD 840 M -USD 44.1 M -5% 4.67% 27% 42 2.38% 5.5
Essex Financial Services
1818
Essex Financial Services
Connecticut
USD 839 M -USD 59.2 M -7% 3.02% 87.7% 492 10.37% 3.6
Cape Cod Five Cents Savings Bank
1819
Cape Cod Five Cents Savings Bank
Massachusetts
USD 839 M -USD 51.7 M -6% 5.34% – 198 4.55% 5.9
Bain Capital Life Sciences Investors
1820
Bain Capital Life Sciences Investors
Massachusetts
USD 838 M -USD 14.9 M -2% 9.82% 507% 36 11.11% 1.8
Krilogy Financial
1821
Krilogy Financial
Missouri
USD 838 M -USD 23.5 M -3% 5.17% 79% 327 10.7% 3.1
Koshinski Asset Management
1822
Koshinski Asset Management
Illinois
USD 838 M -USD 169 M -17% 5.3% 76.5% 628 17.2% 2.5
Stephens Group Asset Management
1823
Stephens Group Asset Management
Arkansas
USD 837 M -USD 26.2 M -3% 4.57% 51.4% 25 0% 3.4
Baskin Financial Services
1824
Baskin Financial Services
Ontario, Canada
USD 836 M -USD 86.9 M -9% 3.08% 69.1% 57 7.02% 4.5
Clearline Capital
1825
Clearline Capital
New York
USD 836 M +USD 62.4 M +8% 6.31% 57.4% 166 29.52% 0.8