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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)
TCI Wealth Advisors
1801
TCI Wealth Advisors
Arizona
USD 1249 M +USD 52.2 M +4% 1.36% 68.2% 245 13.88% 7.2
Alerus Financial
1802
Alerus Financial
North Dakota
USD 1249 M -USD 56.8 M -4% 1.49% 97.1% 173 16.76% 4.1
Mill Capital Management
1803
Mill Capital Management
North Carolina
USD 1248 M -USD 17.7 M -1% 1.72% 119% 126 7.14% 2.9
Lombard Odier Asset Management (Europe)
1804
Lombard Odier Asset Management (Europe)
United Kingdom
USD 1247 M -USD 307 M -20% 1.7% 79.7% 206 35.92% 1.5
Foster Dykema Cabot & Partners
1805
Foster Dykema Cabot & Partners
Massachusetts
USD 1246 M -USD 36.7 M -3% 2.61% 81.1% 388 14.18% 1
DigitalBridge Group
1806
DigitalBridge Group
Florida
USD 1245 M -USD 154 M -11% 5.72% 161% 78 32.05% 1.4
Foster Victor Wealth Advisors
1807
Foster Victor Wealth Advisors
South Carolina
USD 1244 M -USD 61.9 M -5% 0.01% 78.2% 211 16.59% 3.2
RWWM Inc
1808
RWWM Inc
California
USD 1242 M +USD 148 M +13% 8.3% 40.6% 21 9.52% 5.7
1607 Capital Partners
1809
1607 Capital Partners
Virginia
USD 1242 M -USD 3.12 M -0.3% 2.25% 28.5% 135 13.33% 4.6
Crake Asset Management
1810
Crake Asset Management
United Kingdom
USD 1240 M +USD 314 M +34% 10.3% 52.7% 17 58.82% 1.3
Advisor Resource Council
1811
Advisor Resource Council
Texas
USD 1240 M +USD 1100 M +790% 1.01% 74.7% 607 90.61% 0.1
Stephens Group Asset Management
1812
Stephens Group Asset Management
Arkansas
USD 1240 M +USD 39.1 M +3% 2.08% 51.4% 34 5.88% 4.6
Sage Financial Group
1813
Sage Financial Group
Pennsylvania
USD 1238 M -USD 4.31 M -0.3% 4.05% 67% 105 7.62% 4.4
Park West Asset Management
1814
Park West Asset Management
California
USD 1238 M -USD 7.26 M -0.6% 4.9% 181% 61 47.54% 1.2
Avity Investment Management
1815
Avity Investment Management
Connecticut
USD 1237 M -USD 38.5 M -3% 1.82% 119% 112 13.39% 5.6
Lee, Danner & Bass
1816
Lee, Danner & Bass
Tennessee
USD 1237 M -USD 25.5 M -2% 3.3% – 746 70.64% 7.4
HS Management Partners
1817
HS Management Partners
New York
USD 1236 M -USD 219 M -15% 5.25% 36.2% 24 8.33% 3.3
Sienna Gestion
1818
Sienna Gestion
France
USD 1236 M -USD 246 M -17% 3.34% – 205 24.39% 0.8
Regal Investment Advisors
1819
Regal Investment Advisors
Michigan
USD 1236 M -USD 94.3 M -7% 0.31% 64.7% 498 14.06% 3.1
Blue Whale Capital
1820
Blue Whale Capital
United Kingdom
USD 1235 M -USD 111 M -8% 8.45% 409% 22 18.18% 1.5
Broadwood Capital
1821
Broadwood Capital
New York
USD 1234 M -USD 45.6 M -4% 4.13% 110% 8 12.5% 8.4
Regeneron Pharmaceuticals
1822
Regeneron Pharmaceuticals
New York
USD 1234 M +USD 140 M +13% 13.8% – 6 0% 0.3
Analog Century Management
1823
Analog Century Management
New York
USD 1234 M -USD 261 M -17% 15.9% 785% 26 23.08% 2.1
Schaper Benz & Wise Investment Counsel
1824
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 1232 M -USD 13.8 M -1% 0.1% 94.2% 151 2.65% 6.7
Asset Dedication LLC
1825
Asset Dedication LLC
California
USD 1232 M -USD 38.9 M -3% 1.11% 71.9% 1,183 12% 3