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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)
Natixis Investment Managers International
1826
Natixis Investment Managers International
France
USD 1293 M -USD 102 M -7% 0.38% 34.7% 229 8.73% 2.8
Synergy Asset Management
1827
Synergy Asset Management
Washington
USD 1292 M +USD 635 M +97% 2.02% 97.3% 876 83.9% 0.2
Tributary Capital Management
1828
Tributary Capital Management
Nebraska
USD 1292 M +USD 3.91 M +0.3% 0.72% 82.6% 217 5.53% 4.2
DNCA Finance
1829
DNCA Finance
France
USD 1285 M +USD 118 M +10% 3.43% – 141 10.64% 0.4
Governors Lane
1830
Governors Lane
New York
USD 1283 M -USD 11.4 M -0.9% 5.16% 133% 81 56.79% 0.5
Foster Dykema Cabot & Partners
1831
Foster Dykema Cabot & Partners
Massachusetts
USD 1283 M +USD 91.2 M +8% 1.34% 81.1% 522 27.59% 0.8
Diversify Wealth Management
1832
Diversify Wealth Management
Utah
USD 1283 M +USD 236 M +23% 2.45% – 543 18.97% 0.4
E-L Financial Corp
1833
E-L Financial Corp
Ontario, Canada
USD 1282 M +USD 104 M +9% 2.11% 68.6% 1 0% 8
Deer Management Company
1834
Deer Management Company
New York
USD 1281 M +USD 651 M +103% 27.8% 154% 12 25% 2.5
Bristlecone Advisors
1835
Bristlecone Advisors
Washington
USD 1280 M +USD 34.9 M +3% 2.09% 103% 375 6.67% 3.4
Broadwood Capital
1836
Broadwood Capital
New York
USD 1280 M -USD 23.7 M -2% 8.54% 110% 7 0% 9.4
Trust Asset Management
1837
Trust Asset Management
Texas
USD 1279 M +USD 25.4 M +2% 2.96% 91.1% 235 5.53% 3.5
Stadion Money Management
1838
Stadion Money Management
Georgia
USD 1278 M -USD 47.9 M -4% 1.54% 55.3% 25 16% 2.5
Sax Wealth Advisors
1839
Sax Wealth Advisors
New Jersey
USD 1278 M +USD 156 M +14% 0.21% 64.3% 341 19.65% 1.6
Executive Wealth Management
1840
Executive Wealth Management
Michigan
USD 1277 M +USD 2.15 M +0.2% 0.26% 18.4% 280 15.71% 1.3
Avity Investment Management
1841
Avity Investment Management
Connecticut
USD 1276 M -USD 8.43 M -0.7% 0.88% 119% 117 14.53% 5.2
Sandhill Capital Partners
1842
Sandhill Capital Partners
New York
USD 1276 M -USD 127 M -9% 0.23% 64.9% 98 8.16% 4.9
Kanawha Capital Management
1843
Kanawha Capital Management
Virginia
USD 1275 M -USD 103 M -8% 1.06% 74.5% 234 11.97% 7.7
Oak Ridge Investments
1844
Oak Ridge Investments
Illinois
USD 1274 M +USD 127 M +11% 9.04% 223% 176 18.75% 3.4
Easterly Investment Partners
1845
Easterly Investment Partners
Massachusetts
USD 1273 M +USD 25.9 M +2% 1.49% 57.6% 226 24.34% 2.1
Phillips Financial Management
1846
Phillips Financial Management
Indiana
USD 1272 M -USD 18.2 M -1% 2.09% 45.6% 282 10.64% 4
Triglav Skladi
1847
Triglav Skladi
Slovenia
USD 1271 M – – 6.79% – 124 – 0
Asset Dedication LLC
1848
Asset Dedication LLC
California
USD 1271 M -USD 212 M -14% 0.96% 67.8% 1,192 12% 2.9
Guardian Wealth Advisors (North Carolina)
1849
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 1269 M +USD 327 M +35% 0.71% 58.9% 542 21.03% 1.7
LBMC Investment Advisors
1850
LBMC Investment Advisors
Tennessee
USD 1269 M +USD 3.31 M +0.3% 1.34% 52.8% 212 14.62% 4.7