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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)
BIP Wealth
1851
BIP Wealth
Georgia
USD 909 M – – 5.04% 51.8% 175 – 0
Next Century Growth Investors
1852
Next Century Growth Investors
Minnesota
USD 909 M +USD 75.8 M +9% 17.3% 447% 112 17.86% 2.6
CCA
1853
Castle Creek Arbitrage
Colorado
USD 908 M -USD 227 M -20% 2.67% 17.2% 625 40% 0.8
NM
1854
NWI Management
New York
USD 908 M +USD 456 M +101% 21.4% 230% 50 28% 2.6
Nexus Investment Management
1855
Nexus Investment Management
Ontario, Canada
USD 906 M +USD 20.6 M +2% 4.06% 93.5% 73 0% 6.4
Edgestream Partners
1856
Edgestream Partners
New Jersey
USD 906 M +USD 16.3 M +2% 5.35% 41.7% 685 50.66% 0.5
Courier Capital
1857
Courier Capital
New York
USD 905 M +USD 37.3 M +4% 5.84% 70.8% 302 8.61% 6.3
Girard Partners
1858
Girard Partners
Pennsylvania
USD 904 M +USD 21.8 M +2% 8.3% 25.7% 271 11.07% 4.4
PSG Equity
1859
PSG Equity
Massachusetts
USD 904 M +USD 268 M +42% 42.2% 13.7% 1 0% 1.3
Motley Fool Asset Management
1860
Motley Fool Asset Management
Virginia
USD 904 M +USD 16.7 M +2% 16.7% 135% 213 49.3% 4.1
Executive Wealth Management
1861
Executive Wealth Management
Michigan
USD 901 M +USD 87 M +11% 6.13% 18.4% 207 14.49% 2.4
Ninepoint Partners
1862
Ninepoint Partners
Ontario, Canada
USD 901 M +USD 117 M +15% 6.15% 82.6% 100 37% 1.2
TCV Trust & Wealth Management
1863
TCV Trust & Wealth Management
Virginia
USD 901 M +USD 20.5 M +2% 3.45% 75.3% 199 12.56% 5.9
Unison Advisors
1864
Unison Advisors
District of Columbia
USD 900 M +USD 132 M +17% 4.23% 57.8% 181 1.1% 2.8
Amica Mutual Insurance
1865
Amica Mutual Insurance
Rhode Island
USD 897 M +USD 105 M +13% 9.54% 80.4% 99 9.09% 4.8
Blackhill Capital
1866
Blackhill Capital
New Jersey
USD 896 M +USD 33.1 M +4% 3.91% 212% 52 0% 8.5
Alphadyne Asset Management
1867
Alphadyne Asset Management
New York
USD 896 M +USD 214 M +31% 10.8% 159% 49 51.02% 0.3
Trinity Street Asset Management
1868
Trinity Street Asset Management
United Kingdom
USD 893 M +USD 276 M +45% 10.5% 76.9% 22 18.18% 2.1
North Reef Capital Management
1869
North Reef Capital Management
California
USD 893 M -USD 19.8 M -2% 10.4% 81.9% 49 42.86% 0.5
Oxford Financial Group
1870
Oxford Financial Group
Indiana
USD 891 M +USD 32.7 M +4% 3.19% 77.2% 283 15.55% 2.4
Mount Yale Investment Advisors
1871
Mount Yale Investment Advisors
Colorado
USD 891 M +USD 9.2 M +1% 9.53% 81.9% 540 27.04% 2.2
Baker Tilly Wealth Management
1872
Baker Tilly Wealth Management
Wisconsin
USD 889 M +USD 77.4 M +10% 9.83% 96.9% 587 14.99% 1.6
Triodos Investment Management
1873
Triodos Investment Management
Netherlands
USD 889 M +USD 130 M +17% 13.6% 89.9% 48 12.5% 2.6
Eagle Ridge Investment Management
1874
Eagle Ridge Investment Management
Connecticut
USD 889 M +USD 31.9 M +4% 4.83% 28.2% 160 7.5% 4.4
Trust Asset Management
1875
Trust Asset Management
Texas
USD 889 M +USD 85.1 M +11% 8.53% 91.1% 214 12.62% 2.2