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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)
Jacobi Capital Management
1851
Jacobi Capital Management
Pennsylvania
USD 1152 M +USD 69.8 M +6% 1.6% 76.6% 534 14.04% 4.7
SFMG Wealth Advisors
1852
SFMG Wealth Advisors
Texas
USD 1150 M -USD 13.1 M -1% 2.64% 76.1% 293 10.58% 3.7
TAM
1853
Telemark Asset Management
Massachusetts
USD 1149 M +USD 181 M +19% 15.3% 329% 77 42.86% 1.5
DCM
1854
Dupont Capital Management
Delaware
USD 1149 M -USD 59.8 M -5% 4.73% 100% 165 18.18% 3.9
Lutz Financial Services
1855
Lutz Financial Services
Nebraska
USD 1148 M +USD 2.94 M +0.3% 0.65% 35.3% 87 1.15% 3.9
Ostrum Asset Management
1856
Ostrum Asset Management
France
USD 1147 M -USD 119 M -9% 1.61% 107% 663 4.22% 1.3
McDaniel Terry & Co
1857
McDaniel Terry & Co
Texas
USD 1146 M +USD 21.2 M +2% 2.33% 57.9% 105 13.33% 5.5
Triodos Investment Management
1858
Triodos Investment Management
Netherlands
USD 1145 M +USD 38.8 M +4% 5.01% 89.9% 48 4.17% 3.2
Francisco Partners Management
1859
Francisco Partners Management
California
USD 1141 M +USD 48.8 M +4% 2.27% 14.3% 9 22.22% 2.4
First Light Asset Management
1860
First Light Asset Management
Minnesota
USD 1141 M -USD 165 M -13% 0.86% 364% 55 29.09% 2.3
Mesirow Institutional Investment Management
1861
Mesirow Institutional Investment Management
Illinois
USD 1140 M +USD 15.8 M +1% 2.32% – 135 24.44% 0.9
Blue Whale Capital
1862
Blue Whale Capital
United Kingdom
USD 1139 M +USD 191 M +20% 9.5% 409% 20 25% 1.7
Easterly Investment Partners
1863
Easterly Investment Partners
Massachusetts
USD 1138 M -USD 171 M -13% 2.42% 57.6% 221 19% 1.9
Stonebridge Capital Advisors
1864
Stonebridge Capital Advisors
Minnesota
USD 1137 M +USD 24 M +2% 2% 80.1% 230 8.7% 6.2
Soleus Capital Management
1865
Soleus Capital Management
Connecticut
USD 1134 M -USD 213 M -16% 4.41% 508% 116 42.24% 1
Cahaba Wealth Management
1866
Cahaba Wealth Management
Georgia
USD 1134 M +USD 34 M +3% 1.17% 45.2% 156 8.97% 3.5
Private Ocean
1867
Private Ocean
California
USD 1134 M +USD 190 M +20% 1.06% 2.82% 706 43.06% 3.2
Trinity Street Asset Management
1868
Trinity Street Asset Management
United Kingdom
USD 1133 M -USD 117 M -9% 2.92% 76.9% 20 30% 2.1
Gladstone Capital Management
1869
Gladstone Capital Management
United Kingdom
USD 1132 M +USD 121 M +12% 10.5% 304% 24 45.83% 1.1
E-L Financial Corp
1870
E-L Financial Corp
Ontario, Canada
USD 1131 M +USD 54.5 M +5% 4.04% 68.6% 1 0% 7.5
Armstrong Advisory Group
1871
Armstrong Advisory Group
Massachusetts
USD 1130 M +USD 100 M +10% 1.88% 55.6% 849 16.25% 1.3
DT Investment Partners
1872
DT Investment Partners
Pennsylvania
USD 1129 M +USD 141 M +14% 1.18% 58% 551 20.15% 2
FFT Wealth Management
1873
FFT Wealth Management
Pennsylvania
USD 1128 M -USD 33.5 M -3% 2.69% 65.6% 164 11.59% 1.9
Grassi Investment Management
1874
Grassi Investment Management
California
USD 1128 M +USD 21.8 M +2% 10% 170% 133 8.27% 6
Litman Gregory Wealth Management
1875
Litman Gregory Wealth Management
California
USD 1127 M +USD 24.5 M +2% 2.42% 55.5% 138 8.7% 1.1