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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)
Stonebridge Capital Advisors
1851
Stonebridge Capital Advisors
Minnesota
USD 1226 M +USD 89.5 M +8% 6.54% 80.1% 229 8.3% 6.2
Sound View Wealth Advisors Group
1852
Sound View Wealth Advisors Group
Georgia
USD 1225 M +USD 255 M +26% 6.5% 73% 414 15.22% 3.1
Sage Financial Group
1853
Sage Financial Group
Pennsylvania
USD 1224 M +USD 69.4 M +6% 6.39% 67% 104 2.88% 4
Stone Point Capital
1854
Stone Point Capital
Connecticut
USD 1222 M -USD 50.8 M -4% 9.26% 15.7% 6 16.67% 5.1
Baskin Financial Services
1855
Baskin Financial Services
Ontario, Canada
USD 1222 M +USD 53.6 M +5% 6.49% 69.1% 51 9.8% 5.5
Main Management
1856
Main Management
California
USD 1216 M +USD 6.76 M +0.6% 3.73% 64.1% 153 15.03% 3.4
Maren Capital
1857
Maren Capital
Illinois
USD 1215 M +USD 176 M +17% 9.63% – 27 3.7% 0.7
American Trust
1858
American Trust
Kentucky
USD 1212 M -USD 8.81 M -0.7% 6.38% 59% 292 28.77% 1.7
Cahaba Wealth Management
1859
Cahaba Wealth Management
Georgia
USD 1212 M +USD 77.9 M +7% 5.84% 48.7% 158 10.13% 3.7
Cornerstone Wealth Group
1860
Cornerstone Wealth Group
North Carolina
USD 1209 M +USD 84.9 M +8% 5.87% 96% 275 13.09% 1.9
Ostrum Asset Management
1861
Ostrum Asset Management
France
USD 1209 M +USD 61.9 M +5% 8.38% 107% 649 2.93% 1.6
Vivo Capital
1862
Vivo Capital
California
USD 1208 M +USD 126 M +12% 45.2% 7,491% 46 15.22% 2.1
Armstrong Advisory Group
1863
Armstrong Advisory Group
Massachusetts
USD 1208 M +USD 77.1 M +7% 5.02% 55.6% 846 14.18% 1.5
YHB Investment Advisors
1864
YHB Investment Advisors
Connecticut
USD 1208 M +USD 45.3 M +4% 6.79% 96.2% 289 7.27% 5.5
Grandeur Peak Global Advisors
1865
Grandeur Peak Global Advisors
Utah
USD 1206 M -USD 45.8 M -4% 3.52% 96% 145 17.93% 2.6
Smith Group Asset Management
1866
Smith Group Asset Management
Texas
USD 1206 M +USD 78.6 M +7% 8.57% 222% 165 36.36% 2.5
SP Asset Management
1867
SP Asset Management
California
USD 1204 M +USD 106 M +10% 7.71% 92.4% 141 13.48% 3.6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
USD 1204 M +USD 94.8 M +9% 8.55% 79.4% 62 16.13% 3.1
Hikari Power
1869
Hikari Power
Japan
USD 1204 M +USD 96 M +9% 9.31% 53.5% 62 0% 6.5
Voss Capital
1870
Voss Capital
Texas
USD 1204 M +USD 203 M +20% 11.3% 78.4% 42 16.67% 1.5
Greenwood Gearhart
1871
Greenwood Gearhart
Arkansas
USD 1203 M +USD 143 M +13% 5.82% 70.6% 116 12.93% 4.3
Parcion Private Wealth
1872
Parcion Private Wealth
Washington
USD 1202 M +USD 108 M +10% 6.16% 103% 245 23.67% 2.4
First Light Asset Management
1873
First Light Asset Management
Minnesota
USD 1202 M +USD 61.2 M +5% 25.6% 364% 49 32.65% 2.6
Icon Wealth Advisors
1874
Icon Wealth Advisors
Texas
USD 1201 M +USD 77.1 M +7% 5.8% – 499 17.43% 1.2
Nixon Peabody Trust
1875
Nixon Peabody Trust
Massachusetts
USD 1201 M +USD 75.5 M +7% 5.25% 101% 144 14.58% 2.8