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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)
Greenvale Capital
1876
Greenvale Capital
United Kingdom
USD 649 M +USD 269 M +71% 36.7% 101% 19 68.42% 0.4
Dai-ichi Life Holdings
1877
Dai-ichi Life Holdings
Japan
USD 649 M +USD 179 M +38% 38.1% – 1 0% 3
Condor Capital Management
1878
Condor Capital Management
New Jersey
USD 648 M +USD 106 M +20% 19.6% 58.2% 188 14.36% 4.1
Front Barnett Associates
1879
Front Barnett Associates
Illinois
USD 647 M +USD 123 M +24% 24.9% 40.5% 114 7.89% 5.8
Vestmark Advisory Solutions
1880
Vestmark Advisory Solutions
Massachusetts
USD 646 M +USD 135 M +26% 20.8% 74.8% 565 21.77% 0.6
Lombard Odier Asset Management (Switzerland)
1881
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 646 M -USD 100 M -13% 21.7% 135% 346 62.72% 1.8
James Hambro & Partners
1882
James Hambro & Partners
United Kingdom
USD 646 M +USD 135 M +27% 17.7% 97% 61 27.87% 1.3
Horan Capital Management
1883
Horan Capital Management
Maryland
USD 645 M +USD 112 M +21% 23.8% 69.2% 44 11.36% 2.5
FJ Capital Management
1884
FJ Capital Management
Virginia
USD 645 M +USD 78.7 M +14% 17.7% 97.9% 84 28.57% 2.1
Thomasville National Bank
1885
Thomasville National Bank
Georgia
USD 644 M +USD 44.8 M +7% 16.3% – 217 19.82% 3.5
CreativeOne Wealth
1886
CreativeOne Wealth
Kansas
USD 643 M +USD 120 M +23% 13.6% 67.6% 262 32.82% 0.9
RFG Advisory
1887
RFG Advisory
Alabama
USD 643 M +USD 111 M +21% 16.3% 52.3% 419 23.15% 1.5
AH
1888
Aviva Holdings
Bahamas
USD 643 M +USD 204 M +46% 61.1% 36.5% 5 0% 1.8
Abrams Bison Investments
1889
Abrams Bison Investments
Maryland
USD 642 M +USD 300 M +88% 37.5% 170% 11 45.45% 1.7
Dubuque Bank & Trust
1890
Dubuque Bank & Trust
Iowa
USD 642 M +USD 112 M +21% 18.5% 24% 221 18.1% 3.4
Pure Financial Advisors
1891
Pure Financial Advisors
California
USD 640 M +USD 44.9 M +8% 15.1% 47.2% 145 15.17% 1.4
Bedrijfstakpensioenfonds Voor De Media PNO
1892
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
USD 639 M +USD 107 M +20% 28.9% 146% 35 0% 4.7
Avior Wealth Management
1893
Avior Wealth Management
Nebraska
USD 639 M +USD 132 M +26% 20% 71.4% 1,025 21.85% 2.3
Main Street Research
1894
Main Street Research
Connecticut
USD 637 M +USD 229 M +56% 22.8% 232% 101 26.73% 3.5
SC
1895
Sasco Capital
Connecticut
USD 636 M +USD 127 M +25% 27.3% 15.5% 49 14.29% 3.6
Stearns Financial Services Group
1896
Stearns Financial Services Group
North Carolina
USD 636 M +USD 73 M +13% 14.1% 26.1% 232 26.72% 3.5
Minneapolis Portfolio Management Group
1897
Minneapolis Portfolio Management Group
Minnesota
USD 636 M +USD 47.1 M +8% 22% 140% 30 10% 3.1
Keeley-Teton Advisors
1898
Keeley-Teton Advisors
Illinois
USD 635 M +USD 71.9 M +13% 25.7% 28.6% 264 10.23% 2.4
LBMC Investment Advisors
1899
LBMC Investment Advisors
Tennessee
USD 635 M +USD 98.1 M +18% 18.8% 52.8% 107 18.69% 3.9
Sunriver Management
1900
Sunriver Management
Connecticut
USD 634 M +USD 63.7 M +11% 24.7% 9.27% 21 19.05% 1.1