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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)
Seeyond
1876
Seeyond
France
USD 1079 M +USD 42.2 M +4% 11.3% 21.3% 610 3.11% 2.7
Adell Harriman & Carpenter
1877
Adell Harriman & Carpenter
Texas
USD 1078 M +USD 117 M +12% 12.7% 191% 185 7.57% 4.2
Angelo Gordon & Co
1878
Angelo Gordon & Co
New York
USD 1077 M -USD 709 M -40% 5.12% 90.1% 304 44.08% 0.4
Rehmann Capital Advisory Group
1879
Rehmann Capital Advisory Group
Michigan
USD 1076 M +USD 20.5 M +2% 7.29% 64.6% 600 16.17% 2.6
Facet Wealth Inc
1880
Facet Wealth Inc
Maryland
USD 1076 M +USD 201 M +23% 3.49% 52.9% 72 18.06% 0.7
Courier Capital
1881
Courier Capital
New York
USD 1075 M +USD 24.6 M +2% 8.57% 70.8% 317 5.99% 5.3
Kentucky Retirement Systems Insurance Trust Fund
1882
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 1075 M +USD 127 M +13% 12.4% 115% 495 2.22% 5.8
Trek Financial
1883
Trek Financial
Arizona
USD 1073 M +USD 110 M +11% 6.78% 152% 250 30% 1.2
Park Presidio Capital
1884
Park Presidio Capital
California
USD 1073 M +USD 78.8 M +8% 4.92% 94.1% 17 23.53% 2.3
Levin Capital Strategies
1885
Levin Capital Strategies
New York
USD 1070 M +USD 69.5 M +7% 6.79% 91.9% 468 49.79% 2.3
Hikari Power
1886
Hikari Power
Japan
USD 1070 M +USD 73.4 M +7% 7.3% 53.9% 69 5.8% 4.2
Greenhouse Funds
1887
Greenhouse Funds
Maryland
USD 1070 M +USD 78.1 M +8% 5.12% 90.7% 54 53.7% 0.9
Steadview Capital Management
1888
Steadview Capital Management
United Kingdom
USD 1069 M -USD 181 M -14% 17% 839% 17 23.53% 0.7
Laird Norton Wetherby Trust Company
1889
Laird Norton Wetherby Trust Company
Washington
USD 1069 M +USD 90.8 M +9% 9.64% 88.1% 206 13.11% 0.8
Front Barnett Associates
1890
Front Barnett Associates
Illinois
USD 1067 M +USD 92.9 M +10% 12.4% 40.5% 124 8.87% 6
Crescent Grove Advisors
1891
Crescent Grove Advisors
Illinois
USD 1066 M +USD 125 M +13% 4.83% 64.1% 313 21.41% 1.8
Harvard Management Company
1892
Harvard Management Company
Massachusetts
USD 1065 M -USD 641 M -38% 4.52% 123% 55 43.64% 0.7
HVM
1893
Harvest Volatility Management
Connecticut
USD 1064 M -USD 1075 M -50% 6.05% 24.3% 143 29.37% 0.7
Nicola Wealth Management
1894
Nicola Wealth Management
British Columbia, Canada
USD 1064 M +USD 92 M +9% 8.88% 56.1% 126 14.29% 1.9
Cassaday & Co
1895
Cassaday & Co
Virginia
USD 1064 M +USD 130 M +14% 7.67% 62.7% 35 2.86% 5.2
Taurus Asset Management
1896
Taurus Asset Management
New York
USD 1061 M +USD 100 M +10% 11.2% 26.9% 97 6.19% 5.3
JFS Wealth Advisors
1897
JFS Wealth Advisors
Pennsylvania
USD 1061 M +USD 86.3 M +9% 6.63% 60% 1,953 58.68% 1.3
Scopia Capital Management
1898
Scopia Capital Management
New York
USD 1060 M +USD 134 M +14% 6.15% 58.7% 21 42.86% 1.2
Linse Capital
1899
Linse Capital
Puerto Rico
USD 1060 M – – 3.99% – 2 – 0
Jaffetilchin Investment Partners
1900
Jaffetilchin Investment Partners
Florida
USD 1058 M +USD 118 M +13% 8.54% 88.1% 395 20.76% 1.8