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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)
Perpetual Investment Management
1876
Perpetual Investment Management
Australia
USD 838 M +USD 154 M +23% 16.7% – 225 13.33% 1.5
Larson Financial Group
1877
Larson Financial Group
Missouri
USD 835 M +USD 132 M +19% 8.95% 81.2% 1,550 12.19% 1.8
Howard Capital Management Group
1878
Howard Capital Management Group
California
USD 834 M +USD 42.9 M +5% 7.33% 114% 102 8.82% 1.5
Folger Nolan Fleming Douglas Capital Management
1879
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 833 M +USD 98.8 M +13% 9.73% 77.5% 170 14.12% 6.6
Mizuho Markets Cayman
1880
Mizuho Markets Cayman
Cayman Islands
USD 833 M -USD 229 M -22% 2.56% 219% 101 21.78% 1.6
Next Century Growth Investors
1881
Next Century Growth Investors
Minnesota
USD 833 M +USD 13 M +2% 9.98% 447% 127 40.16% 2.6
Garde Capital
1882
Garde Capital
Washington
USD 833 M +USD 59.3 M +8% 7.5% 57.6% 262 12.6% 3.5
ACG
1883
Aventail Capital Group
New York
USD 832 M -USD 475 M -36% 13.2% 154% 69 57.97% 0.4
BTC Capital Management
1884
BTC Capital Management
Iowa
USD 832 M +USD 66.4 M +9% 10.8% – 258 11.63% 3.2
Beese Fulmer Investment Management
1885
Beese Fulmer Investment Management
Ohio
USD 831 M +USD 86.7 M +12% 11.7% 124% 224 8.93% 5.5
Adero Partners
1886
Adero Partners
California
USD 830 M +USD 39 M +5% 8.35% 27.7% 170 14.71% 1.6
Broad Run Investment Management
1887
Broad Run Investment Management
Virginia
USD 830 M -USD 82.6 M -9% 6.96% 202% 29 27.59% 4.5
Atlas Venture Life Science Advisors
1888
Atlas Venture Life Science Advisors
Massachusetts
USD 830 M -USD 75.9 M -8% 7.32% 484% 17 0% 0.9
Poplar Forest Capital
1889
Poplar Forest Capital
California
USD 830 M +USD 45.2 M +6% 15.2% 30% 64 25% 3.6
Vestor Capital
1890
Vestor Capital
Illinois
USD 829 M +USD 66.7 M +9% 13.5% 188% 243 14.4% 3.1
Optimus Prime Fund Management
1891
Optimus Prime Fund Management
Cayman Islands
USD 827 M +USD 20.9 M +3% 10.5% 94.5% 57 26.32% 1.4
Redwood Capital Management
1892
Redwood Capital Management
New York
USD 827 M +USD 156 M +23% 14.1% 313% 42 11.9% 3
TA
1893
Trivest Advisors
Hong Kong
USD 824 M +USD 534 M +184% 14.6% 2,977% 27 62.96% 0.5
Wellington Shields Capital Management
1894
Wellington Shields Capital Management
New York
USD 824 M +USD 403 M +96% 12.3% 137% 326 11.35% 3.9
Quest Investment Management
1895
Quest Investment Management
Oregon
USD 822 M +USD 11.7 M +1% 8.26% 105% 99 18.18% 4.8
CM
1896
Conifer Management
New York
USD 822 M +USD 119 M +17% 10.1% 22.7% 12 25% 1.9
Texas Capital Bank Wealth Management Services
1897
Texas Capital Bank Wealth Management Services
Texas
USD 821 M +USD 45.2 M +6% 10.1% 81.9% 180 22.78% 1.8
Sage Financial Group
1898
Sage Financial Group
Pennsylvania
USD 821 M +USD 90.6 M +12% 7.17% 67% 99 16.16% 2.9
Rock Creek Group
1899
Rock Creek Group
District of Columbia
USD 820 M +USD 58.2 M +8% 9.78% 37.2% 186 19.89% 1.9
III Capital Management
1900
III Capital Management
Florida
USD 820 M -USD 223 M -21% 0.27% 28.7% 153 24.18% 0.7