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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)
Verdence Capital Advisors
1876
Verdence Capital Advisors
Maryland
USD 1034 M +USD 112 M +12% 11.5% 104% 606 14.36% 2.8
Wintrust Investments
1877
Wintrust Investments
Illinois
USD 1033 M +USD 77.8 M +8% 10.4% 27.5% 467 17.99% 1.7
YHB Investment Advisors
1878
YHB Investment Advisors
Connecticut
USD 1033 M -USD 50.5 M -5% 11% 96.2% 283 11.66% 5.3
Armstrong Advisory Group
1879
Armstrong Advisory Group
Massachusetts
USD 1030 M +USD 114 M +12% 9.38% 55.6% 864 14.24% 0.9
CM
1880
Conifer Management
New York
USD 1030 M +USD 143 M +16% 16.8% 22.7% 8 12.5% 2.7
Next Century Growth Investors
1881
Next Century Growth Investors
Minnesota
USD 1028 M +USD 109 M +12% 16.2% 447% 130 26.92% 2.2
Voss Capital
1882
Voss Capital
Texas
USD 1027 M +USD 232 M +29% 20.8% 78.4% 51 41.18% 1.1
Sage Financial Group
1883
Sage Financial Group
Pennsylvania
USD 1027 M +USD 124 M +14% 11.2% 67% 105 10.48% 3.4
Geller Advisors
1884
Geller Advisors
New York
USD 1027 M +USD 166 M +19% 10.7% 20.4% 271 12.55% 1.8
C
1885
Chescapmanager
Maryland
USD 1026 M +USD 241 M +31% 12.6% 202% 42 7.14% 2.2
Stephens Group Asset Management
1886
Stephens Group Asset Management
Arkansas
USD 1026 M +USD 97 M +10% 10.2% 51.4% 27 11.11% 4.1
Transform Wealth
1887
Transform Wealth
Colorado
USD 1026 M +USD 77.4 M +8% 10.8% 48.4% 256 14.06% 2.8
Avanda Investment Management
1888
Avanda Investment Management
Singapore
USD 1025 M – – 10.9% – 35 – 0
Jaffetilchin Investment Partners
1889
Jaffetilchin Investment Partners
Florida
USD 1025 M +USD 118 M +13% 10.6% 88.1% 381 21.26% 2.8
TritonPoint Wealth
1890
TritonPoint Wealth
Maryland
USD 1025 M – – 11.3% 92.7% 326 – 0
Sixth Street Partners
1891
Sixth Street Partners
Texas
USD 1024 M +USD 188 M +22% 13% 5.31% 21 23.81% 1.4
Triodos Investment Management
1892
Triodos Investment Management
Netherlands
USD 1023 M +USD 81.7 M +9% 13.8% 89.9% 47 2.13% 3.1
Hills Bank & Trust
1893
Hills Bank & Trust
Iowa
USD 1023 M +USD 162 M +19% 9.37% 52.8% 283 8.83% 4.8
Invictus Private Wealth
1894
Invictus Private Wealth
Colorado
USD 1022 M +USD 108 M +12% 11.6% 84.2% 92 5.43% 0.9
Helikon Investments
1895
Helikon Investments
United Kingdom
USD 1022 M +USD 202 M +25% 28.4% 282% 16 12.5% 1.2
Hartford Funds Management
1896
Hartford Funds Management
Pennsylvania
USD 1021 M +USD 80.6 M +9% 7.49% 26.8% 94 18.09% 1.1
Park West Asset Management
1897
Park West Asset Management
California
USD 1021 M -USD 67.7 M -6% 12.4% 181% 51 47.06% 1.1
Eagle Ridge Investment Management
1898
Eagle Ridge Investment Management
Connecticut
USD 1020 M +USD 102 M +11% 12.6% 28.2% 150 8.67% 4.9
Koss-Olinger Consulting
1899
Koss-Olinger Consulting
Florida
USD 1019 M +USD 341 M +50% 9.54% 57.9% 347 29.97% 1.2
Main Management
1900
Main Management
California
USD 1019 M +USD 32.3 M +3% 11.3% 64.1% 157 22.93% 3.1