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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)
Keel Point
1876
Keel Point
Alabama
USD 1200 M +USD 92.8 M +8% 6.86% 76.4% 468 11.75% 2.6
DCM
1877
Dupont Capital Management
Delaware
USD 1198 M +USD 48.7 M +4% 6.95% 100% 150 17.33% 4.1
Stephens Group Asset Management
1878
Stephens Group Asset Management
Arkansas
USD 1197 M +USD 100 M +9% 6.92% 51.4% 34 20.59% 3.9
Litman Gregory Wealth Management
1879
Litman Gregory Wealth Management
California
USD 1196 M +USD 69 M +6% 6% 55.5% 143 9.79% 1.3
Lombard Odier Asset Management (Switzerland)
1880
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 1195 M +USD 213 M +22% 7.17% 135% 240 19.58% 1.7
McDaniel Terry & Co
1881
McDaniel Terry & Co
Texas
USD 1194 M +USD 48.5 M +4% 5.4% 57.9% 100 8% 5.5
NAYA Capital Management (UK)
1882
NAYA Capital Management (UK)
United Kingdom
USD 1194 M -USD 48.6 M -4% 0.07% 121% 7 28.57% 1.3
Foster Dykema Cabot & Partners
1883
Foster Dykema Cabot & Partners
Massachusetts
USD 1192 M +USD 73.5 M +7% 5.17% – 528 38.64% 0.4
NBC Securities
1884
NBC Securities
Alabama
USD 1191 M +USD 91.9 M +8% 9.1% 93.1% 2,201 9.81% 0.9
Vantage Investment Partners
1885
Vantage Investment Partners
Missouri
USD 1191 M +USD 87.7 M +8% 7.85% 77.4% 65 7.69% 4.6
CFS Investment Advisory Services
1886
CFS Investment Advisory Services
New Jersey
USD 1190 M -USD 43 M -3% 6.17% 59.7% 297 15.82% 1.1
Progeny 3 Inc
1887
Progeny 3 Inc
Washington
USD 1190 M +USD 147 M +14% 5.67% 96.8% 35 20% 1.7
Gladstone Capital Management
1888
Gladstone Capital Management
United Kingdom
USD 1189 M +USD 57 M +5% 14.4% 304% 25 40% 1
TCI Wealth Advisors
1889
TCI Wealth Advisors
Arizona
USD 1186 M +USD 126 M +12% 7% 65% 248 12.9% 6.7
Creative Financial Designs
1890
Creative Financial Designs
Indiana
USD 1186 M +USD 63.3 M +6% 5.52% 56.2% 1,750 10.17% 3
Platinum Equity Advisors
1891
Platinum Equity Advisors
California
USD 1183 M -USD 207 M -15% 14.5% 7.18% 3 0% 3.7
TCG Crossover Management
1892
TCG Crossover Management
California
USD 1180 M +USD 221 M +23% 18.8% 3,013% 38 21.05% 1
Novare Capital Management
1893
Novare Capital Management
North Carolina
USD 1180 M +USD 68.1 M +6% 6.89% 76.5% 195 6.15% 4.5
Ensemble Capital Management
1894
Ensemble Capital Management
California
USD 1179 M -USD 105 M -8% 13.5% 36.2% 24 8.33% 6.1
E-L Financial Corp
1895
E-L Financial Corp
Ontario, Canada
USD 1179 M +USD 47.6 M +4% 5.51% 68.6% 1 0% 7.8
Strategic Value Partners
1896
Strategic Value Partners
Connecticut
USD 1178 M +USD 1081 M +1,115% 6.95% – 3 33.33% 1.2
True Link Financial Advisors
1897
True Link Financial Advisors
California
USD 1178 M +USD 100 M +9% 4.6% 27.3% 72 19.44% 1.6
Prosperity Capital Advisors
1898
Prosperity Capital Advisors
Ohio
USD 1175 M +USD 271 M +30% 5.48% 72.2% 359 20.33% 1.1
Board of Trustees of The Leland Stanford Junior University
1899
Board of Trustees of The Leland Stanford Junior University
California
USD 1174 M -USD 298 M -20% 5.96% 142% 28 10.71% 2.8
Sage Mountain Advisors
1900
Sage Mountain Advisors
Georgia
USD 1173 M +USD 91.6 M +8% 5.06% 62.5% 502 19.52% 1.6