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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 1244 M -USD 11.1 M -0.9% 1.46% 104% 673 11.14% 3.1
Sage Financial Group
1877
Sage Financial Group
Pennsylvania
USD 1242 M +USD 18.5 M +2% 0.98% 67% 105 5.71% 4.3
Sound View Wealth Advisors Group
1878
Sound View Wealth Advisors Group
Georgia
USD 1242 M +USD 16.6 M +1% 1.38% 73% 425 6.59% 3.3
Campbell Newman Asset Management
1879
Campbell Newman Asset Management
Wisconsin
USD 1241 M -USD 88.3 M -7% 0.42% 116% 109 8.26% 6.4
Mount Yale Investment Advisors
1880
Mount Yale Investment Advisors
Colorado
USD 1238 M +USD 197 M +19% 2.59% 81.9% 625 24.16% 2.6
Lutz Financial Services
1881
Lutz Financial Services
Nebraska
USD 1237 M +USD 4.96 M +0.4% 1.33% 35.3% 94 9.57% 4.1
Triodos Investment Management
1882
Triodos Investment Management
Netherlands
USD 1237 M -USD 31 M -2% 4.91% 89.9% 50 4% 3.2
Taiyo Life Insurance Company
1883
Taiyo Life Insurance Company
Japan
USD 1234 M -USD 28 M -2% 2.71% 90.5% 13 15.38% 3.5
Hemenway Trust Hemenway Trust
1884
Hemenway Trust Hemenway Trust
New Hampshire
USD 1233 M -USD 31.3 M -2% 0.45% 87.2% 136 8.82% 6.4
Proficio Capital Partners
1885
Proficio Capital Partners
Massachusetts
USD 1233 M +USD 227 M +23% 2.82% 97% 381 29.66% 2.6
Prosperity Capital Advisors
1886
Prosperity Capital Advisors
Ohio
USD 1231 M +USD 56.1 M +5% 0.27% 72.2% 372 19.09% 1.2
Creative Financial Designs
1887
Creative Financial Designs
Indiana
USD 1231 M +USD 44.4 M +4% 0.36% 56.2% 1,867 13.93% 3
J. Safra Asset Management
1888
J. Safra Asset Management
New York
USD 1230 M +USD 177 M +17% 1.75% 84.3% 368 26.36% 0.9
Strategy Capital
1889
Strategy Capital
California
USD 1229 M +USD 190 M +18% 25.6% 316% 10 0% 3
Wealthquest
1890
Wealthquest
Ohio
USD 1229 M +USD 93.8 M +8% 0.58% 52.1% 137 10.95% 4.3
American Assets Investment Management
1891
American Assets Investment Management
California
USD 1228 M +USD 85.3 M +7% 167% 520% 164 7.93% 6.3
Clearlake Capital Group
1892
Clearlake Capital Group
California
USD 1226 M -USD 79.5 M -6% 4.94% 47.3% 6 0% 2.8
Cornerstone Wealth Group
1893
Cornerstone Wealth Group
North Carolina
USD 1225 M +USD 16 M +1% 2.16% 96% 292 15.75% 2
Stone Point Capital
1894
Stone Point Capital
Connecticut
USD 1224 M +USD 1.99 M +0.2% 8.64% 15.7% 5 0% 5.3
Main Management
1895
Main Management
California
USD 1224 M +USD 7.5 M +0.6% 1.68% 64.1% 144 9.72% 3.7
Keywise Capital Management (HK)
1896
Keywise Capital Management (HK)
Hong Kong
USD 1221 M +USD 210 M +21% 42.9% 684% 18 22.22% 1.4
Cannae Holdings
1897
Cannae Holdings
Nevada
USD 1221 M -USD 82.2 M -6% 3.12% 88.6% 5 0% 2.9
McDaniel Terry & Co
1898
McDaniel Terry & Co
Texas
USD 1220 M +USD 25.6 M +2% 0.84% 57.9% 104 8.65% 5.5
YHB Investment Advisors
1899
YHB Investment Advisors
Connecticut
USD 1217 M +USD 9.8 M +0.8% 1.57% 96.2% 289 7.27% 5.7
Strategic Value Partners
1900
Strategic Value Partners
Connecticut
USD 1217 M +USD 39 M +3% 4.43% – 3 33.33% 0.6