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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)
Bridges Investment Counsel
1901
Bridges Investment Counsel
Nebraska
USD 455 M -USD 8.84 M -2% 1.59% 33.7% 147 5.44% 2.2
YHB Investment Advisors
1902
YHB Investment Advisors
Connecticut
USD 455 M +USD 84.3 M +23% 3.04% 96.2% 169 13.02% 2.2
Howe & Rusling
1903
Howe & Rusling
New York
USD 454 M +USD 10.8 M +2% 3.93% 82% 1,121 18.91% 1.7
Evensky & Katz
1904
Evensky & Katz
Florida
USD 452 M +USD 24.4 M +6% 2.83% 57.1% 50 0% 2.5
SAM
1905
Sandell Asset Management
New York
USD 451 M +USD 30.2 M +7% 20.7% 322% 38 65.79% 0.4
Richard C. Young & Co
1906
Richard C. Young & Co
Rhode Island
USD 451 M +USD 6.85 M +2% 5.36% 137% 67 5.97% 2
Laird Norton Wetherby Wealth Management
1907
Laird Norton Wetherby Wealth Management
California
USD 451 M +USD 26.8 M +6% 2.66% – 530 12.64% 2.2
Solus Alternative Asset Management
1908
Solus Alternative Asset Management
New Jersey
USD 450 M +USD 74 M +20% 4.69% 79.3% 15 46.67% 1.1
Opus Capital Group
1909
Opus Capital Group
Ohio
USD 450 M -USD 3.21 M -0.7% 5.12% 49.7% 214 25.7% 1.5
Avoro Capital Advisors
1910
Avoro Capital Advisors
New York
USD 450 M +USD 163 M +57% 30.6% 512% 49 36.73% 0.6
Halsey Associates
1911
Halsey Associates
Connecticut
USD 449 M +USD 4.31 M +1% 2.05% 63.8% 105 5.71% 2.4
ACG Wealth
1912
ACG Wealth
Georgia
USD 449 M +USD 5.72 M +1% 1.24% 45.5% 243 10.29% 1.7
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 449 M +USD 19.3 M +4% 1.67% 38.8% 94 9.57% 2.4
CPWM LLC
1914
CPWM LLC
Washington
USD 448 M -USD 8.69 M -2% 0.7% 36.6% 301 14.29% 1.6
SFMG Wealth Advisors
1915
SFMG Wealth Advisors
Texas
USD 448 M -USD 6.29 M -1% 4% 76.1% 114 19.3% 1.6
Ashford Capital Management
1916
Ashford Capital Management
Delaware
USD 447 M +USD 26.2 M +6% 9.69% 150% 107 10.28% 2.1
Schonfeld Strategic Advisors
1917
Schonfeld Strategic Advisors
New York
USD 447 M +USD 202 M +82% 3.27% 146% 592 79.22% 0.1
Winslow Asset Management
1918
Winslow Asset Management
Ohio
USD 447 M -USD 697 k -0.2% 3.79% 89.9% 95 6.32% 2.6
ARS Investment Partners
1919
ARS Investment Partners
New York
USD 446 M +USD 19.7 M +5% 4.27% 260% 91 5.49% 1.8
First Fiduciary Investment Counsel
1920
First Fiduciary Investment Counsel
Ohio
USD 446 M -USD 9.7 M -2% 4.98% 48.1% 39 20.51% 2.5
McDaniel Terry & Co
1921
McDaniel Terry & Co
Texas
USD 445 M +USD 20.2 M +5% 2.95% 57.9% 68 30.88% 1.8
KFS
1922
Kurt F. Somerville
USD 445 M +USD 6.84 M +2% 1.34% 92.9% 114 5.26% 2.5
CL
1923
Croft-Leominster
Maryland
USD 445 M +USD 4.27 M +1% 1.51% 38% 176 16.48% 1.8
Baystate Wealth Management
1924
Baystate Wealth Management
Massachusetts
USD 443 M -USD 17.8 M -4% 2.34% 14.6% 66 16.67% 1.7
GWI
1925
Grace & White Inc
New York
USD 443 M +USD 1.87 M +0.4% 6.37% 61.5% 143 6.99% 2.6