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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)
Levin Capital Strategies
1901
Levin Capital Strategies
New York
USD 981 M +USD 41.6 M +4% 5.78% 88.6% 468 46.37% 2
Evensky & Katz
1902
Evensky & Katz
Florida
USD 981 M +USD 76.1 M +8% 6.46% 57.1% 76 6.58% 4.1
ProVise Management Group
1903
ProVise Management Group
Florida
USD 980 M +USD 52.3 M +6% 6.49% 66.8% 398 15.08% 3.6
Common Fund For Nonprofit Organizations
1904
Common Fund For Nonprofit Organizations
Connecticut
USD 980 M +USD 81.6 M +9% 7.33% 70.8% 11 27.27% 0.4
Oldfield Partners
1905
Oldfield Partners
United Kingdom
USD 979 M +USD 14.1 M +1% 7.01% 90.3% 22 4.55% 4.8
Gerber Kawasaki Wealth & Investment Management
1906
Gerber Kawasaki Wealth & Investment Management
California
USD 979 M +USD 147 M +18% 9.39% 91.5% 273 21.98% 1.4
Johnson & Johnson Innovation - JJDC
1907
Johnson & Johnson Innovation - JJDC
New Jersey
USD 978 M +USD 206 M +27% 17.7% – 21 19.05% 0.9
TA
1908
Trivest Advisors
Hong Kong
USD 978 M +USD 626 M +178% 17.4% 2,977% 40 70% 0.2
Accredited Investors
1909
Accredited Investors
Minnesota
USD 978 M +USD 231 M +31% 11.4% 74% 168 6.55% 3.7
Ledyard National Bank
1910
Ledyard National Bank
USD 977 M +USD 48.7 M +5% 6.7% 80.7% 245 6.12% 5.4
Strategy Capital
1911
Strategy Capital
California
USD 977 M +USD 241 M +33% 20.7% 316% 9 11.11% 1.8
Global Retirement Partners
1912
Global Retirement Partners
California
USD 976 M +USD 122 M +14% 7.29% – 2,000 13.15% 2.5
Guardian Capital Advisors (Canada)
1913
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 976 M +USD 100 M +11% 4.5% 26.1% 180 9.44% 4.7
Nicola Wealth Management
1914
Nicola Wealth Management
British Columbia, Canada
USD 975 M +USD 80.9 M +9% 6.45% 56.1% 121 12.4% 1.7
GM Advisory Group
1915
GM Advisory Group
New York
USD 975 M +USD 141 M +17% 8.7% 53.6% 218 16.97% 1.7
Wintrust Investments
1916
Wintrust Investments
Illinois
USD 975 M +USD 7.72 M +0.8% 6.9% 27.5% 450 17.56% 1.3
Western Wealth Management
1917
Western Wealth Management
Colorado
USD 973 M +USD 229 M +31% 7.46% 82.6% 639 22.85% 1.3
Mangrove Partners
1918
Mangrove Partners
Connecticut
USD 971 M -USD 19.4 M -2% 2.12% 185% 508 75% 0.1
Central Securities
1919
Central Securities
New York
USD 971 M +USD 94.4 M +11% 10.3% 90.2% 33 6.06% 5
Iron Triangle Partners
1920
Iron Triangle Partners
Connecticut
USD 971 M +USD 184 M +23% 8.58% 152% 36 52.78% 0.5
Phillips Financial Management
1921
Phillips Financial Management
Indiana
USD 970 M +USD 157 M +19% 3.98% 45.6% 89 4.49% 5
Money Design
1922
Money Design
Japan
USD 969 M +USD 111 M +13% 3.87% 26.4% 65 1.54% 1.9
Cape Cod Five Cents Savings Bank
1923
Cape Cod Five Cents Savings Bank
Massachusetts
USD 968 M +USD 49.4 M +5% 5.63% – 186 8.06% 5.4
Pictet North America Advisors
1924
Pictet North America Advisors
Switzerland
USD 968 M +USD 113 M +13% 8.39% 67.7% 130 7.69% 3.2
KL
1925
KGH Ltd
Bahamas
USD 968 M +USD 172 M +22% 24.8% 139% 40 42.5% 0.5