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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)
IFG Advisory
1901
IFG Advisory
Georgia
USD 991 M -USD 35.2 M -3% 2.87% 70.1% 535 15.51% 2.4
Harvard Management Company
1902
Harvard Management Company
Massachusetts
USD 991 M -USD 74.7 M -7% 20.9% 123% 48 12.5% 0.9
Cape Cod Five Cents Savings Bank
1903
Cape Cod Five Cents Savings Bank
Massachusetts
USD 991 M -USD 53.3 M -5% 4.08% – 208 12.02% 5.4
Wipfli Financial Advisors
1904
Wipfli Financial Advisors
Wisconsin
USD 991 M +USD 119 M +14% 4.04% – 100 58% 0.4
Greenhouse Funds
1905
Greenhouse Funds
Maryland
USD 990 M -USD 79.4 M -7% 2.5% 90.7% 55 41.82% 0.8
NZS Capital
1906
NZS Capital
Colorado
USD 989 M -USD 151 M -13% 10.4% 134% 74 20.27% 0.6
Brightworth
1907
Brightworth
Georgia
USD 987 M -USD 106 M -10% 4.04% 21.7% 131 14.5% 3
MIM
1908
Marco Investment Management
Georgia
USD 985 M -USD 31.7 M -3% 2.18% 127% 229 11.79% 5.3
Trigran Investments
1909
Trigran Investments
Illinois
USD 985 M -USD 62.3 M -6% 12.1% 30.2% 22 9.09% 3.3
Merewether Investment Management
1910
Merewether Investment Management
Texas
USD 984 M +USD 41.6 M +4% 35.8% 262% 49 48.98% 0.5
FIFTHDELTA
1911
FIFTHDELTA
United Kingdom
USD 980 M +USD 231 M +31% 14.4% 16.6% 15 33.33% 0.2
Greenwich Wealth Management
1912
Greenwich Wealth Management
Connecticut
USD 979 M -USD 245 M -20% 7.42% 198% 255 12.16% 4
Krilogy Financial
1913
Krilogy Financial
Missouri
USD 979 M -USD 13.9 M -1% 5.89% 79% 334 23.95% 2.8
Northcape Capital
1914
Northcape Capital
Australia
USD 978 M -USD 3.64 M -0.4% 3.97% – 26 7.69% 2.8
Index Venture Associates VI
1915
Index Venture Associates VI
Jersey
USD 977 M -USD 307 M -24% 23.9% 312% 1 0% 0.5
CapWealth Advisors
1916
CapWealth Advisors
Tennessee
USD 977 M -USD 5.96 M -0.6% 1.06% 152% 138 21.01% 4.1
MIG Capital
1917
MIG Capital
California
USD 975 M -USD 27.6 M -3% 7.84% 118% 29 27.59% 1.9
Penn Capital Management
1918
Penn Capital Management
Pennsylvania
USD 974 M -USD 23.1 M -2% 2.18% 181% 229 30.13% 1.9
Garde Capital
1919
Garde Capital
Washington
USD 974 M -USD 48.7 M -5% 4.47% 57.6% 301 14.29% 2.8
Donor Advised Charitable Giving
1920
Donor Advised Charitable Giving
California
USD 974 M -USD 64 M -6% 7.42% 418% 60 30% 1.7
Kovack Advisors
1921
Kovack Advisors
Florida
USD 974 M -USD 61.6 M -6% 3.51% 118% 861 31.01% 2.2
Roundview Capital
1922
Roundview Capital
New Jersey
USD 973 M -USD 29.5 M -3% 2.48% 77.7% 313 12.46% 4.1
CCPM
1923
Cooper Creek Partners Management
New York
USD 971 M +USD 105 M +12% 0.79% 86.4% 156 58.97% 0.7
Segment Wealth Management
1924
Segment Wealth Management
Texas
USD 970 M +USD 17 M +2% 0.4% 108% 271 10.33% 3.6
Main Management
1925
Main Management
California
USD 969 M -USD 28.9 M -3% 3.22% 64.1% 156 23.08% 3.1