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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)
Jaffetilchin Investment Partners
1901
Jaffetilchin Investment Partners
Florida
USD 819 M +USD 39.9 M +5% 5.68% 88.1% 371 23.72% 2.2
AL
1902
Arnhold LLC
New York
USD 818 M +USD 73.1 M +10% 10.4% 164% 141 13.48% 3
Philosophy Capital Management
1903
Philosophy Capital Management
California
USD 818 M -USD 168 M -17% 8.83% 77.5% 37 45.95% 0.5
SGCIA
1904
Smith Graham & Co Investment Advisors
Texas
USD 817 M +USD 65.1 M +9% 12% 56.9% 142 4.23% 6.1
Quinn Opportunity Partners
1905
Quinn Opportunity Partners
Virginia
USD 817 M -USD 62.1 M -7% 7.49% 77.6% 213 23.47% 1.4
Bristlecone Advisors
1906
Bristlecone Advisors
Washington
USD 816 M +USD 49.8 M +6% 5.94% 103% 260 10.77% 3.3
MKP Capital Management
1907
MKP Capital Management
New York
USD 815 M +USD 469 M +135% 8.99% 69.8% 16 81.25% 0.1
Colonial Trust Advisors
1908
Colonial Trust Advisors
South Carolina
USD 815 M +USD 76.8 M +10% 9.8% 80% 917 73.06% 1.1
Executive Wealth Management
1909
Executive Wealth Management
Michigan
USD 814 M +USD 96.4 M +13% 6.83% 18.4% 195 13.33% 2.3
Lutz Financial Services
1910
Lutz Financial Services
Nebraska
USD 814 M +USD 82.2 M +11% 6.99% 35.3% 78 12.82% 3
Wesleyan Assurance Society
1911
Wesleyan Assurance Society
United Kingdom
USD 814 M +USD 163 M +25% 16.3% 102% 101 1.98% 3.1
WDA
1912
Wendell David Associates
New Hampshire
USD 814 M +USD 70.4 M +9% 11.6% 58.7% 149 4.7% 7.1
Verdence Capital Advisors
1913
Verdence Capital Advisors
Maryland
USD 813 M +USD 88.1 M +12% 11.9% 104% 563 19.89% 2.5
Marathon Trading Investment Management
1914
Marathon Trading Investment Management
Pennsylvania
USD 813 M -USD 212 M -21% 5.12% 143% 367 46.59% 1.1
Baker Tilly Wealth Management
1915
Baker Tilly Wealth Management
Wisconsin
USD 812 M +USD 78.2 M +11% 8.51% 96.9% 575 17.91% 1.4
Lindbrook Capital
1916
Lindbrook Capital
California
USD 812 M +USD 219 M +37% 9.56% 35.8% 3,095 15.57% 2.1
Northcape Capital
1917
Northcape Capital
Australia
USD 811 M +USD 30.9 M +4% 8.75% – 26 7.69% 3.1
Discerene Group
1918
Discerene Group
Connecticut
USD 810 M +USD 132 M +19% 24% 48.6% 14 0% 1.7
Callan Capital
1919
Callan Capital
California
USD 810 M +USD 195 M +32% 10.2% 20.1% 195 38.46% 2.3
Hollencrest Capital Management
1920
Hollencrest Capital Management
California
USD 809 M +USD 16.9 M +2% 6.64% 85.6% 1,194 77.47% 1.2
Harvard Management Company
1921
Harvard Management Company
Massachusetts
USD 807 M +USD 2.88 M +0.4% 4.96% 123% 47 2.13% 1.6
Henry H. Armstrong Associates
1922
Henry H. Armstrong Associates
Pennsylvania
USD 807 M +USD 68.7 M +9% 11% 70% 64 9.38% 6.3
Cahaba Wealth Management
1923
Cahaba Wealth Management
Georgia
USD 806 M +USD 82.8 M +11% 6.69% 48.7% 148 14.19% 2.6
GSA Capital Partners
1924
GSA Capital Partners
United Kingdom
USD 806 M +USD 51.6 M +7% 10% 94.7% 2,052 60.82% 0.4
Private Ocean
1925
Private Ocean
California
USD 806 M +USD 171 M +27% 5.64% 2.82% 669 35.28% 3