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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)
GeoWealth Management
1901
GeoWealth Management
Illinois
USD 925 M +USD 70.5 M +8% 2.01% 58% 486 28.6% 1.3
Tybourne Capital Management
1902
Tybourne Capital Management
Hong Kong
USD 925 M -USD 67.9 M -7% 12.6% 109% 50 34% 1.4
Cahaba Wealth Management
1903
Cahaba Wealth Management
Georgia
USD 925 M +USD 50.9 M +6% 3.94% 45.2% 152 7.24% 2.9
BTC Capital Management
1904
BTC Capital Management
Iowa
USD 925 M +USD 55.7 M +6% 7.45% – 257 15.95% 3.5
WFM Asia
1905
WFM Asia
British Virgin Islands
USD 925 M -USD 169 M -15% 13.8% 89.9% 9 0% 2.6
Beese Fulmer Investment Management
1906
Beese Fulmer Investment Management
Ohio
USD 924 M +USD 48.2 M +6% 7.53% 124% 225 4.44% 5.8
SPC Financial Inc
1907
SPC Financial Inc
Maryland
USD 924 M +USD 47.5 M +5% 3.87% 65.1% 224 12.95% 3.6
Genesis Investment Management
1908
Genesis Investment Management
United Kingdom
USD 923 M +USD 1.71 M +0.2% 6.98% 47.4% 16 12.5% 2.9
MainStreet Investment Advisors
1909
MainStreet Investment Advisors
Illinois
USD 921 M -USD 1.26 M -0.1% 4.63% 61% 187 9.09% 3.3
Ninepoint Partners
1910
Ninepoint Partners
Ontario, Canada
USD 920 M +USD 19.3 M +2% 0.21% 82.6% 107 40.19% 1.1
Resonant Capital Advisors
1911
Resonant Capital Advisors
Wisconsin
USD 920 M +USD 39 M +4% 3.48% 56.5% 272 8.82% 2.2
DLD Asset Management
1912
DLD Asset Management
New York
USD 920 M -USD 269 M -23% 0.55% 10.3% 136 59.56% 0.8
Nexus Investment Management
1913
Nexus Investment Management
Ontario, Canada
USD 919 M +USD 12.6 M +1% 3.73% 77.5% 73 4.11% 6.9
Folger Nolan Fleming Douglas Capital Management
1914
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 918 M +USD 60.8 M +7% 5.78% 77.5% 171 7.02% 7.2
Fifth Third Securities
1915
Fifth Third Securities
Ohio
USD 918 M +USD 45.8 M +5% 4% 62.7% 219 8.68% 1.1
Ledyard National Bank
1916
Ledyard National Bank
USD 918 M +USD 47.3 M +5% 6.55% 80.7% 209 7.66% 6.6
Maple Capital Management
1917
Maple Capital Management
Vermont
USD 918 M +USD 99.5 M +12% 12.8% 100% 101 9.9% 5.8
Capital Investment Services of America
1918
Capital Investment Services of America
Wisconsin
USD 916 M +USD 88.5 M +11% 9.79% 50.7% 73 8.22% 6.3
CenterStar Asset Management
1919
CenterStar Asset Management
Illinois
USD 915 M +USD 643 M +236% 9.32% 104% 379 73.88% 0.6
Greenland Capital Management
1920
Greenland Capital Management
New York
USD 915 M -USD 4.38 M -0.5% 5.3% 210% 416 68.75% 0.2
GPCM
1921
Greenbrier Partners Capital Management
Texas
USD 914 M +USD 101 M +12% 16.8% 96.1% 14 7.14% 8.5
NorthRock Partners
1922
NorthRock Partners
Minnesota
USD 913 M -USD 26.3 M -3% 7.07% 62.8% 356 20.22% 2.7
Pekin Hardy Strauss
1923
Pekin Hardy Strauss
Illinois
USD 913 M +USD 164 M +22% 1.14% 102% 338 14.2% 3.8
SCM
1924
SIR Capital Management
New York
USD 913 M -USD 25.6 M -3% 4.09% 71.1% 80 41.25% 0.8
Mirabella Financial Services
1925
Mirabella Financial Services
United Kingdom
USD 912 M +USD 252 M +38% 8.69% 86.2% 712 81.04% 0.2