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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)
Sound View Wealth Advisors Group
1901
Sound View Wealth Advisors Group
Georgia
USD 1611 M +USD 141 M +10% 14.5% 73% 461 13.02% 4
RMR Wealth Builders
1902
RMR Wealth Builders
New Jersey
USD 1610 M +USD 340 M +27% 19.4% 91.7% 326 18.1% 2.9
BTG Pactual Asset Management US
1903
BTG Pactual Asset Management US
New York
USD 1609 M +USD 454 M +39% 11.7% – 558 58.24% 0.4
Trust Asset Management
1904
Trust Asset Management
Texas
USD 1605 M +USD 209 M +15% 19.8% 91.1% 234 5.98% 4.6
Quintet Private Bank (Europe)
1905
Quintet Private Bank (Europe)
Luxembourg
USD 1604 M +USD 112 M +7% 15.6% 111% 204 12.75% 2.8
DDD Partners
1906
DDD Partners
Washington
USD 1604 M +USD 153 M +11% 16.7% 62.1% 175 28.57% 2.2
Moss Adams Wealth Advisors
1907
Moss Adams Wealth Advisors
Washington
USD 1600 M +USD 233 M +17% 18% 79.6% 323 21.36% 1.6
Investure LLC
1908
Investure LLC
Virginia
USD 1600 M -USD 439 M -22% 14.2% 55.4% 17 0% 5.4
IMA Advisory Services
1909
IMA Advisory Services
Colorado
USD 1599 M +USD 575 M +56% 18.5% 74.5% 1,465 34.61% 0.8
Alpine Associates Management
1910
Alpine Associates Management
Florida
USD 1598 M -USD 98.7 M -6% 14.3% 366% 99 62.63% 0.3
Beaird Harris Wealth Management
1911
Beaird Harris Wealth Management
Texas
USD 1596 M +USD 125 M +9% 8.03% 41.3% 757 16.12% 2.3
Vestor Capital
1912
Vestor Capital
Illinois
USD 1595 M +USD 213 M +15% 23% 188% 317 25.87% 4.1
Devon Energy
1913
Devon Energy
Texas
USD 1593 M +USD 1117 M +235% 3.5% – 2 50% 0.1
Asset Dedication LLC
1914
Asset Dedication LLC
California
USD 1589 M +USD 161 M +11% 13.5% 67.8% 1,292 17.57% 3.4
NEA Management Company
1915
NEA Management Company
Maryland
USD 1588 M -USD 171 M -10% 26.7% 823% 27 7.41% 4.6
Cryder Capital Partners
1916
Cryder Capital Partners
United Kingdom
USD 1587 M +USD 55.7 M +4% 0.96% 55.7% 10 0% 7.8
ACM
1917
AIGH Capital Management
Maryland
USD 1587 M +USD 853 M +116% 211% 3,007% 61 55.74% 0.7
SVB Wealth
1918
SVB Wealth
Massachusetts
USD 1586 M +USD 68.3 M +5% 14.6% 170% 402 9.2% 1.2
GSA Capital Partners
1919
GSA Capital Partners
United Kingdom
USD 1586 M -USD 22.5 M -1% 22.8% 94.7% 2,269 52.09% 0.6
Wealthquest
1920
Wealthquest
Ohio
USD 1585 M +USD 174 M +12% 11% 52.1% 183 21.31% 1.7
PPSC Investment Service
1921
PPSC Investment Service
Japan
USD 1585 M +USD 317 M +25% 30.1% 193% 8 0% 2.5
Falcon Wealth Planning
1922
Falcon Wealth Planning
California
USD 1584 M +USD 116 M +8% 8.82% 52.7% 266 18.05% 2.3
LLL
1923
Lynrock Lake LP
New York
USD 1584 M +USD 122 M +8% 8.35% 21.2% 29 13.79% 2.6
Blue Chip Partners
1924
Blue Chip Partners
Michigan
USD 1583 M +USD 194 M +14% 17.3% 81.2% 192 15.63% 5
Rockwood Wealth Management
1925
Rockwood Wealth Management
Pennsylvania
USD 1582 M +USD 185 M +13% 9.81% 52.6% 134 14.18% 2.4