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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)
Nicolet Advisory Services
1926
Nicolet Advisory Services
Wisconsin
USD 911 M +USD 43.5 M +5% 5.56% 62.7% 318 12.89% 2.1
CM
1927
Conifer Management
New York
USD 911 M +USD 78 M +9% 10.8% 22.7% 11 9.09% 2.3
Grassi Investment Management
1928
Grassi Investment Management
California
USD 909 M +USD 103 M +13% 16.3% 170% 129 5.43% 5.6
Ascent Group
1929
Ascent Group
Virginia
USD 908 M -USD 32.2 M -3% 5.56% 83.3% 509 19.45% 1.2
Gladstone Capital Management
1930
Gladstone Capital Management
United Kingdom
USD 907 M +USD 121 M +15% 22.1% 304% 23 60.87% 1.1
EverSource Wealth Advisors
1931
EverSource Wealth Advisors
Alabama
USD 907 M +USD 104 M +13% 5.42% 89.7% 2,650 16.08% 1
Henry H. Armstrong Associates
1932
Henry H. Armstrong Associates
Pennsylvania
USD 905 M +USD 84.1 M +10% 11.5% 70% 59 3.39% 6.8
Exor N.V.
1933
Exor N.V.
Netherlands
USD 905 M +USD 600 M +197% 0.51% 8.34% 2 50% 0.3
Bridgeworth
1934
Bridgeworth
Alabama
USD 905 M +USD 112 M +14% 4.93% 19.3% 176 9.09% 3
Daido Life Insurance Company
1935
Daido Life Insurance Company
Japan
USD 904 M -USD 98.3 M -10% 7.79% 68.7% 11 0% 5.1
Callan Capital
1936
Callan Capital
California
USD 904 M +USD 40.3 M +5% 4.96% 20.1% 194 10.31% 2.7
BBR Partners
1937
BBR Partners
New York
USD 904 M +USD 35.9 M +4% 5.96% 63.4% 175 14.86% 2.9
Lansdowne Partners (UK)
1938
Lansdowne Partners (UK)
United Kingdom
USD 902 M +USD 254 M +39% 12.6% 293% 24 33.33% 1.9
Trinity Street Asset Management
1939
Trinity Street Asset Management
United Kingdom
USD 902 M +USD 9.01 M +1% 8.04% 76.9% 22 4.55% 2.3
Unison Advisors
1940
Unison Advisors
District of Columbia
USD 901 M +USD 595 k +0.1% 2.52% 54.6% 206 26.7% 2.6
Maple-Brown Abbott
1941
Maple-Brown Abbott
Australia
USD 900 M +USD 21 M +2% 5.91% 7.92% 15 0% 5.4
Foster Victor Wealth Advisors
1942
Foster Victor Wealth Advisors
South Carolina
USD 900 M +USD 75.1 M +9% 5.95% 78.2% 173 13.87% 2.6
Colonial Trust Advisors
1943
Colonial Trust Advisors
South Carolina
USD 900 M +USD 48.6 M +6% 8.45% 80% 940 6.06% 1.6
Soleus Capital Management
1944
Soleus Capital Management
Connecticut
USD 900 M -USD 66.1 M -7% 11.2% 508% 115 45.22% 0.6
American Assets Investment Management
1945
American Assets Investment Management
California
USD 899 M +USD 31.9 M +4% 3.64% 507% 176 3.41% 4.8
First Trust Direct Indexing
1946
First Trust Direct Indexing
Massachusetts
USD 898 M +USD 55.8 M +7% 8.96% 69% 751 12.65% 1.8
SP Asset Management
1947
SP Asset Management
California
USD 896 M +USD 80.9 M +10% 11.8% 92.4% 118 7.63% 3.3
Globeflex Capital
1948
Globeflex Capital
California
USD 896 M +USD 77 M +9% 11% 186% 526 22.05% 2.1
Jacobi Capital Management
1949
Jacobi Capital Management
Pennsylvania
USD 894 M +USD 51.3 M +6% 6.11% 76.6% 451 9.53% 4.7
Stack Financial Management
1950
Stack Financial Management
Montana
USD 894 M +USD 71.6 M +9% 4.54% 58.4% 40 12.5% 5