¡Ya estamos en ! Descubre más

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)
Obermeyer Wealth Partners
1951
Obermeyer Wealth Partners
Colorado
USD 392 M +USD 35.5 M +10% 9.03% 91.3% 66 16.67% 0.4
ACG Wealth
1952
ACG Wealth
Georgia
USD 391 M +USD 149 M +62% 11.6% 45.5% 186 55.38% 0.2
Partners Group Holding
1953
Partners Group Holding
Switzerland
USD 390 M +USD 30 M +8% 5.03% 23.3% 56 41.07% 0.4
Toscafund Asset Management
1954
Toscafund Asset Management
United Kingdom
USD 389 M +USD 166 M +74% 17.1% 80.9% 19 47.37% 0.3
Myriad Asset Management
1955
Myriad Asset Management
Hong Kong
USD 387 M +USD 274 M +243% 16% 149% 36 47.22% 0.1
ProVise Management Group
1956
ProVise Management Group
Florida
USD 387 M +USD 34.4 M +10% 7.65% 66.8% 324 16.67% 0.4
Tompkins Financial
1957
Tompkins Financial
New York
USD 386 M +USD 28.3 M +8% 7.43% 84.4% 568 24.12% 0.4
CC
1958
ClearArc Capital
Ohio
USD 386 M +USD 28.3 M +8% 11% 63.4% 399 12.28% 0.5
EP Wealth Advisors
1959
EP Wealth Advisors
California
USD 386 M +USD 67.3 M +21% 9.98% – 129 21.71% 0.4
JEW
1960
Jamison Eaton & Wood
New Jersey
USD 385 M +USD 22.2 M +6% 10.1% – 257 56.03% 0.5
Professional Advisory Services
1961
Professional Advisory Services
Florida
USD 385 M +USD 30.2 M +9% 9.44% 69.3% 50 14% 0.4
Foundation Asset Management
1962
Foundation Asset Management
New York
USD 384 M +USD 22.5 M +6% 17.8% 126% 29 51.72% 0.3
Bank of Kentucky
1963
Bank of Kentucky
Kentucky
USD 384 M +USD 35.7 M +10% 9.51% – 294 7.82% 0.5
FrontFour Capital Group
1964
FrontFour Capital Group
Connecticut
USD 384 M -USD 237 M -38% 9.56% 8.55% 60 65% 0.2
GMCM
1965
Gruber & McBaine Capital Management
California
USD 383 M +USD 51 M +15% 14.4% – 192 34.38% 0.3
Old Mutual Customised Solutions
1966
Old Mutual Customised Solutions
South Africa
USD 383 M +USD 28.5 M +8% 10.1% 49.7% 785 3.06% 0.5
Cabot Wealth Management
1967
Cabot Wealth Management
Massachusetts
USD 382 M +USD 48.5 M +15% 7.29% 69.3% 165 19.39% 0.4
Itau USA Asset Management
1968
Itau USA Asset Management
New York
USD 382 M -USD 7.7 M -2% 1.28% 15.8% 129 10.85% 0.4
MRCM
1969
M&R Capital Management
New Jersey
USD 382 M +USD 25.9 M +7% 9.34% 52.6% 214 13.08% 0.4
Middleton & Co
1970
Middleton & Co
Massachusetts
USD 382 M +USD 1.75 M +0.5% 10.7% 81.8% 152 19.74% 0.4
LBMC Investment Advisors
1971
LBMC Investment Advisors
Tennessee
USD 382 M +USD 43.2 M +13% 7.04% 52.8% 55 16.36% 0.4
Jacobs Asset Management
1972
Jacobs Asset Management
New York
USD 382 M +USD 12 M +3% 13.5% 114% 49 20.41% 0.4
Petrus Trust Company
1973
Petrus Trust Company
Texas
USD 381 M +USD 2.55 M +0.7% 7.66% 36.9% 47 6.38% 0.5
BTG Pactual Global Asset Management
1974
BTG Pactual Global Asset Management
Bermuda
USD 381 M -USD 71.2 M -16% 4.23% 88.9% 185 83.78% 0.1
White Mountains Insurance Group
1975
White Mountains Insurance Group
New Hampshire
USD 381 M +USD 22.9 M +6% 6.41% 105% 2 0% 0.5