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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)
Shaolin Capital Management
2051
Shaolin Capital Management
Florida
USD 544 M – – 1.38% 86.1% 115 – 0
Tang Capital Management
2052
Tang Capital Management
California
USD 543 M +USD 107 M +25% 32.1% 493% 9 11.11% 1.5
Thomasville National Bank
2053
Thomasville National Bank
Georgia
USD 542 M +USD 54.8 M +11% 10.1% – 191 7.33% 2.7
Horan Capital Management
2054
Horan Capital Management
Maryland
USD 542 M +USD 62.5 M +13% 10.2% 69.2% 71 26.76% 2.3
CKW Financial Group
2055
CKW Financial Group
Hawaii
USD 541 M +USD 84.6 M +19% 11.9% 70.3% 191 5.76% 3.6
Ameritas Investment Company
2056
Ameritas Investment Company
Nebraska
USD 541 M +USD 77.5 M +17% 12.4% 55.2% 2,166 79.46% 0.1
Glynn Capital Management
2057
Glynn Capital Management
California
USD 541 M +USD 73.1 M +16% 28.9% 252% 44 4.55% 4
CCMD
2058
Cypress Capital Management (Delaware)
Delaware
USD 541 M +USD 56 M +12% 12.2% 25.6% 163 16.56% 2.3
Credential Qtrade Securities
2059
Credential Qtrade Securities
USD 540 M +USD 84.8 M +19% 13.3% 27.7% 283 8.83% 0.5
First Fiduciary Investment Counsel
2060
First Fiduciary Investment Counsel
Ohio
USD 540 M +USD 51.2 M +10% 11.4% 60% 49 10.2% 3.1
Knighthead Capital Management
2061
Knighthead Capital Management
New York
USD 539 M +USD 241 M +81% 7.75% 74.1% 13 15.38% 1.4
Tokio Marine Asset Management
2062
Tokio Marine Asset Management
Japan
USD 539 M +USD 44.2 M +9% 17.1% 142% 239 22.18% 3.3
Northstar Investment Advisors
2063
Northstar Investment Advisors
Colorado
USD 539 M +USD 79.7 M +17% 14.9% 85.8% 123 9.76% 3.4
Baskin Financial Services
2064
Baskin Financial Services
Ontario, Canada
USD 539 M +USD 72.6 M +16% 14.3% 69.1% 42 4.76% 3.7
MIM
2065
Marco Investment Management
Georgia
USD 539 M +USD 34.3 M +7% 11.4% 127% 182 9.34% 4.2
Transform Wealth
2066
Transform Wealth
Colorado
USD 538 M +USD 52.3 M +11% 13.4% 48.4% 192 19.27% 1.4
Stonebridge Capital Advisors
2067
Stonebridge Capital Advisors
Minnesota
USD 538 M +USD 109 M +26% 11.6% 80.1% 201 24.38% 3.1
Callahan Advisors
2068
Callahan Advisors
Texas
USD 537 M +USD 68.8 M +15% 13.5% 87.7% 139 10.07% 3.6
Fiduciary Group
2069
Fiduciary Group
Georgia
USD 537 M +USD 53.5 M +11% 10.7% 67.1% 186 8.6% 3.1
Girard Partners
2070
Girard Partners
Pennsylvania
USD 536 M +USD 60.4 M +13% 12.8% 25.7% 250 10.4% 2.9
Nachman Norwood & Parrott
2071
Nachman Norwood & Parrott
South Carolina
USD 536 M +USD 56.2 M +12% 11.8% – 232 7.33% 0.2
Jay A. Fishman Ltd
2072
Jay A. Fishman Ltd
Michigan
USD 536 M +USD 73.9 M +16% 16% 119% 89 10.11% 4.1
Cabana LLC
2073
Cabana LLC
Arkansas
USD 535 M +USD 59 M +12% 10.7% 58.3% 69 69.57% 0.5
Ninepoint Partners
2074
Ninepoint Partners
Ontario, Canada
USD 535 M +USD 169 M +46% 14.9% 82.6% 107 56.07% 0.5
Modera Wealth Management
2075
Modera Wealth Management
New Jersey
USD 534 M +USD 26.4 M +5% 8.76% 75.5% 149 12.75% 3.1