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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)
Facet Wealth Inc
2051
Facet Wealth Inc
Maryland
USD 875 M +USD 146 M +20% 1.61% 48.1% 61 13.11% 0.6
Essex Financial Services
2052
Essex Financial Services
Connecticut
USD 875 M +USD 184 M +27% 1.19% 87.7% 491 11.2% 2.9
Cornercap Investment Counsel
2053
Cornercap Investment Counsel
Georgia
USD 875 M -USD 30.6 M -3% 0.68% 55.4% 638 30.25% 1.1
Sahana Capital Management
2054
Sahana Capital Management
Connecticut
USD 875 M +USD 29.2 M +3% 1.73% 0.48% 11 27.27% 0.9
MKP Capital Management
2055
MKP Capital Management
New York
USD 874 M -USD 53.8 M -6% 0.52% 69.8% 55 52.73% 0.5
First Business Financial Services
2056
First Business Financial Services
Wisconsin
USD 874 M +USD 18.4 M +2% 0.38% 80.9% 164 10.37% 2.8
Transform Wealth
2057
Transform Wealth
Colorado
USD 872 M +USD 53.4 M +7% 1.31% 48.4% 240 13.75% 2.3
Think Investments
2058
Think Investments
California
USD 870 M +USD 109 M +14% 1.85% 285% 38 42.11% 1.3
Jacobs & Co
2059
Jacobs & Co
California
USD 869 M +USD 3.64 M +0.4% 1.92% 105% 128 12.5% 5.7
Mount Yale Investment Advisors
2060
Mount Yale Investment Advisors
Colorado
USD 869 M +USD 42.8 M +5% 1.23% 81.9% 494 21.86% 1.6
Dakota Wealth Management
2061
Dakota Wealth Management
Florida
USD 869 M +USD 29.4 M +4% 1.58% 112% 376 19.41% 2.1
CC
2062
Cornerstone Capital
California
USD 868 M -USD 13.8 M -2% 0.87% 91.2% 95 7.37% 4.3
AL
2063
Arnhold LLC
New York
USD 867 M -USD 15.7 M -2% 2.5% 164% 140 10.71% 2.4
AdamCapital Gestao de Recursos
2064
AdamCapital Gestao de Recursos
Brazil
USD 867 M -USD 295 M -25% 1.04% 10.7% 38 97.37% 0.1
Principle Wealth Partners
2065
Principle Wealth Partners
Connecticut
USD 866 M -USD 14.6 M -2% 0.1% 79.9% 322 7.76% 1.4
Bath Savings Trust
2066
Bath Savings Trust
Maine
USD 865 M +USD 17.3 M +2% 0.69% 57.8% 160 3.75% 4.6
MFP
2067
Michael F. Price
USD 865 M -USD 45.5 M -5% 2.44% 42.6% 156 16.03% 2.8
Mesirow Financial Investment Management - Fixed Income
2068
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 864 M -USD 30.5 M -3% 1.84% 26.9% 153 25.49% 1.1
Henry H. Armstrong Associates
2069
Henry H. Armstrong Associates
Pennsylvania
USD 864 M -USD 6.87 M -0.8% 0.06% 70% 61 4.92% 5.6
Clearwater Capital Advisors
2070
Clearwater Capital Advisors
Illinois
USD 863 M +USD 3.53 M +0.4% 1.87% 44.7% 174 6.32% 3.3
PSquared Asset Management
2071
PSquared Asset Management
Switzerland
USD 861 M -USD 533 M -38% 0.95% 178% 16 62.5% 0.2
Brandywine Oak Private Wealth
2072
Brandywine Oak Private Wealth
Pennsylvania
USD 861 M +USD 4.28 M +0.5% 1.16% 62.2% 356 10.39% 1.6
Institutional Venture Management XVI
2073
Institutional Venture Management XVI
California
USD 860 M -USD 14.2 M -2% 3.32% 523% 5 20% 0.9
Tensile Capital Management
2074
Tensile Capital Management
California
USD 859 M -USD 23.2 M -3% 2.54% 47.7% 18 16.67% 2.9
Brilliance Asset Management
2075
Brilliance Asset Management
Hong Kong
USD 859 M -USD 1036 M -55% 22.9% 39.2% 10 70% 0.3