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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)
Mount Yale Investment Advisors
2076
Mount Yale Investment Advisors
Colorado
USD 534 M +USD 41.4 M +8% 14.4% 81.9% 331 13.6% 0.9
Clearwater Capital Advisors
2077
Clearwater Capital Advisors
Illinois
USD 533 M +USD 77.4 M +17% 10.1% 44.7% 198 8.59% 2.1
MG
2078
Meditor Group
Bermuda
USD 533 M +USD 47.9 M +10% 12.9% 41.1% 9 33.33% 2.3
Lenox Wealth Advisors
2079
Lenox Wealth Advisors
New York
USD 533 M +USD 62 M +13% 10.7% 35.7% 650 45.54% 0.9
Savant Capital
2080
Savant Capital
Illinois
USD 533 M +USD 55 M +12% 12.1% 61.2% 288 10.07% 3.7
Bangor Savings Bank
2081
Bangor Savings Bank
Maine
USD 532 M +USD 46.2 M +9% 9.85% 54.6% 163 4.91% 3.8
IC
2082
Immersion Capital
United Kingdom
USD 531 M +USD 198 M +59% 26.6% 63.4% 5 0% 0.8
Pure Financial Advisors
2083
Pure Financial Advisors
California
USD 530 M +USD 37.2 M +8% 9.97% 47.2% 153 16.34% 0.5
Dynamic Advisor Solutions
2084
Dynamic Advisor Solutions
Arizona
USD 530 M +USD 59.3 M +13% 10.3% 70.9% 460 19.57% 1.7
Stearns Financial Services Group
2085
Stearns Financial Services Group
North Carolina
USD 530 M +USD 41.2 M +8% 9.21% 26.1% 181 12.15% 3.3
Ironvine Capital Partners
2086
Ironvine Capital Partners
Nebraska
USD 530 M +USD 38 M +8% 14.9% 58.8% 62 9.68% 1.1
NM
2087
Newtyn Management
New York
USD 529 M +USD 17.6 M +3% 3.98% 52% 41 29.27% 0.8
Merriman Wealth Management
2088
Merriman Wealth Management
Washington
USD 528 M +USD 64.9 M +14% 11.6% 18.3% 237 42.19% 1
Fund Evaluation Group
2089
Fund Evaluation Group
Ohio
USD 527 M +USD 126 M +31% 11.3% 51.6% 22 18.18% 2.1
AIM
2090
Axiom Investment Management
New York
USD 527 M +USD 52.9 M +11% 13.6% – 466 31.33% 0.2
Colonial Trust Advisors
2091
Colonial Trust Advisors
South Carolina
USD 527 M +USD 118 M +29% 13.7% 80% 156 12.18% 3.9
North Point Portfolio Managers
2092
North Point Portfolio Managers
Ohio
USD 527 M +USD 73.9 M +16% 16.2% 72.8% 78 16.67% 3.4
CDAM (UK)
2093
CDAM (UK)
United Kingdom
USD 526 M +USD 69.7 M +15% 19% 7.89% 15 6.67% 0.8
Tompkins Financial
2094
Tompkins Financial
New York
USD 526 M +USD 73.6 M +16% 10.5% 84.4% 441 16.1% 3.6
MAM
2095
Mastrapasqua Asset Management
Tennessee
USD 526 M +USD 76.4 M +17% 17.5% 54.9% 138 15.22% 2.9
Private Capital Group
2096
Private Capital Group
Connecticut
USD 526 M +USD 62.4 M +13% 12.6% 30.1% 2,490 12.21% 1
VCM
2097
V3 Capital Management
Texas
USD 525 M +USD 87.2 M +20% 18.3% 20.5% 25 72% 0.6
Index Venture Associates VI
2098
Index Venture Associates VI
Jersey
USD 525 M +USD 55.1 M +12% 11.7% 312% 1 0% 0.3
TRUE Private Wealth Advisors
2099
TRUE Private Wealth Advisors
Oregon
USD 525 M -USD 42.2 M -7% 8.98% 89.2% 249 26.51% 2
Ally Financial
2100
Ally Financial
Michigan
USD 525 M -USD 241 M -32% 12.8% 9.35% 134 23.88% 1.6