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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)
BFS
2076
Bard Financial Services
Connecticut
USD 892 M +USD 82.8 M +10% 9.96% 90.1% 240 5.42% 2.4
Nixon Peabody Trust
2077
Nixon Peabody Trust
Massachusetts
USD 892 M +USD 772 M +647% 11% 101% 131 41.22% 2.5
Bank of Nova Scotia Trust
2078
Bank of Nova Scotia Trust
Ontario, Canada
USD 891 M +USD 49.2 M +6% 11% 61.4% 140 10.71% 5.5
Connors Investor Services
2079
Connors Investor Services
Pennsylvania
USD 890 M +USD 78.2 M +10% 12.2% 125% 164 11.59% 4.6
United Asset Strategies
2080
United Asset Strategies
New York
USD 890 M +USD 117 M +15% 11.8% 111% 255 17.25% 3.2
Redpoint Management
2081
Redpoint Management
California
USD 890 M +USD 404 M +83% 37.9% 20.6% 10 20% 1.8
Pinnbrook Capital Management
2082
Pinnbrook Capital Management
New York
USD 889 M +USD 489 M +122% 16.4% 913% 94 77.66% 0.2
Koch Industries
2083
Koch Industries
Kansas
USD 889 M -USD 257 M -22% 6.29% 56.9% 9 11.11% 1.9
EC
2084
Euclidean Capital
New York
USD 889 M +USD 430 M +94% 11.9% 79.7% 13 0% 2
Sawgrass Asset Management
2085
Sawgrass Asset Management
Florida
USD 887 M +USD 65 M +8% 11.5% 96.6% 215 14.88% 1.2
Permian Investment Partners
2086
Permian Investment Partners
Texas
USD 887 M +USD 27.3 M +3% 17.1% 78.6% 25 56% 1.2
Fusion Family Wealth
2087
Fusion Family Wealth
New York
USD 887 M +USD 78.5 M +10% 9.74% 58.2% 47 21.28% 4.2
Zweig-DiMenna Associates
2088
Zweig-DiMenna Associates
New York
USD 887 M +USD 42.7 M +5% 17.2% 561% 124 25% 1.5
Daido Life Insurance Company
2089
Daido Life Insurance Company
Japan
USD 886 M +USD 125 M +16% 11.4% 68.7% 6 0% 4.6
Soltis Investment Advisors
2090
Soltis Investment Advisors
Utah
USD 886 M +USD 109 M +14% 11.2% 95.1% 306 22.22% 2.2
Tremblant Capital Group
2091
Tremblant Capital Group
Florida
USD 886 M -USD 66.7 M -7% 16.3% 131% 46 23.91% 2.3
Stack Financial Management
2092
Stack Financial Management
Montana
USD 886 M +USD 27.2 M +3% 7.68% 58.4% 46 21.74% 4.7
StrategIQ Financial Group
2093
StrategIQ Financial Group
Indiana
USD 885 M +USD 21.3 M +2% 8.82% 12.6% 327 10.09% 4
M Holdings Securities
2094
M Holdings Securities
Oregon
USD 885 M +USD 127 M +17% 10.8% 83.9% 218 27.52% 2
Bowie Capital Management
2095
Bowie Capital Management
Texas
USD 885 M -USD 290 M -25% 13.9% 31.6% 37 18.92% 4.3
MainStreet Investment Advisors
2096
MainStreet Investment Advisors
Illinois
USD 885 M +USD 26.3 M +3% 10.3% 61% 187 13.9% 3.8
Canyon Capital Advisors
2097
Canyon Capital Advisors
Texas
USD 885 M -USD 128 M -13% 8.69% 78% 24 20.83% 2.1
Avestar Capital
2098
Avestar Capital
New York
USD 882 M +USD 179 M +25% 7.86% 112% 447 30.43% 1.8
Godsey & Gibb Inc
2099
Godsey & Gibb Inc
Virginia
USD 882 M +USD 67.1 M +8% 10.5% 87.5% 379 17.15% 0.8
Kingswood Wealth Advisors
2100
Kingswood Wealth Advisors
California
USD 882 M +USD 297 M +51% 12.3% 134% 679 44.33% 0.2