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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)
Hilltop Holdings
2101
Hilltop Holdings
Texas
USD 882 M +USD 24.8 M +3% 9.92% 96.7% 645 19.53% 3.5
Jacobs & Co
2102
Jacobs & Co
California
USD 882 M +USD 79.2 M +10% 11.3% 105% 125 7.2% 7.2
Harvey Partners
2103
Harvey Partners
New York
USD 880 M +USD 91.7 M +12% 14.4% 174% 48 22.92% 2
Lyell Wealth Management
2104
Lyell Wealth Management
California
USD 880 M +USD 136 M +18% 15.5% 144% 201 13.93% 3.5
JNBA Financial Advisors
2105
JNBA Financial Advisors
Minnesota
USD 879 M +USD 78.4 M +10% 10.4% 61.8% 763 8.65% 4.6
Concentric Capital Strategies
2106
Concentric Capital Strategies
Connecticut
USD 878 M -USD 90.1 M -9% 13.7% 165% 336 75.3% 0.2
PDS Planning
2107
PDS Planning
Ohio
USD 878 M +USD 105 M +14% 9.23% 62.7% 382 15.97% 2.2
Marks Group Wealth Management
2108
Marks Group Wealth Management
Minnesota
USD 877 M +USD 69.7 M +9% 11.8% 62.8% 297 10.77% 2.5
Wealthcare Capital Management
2109
Wealthcare Capital Management
Virginia
USD 877 M +USD 60.5 M +7% 8.46% 46.2% 90 26.67% 4.4
TD Capital Management
2110
TD Capital Management
Tennessee
USD 876 M +USD 59.9 M +7% 7.96% 40.5% 440 12.73% 2.2
Jay A. Fishman Ltd
2111
Jay A. Fishman Ltd
Michigan
USD 874 M +USD 84.1 M +11% 13.7% 119% 98 8.16% 6
Anchor Investment Management
2112
Anchor Investment Management
South Carolina
USD 873 M +USD 108 M +14% 9.7% 75.1% 1,002 8.18% 4.9
Meeder Advisory Services
2113
Meeder Advisory Services
Ohio
USD 873 M +USD 77.7 M +10% 10.6% 91.4% 437 11.21% 0.9
Verity & Verity
2114
Verity & Verity
South Carolina
USD 873 M +USD 74.2 M +9% 9.53% 90.4% 111 11.71% 5
Carronade Capital Management
2115
Carronade Capital Management
Connecticut
USD 872 M +USD 192 M +28% 0.46% 215% 34 55.88% 0.7
Smith Anglin Financial
2116
Smith Anglin Financial
Texas
USD 871 M +USD 48.9 M +6% 10.4% 52.8% 196 16.33% 1.8
Atmos Capital Gestao de Recursos
2117
Atmos Capital Gestao de Recursos
Brazil
USD 871 M +USD 75.1 M +9% 18.2% 101% 15 6.67% 1.8
Morningstar Investment Management
2118
Morningstar Investment Management
Illinois
USD 870 M +USD 141 M +19% 8.39% 48.2% 212 28.77% 0.9
HSG Holding
2119
HSG Holding
Hong Kong
USD 869 M -USD 63.1 M -7% 13.9% 2.94% 20 5% 3.6
Oak Ridge Investments
2120
Oak Ridge Investments
Illinois
USD 869 M +USD 85.5 M +11% 13.5% 223% 156 14.1% 3.8
SGCIA
2121
Smith Graham & Co Investment Advisors
Texas
USD 868 M +USD 63.7 M +8% 15.8% 56.9% 147 6.8% 6.4
Southernsun Asset Management
2122
Southernsun Asset Management
Tennessee
USD 867 M +USD 14 M +2% 10.8% 54.7% 29 6.9% 5.2
AltraVue Capital
2123
AltraVue Capital
Washington
USD 867 M +USD 27.7 M +3% 13.6% 221% 33 27.27% 3.1
Cozad Asset Management
2124
Cozad Asset Management
Illinois
USD 867 M +USD 97.4 M +13% 12.3% 132% 394 7.87% 3.1
Harbor Investment Advisory
2125
Harbor Investment Advisory
Maryland
USD 867 M +USD 103 M +13% 12% 97.5% 1,231 9.26% 3.1