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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)
Cabot Wealth Management
2201
Cabot Wealth Management
Massachusetts
USD 369 M -USD 19.5 M -5% 1.3% 69.3% 160 16.25% 2.1
JFS Wealth Advisors
2202
JFS Wealth Advisors
Pennsylvania
USD 369 M +USD 19.4 M +6% 2.45% 54.8% 511 16.44% 2
CA
2203
Continental Advisors
Utah
USD 368 M +USD 10 M +3% 9.46% 73.6% 164 32.93% 1.6
Summit Partners
2204
Summit Partners
Massachusetts
USD 368 M -USD 85.8 M -19% 13.8% 13.7% 7 14.29% 1.6
Vista Capital Partners
2205
Vista Capital Partners
Oregon
USD 368 M +USD 13 M +4% 3.05% 61.2% 54 14.81% 2.5
Academy Capital Management
2206
Academy Capital Management
Texas
USD 368 M -USD 8.26 M -2% 2.34% 71.2% 44 18.18% 2.3
CCM
2207
Cohen Capital Management
California
USD 367 M +USD 9.9 M +3% 3.19% 91.5% 132 6.82% 2.8
Brown Advisory Securities
2208
Brown Advisory Securities
Maryland
USD 367 M +USD 23.8 M +7% 1.45% 51% 350 15.43% 2.2
IAA
2209
Ironsides Asset Advisors
North Carolina
USD 366 M -USD 3.33 M -0.9% 0.7% 49.3% 168 19.05% 1.6
Merriman Wealth Management
2210
Merriman Wealth Management
Washington
USD 366 M -USD 120 M -25% 11.5% 18.3% 181 58.56% 0.5
SAM
2211
Sandell Asset Management
New York
USD 366 M -USD 13.9 M -4% 15.5% 322% 29 62.07% 0.8
Sunriver Management
2212
Sunriver Management
Connecticut
USD 366 M +USD 35.1 M +11% 0.65% 9.27% 23 43.48% 0.5
Baltimore-Washington Financial Advisors
2213
Baltimore-Washington Financial Advisors
Maryland
USD 365 M +USD 14 M +4% 2.86% 80.6% 79 13.92% 2.3
Bremer Trust National Association
2214
Bremer Trust National Association
Minnesota
USD 365 M -USD 2.9 M -0.8% 5.86% 31.2% 294 15.31% 2.1
Penn Davis McFarland
2215
Penn Davis McFarland
Texas
USD 364 M -USD 26.1 M -7% 1.87% 86.8% 40 7.5% 1.9
Sandhill Capital Partners
2216
Sandhill Capital Partners
New York
USD 364 M +USD 31.7 M +10% 4.62% 64.9% 70 14.29% 2.6
Charles-Lim Capital
2217
Charles-Lim Capital
Hong Kong
USD 364 M -USD 19.3 M -5% 12% 4.44% 6 0% 1.5
Hutchinson Capital Management
2218
Hutchinson Capital Management
California
USD 364 M +USD 42.9 M +13% 6.31% 52.6% 51 9.8% 2.7
Segantii Capital Management
2219
Segantii Capital Management
Hong Kong
USD 364 M -USD 4.29 M -1% 0.12% 33.1% 183 89.62% 0.1
Adams Street Partners
2220
Adams Street Partners
Illinois
USD 363 M -USD 167 M -32% 16% 399% 22 59.09% 1
J.M. Forbes & Co
2221
J.M. Forbes & Co
Massachusetts
USD 363 M -USD 2.74 M -0.7% 0.35% 112% 114 16.67% 2.4
Ecofin Advisors
2222
Ecofin Advisors
United Kingdom
USD 363 M -USD 22.9 M -6% 6.1% 77% 43 37.21% 1.2
Sarissa Capital Management
2223
Sarissa Capital Management
Connecticut
USD 363 M -USD 71.1 M -16% 9.33% 80% 15 33.33% 1.7
DP
2224
DSAM Partners
United Kingdom
USD 363 M -USD 93.4 M -20% 12.3% 343% 54 66.67% 0.4
Estate Counselors
2225
Estate Counselors
Wisconsin
USD 362 M +USD 104 M +40% 0.56% 60% 75 37.33% 1.6