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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)
Convergence Financial
2201
Convergence Financial
Missouri
USD 1258 M +USD 315 M +33% 16.3% 70.6% 302 38.08% 1.2
Conservest Capital Advisors
2202
Conservest Capital Advisors
Pennsylvania
USD 1257 M +USD 154 M +14% 15.9% 58.6% 137 10.95% 2.4
Jay A. Fishman Ltd
2203
Jay A. Fishman Ltd
Michigan
USD 1256 M +USD 136 M +12% 13.5% 119% 80 6.25% 7.6
RKL Wealth Management
2204
RKL Wealth Management
Pennsylvania
USD 1254 M +USD 143 M +13% 16.8% 76.8% 191 7.33% 5.4
Sentinus LLC
2205
Sentinus LLC
Illinois
USD 1252 M +USD 146 M +13% 13% – 707 22.91% 1
PCM
2206
Prime Capital Management
Hong Kong
USD 1252 M +USD 361 M +41% 72.5% 579% 7 0% 1
Private Trust Company
2207
Private Trust Company
Ohio
USD 1251 M +USD 131 M +12% 16.8% 87.7% 2,833 12.39% 3.3
Hartford Funds Management
2208
Hartford Funds Management
Pennsylvania
USD 1250 M +USD 98.5 M +9% 6.25% 26.8% 103 11.65% 2.3
FountainVest China Capital Partners GP3
2209
FountainVest China Capital Partners GP3
Cayman Islands
USD 1249 M +USD 48.9 M +4% 4.3% 121% 2 0% 4.4
AWM Capital
2210
AWM Capital
Arizona
USD 1249 M +USD 144 M +13% 10.5% 51.1% 131 20.61% 2.6
SP Asset Management
2211
SP Asset Management
California
USD 1247 M +USD 114 M +10% 17.6% 92.4% 140 17.14% 4.5
JTC Employer Solutions Trustee
2212
JTC Employer Solutions Trustee
Jersey
USD 1247 M +USD 50.3 M +4% 8.62% 88.7% 318 4.72% 3.7
Ledyard National Bank
2213
Ledyard National Bank
USD 1247 M +USD 93.4 M +8% 11.5% 80.7% 264 14.02% 6.6
SYM Financial Corp
2214
SYM Financial Corp
Indiana
USD 1244 M +USD 243 M +24% 11.6% 64.3% 569 33.92% 1.7
LRI Investments
2215
LRI Investments
Florida
USD 1244 M +USD 115 M +10% 11.9% – 2,018 33.1% 1.2
EC
2216
E20 Capital
USD 1240 M +USD 174 M +16% 93.9% – 40 90% 0.1
Diameter Capital Partners
2217
Diameter Capital Partners
New York
USD 1240 M +USD 172 M +16% 0.42% 378% 45 57.78% 0.4
Certified Advisory Corp
2218
Certified Advisory Corp
Florida
USD 1240 M +USD 125 M +11% 12.4% 62.9% 340 10.29% 4.1
United Services Automobile Association
2219
United Services Automobile Association
Texas
USD 1240 M +USD 389 M +46% 1.24% 31.8% 15 6.67% 9.2
Linden Thomas Advisory Services
2220
Linden Thomas Advisory Services
North Carolina
USD 1239 M +USD 202 M +19% 28.9% 149% 552 5.8% 2.4
First Nebraska Trust
2221
First Nebraska Trust
Nebraska
USD 1238 M +USD 156 M +14% 18.8% 76.9% 236 9.75% 6.2
a16z Perennial Management
2222
a16z Perennial Management
California
USD 1237 M +USD 32.7 M +3% 4.97% – 173 75.72% 0.8
Rossmore Private Capital
2223
Rossmore Private Capital
Connecticut
USD 1237 M +USD 97.2 M +9% 11.6% 87.1% 365 8.49% 3.9
Caldwell Trust
2224
Caldwell Trust
Florida
USD 1237 M +USD 117 M +10% 15.4% 97.5% 851 12.57% 4.4
Continuum Advisory
2225
Continuum Advisory
Idaho
USD 1236 M +USD 194 M +19% 17.1% 77% 1,992 77.56% 0.9