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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)
Needham Investment Management
2301
Needham Investment Management
New York
USD 468 M +USD 115 M +32% 33.8% 424% 119 21.85% 3.3
Brewin Dolphin Wealth Management
2302
Brewin Dolphin Wealth Management
Ireland
USD 468 M +USD 283 M +152% 21.4% 47.5% 295 33.56% 1.5
BPM
2303
Bowling Portfolio Management
Ohio
USD 468 M +USD 62.1 M +15% 23% 45.7% 325 4.92% 2.2
Strategic Global Advisors
2304
Strategic Global Advisors
California
USD 468 M +USD 78.7 M +20% 23.1% 137% 156 23.72% 1.9
HighPoint Advisor Group
2305
HighPoint Advisor Group
Illinois
USD 468 M +USD 47.8 M +11% 25% – 385 16.62% 2.6
Ellevest Inc
2306
Ellevest Inc
New York
USD 468 M +USD 106 M +29% 17% 73.8% 1,470 32.52% 0.6
Great Mountain Partners
2307
Great Mountain Partners
Connecticut
USD 467 M – – 32.4% 95.3% 1 – 0
Osborne Partners Capital Management
2308
Osborne Partners Capital Management
California
USD 467 M +USD 83.2 M +22% 25% 60.8% 156 10.9% 4.9
J.V. Bruni & Co
2309
J.V. Bruni & Co
Colorado
USD 467 M +USD 77.3 M +20% 21.1% 97.9% 25 8% 4.2
Chiron Investment Management
2310
Chiron Investment Management
New York
USD 467 M +USD 40.9 M +10% 32.2% 104% 91 61.54% 0.4
Emery Howard Portfolio Management
2311
Emery Howard Portfolio Management
California
USD 467 M +USD 57.4 M +14% 19.4% 66.5% 34 17.65% 5.7
JNBA Financial Advisors
2312
JNBA Financial Advisors
Minnesota
USD 466 M +USD 50 M +12% 16.9% 61.8% 598 6.69% 2.8
FVP
2313
Firefly Value Partners
Pennsylvania
USD 466 M -USD 63.9 M -12% 46.3% 25.7% 19 26.32% 2.8
Capital Asset Advisory Services
2314
Capital Asset Advisory Services
Michigan
USD 466 M +USD 89 M +24% 18.7% 51% 592 16.72% 0.7
Archon Capital Management
2315
Archon Capital Management
Washington
USD 465 M +USD 194 M +71% 65.4% 222% 44 45.45% 0.9
Highland Private Wealth Management
2316
Highland Private Wealth Management
Washington
USD 465 M +USD 99.2 M +27% 20.5% 19% 140 22.14% 1.7
Verus Financial Partners
2317
Verus Financial Partners
Virginia
USD 464 M +USD 136 M +42% 15.9% 41.6% 76 13.16% 3.4
Salomon & Ludwin
2318
Salomon & Ludwin
Virginia
USD 464 M +USD 75.6 M +19% 20.4% 52.6% 238 74.79% 1.2
Naples Global Advisors
2319
Naples Global Advisors
Florida
USD 464 M +USD 82.5 M +22% 18.5% 103% 347 11.53% 3.5
BFSG LLC
2320
BFSG LLC
California
USD 464 M +USD 74.4 M +19% 16% 81.9% 186 32.8% 1.4
Enterprise Financial Services Corp (EFSC)
2321
Enterprise Financial Services Corp (EFSC)
Missouri
USD 464 M +USD 67.2 M +17% 17.1% 100% 1,412 15.51% 3.6
KWMG LLC
2322
KWMG LLC
Kansas
USD 462 M +USD 88.3 M +24% 14.6% 76.2% 126 5.56% 3.3
Granite Investment Advisors
2323
Granite Investment Advisors
New Hampshire
USD 462 M +USD 60.6 M +15% 16.9% 55.6% 164 17.68% 3.5
Private Capital Group
2324
Private Capital Group
Connecticut
USD 462 M +USD 75.4 M +20% 19.4% 30.1% 2,334 13.71% 1.8
Toth Financial Advisory
2325
Toth Financial Advisory
Virginia
USD 462 M +USD 115 M +33% 23.3% 90.4% 632 38.13% 1.9