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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)
Discerene Group
2301
Discerene Group
Connecticut
USD 1056 M -USD 114 M -10% 9.51% 48.6% 13 0% 4
KWB Wealth
2302
KWB Wealth
California
USD 1056 M +USD 151 M +17% 1.95% 54.8% 190 30.53% 2
Carret Asset Management
2303
Carret Asset Management
New York
USD 1054 M +USD 25.6 M +2% 5.09% 94.4% 300 6% 7.9
Pictet North America Advisors
2304
Pictet North America Advisors
Switzerland
USD 1053 M -USD 14.6 M -1% 2.47% 67.7% 152 5.26% 4.5
Southeast Asset Advisors
2305
Southeast Asset Advisors
Georgia
USD 1053 M +USD 135 M +15% 8.91% 91.5% 228 13.16% 4
MASTERINVEST Kapitalanlage
2306
MASTERINVEST Kapitalanlage
USD 1053 M +USD 27.3 M +3% 4.64% – 288 11.11% 0.5
Triad Wealth Partners
2307
Triad Wealth Partners
Kansas
USD 1052 M +USD 277 M +36% 1.81% – 487 30.39% 0.6
Summit Partners
2308
Summit Partners
Massachusetts
USD 1051 M +USD 127 M +14% 17.6% 23.2% 8 0% 5.1
Liberty Mutual Group Asset Management
2309
Liberty Mutual Group Asset Management
Massachusetts
USD 1051 M +USD 736 M +234% 0.02% 47.9% 29 55.17% 0.8
Parkman Healthcare Partners
2310
Parkman Healthcare Partners
Connecticut
USD 1050 M +USD 91.8 M +10% 26.9% 306% 111 27.93% 1.4
Compass Ion Advisors
2311
Compass Ion Advisors
Pennsylvania
USD 1050 M +USD 12.8 M +1% 1.2% 75.6% 284 7.04% 2.3
AH
2312
Allen Holding
New York
USD 1049 M -USD 10.4 M -1% 1.87% 135% 9 0% 7.9
Three Seasons Wealth
2313
Three Seasons Wealth
Utah
USD 1049 M +USD 41.7 M +4% 4.24% 156% 223 38.12% 0.9
Cornerstone Advisory
2314
Cornerstone Advisory
Maryland
USD 1049 M +USD 30.6 M +3% 2.04% 53.5% 259 9.65% 4.8
Berkshire Money Management
2315
Berkshire Money Management
Massachusetts
USD 1048 M +USD 76.6 M +8% 1.99% 61.8% 132 64.39% 1.4
SC
2316
Shellback Capital
Massachusetts
USD 1048 M -USD 530 M -34% 8.43% 198% 130 54.62% 1.1
Octavia Wealth Advisors
2317
Octavia Wealth Advisors
Ohio
USD 1047 M +USD 42.1 M +4% 2.71% 67.9% 272 13.24% 2.9
Spirepoint Private Client
2318
Spirepoint Private Client
Florida
USD 1046 M +USD 95.2 M +10% 4.45% – 325 17.54% 1.1
CCM Investment Advisers
2319
CCM Investment Advisers
South Carolina
USD 1045 M +USD 29.5 M +3% 5.96% 170% 98 14.29% 4.6
Marks Group Wealth Management
2320
Marks Group Wealth Management
Minnesota
USD 1044 M -USD 31.9 M -3% 0.8% 62.8% 342 16.96% 3.2
Penn Davis McFarland
2321
Penn Davis McFarland
Texas
USD 1044 M +USD 76.2 M +8% 7.66% 100% 77 3.9% 4.3
Limestone Investment Advisors
2322
Limestone Investment Advisors
New York
USD 1043 M -USD 219 M -17% 0.1% – 680 57.79% 0.3
Randolph Company
2323
Randolph Company
Ohio
USD 1043 M +USD 14.1 M +1% 2.18% 127% 45 11.11% 4.7
Steigerwald Gordon & Koch
2324
Steigerwald Gordon & Koch
Virginia
USD 1042 M -USD 189 k -0% 2.29% 59.5% 973 20.66% 1.1
SG Capital Management
2325
SG Capital Management
Illinois
USD 1042 M -USD 80.2 M -7% 2.7% 250% 96 73.96% 0.2