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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)
Mason Street Advisors
2451
Mason Street Advisors
Wisconsin
USD 743 M +USD 149 M +25% 0.26% 32% 13 46.15% 2.4
Kohmann Bosshard Financial Services
2452
Kohmann Bosshard Financial Services
Ohio
USD 743 M +USD 24.4 M +3% 0.76% 42.8% 203 4.93% 3.4
Hill Investment Group Partners
2453
Hill Investment Group Partners
Missouri
USD 743 M +USD 34.5 M +5% 0.68% 50.6% 72 5.56% 1.8
Financial Synergies Wealth Advisors
2454
Financial Synergies Wealth Advisors
Texas
USD 742 M -USD 19.8 M -3% 0.97% 79% 507 86.19% 3.3
Legato Capital Management
2455
Legato Capital Management
California
USD 742 M -USD 86.8 M -10% 3.23% 243% 638 24.14% 1.1
WFM Asia
2456
WFM Asia
British Virgin Islands
USD 742 M +USD 34.4 M +5% 4.7% 89.9% 10 30% 4.1
Signet Financial Management
2457
Signet Financial Management
New Jersey
USD 741 M +USD 13.7 M +2% 2.78% 65.2% 282 10.99% 2.8
DiNuzzo Private Wealth
2458
DiNuzzo Private Wealth
Pennsylvania
USD 741 M -USD 285 k -0% 0.39% 42.7% 1,443 7.62% 0.5
Sixth Street Partners
2459
Sixth Street Partners
Texas
USD 741 M -USD 132 M -15% 0.41% 5.31% 17 23.53% 1.5
JLB & Associates
2460
JLB & Associates
Michigan
USD 741 M -USD 11.3 M -2% 0.62% 69.5% 80 5% 7
Ashford Capital Management
2461
Ashford Capital Management
Delaware
USD 741 M +USD 1.32 M +0.2% 2.06% 150% 102 15.69% 4.4
JWBC
2462
J.W. Burns & Co
New York
USD 741 M +USD 22.1 M +3% 3.98% 95.4% 192 6.25% 7
Condire Management
2463
Condire Management
Texas
USD 740 M -USD 130 k -0% 6.03% 187% 20 25% 1.5
AIC
2464
AWM Investment Company
New York
USD 740 M -USD 23.3 M -3% 10.5% 778% 125 28.8% 3.2
VCM
2465
Violich Capital Management
California
USD 740 M +USD 41.2 M +6% 6.17% 111% 115 10.43% 6.5
RW Investment Management
2466
RW Investment Management
Idaho
USD 740 M +USD 21.4 M +3% 0.08% – 94 8.51% 1.3
Minneapolis Portfolio Management Group
2467
Minneapolis Portfolio Management Group
Minnesota
USD 739 M +USD 7.29 M +1% 0.81% 140% 31 22.58% 4.5
Rodgers Brothers
2468
Rodgers Brothers
Pennsylvania
USD 738 M +USD 5.88 M +0.8% 0.1% 108% 252 10.32% 5.6
Prosperity Consulting Group
2469
Prosperity Consulting Group
Maryland
USD 737 M -USD 60.3 M -8% 2.29% 66.8% 344 15.7% 1
Portland Global Advisors
2470
Portland Global Advisors
Maine
USD 737 M +USD 3.47 M +0.5% 0.38% 43.4% 137 7.3% 6
AlphaQuest
2471
AlphaQuest
New York
USD 737 M +USD 162 M +28% 3.65% – 1,965 37.86% 0.3
Covalis Capital
2472
Covalis Capital
United Kingdom
USD 736 M -USD 74.8 M -9% 0.08% 37.9% 91 75.82% 0.2
Winthrop Advisory Group
2473
Winthrop Advisory Group
Massachusetts
USD 736 M +USD 44.3 M +6% 4.27% 78.3% 150 10% 3.6
Wellspring Financial Advisors
2474
Wellspring Financial Advisors
Ohio
USD 735 M +USD 102 M +16% 2.82% 77.2% 161 18.01% 2.1
Cutler Investment Counsel
2475
Cutler Investment Counsel
Oregon
USD 735 M -USD 10.9 M -1% 0.66% 56.2% 132 6.06% 4.8