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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)
Weatherly Asset Management
2551
Weatherly Asset Management
California
USD 239 M +USD 23.2 M +11% 5.94% 116% 207 34.3% 0.6
Meristem Family Wealth
2552
Meristem Family Wealth
Minnesota
USD 238 M +USD 10 M +4% 3.92% 67.7% 113 9.73% 0.9
Van Cleef Asset Management
2553
Van Cleef Asset Management
Ohio
USD 238 M +USD 9.9 M +4% 5.1% 104% 103 10.68% 0.9
Barnett & Company
2554
Barnett & Company
Tennessee
USD 238 M +USD 14.9 M +7% 6.56% 65.9% 204 9.31% 0.9
RTIM
2555
Round Table Investment Management
North Carolina
USD 238 M +USD 66.5 M +39% 2.35% – 64 50% 0.3
Caledonia Investments plc (UK)
2556
Caledonia Investments plc (UK)
United Kingdom
USD 238 M +USD 27.4 M +13% 5.28% 61.9% 13 7.69% 0.9
Stonerise Capital Management
2557
Stonerise Capital Management
California
USD 237 M -USD 30.2 M -11% 4.18% 0.77% 12 25% 0.7
GCM
2558
Grisanti Capital Management
New York
USD 237 M +USD 7.51 M +3% 2.26% 17.9% 63 6.35% 0.7
PL Capital Advisors
2559
PL Capital Advisors
Florida
USD 237 M +USD 40.7 M +21% 1.65% 100% 56 21.43% 0.8
Huntington Steele
2560
Huntington Steele
Pennsylvania
USD 237 M +USD 15.9 M +7% 4.43% 69.8% 71 11.27% 0.9
Advisory Services Network
2561
Advisory Services Network
Georgia
USD 236 M +USD 42.3 M +22% 5.17% 105% 272 34.56% 0.5
CAM
2562
CG Asset Management
New York
USD 236 M +USD 14 M +6% 8.75% 62.7% 150 26.67% 0.4
General Pension Society PZU Joint Stock
2563
General Pension Society PZU Joint Stock
Poland
USD 236 M +USD 12 M +5% 5.63% 116% 16 0% 0.9
Axis Capital Holdings
2564
Axis Capital Holdings
USD 235 M +USD 81.5 M +53% 4.04% 67% 5 0% 1
NAMP
2565
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 235 M +USD 16.8 M +8% 5.36% 73.1% 111 12.61% 0.8
KIA
2566
King Investment Advisors
Texas
USD 235 M +USD 17 M +8% 6.91% – 118 14.41% 0.8
Exencial Wealth Advisors
2567
Exencial Wealth Advisors
Oklahoma
USD 235 M -USD 4.25 M -2% 5.66% 58% 156 12.18% 0.9
Bar Harbor Trust Services
2568
Bar Harbor Trust Services
Maine
USD 235 M +USD 10.8 M +5% 3.65% 86.4% 95 14.74% 0.8
Xponance
2569
Xponance
Pennsylvania
USD 235 M -USD 2.38 M -1% 2.51% 144% 62 32.26% 0.3
Cardinal Capital Management Inc (Canada)
2570
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
USD 235 M +USD 23 M +11% 4.6% 85.6% 43 2.33% 0.3
Alexandria Capital
2571
Alexandria Capital
Virginia
USD 234 M +USD 6.67 M +3% 4.03% 66.8% 636 12.58% 0.9
HF
2572
Hoxton Financial
West Virginia
USD 234 M -USD 2.4 M -1% 2.88% 15.3% 348 11.78% 0.7
Gallagher Fiduciary Advisors
2573
Gallagher Fiduciary Advisors
Illinois
USD 234 M +USD 16.2 M +7% 7.35% 25.1% 3 0% 0.5
SVA Wealth Management
2574
SVA Wealth Management
Wisconsin
USD 234 M +USD 22.1 M +10% 3.95% 44.5% 171 11.11% 0.4
Capital Investment Counsel Inc
2575
Capital Investment Counsel Inc
North Carolina
USD 234 M +USD 7.91 M +4% 4.13% 174% 167 13.77% 0.9