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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)
VCM
2626
Violich Capital Management
California
USD 596 M +USD 41.3 M +7% 9.5% 111% 124 6.45% 4.3
DP
2627
DSAM Partners
United Kingdom
USD 595 M +USD 56.2 M +10% 12.8% 343% 59 44.07% 0.5
Global Strategic Investment Solutions
2628
Global Strategic Investment Solutions
Arizona
USD 595 M +USD 48.8 M +9% 5.02% 56.8% 144 11.81% 1.2
Kemper
2629
Kemper
Illinois
USD 595 M +USD 46.8 M +9% 5.96% 28.6% 44 4.55% 2.9
Cornerstone Advisory
2630
Cornerstone Advisory
Maryland
USD 594 M +USD 65.2 M +12% 7.32% 53.5% 223 12.56% 2.7
TCOT
2631
Trust Company of Toledo
Ohio
USD 593 M +USD 38.5 M +7% 5.34% 109% 190 2.11% 5.8
Regis Management Company
2632
Regis Management Company
California
USD 593 M +USD 31.8 M +6% 6.29% 5.33% 61 6.56% 4.5
Liberty One Investment Management
2633
Liberty One Investment Management
Illinois
USD 592 M +USD 30.5 M +5% 3.69% 40.3% 143 1.4% 1.3
TCI Wealth Advisors
2634
TCI Wealth Advisors
Arizona
USD 592 M +USD 356 M +151% 3.77% 68.2% 2,559 20.32% 2.6
Private Capital Advisors
2635
Private Capital Advisors
Connecticut
USD 591 M +USD 55.8 M +10% 12.9% 132% 114 24.56% 3.9
Vantagepoint Investment Advisers
2636
Vantagepoint Investment Advisers
District of Columbia
USD 591 M +USD 465 k +0.1% 4.44% 42.7% 2 0% 1
VCM
2637
V3 Capital Management
Texas
USD 591 M +USD 51.5 M +10% 11.4% 20.5% 20 50% 0.9
OHM
2638
Ordinal Holdings ManageCo
New York
USD 590 M -USD 73 M -11% 11% 19.5% 1 0% 3.5
WAM
2639
WT Asset Management
Hong Kong
USD 590 M -USD 4.96 M -0.8% 10.2% 2,732% 25 76% 0.3
Rockbridge Investment Management
2640
Rockbridge Investment Management
New York
USD 590 M +USD 61.5 M +12% 4.83% 38.6% 778 11.31% 0.8
Indus Capital Partners
2641
Indus Capital Partners
New York
USD 590 M +USD 10.4 M +2% 8.43% 117% 52 38.46% 1.2
MV Capital Management
2642
MV Capital Management
Maryland
USD 589 M +USD 41.4 M +8% 5.17% 73.3% 685 33.58% 1.9
Titan Global Capital Management USA
2643
Titan Global Capital Management USA
New York
USD 589 M +USD 111 M +23% 10.5% 191% 56 25% 0.4
Traphagen Investment Advisors
2644
Traphagen Investment Advisors
New Jersey
USD 588 M +USD 42.8 M +8% 6.82% 65.8% 149 8.72% 1.4
Sunriver Management
2645
Sunriver Management
Connecticut
USD 588 M +USD 52.9 M +10% 2.59% 9.27% 24 37.5% 0.7
Baldwin Investment Management
2646
Baldwin Investment Management
Pennsylvania
USD 587 M +USD 39.6 M +7% 8.44% 74.8% 263 12.17% 3
HLC
2647
Hunt Lane Capital
New York
USD 586 M +USD 104 M +22% 5.68% 3.59% 26 46.15% 1.1
CCM
2648
Cohen Capital Management
California
USD 586 M +USD 40.4 M +7% 6.37% 91.5% 153 5.23% 4.8
Wealthquest
2649
Wealthquest
Ohio
USD 585 M +USD 49.4 M +9% 5.05% 52.1% 152 12.5% 2.6
Rossmore Private Capital
2650
Rossmore Private Capital
Connecticut
USD 584 M +USD 50.9 M +10% 7.95% 87.1% 224 5.36% 2