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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)
Waverly Advisors
2751
Waverly Advisors
Alabama
USD 221 M +USD 57.1 M +35% 2% 67.6% 96 11.46% 2.1
Summit Partners
2752
Summit Partners
Massachusetts
USD 220 M +USD 46.8 M +27% 13.4% 13.7% 6 50% 1.3
Alley Company
2753
Alley Company
Illinois
USD 220 M +USD 11.8 M +6% 3.66% 88.2% 78 2.56% 2.4
DVC
2754
Deer VII & Co
New York
USD 220 M -USD 171 M -44% 17.2% 241% 6 0% 1.9
SCM
2755
Stonebridge Capital Management
California
USD 219 M -USD 14.1 M -6% 2.47% – 163 23.31% 2.1
CBOR
2756
Community Bank of Raymore
Missouri
USD 219 M +USD 12.6 M +6% 5.87% 89.6% 48 4.17% 1.3
Univest Financial
2757
Univest Financial
Pennsylvania
USD 219 M -USD 458 k -0.2% 2.57% 82.6% 96 4.17% 2.2
LYV
2758
Live Your Vision
Pennsylvania
USD 219 M +USD 8.15 M +4% 2.18% 17.9% 62 8.06% 2
WFG
2759
Windsor Financial Group
Minnesota
USD 219 M +USD 520 k +0.2% 3.04% 15.3% 75 4% 2.3
SIRP
2760
Shelter Insurance Retirement Plan
Missouri
USD 219 M +USD 3.57 M +2% 4.36% 60.5% 42 2.38% 2.6
WAMC
2761
Western Asset Management Company
California
USD 219 M +USD 72 M +49% 3.81% 2.29% 77 75.32% 1.1
CA
2762
Cambridge Advisors
Nebraska
USD 219 M +USD 3.37 M +2% 2.11% 58.6% 132 3.79% 1.3
AS
2763
AIA (Singapore)
Singapore
USD 219 M -USD 2.26 M -1% 2.32% 15.4% 4 0% 2.3
MC
2764
Muzinich & Co
New York
USD 219 M -USD 6.56 M -3% 2.05% 9.67% 55 5.45% 1
AGM
2765
Alpine Global Management
New York
USD 219 M -USD 219 M -50% 5.44% 149% 313 91.69% 0.1
Portland Global Advisors
2766
Portland Global Advisors
Maine
USD 218 M +USD 9.48 M +5% 2.87% 43.4% 102 2.94% 2.5
Founders Financial Securities
2767
Founders Financial Securities
Maryland
USD 218 M +USD 5.48 M +3% 1.68% 64.3% 84 36.9% 0.9
HP
2768
HealthInvest Partners
Sweden
USD 218 M +USD 4.51 M +2% 0.9% – 22 36.36% 0.9
Advisory Alpha
2769
Advisory Alpha
Michigan
USD 218 M +USD 30.6 M +16% 2.21% 50.3% 75 24% 1.3
Financial Planning & Information Services
2770
Financial Planning & Information Services
Wisconsin
USD 218 M +USD 23.3 M +12% 2.13% 13% 35 2.86% 2.1
TCM
2771
Texan Capital Management
Texas
USD 218 M +USD 3.91 M +2% 6.8% 19.3% 159 16.35% 2
MG
2772
McCutchen Group
Washington
USD 218 M +USD 7.45 M +4% 2.13% 2.54% 18 0% 2.4
UBWV
2773
United Bank (West Virginia)
West Virginia
USD 218 M -USD 927 k -0.4% 2.45% 22.5% 112 11.61% 2.3
Dillon & Associates
2774
Dillon & Associates
Michigan
USD 218 M +USD 2.14 M +1% 1.67% 98.2% 70 1.43% 2.4
TFM
2775
Trimaran Fund Management
New York
USD 218 M -USD 5.69 M -3% 2.55% 82.8% 1 0% 1.5