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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)
Dorsey Wright & Associates
2776
Dorsey Wright & Associates
California
USD 218 M +USD 293 k +0.1% 7.93% 311% 146 52.74% 0.6
Sequoia Financial Advisors
2777
Sequoia Financial Advisors
Ohio
USD 218 M +USD 71.9 M +49% 1.32% 78.3% 196 26.02% 0.8
Verity & Verity
2778
Verity & Verity
South Carolina
USD 218 M +USD 7.23 M +3% 1.47% 90.4% 67 4.48% 1.5
CCMP Capital
2779
CCMP Capital
New York
USD 218 M -USD 196 M -47% 1.57% 12.3% 2 0% 0.3
LFR
2780
Lehman Financial Resources
Pennsylvania
USD 218 M +USD 13.9 M +7% 0.45% 58.2% 457 14.44% 1.3
Atlantic Union Bankshares
2781
Atlantic Union Bankshares
Virginia
USD 217 M -USD 7.48 M -3% 1.25% 78.9% 127 3.94% 0.9
Family Management
2782
Family Management
New York
USD 217 M -USD 3.55 M -2% 1.67% 69% 95 20% 1.1
McRae Capital Management
2783
McRae Capital Management
New Jersey
USD 217 M +USD 312 k +0.1% 0.72% 78.2% 82 6.1% 1.5
Stonehage Fleming (UK)
2784
Stonehage Fleming (UK)
United Kingdom
USD 217 M +USD 11.9 M +6% 1.55% – 322 49.07% 0.7
Moller Wealth Partners
2785
Moller Wealth Partners
USD 217 M +USD 14.4 M +7% 3.16% 44.1% 45 6.67% 1.5
Heronetta Management
2786
Heronetta Management
New York
USD 217 M -USD 8.03 M -4% 4.72% 59.7% 39 15.38% 1.5
Renaissance Investment Group
2787
Renaissance Investment Group
Massachusetts
USD 217 M +USD 4.7 M +2% 3.32% 99.6% 77 3.9% 1.5
Oakworth Capital
2788
Oakworth Capital
Alabama
USD 216 M +USD 23.2 M +12% 3.31% 64.3% 590 5.93% 1.1
Shelter Insurance Retirement Plan
2789
Shelter Insurance Retirement Plan
Missouri
USD 216 M -USD 39.2 M -15% 2.02% 60.5% 44 11.36% 1.7
Dragoneer Investment Group
2790
Dragoneer Investment Group
California
USD 216 M -USD 4.77 M -2% 6.17% 77.3% 11 27.27% 0.2
NCIM
2791
New Century Investment Management
Michigan
USD 216 M +USD 14.2 M +7% 7.07% 103% 106 33.02% 0.8
T
2792
Tahithromos
New York
USD 216 M +USD 7.48 M +4% 1.92% 16.4% 48 64.58% 0.4
Cambridge Associates
2793
Cambridge Associates
Massachusetts
USD 216 M +USD 18.1 M +9% 1.48% 50.1% 17 11.76% 0.9
BCWM LLC
2794
BCWM LLC
Kansas
USD 216 M +USD 8.94 M +4% 1.93% – 99 17.17% 1.3
Doheny Asset Management
2795
Doheny Asset Management
California
USD 216 M +USD 6.49 M +3% 4.04% 135% 126 14.29% 1.3
AMG
2796
Asset Management Group
Connecticut
USD 216 M +USD 17 M +9% 2.04% 57% 99 15.15% 1.4
United Asset Strategies
2797
United Asset Strategies
New York
USD 216 M -USD 18.4 M -8% 0.45% 94.6% 140 27.14% 0.9
West Coast Financial
2798
West Coast Financial
California
USD 215 M +USD 22.3 M +12% 2.67% 22.2% 105 23.81% 1.3
OM
2799
Opaleye Management
Massachusetts
USD 215 M +USD 17.5 M +9% 29.4% 748% 47 42.55% 0.5
Wind River Trust Company
2800
Wind River Trust Company
Wyoming
USD 215 M +USD 34.8 M +19% 1.58% 62.1% 12 0% 1.5