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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)
Bearing Point Capital
3251
Bearing Point Capital
Minnesota
USD 581 M +USD 37.6 M +7% 8.86% – 171 7.6% 0.7
Sompo Asset Management
3252
Sompo Asset Management
Japan
USD 581 M +USD 5.2 M +0.9% 7.71% 84.7% 194 10.31% 4
Fortis Group Advisors
3253
Fortis Group Advisors
New Jersey
USD 581 M +USD 30.1 M +5% 9.34% 91.2% 568 12.68% 1.9
Farmers Trust Company
3254
Farmers Trust Company
Ohio
USD 580 M +USD 44.8 M +8% 7.64% 73.5% 198 8.08% 6.3
Balboa Wealth Partners
3255
Balboa Wealth Partners
Arizona
USD 580 M +USD 81.2 M +16% 15.6% 214% 432 17.36% 1.3
Lavaca Capital
3256
Lavaca Capital
Texas
USD 580 M +USD 311 M +116% 3.87% 46.5% 284 10.92% 1.6
EFG Asset Management (Americas)
3257
EFG Asset Management (Americas)
Florida
USD 579 M +USD 37 M +7% 7.66% 112% 150 12.67% 3.8
Clifford Capital Partners
3258
Clifford Capital Partners
Utah
USD 579 M +USD 54.1 M +10% 9.86% 77.3% 50 22% 2.3
Partners in Financial Planning
3259
Partners in Financial Planning
Virginia
USD 578 M +USD 36.2 M +7% 4.93% 38.9% 116 8.62% 3.2
Pacific Capital Wealth Advisors
3260
Pacific Capital Wealth Advisors
California
USD 578 M +USD 33 M +6% 5.07% 54.1% 84 19.05% 2.8
Opes Wealth Management
3261
Opes Wealth Management
California
USD 578 M +USD 14.7 M +3% 8.87% 54.1% 151 8.61% 3.6
Hutchinson Capital Management
3262
Hutchinson Capital Management
California
USD 578 M +USD 29.8 M +5% 4.85% 52.6% 98 7.14% 4.8
Providence Capital Advisors
3263
Providence Capital Advisors
North Carolina
USD 577 M +USD 32.7 M +6% 6.99% 47.4% 249 18.47% 2.8
Perennial Advisors
3264
Perennial Advisors
New York
USD 577 M +USD 39.1 M +7% 7.62% – 133 12.03% 3.9
BWCP LP
3265
BWCP LP
Texas
USD 577 M -USD 35.1 M -6% 9.33% 198% 33 48.48% 0.8
Robotti Robert
3266
Robotti Robert
USD 576 M -USD 18.6 M -3% 13.8% 107% 66 15.15% 5.1
Warwick Investment Management
3267
Warwick Investment Management
Texas
USD 576 M +USD 60.6 M +12% 7.24% 69.9% 156 23.72% 1.3
TrueMark Investments
3268
TrueMark Investments
Illinois
USD 575 M +USD 113 M +24% 4.43% – 236 58.9% 0.4
East Coast Asset Management
3269
East Coast Asset Management
Massachusetts
USD 575 M +USD 64.2 M +13% 18.3% 167% 79 5.06% 8.5
North Growth Management
3270
North Growth Management
British Columbia, Canada
USD 574 M +USD 41.4 M +8% 17.4% 243% 47 0% 4.5
Duncker Streett & Co
3271
Duncker Streett & Co
Missouri
USD 574 M +USD 26 M +5% 7.44% 102% 546 8.42% 6.3
Brickley Wealth Management
3272
Brickley Wealth Management
California
USD 574 M +USD 62.8 M +12% 9.62% 62.6% 53 9.43% 4
Francisco Partners Management
3273
Francisco Partners Management
California
USD 573 M -USD 145 M -20% 1.97% 14.3% 5 40% 4.6
CIBC Capital Markets (Europe)
3274
CIBC Capital Markets (Europe)
Luxembourg
USD 573 M +USD 305 M +114% 3.63% – 10 0% 0.8
Manitou Investment Management
3275
Manitou Investment Management
Ontario, Canada
USD 573 M +USD 47.4 M +9% 10.9% 69.3% 63 12.7% 3.2