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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)
CTAF
3301
Call To Action Foundation
Utah
USD 475 M +USD 20.7 M +5% 5.51% – 1 0% 0.8
Valor Management
3302
Valor Management
Illinois
USD 475 M +USD 19.9 M +4% 30.2% 14.5% 7 57.14% 1.4
VY Capital Management Company
3303
VY Capital Management Company
United Arab Emirates
USD 474 M – – 3.18% – 1 – 0
Lafayette Investments
3304
Lafayette Investments
Maryland
USD 474 M +USD 34.5 M +8% 10.1% 77.9% 147 4.08% 4.7
LA
3305
Lynch & Associates
Indiana
USD 473 M +USD 29.2 M +7% 7.53% 73.5% 122 4.1% 7.3
Oldfield Partners
3306
Oldfield Partners
United Kingdom
USD 473 M -USD 56.2 M -11% 10.5% 90.3% 30 3.33% 3.6
FPFS
3307
First Personal Financial Services
North Carolina
USD 473 M +USD 30.7 M +7% 8.67% 31.5% 592 42.74% 3.5
Lincoln Capital
3308
Lincoln Capital
Nebraska
USD 473 M +USD 24.7 M +6% 7.81% 67.1% 114 6.14% 5.8
Trust Company of the South
3309
Trust Company of the South
North Carolina
USD 472 M +USD 49.9 M +12% 8% 70.2% 128 10.94% 0.6
Susquehanna International Group (Ireland)
3310
Susquehanna International Group (Ireland)
Ireland
USD 472 M +USD 73.3 M +18% 7.74% 5.26% 149 74.5% 0.2
Marietta Investment Partners
3311
Marietta Investment Partners
Wisconsin
USD 471 M +USD 15.8 M +3% 5.35% 160% 169 9.47% 4.9
Convergence Financial
3312
Convergence Financial
Missouri
USD 471 M +USD 92.7 M +25% 5.71% 70.6% 164 14.63% 0.6
Bender Robert & Associates
3313
Bender Robert & Associates
California
USD 471 M +USD 15.6 M +3% 5.24% 146% 80 100% 0
GA
3314
GFS Advisors
Texas
USD 470 M -USD 150 M -24% 5.8% 97.9% 203 46.31% 5
Pasadena Private Wealth
3315
Pasadena Private Wealth
California
USD 470 M +USD 37.3 M +9% 5.29% 53% 159 13.21% 2
Westside Investment Management
3316
Westside Investment Management
California
USD 470 M +USD 32.7 M +7% 8.46% 114% 1,030 8.06% 4
Waypoint Capital Advisors
3317
Waypoint Capital Advisors
Minnesota
USD 470 M +USD 69.5 M +17% 10% 50.3% 130 9.23% 2.1
New York Life Insurance Company
3318
New York Life Insurance Company
New York
USD 470 M +USD 71.9 M +18% 5.42% 61.5% 4 0% 4
Wooster Corthell Wealth Management
3319
Wooster Corthell Wealth Management
Connecticut
USD 469 M +USD 27 M +6% 5.76% 39.1% 52 1.92% 5.3
ARG
3320
Advisory Resource Group
Oklahoma
USD 468 M +USD 25.2 M +6% 3.97% 72% 164 9.15% 2.6
Great Point Wealth Advisors
3321
Great Point Wealth Advisors
Massachusetts
USD 468 M +USD 30.7 M +7% 6.97% – 61 11.48% 3.1
IFG Advisors
3322
IFG Advisors
Missouri
USD 468 M +USD 44.7 M +11% 7.22% 78.7% 143 8.39% 3.2
Contravisory Investment Management
3323
Contravisory Investment Management
Massachusetts
USD 468 M +USD 16 M +4% 8.82% 135% 408 31.13% 1.6
CFMC
3324
Curbstone Financial Management Corp
New Hampshire
USD 467 M +USD 7.04 M +2% 6.91% 69.6% 207 9.66% 6.6
Brass Tax Wealth Management
3325
Brass Tax Wealth Management
Ohio
USD 467 M -USD 43.6 M -9% 5.69% – 241 37.34% 0.3