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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)
Anchor Capital Advisors
801
Anchor Capital Advisors
Massachusetts
USD 3790 M +USD 212 M +6% 10.7% 64.3% 269 13.75% 5
Turtle Creek Asset Management
802
Turtle Creek Asset Management
Ontario, Canada
USD 3788 M +USD 286 M +8% 16.3% 2.37% 39 0% 3.2
Raymond James Trust
803
Raymond James Trust
Florida
USD 3778 M +USD 409 M +12% 10.9% 41.3% 1,260 12.86% 4.8
National Philanthropic Trust
804
National Philanthropic Trust
Pennsylvania
USD 3773 M – – 11.5% – 308 – 0
Palisade Capital Management
805
Palisade Capital Management
New Jersey
USD 3771 M +USD 189 M +5% 11.5% 70.5% 381 6.04% 3.6
Central Trust Company
806
Central Trust Company
Missouri
USD 3763 M +USD 296 M +9% 10.1% 84% 1,445 11.07% 5.3
Exchange Traded Concepts
807
Exchange Traded Concepts
Oklahoma
USD 3742 M +USD 210 M +6% 14.8% 159% 1,456 26.03% 1.7
Catalyst Capital Advisors
808
Catalyst Capital Advisors
New York
USD 3726 M +USD 148 M +4% 10.2% 62.7% 424 19.58% 2.6
Foundations Investment Advisors
809
Foundations Investment Advisors
Arizona
USD 3726 M +USD 478 M +15% 8.38% 80.9% 746 25.2% 1.5
Clayton Dubilier & Rice
810
Clayton Dubilier & Rice
New York
USD 3725 M -USD 1705 M -31% 13.3% 176% 5 0% 4.6
InterOcean Capital Group
811
InterOcean Capital Group
Tennessee
USD 3722 M +USD 452 M +14% 9.41% 40.8% 509 17.49% 1.7
Elo Mutual Pension Insurance
812
Elo Mutual Pension Insurance
Finland
USD 3722 M +USD 479 M +15% 12% 117% 495 8.48% 2.5
B. Riley Wealth Advisors
813
B. Riley Wealth Advisors
Florida
USD 3714 M +USD 16.7 M +0.5% 10.8% 118% 1,535 15.57% 3.6
Shaolin Capital Management
814
Shaolin Capital Management
Florida
USD 3707 M +USD 902 M +32% 2.46% 86.1% 597 33.33% 0.6
Knighthead Capital Management
815
Knighthead Capital Management
New York
USD 3704 M +USD 576 M +18% 10.1% 74.1% 9 11.11% 1.2
Choreo LLC
816
Choreo LLC
Illinois
USD 3691 M +USD 865 M +31% 10.7% 74.7% 631 27.89% 2.3
Picton Mahoney Asset Management
817
Picton Mahoney Asset Management
Ontario, Canada
USD 3686 M +USD 344 M +10% 15.7% 210% 562 46.26% 1.3
Trillium Asset Management
818
Trillium Asset Management
Massachusetts
USD 3671 M +USD 352 M +11% 13.4% 81.7% 233 6.01% 6.1
Badgley Phelps Wealth Managers
819
Badgley Phelps Wealth Managers
Washington
USD 3669 M +USD 733 M +25% 11.2% 100% 254 15.35% 1.6
Simplicity Solutions
820
Simplicity Solutions
Minnesota
USD 3660 M +USD 547 M +18% 11.6% 37.1% 1,122 16.13% 1.9
Whitebox Advisors
821
Whitebox Advisors
Minnesota
USD 3658 M +USD 497 M +16% 1.29% 24.2% 427 31.15% 1.4
Aptus Capital Advisors
822
Aptus Capital Advisors
Alabama
USD 3657 M -USD 14.2 M -0.4% 9.77% 67% 1,002 18.96% 2
Vaughan David Investments
823
Vaughan David Investments
Illinois
USD 3653 M +USD 350 M +11% 9.77% 69.5% 210 8.57% 6.4
Miracle Mile Advisors
824
Miracle Mile Advisors
California
USD 3651 M +USD 407 M +13% 8.39% 56% 533 18.2% 2.7
WestEnd Advisors
825
WestEnd Advisors
North Carolina
USD 3647 M +USD 321 M +10% 9.5% 68.9% 309 5.18% 0.3