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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)
Badgley Phelps Wealth Managers
826
Badgley Phelps Wealth Managers
Washington
USD 4515 M +USD 373 M +9% 11.4% 100% 306 5.56% 2.6
Great Valley Advisor Group
827
Great Valley Advisor Group
Delaware
USD 4515 M -USD 131 M -3% 9.84% 73.9% 952 15.13% 2.9
W.H. Reaves & Co
828
W.H. Reaves & Co
New Jersey
USD 4511 M +USD 581 M +15% 17.7% 111% 81 7.41% 5.1
Mill Creek Capital Advisors
829
Mill Creek Capital Advisors
Pennsylvania
USD 4510 M +USD 381 M +9% 9.41% 50.3% 276 13.77% 1.8
Diversified Trust
830
Diversified Trust
Tennessee
USD 4506 M +USD 464 M +11% 8.04% 81.5% 1,029 18.66% 3.2
Chilton Investment Company
831
Chilton Investment Company
Connecticut
USD 4504 M +USD 405 M +10% 9.13% 55.1% 241 24.07% 3.3
Nan Shan Life Insurance
832
Nan Shan Life Insurance
Taiwan
USD 4497 M +USD 259 M +6% 6.9% 41% 120 10% 3
Folketrygdfondet
833
Folketrygdfondet
Norway
USD 4485 M -USD 4.79 M -0.1% 2.85% 30.6% 10 0% 6.4
Auto-Owners Insurance
834
Auto-Owners Insurance
Michigan
USD 4484 M +USD 705 M +19% 10.4% 82.2% 108 0.93% 2.3
Vaughan David Investments
835
Vaughan David Investments
Illinois
USD 4475 M +USD 201 M +5% 7.12% 69.5% 234 9.4% 6.8
First Financial Bankshares
836
First Financial Bankshares
Texas
USD 4464 M -USD 170 M -4% 10.4% – 218 27.06% 1
Country Trust Bank
837
Country Trust Bank
Illinois
USD 4458 M +USD 487 M +12% 10.7% 76.2% 582 41.92% 3.1
Empirical Wealth Management
838
Empirical Wealth Management
Washington
USD 4430 M +USD 542 M +14% 10% 78.8% 736 18.21% 3.5
Summit Financial
839
Summit Financial
New Jersey
USD 4424 M +USD 856 M +24% 10% 81.8% 837 19% 1.6
DRW Securities
840
DRW Securities
Illinois
USD 4422 M +USD 835 M +23% 10.6% 96.2% 1,313 72.89% 0.3
Atria Wealth Solutions
841
Atria Wealth Solutions
New York
USD 4422 M -USD 3894 M -47% 9.87% 63.8% 1,968 31.66% 2.3
TwinBeech Capital
842
TwinBeech Capital
New York
USD 4414 M -USD 1095 M -20% 6.3% 5.7% 1,031 75.75% 0.2
WhitTier Trust Company
843
WhitTier Trust Company
Nevada
USD 4410 M +USD 450 M +11% 13.1% 98.2% 1,485 7.41% 5.8
World Investment Advisors
844
World Investment Advisors
California
USD 4410 M +USD 557 M +14% 9.01% 65.4% 1,208 18.71% 1.3
Facet Wealth Inc
845
Facet Wealth Inc
Maryland
USD 4401 M +USD 538 M +14% 7.37% 48.1% 177 24.29% 1.9
Generali Asset Management
846
Generali Asset Management
Italy
USD 4387 M +USD 330 M +8% 14.3% – 527 11.76% 0.5
Wealthcare Advisory Partners
847
Wealthcare Advisory Partners
Pennsylvania
USD 4383 M +USD 656 M +18% 8.36% 65.6% 1,009 14.47% 3.1
Atlantic Union Bankshares
848
Atlantic Union Bankshares
Virginia
USD 4380 M +USD 2727 M +165% 10.1% 78.9% 1,237 75.99% 1.3
BG
849
Bollard Group
Massachusetts
USD 4374 M +USD 566 M +15% 6.36% 64.4% 311 13.83% 7.2
Evoke Wealth
850
Evoke Wealth
California
USD 4371 M +USD 539 M +14% 8.18% 65.2% 622 31.35% 0.8