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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)
Members Trust
926
Members Trust
Florida
USD 3297 M -USD 55.9 M -2% 0.09% 31.5% 122 7.38% 2.4
MassMutual Private Wealth & Trust
927
MassMutual Private Wealth & Trust
Connecticut
USD 3296 M +USD 82.2 M +3% 2.87% 90.4% 2,290 15.41% 3.1
Fort Pitt Capital Group
928
Fort Pitt Capital Group
Pennsylvania
USD 3294 M +USD 48.2 M +1% 0.42% 42.1% 126 7.14% 5.8
Systematic Financial Management
929
Systematic Financial Management
New Jersey
USD 3292 M -USD 291 M -8% 2.59% 120% 254 3.15% 6.6
First Horizon Advisors
930
First Horizon Advisors
Tennessee
USD 3290 M +USD 54.6 M +2% 1.51% 55.2% 2,429 10.87% 4.1
Mackay Shields LLC
931
Mackay Shields LLC
New York
USD 3290 M -USD 318 M -9% 0.02% 8.26% 142 7.75% 2.5
Apollon Wealth Management
932
Apollon Wealth Management
South Carolina
USD 3284 M +USD 108 M +3% 3.45% 87.5% 1,181 12.53% 1.9
Capital International Sarl
933
Capital International Sarl
California
USD 3275 M +USD 259 M +9% 5.45% 149% 280 16.43% 3
Nuance Investments
934
Nuance Investments
Missouri
USD 3272 M -USD 540 M -14% 5.38% 3.13% 55 23.64% 2.4
EcoR1 Capital
935
EcoR1 Capital
California
USD 3269 M -USD 685 M -17% 12.4% 310% 65 24.62% 1.8
NFJ Investment Group
936
NFJ Investment Group
Texas
USD 3258 M -USD 404 M -11% 3.08% 80.7% 262 14.12% 1.6
Facet Wealth Inc
937
Facet Wealth Inc
Maryland
USD 3255 M +USD 290 M +10% 1.37% 48.1% 147 21.77% 1.5
Swan Global Investments
938
Swan Global Investments
Colorado
USD 3255 M +USD 45.2 M +1% 3.13% 62.5% 43 11.63% 4.7
ACR Alpine Capital Research
939
ACR Alpine Capital Research
Missouri
USD 3237 M -USD 60.1 M -2% 2.82% 58.1% 40 15% 4.9
Associated Banc-Corp
940
Associated Banc-Corp
Wisconsin
USD 3215 M +USD 60.5 M +2% 3.3% 88.8% 327 7.65% 7.2
Sumitomo Mitsui Financial Group
941
Sumitomo Mitsui Financial Group
Japan
USD 3215 M -USD 13.7 M -0.4% 1.17% 55.6% 191 17.8% 3.4
KCM
942
Kensico Capital Management
Connecticut
USD 3212 M +USD 173 M +6% 6.34% 304% 30 36.67% 2.5
Carnegie Investment Counsel
943
Carnegie Investment Counsel
Ohio
USD 3209 M -USD 5.06 M -0.2% 2.96% 112% 510 11.57% 5.5
SONA Asset Management (US)
944
SONA Asset Management (US)
New York
USD 3204 M +USD 216 M +7% 0.7% 41% 91 41.76% 0.3
Wealthcare Advisory Partners
945
Wealthcare Advisory Partners
Pennsylvania
USD 3201 M +USD 151 M +5% 1.74% 65.6% 868 13.48% 2.9
Valeo Financial Advisors
946
Valeo Financial Advisors
Indiana
USD 3200 M +USD 409 M +15% 2.95% 82.7% 726 14.74% 3.4
Global Retirement Partners
947
Global Retirement Partners
California
USD 3194 M +USD 512 M +19% 2.71% – 3,685 11.8% 1.9
Marathon Asset Management (UK)
948
Marathon Asset Management (UK)
United Kingdom
USD 3192 M -USD 554 M -15% 1.89% 80.8% 88 9.09% 4.1
Braidwell
949
Braidwell
Connecticut
USD 3188 M +USD 85 M +3% 7.84% 96.5% 85 31.76% 0.7
Cassaday & Co Wealth Management
950
Cassaday & Co Wealth Management
Virginia
USD 3180 M +USD 104 M +3% 2.77% 70% 319 16.3% 1.2