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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)
Dai-ichi Life Insurance Company
926
Dai-ichi Life Insurance Company
Japan
USD 3617 M -USD 340 M -9% 3.46% 128% 514 11.67% 5.2
BG
927
Bollard Group
Massachusetts
USD 3608 M -USD 151 M -4% 3.48% 64.4% 307 7.17% 7.2
Wealthcare Advisory Partners
928
Wealthcare Advisory Partners
Pennsylvania
USD 3601 M +USD 90.9 M +3% 0.3% 65.6% 941 13.18% 3
Valeo Financial Advisors
929
Valeo Financial Advisors
Indiana
USD 3594 M +USD 85.8 M +2% 0.4% 82.7% 798 19.05% 3.4
Evoke Wealth
930
Evoke Wealth
California
USD 3593 M -USD 92 M -2% 1.33% 65.2% 461 15.18% 0.6
Marathon Asset Management (UK)
931
Marathon Asset Management (UK)
United Kingdom
USD 3580 M -USD 39.7 M -1% 1.35% 94.3% 84 5.95% 4.1
TD Private Client Wealth
932
TD Private Client Wealth
New York
USD 3575 M +USD 98 M +3% 0.14% 61.6% 1,361 9.48% 3.5
Stonehage Fleming Financial Services
933
Stonehage Fleming Financial Services
Jersey
USD 3573 M -USD 212 M -6% 4.48% 74.9% 240 19.17% 2.3
First Horizon Advisors
934
First Horizon Advisors
Tennessee
USD 3570 M -USD 29.1 M -0.8% 0.36% 55.2% 2,442 11.26% 4.4
MassMutual Private Wealth & Trust
935
MassMutual Private Wealth & Trust
Connecticut
USD 3564 M +USD 53.3 M +2% 1.61% 90.4% 2,421 14.25% 3.2
Oversea-Chinese Banking Corp (OCBC)
936
Oversea-Chinese Banking Corp (OCBC)
Singapore
USD 3564 M -USD 38.1 M -1% 4.29% 143% 459 37.25% 1
Close Asset Management
937
Close Asset Management
United Kingdom
USD 3551 M +USD 298 M +9% 3.73% 114% 272 2.21% 3.6
BlueCrest Capital Management
938
BlueCrest Capital Management
Jersey
USD 3546 M +USD 1680 M +90% 4.03% 59.1% 122 54.1% 0.8
Argent Capital Management
939
Argent Capital Management
Missouri
USD 3542 M -USD 70.1 M -2% 1.72% 123% 165 11.52% 4.2
RFG Advisory
940
RFG Advisory
Alabama
USD 3535 M +USD 252 M +8% 0.06% 52.3% 817 17.63% 2.9
Anchor Capital Advisors
941
Anchor Capital Advisors
Massachusetts
USD 3507 M -USD 257 M -7% 2.42% 64.3% 257 10.89% 5.3
Nearwater Capital Markets
942
Nearwater Capital Markets
Ireland
USD 3504 M – – 9.11% – 78 – 0
Bain Capital Investors
943
Bain Capital Investors
Massachusetts
USD 3497 M -USD 327 M -9% 1.47% 91.1% 5 0% 3.1
Global Retirement Partners
944
Global Retirement Partners
California
USD 3491 M +USD 181 M +5% 2.17% – 3,833 13.2% 2.2
Horizon Investments
945
Horizon Investments
North Carolina
USD 3486 M -USD 306 M -8% 0.41% 89.2% 936 18.48% 2.2
Harbour Investments
946
Harbour Investments
Wisconsin
USD 3484 M +USD 160 M +5% 0.58% 62.7% 3,621 10.02% 2.6
Whitebox Advisors
947
Whitebox Advisors
Minnesota
USD 3483 M -USD 207 M -6% 1.23% 24.2% 379 41.42% 1.3
Carnegie Investment Counsel
948
Carnegie Investment Counsel
Ohio
USD 3483 M +USD 86.8 M +3% 7.38% 112% 488 11.68% 5.8
Grimes & Company
949
Grimes & Company
Massachusetts
USD 3471 M -USD 224 M -6% 0.8% 74.7% 402 14.43% 4.9
Brighton Jones LLC
950
Brighton Jones LLC
Washington
USD 3462 M +USD 803 M +30% 6.81% 97.9% 714 22.69% 3.4