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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)
Adapt Investment Managers
1051
Adapt Investment Managers
Switzerland
USD 2926 M -USD 946 M -24% 12.1% – 120 74.17% 0.1
Heritage Investors Management Corp
1052
Heritage Investors Management Corp
Maryland
USD 2917 M -USD 181 M -6% 4.79% 114% 264 7.2% 7
Intact Investment Management
1053
Intact Investment Management
Quebec, Canada
USD 2917 M +USD 53.7 M +2% 1.69% 85.8% 366 29.78% 3.6
Apella Capital
1054
Apella Capital
Connecticut
USD 2914 M +USD 307 M +12% 0.42% 48.6% 398 17.09% 2.4
Marsico Capital Management
1055
Marsico Capital Management
Colorado
USD 2913 M -USD 764 M -21% 3.8% 288% 75 28% 2.8
Schwartz Investment Counsel
1056
Schwartz Investment Counsel
Michigan
USD 2910 M +USD 135 M +5% 3.22% 85.6% 130 4.62% 5.2
Independent Financial Group
1057
Independent Financial Group
California
USD 2909 M -USD 100 M -3% 3.94% 149% 1,285 18.75% 2.4
Robertson Stephens Wealth Management
1058
Robertson Stephens Wealth Management
California
USD 2909 M +USD 84.4 M +3% 2.36% 109% 601 16.97% 2.6
Ameritas Investment Partners
1059
Ameritas Investment Partners
Nebraska
USD 2907 M -USD 168 M -5% 3.5% 120% 3,182 3.02% 6.2
BLS Capital Fondsmaeglerselskab
1060
BLS Capital Fondsmaeglerselskab
Denmark
USD 2906 M -USD 357 M -11% 6.69% 2.43% 12 25% 5.4
Gulf International Bank (UK)
1061
Gulf International Bank (UK)
United Kingdom
USD 2900 M -USD 1060 M -27% 2.6% 152% 646 3.87% 8.7
Castleark Management
1062
Castleark Management
Illinois
USD 2885 M +USD 18.3 M +0.6% 4.29% 248% 355 41.41% 3.3
WesBanco Bank
1063
WesBanco Bank
West Virginia
USD 2881 M -USD 48.6 M -2% 2.49% 97.3% 650 9.38% 5.3
Aspiriant LLC
1064
Aspiriant LLC
California
USD 2881 M +USD 111 M +4% 0.68% 52.7% 308 12.99% 5.1
Hartford Investment Management Co (HIMCO)
1065
Hartford Investment Management Co (HIMCO)
Connecticut
USD 2876 M -USD 175 M -6% 2.64% 148% 500 1.6% 9.5
Caxton Associates (UK)
1066
Caxton Associates (UK)
USD 2874 M – – 5.8% – 740 – 0
Salem Investment Counselors
1067
Salem Investment Counselors
North Carolina
USD 2872 M -USD 178 M -6% 3.42% 181% 1,269 8.98% 4
Members Trust
1068
Members Trust
Florida
USD 2870 M -USD 31.6 M -1% 0.08% 31.5% 130 12.31% 2.8
Meyer Handelman Company
1069
Meyer Handelman Company
New York
USD 2870 M -USD 20.3 M -0.7% 1.1% 97.4% 218 5.96% 8.1
MUFG Securities (Canada)
1070
MUFG Securities (Canada)
New York
USD 2869 M +USD 100 M +4% 2.32% – 42 0% 1.2
Journey Strategic Wealth
1071
Journey Strategic Wealth
New Jersey
USD 2867 M +USD 191 M +7% 3.81% 62.2% 554 18.23% 1.2
Tandem Investment Advisors
1072
Tandem Investment Advisors
South Carolina
USD 2866 M +USD 225 M +9% 6.15% 18.7% 87 25.29% 4.7
Conning Inc
1073
Conning Inc
Connecticut
USD 2859 M +USD 4.67 M +0.2% 1.72% 65.1% 361 7.2% 8
Sound Shore Management
1074
Sound Shore Management
Connecticut
USD 2855 M -USD 174 M -6% 1.48% 91.4% 41 12.2% 2
Stonehage Fleming Financial Services
1075
Stonehage Fleming Financial Services
Jersey
USD 2848 M -USD 725 M -20% 1.83% 74.9% 230 23.04% 2.7