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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)
BAM
1076
Barrett Asset Management
New York
USD 2649 M +USD 471 M +22% 10.4% 78.4% 678 43.07% 3.3
Busey Bank
1077
Busey Bank
Illinois
USD 2644 M +USD 161 M +6% 10.4% 108% 375 7.73% 3.9
Valley Forge Capital Management
1078
Valley Forge Capital Management
Florida
USD 2644 M +USD 127 M +5% 6.44% 49% 9 0% 4.1
FineMark National Bank & Trust
1079
FineMark National Bank & Trust
Florida
USD 2643 M +USD 280 M +12% 11.2% 69.8% 493 13.79% 4.3
Adams Diversified Equity Fund
1080
Adams Diversified Equity Fund
Maryland
USD 2637 M +USD 106 M +4% 13.8% 165% 104 18.27% 3
Formuepleje A/S
1081
Formuepleje A/S
Denmark
USD 2627 M +USD 129 M +5% 7.78% 92.1% 62 4.84% 2.6
General Catalyst Group Management
1082
General Catalyst Group Management
Massachusetts
USD 2627 M +USD 662 M +34% 4.2% 161% 15 33.33% 0.5
Spring Creek Capital
1083
Spring Creek Capital
Kansas
USD 2627 M +USD 574 M +28% 5.9% 312% 761 34.95% 0.4
Geneos Wealth Management
1084
Geneos Wealth Management
Colorado
USD 2627 M +USD 16.4 M +0.6% 7.66% 66.7% 2,947 10.38% 3.7
First Heartland Consultants
1085
First Heartland Consultants
Missouri
USD 2624 M +USD 1967 M +299% 1.4% 59.2% 423 21.51% 2.8
Modera Wealth Management
1086
Modera Wealth Management
New Jersey
USD 2619 M +USD 672 M +34% 6.45% 75.5% 609 56.32% 1.4
Summit Partners Public Asset Management
1087
Summit Partners Public Asset Management
Massachusetts
USD 2615 M -USD 571 M -18% 7.23% 1,167% 181 71.27% 0.7
Fortress Investment Group
1088
Fortress Investment Group
New York
USD 2606 M +USD 830 M +47% 2.83% 97.5% 386 30.31% 0.6
Connectus Wealth
1089
Connectus Wealth
Ohio
USD 2583 M +USD 1689 M +189% 10.8% 37.8% 336 91.96% 0.1
Boxer Capital
1090
Boxer Capital
California
USD 2575 M -USD 289 M -10% 0.45% 262% 95 32.63% 1.4
Beacon Investment Advisory Services
1091
Beacon Investment Advisory Services
New Jersey
USD 2574 M +USD 159 M +7% 7.43% 95.8% 313 7.67% 2.7
Schwartz Investment Counsel
1092
Schwartz Investment Counsel
Michigan
USD 2574 M +USD 142 M +6% 8.51% 85.6% 140 6.43% 3.7
Heritage Investors Management Corp
1093
Heritage Investors Management Corp
Maryland
USD 2573 M +USD 194 M +8% 9.6% 114% 288 8.33% 4.5
E
1094
Ergoteles
New York
USD 2573 M -USD 156 M -6% 6% 76.4% 1,822 71.68% 0.2
Banque Cantonale Vaudoise
1095
Banque Cantonale Vaudoise
Switzerland
USD 2564 M +USD 237 M +10% 9.23% – 1,431 14.4% 1.3
Miracle Mile Advisors
1096
Miracle Mile Advisors
California
USD 2563 M +USD 488 M +24% 6.37% 56% 491 24.44% 1.8
Park National Corp
1097
Park National Corp
Ohio
USD 2563 M +USD 189 M +8% 11.1% 92.7% 315 8.25% 5.4
Lombard Odier Asset Management (USA)
1098
Lombard Odier Asset Management (USA)
New York
USD 2562 M +USD 279 M +12% 5.13% 96.8% 498 65.66% 0.4
Guinness Asset Management
1099
Guinness Asset Management
United Kingdom
USD 2558 M +USD 445 M +21% 13.9% 73.9% 99 0% 4.5
First Citizens Bank & Trust
1100
First Citizens Bank & Trust
North Carolina
USD 2556 M +USD 463 M +22% 9.45% 69% 452 14.6% 3