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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)
Hawk Ridge Capital Management
1326
Hawk Ridge Capital Management
California
USD 1442 M -USD 313 M -18% 14.5% 84.9% 62 37.1% 0.8
Fairview Capital Investment Management
1327
Fairview Capital Investment Management
California
USD 1442 M -USD 163 M -10% 11.9% 61.7% 144 13.89% 5
Heartland Advisors
1328
Heartland Advisors
Wisconsin
USD 1439 M -USD 173 M -11% 8.13% 88.6% 201 10.45% 2.6
Heritage Wealth Advisors
1329
Heritage Wealth Advisors
Virginia
USD 1439 M -USD 368 M -20% 13.4% 65% 604 10.93% 3
Capital Analysts LLC
1330
Capital Analysts LLC
Pennsylvania
USD 1438 M -USD 141 M -9% 11.8% 51.3% 1,049 15.54% 2.9
RBF Capital
1331
RBF Capital
California
USD 1438 M -USD 126 M -8% 16.5% 147% 561 14.08% 3.7
Uniplan Investment Counsel
1332
Uniplan Investment Counsel
Wisconsin
USD 1436 M -USD 262 M -15% 13.9% 70.5% 138 19.57% 2.7
Oak Hill Advisors
1333
Oak Hill Advisors
New York
USD 1435 M -USD 512 M -26% 23.1% 42.4% 19 0% 2
Ethic Inc
1334
Ethic Inc
New York
USD 1435 M -USD 14 M -1% 13.9% 130% 818 17.24% 1.3
Northeast Financial Consultants
1335
Northeast Financial Consultants
Connecticut
USD 1434 M -USD 293 M -17% 15.2% 63.8% 399 19.55% 3.1
CG
1336
Cutler Group
California
USD 1433 M -USD 466 M -25% 16.5% 57.7% 6,082 29.97% 1.6
Commerzbank Aktiengesellschaft
1337
Commerzbank Aktiengesellschaft
Germany
USD 1432 M -USD 328 M -19% 13.1% 92.4% 73 12.33% 6.5
Punch & Associates Investment Management
1338
Punch & Associates Investment Management
Minnesota
USD 1430 M -USD 329 M -19% 13.6% 97.5% 249 9.64% 3.6
First Trust Capital Management
1339
First Trust Capital Management
Illinois
USD 1430 M +USD 500 M +54% 4.19% 214% 474 61.6% 0.3
Merriman Wealth Management
1340
Merriman Wealth Management
Washington
USD 1423 M +USD 205 M +17% 13.9% 18.3% 212 30.66% 2.6
Smithfield Trust
1341
Smithfield Trust
Pennsylvania
USD 1422 M -USD 133 M -9% 9.78% 50% 1,110 5.41% 4.8
Advisor Partners
1342
Advisor Partners
California
USD 1421 M -USD 178 M -11% 13.6% 63.8% 919 13.49% 4.1
Triasima Portfolio Management
1343
Triasima Portfolio Management
Quebec, Canada
USD 1419 M -USD 660 M -32% 14% 224% 177 40.11% 0.8
1ST Source Bank
1344
1ST Source Bank
Indiana
USD 1416 M -USD 211 M -13% 10.4% 80.8% 270 10.74% 6
6CM
1345
683 Capital Management
New York
USD 1416 M -USD 452 M -24% 14.4% 311% 375 31.47% 1
Marquard & Bahls
1346
Marquard & Bahls
Germany
USD 1414 M -USD 30.9 M -2% 5.47% – 4 0% 0.5
Avidian Wealth Enterprises
1347
Avidian Wealth Enterprises
Texas
USD 1413 M -USD 220 M -13% 11.6% 71.7% 519 19.65% 1.8
Invenomic Capital Management
1348
Invenomic Capital Management
Massachusetts
USD 1410 M +USD 474 M +51% 17.6% 6.61% 199 48.74% 0.6
Eversept Partners
1349
Eversept Partners
New York
USD 1407 M +USD 104 M +8% 7.76% 321% 106 46.23% 0.9
DLD Asset Management
1350
DLD Asset Management
New York
USD 1405 M -USD 180 M -11% 0.02% 10.3% 285 45.61% 0.4