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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)
Bar Harbor Wealth Management
1351
Bar Harbor Wealth Management
New Hampshire
USD 770 M +USD 56.6 M +8% 9.13% 85% 254 5.51% 0.5
HighTower Trust
1352
HighTower Trust
Texas
USD 769 M +USD 115 M +18% 13.9% 90.4% 148 16.22% 0.4
Salem Investment Counselors
1353
Salem Investment Counselors
North Carolina
USD 768 M +USD 48.2 M +7% 8.46% 181% 295 15.25% 0.4
Osborne Partners Capital Management
1354
Osborne Partners Capital Management
California
USD 767 M +USD 50 M +7% 9.38% 60.8% 188 9.04% 0.5
Buckhead Capital Management
1355
Buckhead Capital Management
Georgia
USD 767 M +USD 39 M +5% 10.2% 67.6% 210 11.9% 0.4
HC
1356
Hawkins Capital
Texas
USD 765 M +USD 619 k +0.1% 11.5% 8.54% 20 10% 0.5
Copeland Capital Management
1357
Copeland Capital Management
Pennsylvania
USD 765 M +USD 121 M +19% 10.1% 56.7% 191 31.94% 0.3
Old Republic International (ORI)
1358
Old Republic International (ORI)
Illinois
USD 763 M – – 5.86% 50.5% 64 – 0
Tower Bridge Advisors
1359
Tower Bridge Advisors
Pennsylvania
USD 762 M +USD 64.7 M +9% 10.1% 78.9% 201 6.47% 0.5
Raymond James Trust
1360
Raymond James Trust
Florida
USD 762 M +USD 112 M +17% 8.86% 41.3% 609 12.97% 0.4
Perpetual Ltd
1361
Perpetual Ltd
Australia
USD 760 M +USD 49 M +7% 8.07% 104% 254 21.65% 0.4
Summitry LLC
1362
Summitry LLC
California
USD 759 M +USD 99 M +15% 9.36% 68.1% 75 10.67% 0.4
Broadfin Capital
1363
Broadfin Capital
New York
USD 758 M +USD 195 M +35% 33.1% 298% 77 48.05% 0.3
BFO
1364
Boston Family Office
Massachusetts
USD 758 M +USD 55 M +8% 8.32% 53.4% 263 8.37% 0.5
Stack Financial Management
1365
Stack Financial Management
Montana
USD 754 M +USD 59.2 M +9% 8.61% 58.4% 47 0% 0.5
Capital Investment Advisors
1366
Capital Investment Advisors
Georgia
USD 754 M – – 3.77% 62.2% 390 – 0
Ardsley Advisory Partners
1367
Ardsley Advisory Partners
Connecticut
USD 753 M +USD 263 M +54% 22.1% 555% 237 72.57% 0.2
Pier Capital
1368
Pier Capital
Connecticut
USD 750 M +USD 41.5 M +6% 17.3% 223% 176 47.16% 0.3
Lee, Danner & Bass
1369
Lee, Danner & Bass
Tennessee
USD 750 M +USD 31 M +4% 6.72% – 151 6.62% 0.5
Hirtle Callaghan & Co
1370
Hirtle Callaghan & Co
Pennsylvania
USD 747 M +USD 128 M +21% 5.54% 58.1% 792 32.95% 0.2
Suvretta Capital Management
1371
Suvretta Capital Management
New York
USD 746 M – – 13.8% 364% 34 – 0
1ST Source Bank
1372
1ST Source Bank
Indiana
USD 744 M +USD 69.9 M +10% 12.5% 80.8% 243 18.93% 0.4
First Foundation Advisors
1373
First Foundation Advisors
California
USD 743 M +USD 101 M +16% 7.65% 70.4% 215 29.3% 0.3
Amica Pension Fund Board of Trustees
1374
Amica Pension Fund Board of Trustees
Rhode Island
USD 743 M +USD 51 M +7% 9.51% 30.8% 391 3.84% 0.5
Punch & Associates Investment Management
1375
Punch & Associates Investment Management
Minnesota
USD 742 M +USD 100 M +16% 10.9% 97.5% 218 26.61% 0.4