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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)
Payden & Rygel
1351
Payden & Rygel
California
USD 822 M +USD 64.3 M +8% 4.45% 103% 261 45.59% 1.8
First Mercantile Trust
1352
First Mercantile Trust
Tennessee
USD 822 M -USD 154 M -16% 1.17% 51.2% 1,010 21.29% 1.9
Fort Pitt Capital Group
1353
Fort Pitt Capital Group
Pennsylvania
USD 820 M +USD 30.9 M +4% 3.26% 42.1% 101 7.92% 2.3
Bar Harbor Wealth Management
1354
Bar Harbor Wealth Management
New Hampshire
USD 820 M +USD 24.1 M +3% 2.88% 79.2% 311 6.11% 2.1
Cannell & Spears
1355
Cannell & Spears
New York
USD 819 M -USD 54.7 M -6% 1.41% 113% 132 15.15% 1.9
Consulta
1356
Consulta
United Kingdom
USD 818 M +USD 53.7 M +7% 2.42% 30.7% 15 26.67% 1
AVC
1357
Arlington Value Capital
Utah
USD 818 M +USD 21.5 M +3% 7.14% 14.4% 18 16.67% 1.5
Oak Associates
1358
Oak Associates
Ohio
USD 817 M -USD 22.6 M -3% 1.64% 152% 176 9.66% 2.1
Sheaff Brock Investment Advisors
1359
Sheaff Brock Investment Advisors
Indiana
USD 814 M -USD 68.6 M -8% 2.52% 61.9% 739 24.76% 0.2
Lee, Danner & Bass
1360
Lee, Danner & Bass
Tennessee
USD 814 M +USD 50 M +7% 3.72% – 168 6.55% 2.3
Ancora Advisors
1361
Ancora Advisors
Ohio
USD 814 M +USD 32.3 M +4% 2.21% 74.2% 554 21.12% 0.6
Relative Value Partners Group
1362
Relative Value Partners Group
USD 813 M -USD 2.24 M -0.3% 0.27% 8.9% 142 9.86% 0.6
Gradient Investments
1363
Gradient Investments
Minnesota
USD 810 M +USD 60.3 M +8% 2.43% 67.6% 836 25.6% 1.4
Dowling & Yahnke
1364
Dowling & Yahnke
California
USD 810 M +USD 14.8 M +2% 0.97% 34.8% 267 5.99% 2.3
Kentucky Retirement Systems Insurance Trust Fund
1365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 809 M +USD 143 M +22% 1.76% 115% 492 5.28% 2.2
Salem Investment Counselors
1366
Salem Investment Counselors
North Carolina
USD 809 M +USD 18 M +2% 1.14% 181% 272 12.5% 2.1
HSG Holding
1367
HSG Holding
Hong Kong
USD 807 M -USD 206 M -20% 15.6% 2.73% 8 12.5% 1.5
NC
1368
Northpointe Capital
Michigan
USD 805 M +USD 44.1 M +6% 0.94% 33% 292 59.25% 0.8
Swiss Re
1369
Swiss Re
Switzerland
USD 804 M -USD 247 M -23% 2.22% – 6 0% 1.3
TS
1370
Twin Securities
New York
USD 801 M +USD 190 M +31% 0.56% 506% 42 54.76% 0.4
Tower Bridge Advisors
1371
Tower Bridge Advisors
Pennsylvania
USD 801 M +USD 33 M +4% 2.98% 78.9% 220 11.36% 2.2
Allworth Financial
1372
Allworth Financial
California
USD 799 M +USD 246 M +44% 1.99% 53.3% 721 16.23% 1
TEC
1373
Tiger Eye Capital
Tennessee
USD 798 M -USD 168 M -17% 6.76% 116% 48 66.67% 0.3
Formuepleje A/S
1374
Formuepleje A/S
Denmark
USD 797 M -USD 81.9 M -9% 1.69% 92.1% 95 30.53% 0.7
Gabelli & Co Investment Advisers
1375
Gabelli & Co Investment Advisers
New York
USD 797 M -USD 45.1 M -5% 9.3% 248% 215 38.14% 1