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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)
Baltimore-Washington Financial Advisors
1351
Baltimore-Washington Financial Advisors
Maryland
USD 2404 M +USD 72.4 M +3% 1.34% 80.6% 197 15.23% 3.9
Leavell Investment Management
1352
Leavell Investment Management
Alabama
USD 2404 M +USD 31.5 M +1% 2.38% 84.5% 612 8.33% 5.8
Davidson Investment Advisors
1353
Davidson Investment Advisors
Montana
USD 2403 M +USD 46.7 M +2% 3.13% 79% 125 7.2% 5.5
Trajan Wealth
1354
Trajan Wealth
Arizona
USD 2400 M +USD 83.8 M +4% 2.75% – 165 10.3% 1.4
Summitry LLC
1355
Summitry LLC
California
USD 2400 M +USD 32.9 M +1% 3.52% 68.1% 276 28.62% 2.3
Trust Company of Vermont
1356
Trust Company of Vermont
Vermont
USD 2396 M +USD 98 M +4% 3.21% – 1,196 13.96% 4.1
Birch Hill Investment Advisors
1357
Birch Hill Investment Advisors
Massachusetts
USD 2393 M +USD 25.2 M +1% 3.26% 80.1% 206 7.28% 7
BLB&B Advisors
1358
BLB&B Advisors
Pennsylvania
USD 2392 M +USD 75.6 M +3% 2.04% 82% 288 8.33% 7
Advocacy Wealth Management Services
1359
Advocacy Wealth Management Services
Georgia
USD 2390 M +USD 86.1 M +4% 2.49% 48.3% 148 8.11% 1.1
Linscomb Wealth
1360
Linscomb Wealth
Texas
USD 2382 M +USD 60.8 M +3% 2.81% 75.2% 318 7.55% 7.2
Westchester Capital Management (New York)
1361
Westchester Capital Management (New York)
New York
USD 2381 M +USD 194 M +9% 9.62% 100% 342 40.64% 0.5
Logan Capital Management
1362
Logan Capital Management
Pennsylvania
USD 2376 M +USD 5.87 M +0.2% 2.67% 134% 487 44.56% 8.1
Paradigm Capital Management Inc
1363
Paradigm Capital Management Inc
New York
USD 2376 M +USD 69.1 M +3% 7.59% 237% 129 12.4% 7.6
Quinn Opportunity Partners
1364
Quinn Opportunity Partners
Virginia
USD 2370 M +USD 959 M +68% 5.31% 77.6% 421 33.73% 1.1
Seizert Capital Partners
1365
Seizert Capital Partners
Michigan
USD 2367 M +USD 59.3 M +3% 4.76% 75.2% 189 15.87% 3.2
Bpifrance
1366
Bpifrance
France
USD 2366 M +USD 398 M +20% 17.6% 53.2% 2 0% 5.9
Osterweis Capital Management
1367
Osterweis Capital Management
California
USD 2363 M +USD 147 M +7% 3.87% 93.7% 321 21.81% 2
Advance Capital Management
1368
Advance Capital Management
Michigan
USD 2359 M +USD 54.4 M +2% 2.07% 54.4% 186 11.83% 2.3
Lombard Odier Asset Management (Switzerland)
1369
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 2353 M +USD 136 M +6% 4.87% 135% 325 35.69% 2
VestGen Advisors
1370
VestGen Advisors
Illinois
USD 2350 M -USD 652 M -22% 3.05% – 853 30.95% 0.5
Bell Bank
1371
Bell Bank
North Dakota
USD 2340 M +USD 31.1 M +1% 2.33% 71% 208 11.54% 4.9
CAS Investment Partners
1372
CAS Investment Partners
Connecticut
USD 2337 M +USD 94.8 M +4% 11.3% 527% 5 0% 4.4
Moors & Cabot
1373
Moors & Cabot
Massachusetts
USD 2336 M +USD 44.2 M +2% 2.54% 124% 975 12.62% 5
Granahan Investment Management
1374
Granahan Investment Management
Massachusetts
USD 2335 M -USD 107 M -4% 0.46% 265% 173 24.86% 2.2
Nationwide Fund Advisors
1375
Nationwide Fund Advisors
Ohio
USD 2335 M +USD 522 M +29% 1% 34.1% 10 0% 3.1