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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)
WealthTrust Fairport
1376
WealthTrust Fairport
Ohio
USD 1028 M +USD 30.5 M +3% 1.13% 31.4% 589 21.9% 1.1
SCM
1377
Sorin Capital Management
Connecticut
USD 1028 M +USD 326 M +47% 7.9% 28% 22 31.82% 0.8
Meritage Portfolio Management
1378
Meritage Portfolio Management
Kansas
USD 1027 M -USD 8.54 M -0.8% 4.43% 97.4% 232 26.72% 1.9
Donaldson Capital Management
1379
Donaldson Capital Management
Indiana
USD 1026 M +USD 9.31 M +0.9% 2.44% 77.7% 192 13.54% 2.8
Aravt Global
1380
Aravt Global
New York
USD 1025 M +USD 55.3 M +6% 6.53% 83.7% 12 8.33% 2.1
BVF Inc
1381
BVF Inc
California
USD 1025 M +USD 38.1 M +4% 11.8% 592% 52 19.23% 1.3
Mather Group
1382
Mather Group
Illinois
USD 1025 M +USD 59.6 M +6% 0.2% 54.1% 52 5.77% 1.8
Sheaff Brock Investment Advisors
1383
Sheaff Brock Investment Advisors
Indiana
USD 1024 M +USD 57.6 M +6% 4.31% 61.9% 597 17.25% 1.8
Pomelo Capital
1384
Pomelo Capital
New York
USD 1023 M -USD 808 M -44% 1.52% 4.35% 117 40.17% 1.2
CLA (CliftonLarsonAllen) Wealth Advisors
1385
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1023 M +USD 22.5 M +2% 1.15% 45.9% 132 7.58% 2.8
Rampart Investment Management
1386
Rampart Investment Management
Connecticut
USD 1022 M -USD 24 M -2% 4.29% 74% 543 6.26% 1.2
GW Henssler & Associates
1387
GW Henssler & Associates
Georgia
USD 1019 M +USD 23.6 M +2% 2.11% 62.4% 136 12.5% 3.4
Chai Trust Company
1388
Chai Trust Company
Illinois
USD 1018 M +USD 7.48 M +0.7% 1.56% 12.7% 24 16.67% 1.2
SQN Investors
1389
SQN Investors
California
USD 1018 M +USD 241 M +31% 9.24% – 20 45% 0.9
Rubric Capital Management (New York)
1390
Rubric Capital Management (New York)
New York
USD 1017 M -USD 55.9 M -5% 4.89% 251% 61 40.98% 0.6
Benjamin F. Edwards & Company
1391
Benjamin F. Edwards & Company
Missouri
USD 1016 M +USD 32.9 M +3% 1.86% 19.7% 1,721 13.19% 2.5
Sand Hill Global Advisors
1392
Sand Hill Global Advisors
California
USD 1014 M +USD 910 M +879% 1.3% 58.6% 108 33.33% 2.1
Sage Advisory Services
1393
Sage Advisory Services
Texas
USD 1014 M +USD 15.7 M +2% 0.13% 33.9% 55 20% 0.8
Trilogy Global Advisors
1394
Trilogy Global Advisors
Florida
USD 1013 M -USD 69.8 M -6% 1.01% 42.3% 36 19.44% 2.4
Cobblestone Capital Advisors
1395
Cobblestone Capital Advisors
New York
USD 1012 M +USD 24.9 M +3% 2.6% 83.3% 251 8.76% 2.8
Buckingham Capital Management (New York)
1396
Buckingham Capital Management (New York)
New York
USD 1011 M +USD 143 M +16% 7.88% 62.5% 105 30.48% 1.7
Glazer Capital LLC
1397
Glazer Capital LLC
New York
USD 1011 M +USD 62.6 M +7% 9.05% 323% 173 46.82% 0.4
Weiss Asset Management
1398
Weiss Asset Management
Massachusetts
USD 1010 M -USD 232 M -19% 0.62% 138% 313 61.02% 0.3
Busey Bank
1399
Busey Bank
Illinois
USD 1009 M +USD 60.4 M +6% 3.83% 94.2% 203 6.4% 3.3
NAYA Capital Management (UK)
1400
NAYA Capital Management (UK)
United Kingdom
USD 1009 M +USD 48.4 M +5% 16.9% 121% 16 50% 0.4