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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)
Rand Wealth
1451
Rand Wealth
Maryland
USD 867 M +USD 129 M +17% 3.43% 40.4% 225 7.56% 3.2
VEPM
1452
Vista Equity Partners Management
California
USD 866 M +USD 603 M +229% 5.33% 3.45% 27 25.93% 0.9
EP Wealth Advisors
1453
EP Wealth Advisors
California
USD 866 M +USD 50 M +6% 4.19% – 192 14.58% 1.9
CA
1454
Cornerstone Advisors
North Carolina
USD 864 M +USD 319 M +58% 5.47% 108% 286 30.42% 1.1
Relative Value Partners Group
1455
Relative Value Partners Group
USD 863 M +USD 10.6 M +1% 1.93% 8.9% 131 15.27% 1.5
Woodley Farra Manion Portfolio Management
1456
Woodley Farra Manion Portfolio Management
Indiana
USD 863 M +USD 85 M +11% 4.81% 68.1% 89 17.98% 2.5
AIA
1457
Affinity Investment Advisors
California
USD 863 M +USD 24.6 M +3% 5.8% 189% 186 17.74% 1.5
First National Trust
1458
First National Trust
Pennsylvania
USD 863 M +USD 44.6 M +5% 4.1% 82.9% 337 7.42% 2.8
ALS
1459
Andrew L. Share
USD 862 M +USD 68.8 M +9% 8.67% 14.8% 1 0% 0.8
Coldstream Capital Management
1460
Coldstream Capital Management
Washington
USD 860 M +USD 84.4 M +11% 4.41% 71% 316 16.77% 1.6
CP
1461
Centerbridge Partners
New York
USD 859 M -USD 149 M -15% 2.67% 15.9% 22 18.18% 1.4
NYLIC
1462
New York Life Insurance Company
New York
USD 858 M +USD 78.7 M +10% 3.6% 61.5% 12 0% 0.5
Salem Investment Counselors
1463
Salem Investment Counselors
North Carolina
USD 856 M -USD 6.65 M -0.8% 4.13% 181% 721 26.21% 1.4
MB
1464
Mizuho Bank
Japan
USD 856 M +USD 256 M +43% 5.67% 99.8% 15 46.67% 1.6
Evergreen Capital Management
1465
Evergreen Capital Management
Washington
USD 855 M +USD 235 M +38% 1.31% 77.2% 210 46.19% 1.3
PCP
1466
P2 Capital Partners
New York
USD 855 M -USD 4.86 M -0.6% 7.84% 7.96% 17 29.41% 1.4
Carnegie Investment Counsel
1467
Carnegie Investment Counsel
Ohio
USD 855 M +USD 33.1 M +4% 4.36% 112% 359 5.29% 2.7
Stock Yards Bank & Trust
1468
Stock Yards Bank & Trust
Kentucky
USD 853 M +USD 27.5 M +3% 4.04% 82.8% 232 11.21% 3.1
NorthCoast Asset Management
1469
NorthCoast Asset Management
Connecticut
USD 851 M -USD 15 M -2% 4.48% 34.4% 208 44.23% 0.6
BCM
1470
Bluefin Capital Management
New York
USD 850 M -USD 75.2 M -8% 4.32% – 681 58% 0.6
Armistice Capital
1471
Armistice Capital
New York
USD 849 M +USD 64.3 M +8% 0.89% 79.7% 87 57.47% 0.5
Goelzer Investment Management
1472
Goelzer Investment Management
Indiana
USD 848 M +USD 32.7 M +4% 4.03% 97.2% 204 6.37% 2.9
Parsons Capital Management
1473
Parsons Capital Management
Rhode Island
USD 848 M +USD 27.9 M +3% 4.14% 84.9% 364 4.95% 2.9
DAM
1474
Davis Asset Management
California
USD 845 M +USD 63.3 M +8% 6.23% 97.3% 27 11.11% 2.6
Sequoia Financial Advisors
1475
Sequoia Financial Advisors
Ohio
USD 844 M +USD 37.3 M +5% 4.19% 78.3% 309 14.24% 1.8