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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)
Wedmont Private Capital
1476
Wedmont Private Capital
Pennsylvania
USD 1590 M +USD 221 M +16% 3.04% 87.5% 679 16.35% 1.4
American Express
1477
American Express
New York
USD 1586 M +USD 87.2 M +6% 7.51% – 5 40% 0.5
Sageworth Trust
1478
Sageworth Trust
Pennsylvania
USD 1585 M +USD 35.1 M +2% 1.61% 64.5% 114 33.33% 3
Empire Life Investments
1479
Empire Life Investments
Ontario, Canada
USD 1585 M -USD 43.4 M -3% 0.44% 90.8% 101 13.86% 3.9
Meritage Portfolio Management
1480
Meritage Portfolio Management
Kansas
USD 1584 M +USD 13.4 M +0.9% 3.97% 97.4% 366 14.75% 3.1
Acropolis Investment Management
1481
Acropolis Investment Management
Missouri
USD 1583 M +USD 54.6 M +4% 0.57% 51% 291 3.09% 5.3
Heitman Real Estate Securities
1482
Heitman Real Estate Securities
Illinois
USD 1581 M -USD 176 M -10% 1.19% 48.3% 59 18.64% 3.6
Robert Wood Johnson Foundation
1483
Robert Wood Johnson Foundation
New Jersey
USD 1581 M -USD 125 M -7% 7.3% 4.83% 2 0% 7.6
Strategic Financial Services
1484
Strategic Financial Services
New York
USD 1580 M +USD 32.1 M +2% 0.56% 58.7% 138 13.77% 5.7
Grandfield & Dodd
1485
Grandfield & Dodd
New York
USD 1580 M -USD 5.13 M -0.3% 0.22% 70.8% 204 2.45% 7.1
GC
1486
Gobi Capital
California
USD 1578 M -USD 23.7 M -1% 5.04% 93.7% 11 9.09% 3.6
Mogy Joel R Investment Counsel
1487
Mogy Joel R Investment Counsel
California
USD 1578 M +USD 107 M +7% 8.88% 121% 122 13.11% 8.1
Vancity Investment Management
1488
Vancity Investment Management
British Columbia, Canada
USD 1578 M +USD 739 M +88% 2.71% – 69 10.14% 2
Baader Bank Aktiengesellschaft
1489
Baader Bank Aktiengesellschaft
Germany
USD 1578 M +USD 173 M +12% 4.75% 155% 493 49.7% 0.8
Bank Pictet & Cie (Asia)
1490
Bank Pictet & Cie (Asia)
Singapore
USD 1574 M +USD 285 M +22% 7.19% 30.4% 111 18.02% 3.8
RPGK
1491
Retirement Planning Group (Kansas)
Kansas
USD 1573 M +USD 267 M +20% 0.88% 54.7% 245 18.78% 2.4
VR Adviser
1492
VR Adviser
New York
USD 1570 M -USD 532 M -25% 16.2% 1,698% 44 34.09% 0.9
McKinley Carter Wealth Services
1493
McKinley Carter Wealth Services
West Virginia
USD 1570 M +USD 73.9 M +5% 1.35% 63.2% 305 4.26% 4.5
Bank of Finland
1494
Bank of Finland
Finland
USD 1568 M +USD 42.4 M +3% 2.11% 66.7% 4 0% 2.8
Allianz Investment Management US
1495
Allianz Investment Management US
Minnesota
USD 1566 M -USD 20.7 M -1% 1.52% 7.58% 47 12.77% 2.3
WMS Partners
1496
WMS Partners
Maryland
USD 1564 M +USD 107 M +7% 0.88% 10.8% 284 11.97% 4.3
Spinnaker Trust
1497
Spinnaker Trust
Maine
USD 1562 M +USD 12.7 M +0.8% 2.66% 68.2% 280 6.79% 6
IFG Advisory
1498
IFG Advisory
Georgia
USD 1559 M +USD 218 M +16% 1.09% 70.1% 635 45.04% 2
Trajan Wealth
1499
Trajan Wealth
Arizona
USD 1558 M +USD 80.3 M +5% 3.04% – 186 13.44% 0.2
GM Advisory Group
1500
GM Advisory Group
New York
USD 1550 M +USD 124 M +9% 3.69% 53.6% 248 12.1% 2.9