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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)
Bank of Hawaii
1476
Bank of Hawaii
Hawaii
USD 2002 M +USD 107 M +6% 8.05% 73.5% 245 10.2% 6.2
Deroy & Devereaux Private Investment Counsel
1477
Deroy & Devereaux Private Investment Counsel
Michigan
USD 2002 M +USD 153 M +8% 10.3% 135% 182 12.09% 4.9
GW Henssler & Associates
1478
GW Henssler & Associates
Georgia
USD 2001 M +USD 129 M +7% 7.4% 71.7% 250 33.2% 3.3
Strategic Financial Services
1479
Strategic Financial Services
New York
USD 1993 M +USD 134 M +7% 7.07% 58.7% 146 8.22% 6.1
Soma Equity Partners
1480
Soma Equity Partners
California
USD 1992 M -USD 23.9 M -1% 9.36% 151% 19 26.32% 2.1
MRG
1481
Milestone Resources Group
British Virgin Islands
USD 1991 M +USD 75.8 M +4% 1.9% 95% 13 23.08% 4.2
Soleus Capital Management
1482
Soleus Capital Management
Connecticut
USD 1986 M +USD 476 M +32% 32.6% 508% 113 38.05% 1.2
AE Industrial Partners
1483
AE Industrial Partners
Florida
USD 1986 M +USD 226 M +13% 46.8% – 4 50% 0.5
Klingman & Associates
1484
Klingman & Associates
New York
USD 1982 M +USD 169 M +9% 6.98% 64.9% 344 15.99% 3.9
TruWealth Advisors
1485
TruWealth Advisors
Louisiana
USD 1979 M +USD 163 M +9% 6.67% 56.3% 190 11.58% 2.7
Atairos Group
1486
Atairos Group
Pennsylvania
USD 1976 M -USD 48 M -2% 1.47% 27.9% 5 0% 3.9
Lombard Odier Asset Management (Europe)
1487
Lombard Odier Asset Management (Europe)
United Kingdom
USD 1975 M +USD 551 M +39% 9.75% 79.7% 179 43.02% 1.2
Generate Investment Management
1488
Generate Investment Management
New Zealand
USD 1971 M +USD 168 M +9% 7.96% 153% 102 32.35% 0.9
Fairview Capital Investment Management
1489
Fairview Capital Investment Management
California
USD 1970 M +USD 37.5 M +2% 4.72% 61.7% 178 7.87% 5.7
Osborne Partners Capital Management
1490
Osborne Partners Capital Management
California
USD 1970 M +USD 89 M +5% 6.93% 60.8% 216 9.72% 5.7
Bpifrance
1491
Bpifrance
France
USD 1968 M -USD 121 M -6% 5.09% 53.2% 3 33.33% 5.6
Acropolis Investment Management
1492
Acropolis Investment Management
Missouri
USD 1968 M +USD 148 M +8% 5.74% 51% 273 12.82% 6
Alerus Financial
1493
Alerus Financial
North Dakota
USD 1966 M +USD 577 M +42% 8.4% 97.1% 577 19.24% 1.5
Cerity Partners OCIO
1494
Cerity Partners OCIO
New York
USD 1961 M +USD 157 M +9% 4.94% – 26 3.85% 4
Sun Life Financial
1495
Sun Life Financial
Ontario, Canada
USD 1961 M +USD 132 M +7% 7.53% 65.7% 38 7.89% 4.2
Southeastern Asset Management
1496
Southeastern Asset Management
Tennessee
USD 1959 M -USD 24.4 M -1% 2.53% 26.7% 55 21.82% 3.1
Leeward Investments
1497
Leeward Investments
Massachusetts
USD 1957 M +USD 78.4 M +4% 8.63% 88% 147 7.48% 2.7
AG2R La Mondiale Gestion d'Actifs
1498
AG2R La Mondiale Gestion d'Actifs
France
USD 1947 M USD 0 0% 8.08% – 364 0% 0.5
Lowe Brockenbrough & Co
1499
Lowe Brockenbrough & Co
Virginia
USD 1944 M +USD 165 M +9% 8.1% 78.8% 344 11.63% 6.2
Smith Salley Wealth Management
1500
Smith Salley Wealth Management
North Carolina
USD 1943 M +USD 215 M +12% 9.5% 106% 272 9.56% 4.9