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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)
BA
1501
Broadview Advisors
Wisconsin
USD 706 M +USD 37.5 M +6% 12.6% 65.3% 107 21.5% 1.7
ACN
1502
Advisor Consultant Network
Ohio
USD 705 M – – 2.88% – 200 – 0
Country Club Trust
1503
Country Club Trust
Missouri
USD 705 M +USD 16.8 M +2% 2.88% 74.1% 210 10% 2.4
TFP
1504
Triple Frond Partners
California
USD 702 M +USD 80.4 M +13% 12.9% 92.9% 10 10% 1.4
Mariner Independent Advisor Network
1505
Mariner Independent Advisor Network
Kansas
USD 702 M +USD 172 M +32% 2.7% 39.5% 204 53.43% 0.5
Navellier & Associates
1506
Navellier & Associates
Nevada
USD 699 M +USD 29.4 M +4% 4.91% 361% 336 44.64% 0.8
1WCM
1507
12 West Capital Management
New York
USD 697 M +USD 77.3 M +12% 8.17% 169% 25 36% 1.2
Baker Avenue Asset Management
1508
Baker Avenue Asset Management
California
USD 697 M +USD 32.3 M +5% 5.68% 95.6% 213 24.88% 1.4
Knighthead Capital Management
1509
Knighthead Capital Management
New York
USD 697 M +USD 519 M +293% 1.29% 74.1% 10 30% 1.4
TWI
1510
Thomas White International
Illinois
USD 697 M +USD 26.4 M +4% 4.03% 34.9% 318 18.55% 1.8
WCP
1511
Waterfront Capital Partners
New York
USD 697 M +USD 67.9 M +11% 3.26% 88.3% 60 55% 0.4
Berkshire Asset Management
1512
Berkshire Asset Management
Pennsylvania
USD 696 M +USD 38.7 M +6% 1.97% 70.4% 187 13.9% 2.1
Carnegie Investment Counsel
1513
Carnegie Investment Counsel
Ohio
USD 693 M -USD 15.7 M -2% 2.71% 101% 327 7.34% 2.2
Sentinel Trust
1514
Sentinel Trust
Texas
USD 692 M -USD 9.7 M -1% 0.47% 79.2% 147 22.45% 2
SIP
1515
Stoneridge Investment Partners
Pennsylvania
USD 690 M +USD 20 M +3% 4.32% 44.2% 349 46.42% 0.8
Hollencrest Capital Management
1516
Hollencrest Capital Management
California
USD 690 M +USD 41.9 M +6% 4.66% 85.6% 445 20% 1.9
HCS
1517
Harvest Capital Strategies
California
USD 688 M -USD 25.2 M -4% 11.2% 87.9% 108 54.63% 1.5
Webster Bank
1518
Webster Bank
Connecticut
USD 687 M +USD 5.21 M +0.8% 1.17% 77.5% 228 15.79% 2.3
Reynders McVeigh Capital Management
1519
Reynders McVeigh Capital Management
Massachusetts
USD 686 M -USD 2.38 M -0.3% 4.88% 108% 227 11.01% 2.1
JNBA Financial Advisors
1520
JNBA Financial Advisors
Minnesota
USD 685 M +USD 327 M +91% 3.6% 61.8% 1,756 77.96% 0.6
SignatureFD
1521
SignatureFD
Georgia
USD 685 M +USD 119 k +0% 3.6% 73.6% 1,708 21.08% 1.4
SC
1522
SRB Corp
Massachusetts
USD 684 M +USD 31.4 M +5% 5.9% 87.3% 195 16.41% 1.3
TAM
1523
THB Asset Management
Connecticut
USD 684 M -USD 86.7 M -11% 12.3% 104% 178 9.55% 1.3
Signature Estate & Investment Advisors
1524
Signature Estate & Investment Advisors
California
USD 683 M +USD 57.2 M +9% 4.57% 84.4% 178 21.35% 1.3
Gratus Capital
1525
Gratus Capital
Georgia
USD 683 M +USD 2.92 M +0.4% 0.83% 51.4% 185 9.73% 0.6