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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)
SMA
1551
Simply Money Advisors
Ohio
USD 691 M +USD 15.3 M +2% 2.36% 11.5% 27 25.93% 1.2
Forvis Mazars Wealth Advisors
1552
Forvis Mazars Wealth Advisors
Missouri
USD 691 M +USD 79.3 M +13% 2.41% 68.2% 191 22.51% 1.2
Arden Trust
1553
Arden Trust
Delaware
USD 688 M -USD 35.6 M -5% 1.5% 22.5% 495 48.08% 0.9
Trust Company of Vermont
1554
Trust Company of Vermont
Vermont
USD 687 M +USD 1.48 M +0.2% 0.66% – 860 10.93% 1.5
Park West Asset Management
1555
Park West Asset Management
California
USD 686 M +USD 55.4 M +9% 13.9% 181% 61 42.62% 0.6
Basso Capital Management
1556
Basso Capital Management
Connecticut
USD 685 M +USD 58.9 M +9% 0.11% 85.5% 159 32.08% 0.5
Raytheon Master Pension Trust
1557
Raytheon Master Pension Trust
Massachusetts
USD 682 M +USD 8.07 M +1% 1.07% 36.3% 10 50% 0.4
Legacy Private Trust
1558
Legacy Private Trust
Wisconsin
USD 682 M -USD 164 k -0% 2.32% 71.1% 270 15.93% 1.2
Sterne Agee Group
1559
Sterne Agee Group
Alabama
USD 681 M +USD 36.1 M +6% 1.02% – 344 18.02% 1
SC XI Management
1560
SC XI Management
California
USD 680 M +USD 80.9 M +14% 15.2% 117% 3 0% 1.8
Minneapolis Portfolio Management Group
1561
Minneapolis Portfolio Management Group
Minnesota
USD 679 M -USD 29.9 M -4% 3.22% 140% 29 27.59% 1.1
1GA
1562
1st Global Advisors
Texas
USD 679 M -USD 20 M -3% 2.84% 23.5% 529 26.65% 1.1
Baldwin Wealth Partners
1563
Baldwin Wealth Partners
Massachusetts
USD 679 M -USD 12.8 M -2% 2.13% 94.5% 268 13.81% 1.2
Investment Centers of America
1564
Investment Centers of America
North Dakota
USD 678 M +USD 215 M +46% 1.19% 23.2% 499 25.45% 1
Murphy Capital Management
1565
Murphy Capital Management
New Jersey
USD 678 M +USD 21.7 M +3% 2.25% 41.6% 364 18.68% 1.3
Oakmont Corp
1566
Oakmont Corp
California
USD 677 M +USD 53.2 M +9% 4.21% 70.2% 20 20% 0.8
Foyston, Gordon, & Payne
1567
Foyston, Gordon, & Payne
Ontario, Canada
USD 677 M -USD 22.6 M -3% 1.16% 57.2% 76 6.58% 1.6
CAM
1568
Centre Asset Management
New York
USD 674 M +USD 28.4 M +4% 2.2% 45.3% 125 30.4% 0.9
Oxbow Advisors
1569
Oxbow Advisors
Texas
USD 672 M -USD 43 M -6% 1% 66.3% 227 14.54% 1.4
Summit Creek Advisors
1570
Summit Creek Advisors
Minnesota
USD 669 M +USD 19.7 M +3% 7.7% 68.8% 53 15.09% 1.3
Gradient Investments
1571
Gradient Investments
Minnesota
USD 669 M +USD 61.9 M +10% 0.52% 67.6% 741 31.44% 1
Clearline Capital
1572
Clearline Capital
New York
USD 668 M +USD 23.4 M +4% 2.91% 57.4% 85 56.47% 0.5
Vision Capital Management
1573
Vision Capital Management
Oregon
USD 668 M -USD 200 M -23% 2.73% 78.4% 72 29.17% 1.2
Davidson Investment Advisors
1574
Davidson Investment Advisors
Montana
USD 668 M +USD 1.52 M +0.2% 2.09% 79% 185 10.27% 1.4
S&T Bank
1575
S&T Bank
Pennsylvania
USD 668 M -USD 20.8 M -3% 1.78% 193% 90 14.44% 1.5