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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)
Livforsakringsbolaget Skandia
1551
Livforsakringsbolaget Skandia
Sweden
USD 845 M +USD 29.7 M +4% 2.13% 181% 658 5.47% 4.4
Stack Financial Management
1552
Stack Financial Management
Montana
USD 841 M -USD 50.1 M -6% 1.9% 58.4% 50 16% 3.4
Windward Capital Management
1553
Windward Capital Management
California
USD 836 M +USD 34 M +4% 3.71% 78.5% 79 0% 4.2
WFM Asia
1554
WFM Asia
British Virgin Islands
USD 836 M -USD 137 M -14% 10.3% 89.9% 12 0% 2.2
QVR
1555
QVR
California
USD 836 M +USD 52.4 M +7% 2.96% – 92 63.04% 0.5
Bernzott Capital Advisors
1556
Bernzott Capital Advisors
California
USD 835 M +USD 4.53 M +0.5% 0.08% 46.6% 44 4.55% 3.9
La Financiere de L'Echiquier
1557
La Financiere de L'Echiquier
France
USD 834 M +USD 149 M +22% 1.51% 28.1% 66 33.33% 1
Community Trust & Investment
1558
Community Trust & Investment
Kentucky
USD 833 M +USD 21.1 M +3% 1.75% 123% 68 17.65% 2.8
TCF National Bank
1559
TCF National Bank
South Dakota
USD 831 M – – 1.21% – 351 – 0
Avity Investment Management
1560
Avity Investment Management
Connecticut
USD 830 M -USD 10.7 M -1% 1.67% 119% 83 10.84% 3.8
First Citizens Bank & Trust
1561
First Citizens Bank & Trust
North Carolina
USD 830 M -USD 86.8 M -9% 1.95% 69% 460 29.78% 2.5
Sargent Bickham Lagudis
1562
Sargent Bickham Lagudis
Colorado
USD 830 M -USD 11.6 M -1% 1.29% 19.1% 834 14.15% 2.6
Atalan Capital Partners
1563
Atalan Capital Partners
New York
USD 829 M +USD 56.4 M +7% 1.26% 319% 16 37.5% 1.4
Alaska Wealth Advisors
1564
Alaska Wealth Advisors
Alaska
USD 829 M -USD 105 M -11% 0.49% 44.3% 66 57.58% 1.2
Alaska Permanent Capital Management
1565
Alaska Permanent Capital Management
Alaska
USD 829 M +USD 69.3 M +9% 0.49% 42.8% 68 57.35% 2.5
Appleton Partners
1566
Appleton Partners
Massachusetts
USD 828 M +USD 19.2 M +2% 2.21% 101% 291 7.22% 3.3
Bank of the West
1567
Bank of the West
California
USD 828 M -USD 22.8 M -3% 0.88% 35.4% 284 9.15% 4.3
Jag Capital Management
1568
Jag Capital Management
Missouri
USD 828 M -USD 58.1 M -7% 2.24% 230% 205 15.12% 1.8
Advisor Partners
1569
Advisor Partners
California
USD 827 M +USD 7.34 M +0.9% 2.26% 63.8% 710 14.65% 2.8
Rehmann Capital Advisory Group
1570
Rehmann Capital Advisory Group
Michigan
USD 827 M +USD 14.4 M +2% 1.71% 64.6% 2,289 36% 1.6
Empirical Wealth Management
1571
Empirical Wealth Management
Washington
USD 826 M +USD 58.2 M +8% 0.73% 78.8% 305 19.02% 2.2
Mangrove Partners
1572
Mangrove Partners
Connecticut
USD 825 M -USD 59.1 M -7% 3.37% 185% 116 38.79% 0.7
Quinn Opportunity Partners
1573
Quinn Opportunity Partners
Virginia
USD 824 M +USD 20 M +2% 0.22% 77.6% 219 28.31% 1.3
Cetera Investment Advisers
1574
Cetera Investment Advisers
Illinois
USD 823 M +USD 47.3 M +6% 1.47% 73.4% 568 14.44% 2
Bragg Financial Advisors
1575
Bragg Financial Advisors
North Carolina
USD 823 M +USD 11.1 M +1% 1.46% 101% 276 6.16% 4.5