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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)
Legacy Private Trust
1576
Legacy Private Trust
Wisconsin
USD 1173 M +USD 66.6 M +6% 6.27% 71.1% 235 9.36% 5.2
Simmons Bank
1577
Simmons Bank
Arkansas
USD 1172 M +USD 8.05 M +0.7% 4.28% 92.9% 350 8.29% 5
Moody National Bank Trust Division
1578
Moody National Bank Trust Division
Texas
USD 1169 M +USD 21.5 M +2% 3.12% 115% 618 6.47% 3.3
Hillsdale Investment Management
1579
Hillsdale Investment Management
Ontario, Canada
USD 1168 M -USD 15.4 M -1% 9.56% 271% 662 34.44% 1.7
Fulton Breakefield Broenniman
1580
Fulton Breakefield Broenniman
Maryland
USD 1164 M +USD 37.1 M +3% 5.29% 68% 180 8.89% 3.6
1WCM
1581
12 West Capital Management
New York
USD 1164 M +USD 174 M +18% 20.6% 169% 29 44.83% 1.4
Zions Bancorporation
1582
Zions Bancorporation
Utah
USD 1163 M -USD 103 M -8% 6.15% 22.9% 1,075 17.3% 3.8
Community Trust & Investment
1583
Community Trust & Investment
Kentucky
USD 1162 M +USD 62.9 M +6% 7.29% 123% 121 9.92% 3.2
Klingman & Associates
1584
Klingman & Associates
New York
USD 1161 M +USD 21.1 M +2% 4.83% 64.9% 209 7.66% 3.9
CSM Advisors
1585
CSM Advisors
Pennsylvania
USD 1158 M +USD 108 M +10% 7.33% 105% 149 17.45% 1.5
Stairway Partners
1586
Stairway Partners
Illinois
USD 1154 M +USD 453 M +65% 5.32% 48.1% 15 33.33% 6
SFG
1587
Sather Financial Group
Texas
USD 1151 M -USD 65 M -5% 6.8% 82.3% 107 12.15% 2.7
Goelzer Investment Management
1588
Goelzer Investment Management
Indiana
USD 1150 M -USD 16.6 M -1% 2.64% 97.2% 244 11.89% 5.3
Baystate Wealth Management
1589
Baystate Wealth Management
Massachusetts
USD 1149 M +USD 56.7 M +5% 5.37% 14.6% 1,093 16.01% 3.3
Ostrum Asset Management
1590
Ostrum Asset Management
France
USD 1148 M – – 4.63% 107% 671 – 0.1
Baldwin Wealth Partners
1591
Baldwin Wealth Partners
Massachusetts
USD 1147 M +USD 44.8 M +4% 7.91% 94.5% 821 7.43% 3.6
Sonora Investment Management Group
1592
Sonora Investment Management Group
Arizona
USD 1147 M +USD 49.2 M +4% 4.6% 78.3% 286 10.49% 0.9
Meridian Wealth Management
1593
Meridian Wealth Management
Kentucky
USD 1147 M +USD 125 M +12% 10.5% 117% 568 11.44% 2.1
Lombard Odier Asset Management (Switzerland)
1594
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 1146 M -USD 105 M -8% 6.47% 135% 431 25.06% 1.1
Adelante Capital Management
1595
Adelante Capital Management
California
USD 1145 M -USD 42.8 M -4% 3.22% 43.2% 46 10.87% 3.3
Summit Financial
1596
Summit Financial
New Jersey
USD 1145 M +USD 81.1 M +8% 7.85% 81.8% 265 9.81% 1.7
Rothschild Investment LLC
1597
Rothschild Investment LLC
Illinois
USD 1143 M +USD 54.6 M +5% 6.55% 99.4% 511 7.63% 4.9
CBIZ Investment Advisory Services
1598
CBIZ Investment Advisory Services
Ohio
USD 1143 M +USD 886 M +345% 5.69% 48.7% 39 46.15% 0.6
WMS Partners
1599
WMS Partners
Maryland
USD 1142 M +USD 133 M +13% 5.95% 10.8% 296 13.18% 3.5
Ashton Thomas Private Wealth
1600
Ashton Thomas Private Wealth
Arizona
USD 1142 M +USD 135 M +13% 5.86% 77.5% 526 16.16% 1.9