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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)
Community Trust & Investment
1576
Community Trust & Investment
Kentucky
USD 1841 M -USD 50.1 M -3% 1.49% 123% 151 13.91% 4.3
Arvest Bank Trust Division
1577
Arvest Bank Trust Division
Oklahoma
USD 1840 M -USD 6.74 M -0.4% 0.33% – 233 15.88% 4.2
Regal Partners
1578
Regal Partners
Australia
USD 1839 M +USD 105 M +6% 2.37% 146% 140 55% 0.8
Occudo Quantitative Strategies
1579
Occudo Quantitative Strategies
Florida
USD 1838 M +USD 346 M +23% 1.98% 94.6% 974 56.57% 0.3
Angeles Wealth Management
1580
Angeles Wealth Management
California
USD 1838 M +USD 24.5 M +1% 2.88% 80.6% 559 23.08% 1.7
Kensington Asset Management
1581
Kensington Asset Management
Texas
USD 1837 M -USD 98.4 M -5% 2.11% 38.1% 48 27.08% 0.8
Cidel Asset Management
1582
Cidel Asset Management
Ontario, Canada
USD 1833 M +USD 419 M +30% 0.25% 83.9% 441 18.37% 2.6
Willis Investment Counsel
1583
Willis Investment Counsel
Georgia
USD 1831 M -USD 104 M -5% 6.22% 65.3% 135 12.59% 5.3
Aprio Wealth Management
1584
Aprio Wealth Management
Georgia
USD 1831 M +USD 88.5 M +5% 0.37% 66.1% 640 19.69% 1.5
Standard Investments
1585
Standard Investments
New York
USD 1828 M -USD 174 M -9% 9.13% 29.6% 14 21.43% 2.9
Diversified Enterprises
1586
Diversified Enterprises
Delaware
USD 1826 M +USD 145 M +9% 1.63% – 430 12.33% 1
Dorsey & Whitney Trust
1587
Dorsey & Whitney Trust
South Dakota
USD 1818 M -USD 72.7 M -4% 1.74% 86% 750 11.73% 5
Harvard Management Company
1588
Harvard Management Company
Massachusetts
USD 1816 M -USD 264 M -13% 7.53% 123% 20 20% 1.8
Money Concepts Capital
1589
Money Concepts Capital
Florida
USD 1808 M +USD 24.9 M +1% 0.36% 74.5% 608 21.55% 2.5
Spinnaker Trust
1590
Spinnaker Trust
Maine
USD 1807 M -USD 61.1 M -3% 2.36% 68.2% 300 6% 6.7
GC
1591
Gobi Capital
California
USD 1798 M -USD 264 M -13% 7.71% 93.7% 14 28.57% 4.2
Rice Hall James & Associates
1592
Rice Hall James & Associates
California
USD 1796 M -USD 20.8 M -1% 0.37% 140% 255 9.41% 5.2
WealthPlan Investment Management
1593
WealthPlan Investment Management
Nebraska
USD 1795 M +USD 226 M +14% 0.71% 74.2% 478 25.52% 1.5
BBR Partners
1594
BBR Partners
New York
USD 1792 M -USD 71.8 M -4% 3.23% 63.4% 303 28.38% 3.1
Cambria Investment Management
1595
Cambria Investment Management
California
USD 1790 M +USD 77.1 M +4% 7.76% 72% 748 33.16% 1.3
Jacobi Capital Management
1596
Jacobi Capital Management
Pennsylvania
USD 1790 M +USD 64.8 M +4% 0.26% 76.6% 646 7.74% 5
Courier Capital
1597
Courier Capital
New York
USD 1789 M +USD 8.19 M +0.5% 0.04% 70.8% 405 10.12% 6.2
JFS Wealth Advisors
1598
JFS Wealth Advisors
Pennsylvania
USD 1787 M +USD 12.3 M +0.7% 0.32% 54.8% 1,963 6.21% 4.6
Kinetic Partners Management
1599
Kinetic Partners Management
Florida
USD 1787 M -USD 274 M -13% 0.67% 263% 56 33.93% 0.9
Berger Financial Group
1600
Berger Financial Group
Minnesota
USD 1787 M +USD 58.5 M +3% 1.69% 59.9% 506 9.09% 2.5