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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)
Arvest Bank Trust Division
1601
Arvest Bank Trust Division
Oklahoma
USD 2053 M +USD 213 M +12% 17.5% – 251 16.33% 4
Capstone Financial Advisors
1602
Capstone Financial Advisors
Illinois
USD 2053 M +USD 195 M +11% 11.5% 54.5% 209 18.18% 4.4
Dorsey & Whitney Trust
1603
Dorsey & Whitney Trust
South Dakota
USD 2053 M +USD 234 M +13% 19.9% 86% 770 12.99% 5
Ribbit Management Company
1604
Ribbit Management Company
California
USD 2052 M +USD 371 M +22% 8.09% – 16 18.75% 1.5
Sigma Investment Counselors
1605
Sigma Investment Counselors
Michigan
USD 2052 M +USD 159 M +8% 11.4% 54.9% 224 16.07% 6
First Western Trust Bank
1606
First Western Trust Bank
Colorado
USD 2051 M +USD 70.9 M +4% 5.61% 32% 224 12.5% 3
Rock Springs Capital Management
1607
Rock Springs Capital Management
Maryland
USD 2049 M +USD 352 M +21% 46.7% 342% 116 24.14% 2.7
Abrams Bison Investments
1608
Abrams Bison Investments
Maryland
USD 2049 M -USD 262 M -11% 44.4% 170% 11 0% 2.4
Jacobi Capital Management
1609
Jacobi Capital Management
Pennsylvania
USD 2044 M +USD 254 M +14% 15.2% 76.6% 680 12.35% 5
Evanson Financial
1610
Evanson Financial
Virginia
USD 2044 M – – 10.5% – 325 – 0
Westchester Capital Management (New York)
1611
Westchester Capital Management (New York)
New York
USD 2043 M -USD 164 M -7% 5.13% 100% 386 40.16% 0.5
Univest Financial
1612
Univest Financial
Pennsylvania
USD 2037 M +USD 256 M +14% 20.5% 82.6% 280 11.07% 3.3
6CM
1613
683 Capital Management
New York
USD 2036 M +USD 120 M +6% 21.3% 311% 257 48.64% 1.4
Siemens Fonds Invest
1614
Siemens Fonds Invest
Germany
USD 2036 M +USD 291 M +17% 27.4% 126% 556 4.68% 3.5
CenterBook Partners
1615
CenterBook Partners
Connecticut
USD 2035 M +USD 174 M +9% 22.1% 62.4% 906 54.19% 0.6
Certuity
1616
Certuity
Florida
USD 2029 M +USD 505 M +33% 56.8% 190% 731 17.65% 2
Waters Parkerson & Co
1617
Waters Parkerson & Co
Louisiana
USD 2028 M +USD 82.4 M +4% 9.89% 54.3% 202 7.92% 7.7
Bank of Hawaii
1618
Bank of Hawaii
Hawaii
USD 2027 M +USD 118 M +6% 14.8% 73.5% 245 13.47% 6.4
Principle Wealth Partners
1619
Principle Wealth Partners
Connecticut
USD 2025 M +USD 276 M +16% 15.6% 79.9% 407 8.85% 4.2
Prosperity Capital Advisors
1620
Prosperity Capital Advisors
Ohio
USD 2025 M +USD 269 M +15% 14% 72.2% 458 19.43% 1.8
Aprio Wealth Management
1621
Aprio Wealth Management
Georgia
USD 2024 M +USD 193 M +11% 13.9% 60.6% 669 13.3% 1.6
Cambria Investment Management
1622
Cambria Investment Management
California
USD 2022 M +USD 231 M +13% 11.7% 72% 792 26.52% 1.2
Waddell & Associates
1623
Waddell & Associates
Tennessee
USD 2021 M +USD 249 M +14% 9.75% 194% 588 30.61% 1.3
Punch & Associates Investment Management
1624
Punch & Associates Investment Management
Minnesota
USD 2021 M +USD 288 M +17% 20.7% 97.5% 175 13.14% 3.9
Hamilton Capital
1625
Hamilton Capital
Ohio
USD 2020 M +USD 89.4 M +5% 4.55% – 174 21.26% 2.8