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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)
Sonora Investment Management Group
1601
Sonora Investment Management Group
Arizona
USD 1194 M +USD 46.2 M +4% 5.23% 78.3% 288 13.19% 1.2
Ostrum Asset Management
1602
Ostrum Asset Management
France
USD 1193 M +USD 45.2 M +4% 6.18% 107% 680 2.5% 0.4
Regal Investment Advisors
1603
Regal Investment Advisors
Michigan
USD 1193 M +USD 60.5 M +5% 5.03% 64.7% 556 16.01% 1.8
Waterfront Capital Partners
1604
Waterfront Capital Partners
New York
USD 1192 M -USD 129 M -10% 8.13% 88.3% 50 50% 0.7
Marathon Trading Investment Management
1605
Marathon Trading Investment Management
Pennsylvania
USD 1191 M -USD 177 M -13% 6.41% 143% 334 40.42% 1.1
Simmons Bank
1606
Simmons Bank
Arkansas
USD 1190 M +USD 18.7 M +2% 6.58% 92.9% 342 7.02% 5.2
Sheaff Brock Investment Advisors
1607
Sheaff Brock Investment Advisors
Indiana
USD 1188 M +USD 100 M +9% 10.9% 61.9% 534 12.36% 4.5
Norris Perne & French
1608
Norris Perne & French
Michigan
USD 1187 M +USD 95.7 M +9% 8.46% 79.9% 138 9.42% 4.7
Pitcairn
1609
Pitcairn
Pennsylvania
USD 1186 M +USD 98.9 M +9% 7.81% 111% 672 13.1% 4.2
Angeles Investment Advisors
1610
Angeles Investment Advisors
California
USD 1186 M -USD 29 M -2% 8.63% 78.3% 181 25.97% 0.7
Meridian Wealth Management
1611
Meridian Wealth Management
Kentucky
USD 1186 M +USD 39.6 M +3% 8.77% 117% 571 9.11% 2.3
Alaska Permanent Capital Management
1612
Alaska Permanent Capital Management
Alaska
USD 1186 M +USD 95.7 M +9% 2.74% 42.8% 55 47.27% 2.7
JB Capital
1613
JB Capital
Connecticut
USD 1185 M +USD 89.8 M +8% 5.26% 83.8% 179 12.29% 1.3
PIMG
1614
Patriot Investment Management Group
Tennessee
USD 1184 M +USD 48.5 M +4% 3.9% 52.9% 245 5.31% 3.2
Appleton Partners
1615
Appleton Partners
Massachusetts
USD 1184 M +USD 60.2 M +5% 7.38% 101% 301 6.64% 5.3
Telemus Capital
1616
Telemus Capital
Michigan
USD 1184 M +USD 49.2 M +4% 6.95% 27.9% 341 9.68% 4.6
Zions Bancorporation
1617
Zions Bancorporation
Utah
USD 1183 M +USD 20.7 M +2% 5.58% 22.9% 923 4.88% 4
OCM
1618
Opti Capital Management
New York
USD 1183 M -USD 54.2 M -4% 0% 0.01% 49 2.04% 0.7
First Merchants Corp
1619
First Merchants Corp
Indiana
USD 1183 M +USD 59.6 M +5% 7.3% 55.6% 216 5.56% 6.3
CloudAlpha Capital Management
1620
CloudAlpha Capital Management
Hong Kong
USD 1182 M -USD 629 M -35% 28.8% 2,704% 55 70.91% 0.2
Goelzer Investment Management
1621
Goelzer Investment Management
Indiana
USD 1181 M +USD 31 M +3% 5.62% 97.2% 227 4.85% 5.5
Legacy Wealth Management (Tennessee)
1622
Legacy Wealth Management (Tennessee)
Tennessee
USD 1181 M +USD 63 M +6% 5.11% 50.4% 20 10% 5.3
Alerus Financial
1623
Alerus Financial
North Dakota
USD 1181 M +USD 56.6 M +5% 6.27% 97.1% 173 15.61% 3.4
Franklin Street Advisors
1624
Franklin Street Advisors
North Carolina
USD 1179 M +USD 79.7 M +7% 7.3% 130% 166 13.86% 5.5
Oakworth Capital
1625
Oakworth Capital
Alabama
USD 1177 M +USD 58.7 M +5% 5.56% 64.3% 653 13.63% 5.2