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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)
Essex Financial Services
1601
Essex Financial Services
Connecticut
USD 1782 M +USD 24.7 M +1% 1.09% 87.7% 841 12.37% 4.1
Moody Lynn & Lieberson
1602
Moody Lynn & Lieberson
Massachusetts
USD 1782 M -USD 105 M -6% 1.98% 142% 273 11.36% 5.6
Ostrum Asset Management
1603
Ostrum Asset Management
France
USD 1781 M -USD 303 M -15% 0.19% 107% 586 6.48% 2.8
Univest Financial
1604
Univest Financial
Pennsylvania
USD 1781 M -USD 105 M -6% 2.66% 82.6% 264 6.82% 3.4
First Interstate Bank
1605
First Interstate Bank
Montana
USD 1779 M -USD 84.3 M -5% 0.1% 49.7% 211 17.06% 5.1
Beacon Capital Management Inc (Ohio)
1606
Beacon Capital Management Inc (Ohio)
Ohio
USD 1778 M -USD 91.2 M -5% 2.39% 46.4% 160 29.38% 2.2
Patriot Financial Group Insurance Agency
1607
Patriot Financial Group Insurance Agency
Massachusetts
USD 1774 M +USD 934 M +111% 1.52% 97.3% 730 34.38% 2.8
Waddell & Associates
1608
Waddell & Associates
Tennessee
USD 1773 M +USD 291 M +20% 8.2% 194% 491 30.96% 1.4
Atwood & Palmer
1609
Atwood & Palmer
Missouri
USD 1772 M +USD 12.4 M +0.7% 0.38% 90% 562 19.04% 5
Founders Financial Securities
1610
Founders Financial Securities
Maryland
USD 1772 M +USD 74.5 M +4% 0.59% 71% 604 17.22% 2.6
HITE Hedge Asset Management
1611
HITE Hedge Asset Management
Massachusetts
USD 1772 M +USD 204 M +13% 16.9% 54.4% 166 51.2% 0.9
Grandfield & Dodd
1612
Grandfield & Dodd
New York
USD 1771 M +USD 5.53 M +0.3% 3.29% 80.6% 218 9.17% 7.7
Knights of Columbus Asset Advisors
1613
Knights of Columbus Asset Advisors
Connecticut
USD 1770 M +USD 6.37 M +0.4% 1.19% 137% 428 14.49% 2.4
Contrarius Group Holdings
1614
Contrarius Group Holdings
Bermuda
USD 1766 M -USD 296 M -14% 0.29% – 59 59.32% 0.5
Simplicity Wealth
1615
Simplicity Wealth
New Jersey
USD 1765 M +USD 87.6 M +5% 0.65% 82.2% 799 18.77% 1.1
Saratoga Research & Investment Management
1616
Saratoga Research & Investment Management
California
USD 1762 M -USD 145 M -8% 6.01% 65.1% 49 10.2% 7
Aaron Wealth Advisors
1617
Aaron Wealth Advisors
Illinois
USD 1761 M -USD 68.3 M -4% 0.74% 108% 771 22.83% 1.8
Sun Life Financial
1618
Sun Life Financial
Ontario, Canada
USD 1761 M -USD 144 M -8% 3.04% 65.7% 52 38.46% 3.5
NEA Management Company
1619
NEA Management Company
Maryland
USD 1759 M -USD 202 M -10% 14.5% 823% 28 10.71% 4.5
NM
1620
NWI Management
New York
USD 1759 M -USD 413 M -19% 4.29% 230% 65 32.31% 2.3
Evensky & Katz
1621
Evensky & Katz
Florida
USD 1758 M -USD 14.3 M -0.8% 0.3% 61.1% 72 0% 7.4
Prosperity Capital Advisors
1622
Prosperity Capital Advisors
Ohio
USD 1756 M +USD 85.4 M +5% 1.08% 72.2% 427 17.33% 1.7
Campbell & Co Investment Adviser
1623
Campbell & Co Investment Adviser
Maryland
USD 1756 M -USD 327 M -16% 1.57% 31% 1,470 56.53% 0.5
Symmetry Partners
1624
Symmetry Partners
Connecticut
USD 1750 M +USD 60.6 M +4% 0.24% 61.4% 227 17.62% 2.3
Principle Wealth Partners
1625
Principle Wealth Partners
Connecticut
USD 1750 M -USD 27.6 M -2% 1.93% 90.7% 393 8.4% 4.2