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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)
Bridges Investment Counsel
1626
Bridges Investment Counsel
Nebraska
USD 577 M +USD 152 M +36% 7.07% 33.7% 172 33.14% 1.8
First Hawaiian Bank
1627
First Hawaiian Bank
Hawaii
USD 576 M -USD 51.3 M -8% 7.58% 72.7% 100 13% 1.7
First Midwest Bank Trust Division
1628
First Midwest Bank Trust Division
Illinois
USD 574 M -USD 49.3 M -8% 6.37% 107% 438 16.21% 1.6
Investment House LLC
1629
Investment House LLC
California
USD 574 M -USD 47.4 M -8% 5% 137% 174 16.09% 1.8
Reynders McVeigh Capital Management
1630
Reynders McVeigh Capital Management
Massachusetts
USD 574 M -USD 38.2 M -6% 7.92% 108% 214 11.68% 1.7
Quantbot Technologies
1631
Quantbot Technologies
New York
USD 574 M +USD 15.7 M +3% 12% 33.6% 1,663 64.88% 0.3
ZAM
1632
Zenit Asset Management
Sweden
USD 573 M -USD 74.5 M -12% 16.7% – 42 59.52% 0.5
Crestwood Capital Management
1633
Crestwood Capital Management
New York
USD 573 M -USD 67.2 M -11% 8.33% 203% 43 46.51% 0.9
Lowe Brockenbrough & Co
1634
Lowe Brockenbrough & Co
Virginia
USD 572 M -USD 49.1 M -8% 8.04% 78.8% 195 5.64% 2
CDH
1635
Charles D. Hyman
USD 571 M -USD 51.8 M -8% 6.53% 36.8% 156 9.62% 1.9
OCBV
1636
Ownership Capital B.V.
Netherlands
USD 570 M – – 7.31% 62.8% 15 – 0
Viking Fund Management
1637
Viking Fund Management
North Dakota
USD 570 M -USD 185 M -24% 18.4% 105% 57 28.07% 1.6
BOK Financial Private Wealth
1638
BOK Financial Private Wealth
Colorado
USD 570 M -USD 31.2 M -5% 7.79% 61.8% 82 12.2% 1.9
NS Partners
1639
NS Partners
United Kingdom
USD 570 M -USD 58.3 M -9% 6.7% 109% 119 10.92% 0.2
Endurance Wealth Management
1640
Endurance Wealth Management
Rhode Island
USD 569 M -USD 25.6 M -4% 9.69% 59% 569 11.42% 0.7
Aisling Capital
1641
Aisling Capital
New York
USD 569 M -USD 103 M -15% 12.2% 386% 22 13.64% 0.9
Baker Avenue Asset Management
1642
Baker Avenue Asset Management
California
USD 568 M -USD 184 M -24% 6.91% 95.6% 271 40.96% 1
Forvis Mazars Wealth Advisors
1643
Forvis Mazars Wealth Advisors
Missouri
USD 568 M -USD 99.3 M -15% 8.15% 68.2% 204 22.55% 1.5
Beacon Trust
1644
Beacon Trust
New Jersey
USD 567 M -USD 54.6 M -9% 5.92% 33% 208 13.94% 1.8
Balasa Dinverno & Foltz
1645
Balasa Dinverno & Foltz
USD 566 M -USD 48.5 M -8% 7.34% 23.2% 224 24.11% 1.6
Alerus Investment Advisors
1646
Alerus Investment Advisors
Minnesota
USD 565 M -USD 37.3 M -6% 5.13% 32.7% 198 14.65% 1.6
CHA
1647
Cedar Hill Associates
Illinois
USD 563 M -USD 71.8 M -11% 10.9% 21% 82 13.41% 1.9
Berkshire Asset Management
1648
Berkshire Asset Management
Pennsylvania
USD 561 M -USD 34.7 M -6% 5.97% 70.4% 171 18.13% 1.7
Kentucky Retirement Systems Insurance Trust Fund
1649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 559 M -USD 29.1 M -5% 5.62% 115% 477 6.71% 1.8
Harvest Capital Strategies
1650
Harvest Capital Strategies
California
USD 559 M -USD 217 M -28% 11.7% 87.9% 182 44.51% 0.8