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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)
McKinley Carter Wealth Services
1626
McKinley Carter Wealth Services
West Virginia
USD 1278 M -USD 62.2 M -5% 5.98% 63.2% 302 8.94% 3
Level Four Advisory Services
1627
Level Four Advisory Services
Texas
USD 1277 M -USD 35 M -3% 2.67% 92.2% 721 20.94% 2.3
Foster & Motley
1628
Foster & Motley
Ohio
USD 1275 M -USD 9.8 M -0.8% 1.9% 68.8% 373 9.65% 3.6
Lombard Odier Asset Management (Switzerland)
1629
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 1275 M -USD 291 M -19% 6.61% 135% 415 71.81% 1.6
Banc Funds Company
1630
Banc Funds Company
Illinois
USD 1274 M -USD 53.2 M -4% 1.08% 69% 202 8.42% 4.3
Rothschild Investment LLC
1631
Rothschild Investment LLC
Illinois
USD 1273 M -USD 16.8 M -1% 0.83% 99.4% 557 15.08% 4
Global Retirement Partners
1632
Global Retirement Partners
California
USD 1272 M +USD 1143 M +885% 2.92% – 2,852 90.85% 0.3
Tokio Marine Asset Management
1633
Tokio Marine Asset Management
Japan
USD 1268 M +USD 4.03 M +0.3% 3.93% 142% 545 14.68% 2.5
Philadelphia Trust Company
1634
Philadelphia Trust Company
Pennsylvania
USD 1267 M -USD 114 M -8% 2.28% 162% 267 25.84% 3.4
Centaurus Financial
1635
Centaurus Financial
California
USD 1267 M -USD 54.8 M -4% 4.25% 83.5% 1,000 20% 2
Tributary Capital Management
1636
Tributary Capital Management
Nebraska
USD 1266 M -USD 58.1 M -4% 5.22% 82.3% 231 7.36% 3.5
O'Shares Investment Advisers
1637
O'Shares Investment Advisers
Massachusetts
USD 1265 M -USD 135 M -10% 8.06% 71.8% 296 8.11% 1.9
1SP
1638
140 Summer Partners
New York
USD 1265 M +USD 621 M +96% 4.91% 202% 23 52.17% 0.5
Mogy Joel R Investment Counsel
1639
Mogy Joel R Investment Counsel
California
USD 1264 M -USD 134 M -10% 6.34% 121% 120 7.5% 7.1
Clarius Group LLC
1640
Clarius Group LLC
Washington
USD 1264 M USD 0 0% 6.31% 92.1% 493 0% 2.1
Csenge Advisory Group
1641
Csenge Advisory Group
Florida
USD 1263 M +USD 139 M +12% 3.2% 66.3% 724 38.4% 1.4
Trustmark National Bank Trust Department
1642
Trustmark National Bank Trust Department
Mississippi
USD 1259 M -USD 51.2 M -4% 2.92% 58.6% 278 13.67% 4.9
Hodges Capital Management
1643
Hodges Capital Management
Texas
USD 1259 M -USD 121 M -9% 1.21% 200% 267 21.72% 2.9
Technology Crossover Management VIII
1644
Technology Crossover Management VIII
California
USD 1258 M -USD 1092 M -46% 33.9% 77.9% 10 20% 1.9
SouthState Corp
1645
SouthState Corp
Florida
USD 1258 M -USD 26.9 M -2% 1.28% 78.9% 787 18.04% 2.4
Prana Capital Management
1646
Prana Capital Management
Connecticut
USD 1257 M -USD 9.3 M -0.7% 4.53% 36.6% 107 45.79% 0.7
Edgestream Partners
1647
Edgestream Partners
New Jersey
USD 1256 M -USD 348 M -22% 1.17% 41.7% 671 52.31% 0.5
Portolan Capital Management
1648
Portolan Capital Management
Massachusetts
USD 1255 M -USD 232 M -16% 5.7% 738% 183 54.1% 1.1
Allianz Investment Management US
1649
Allianz Investment Management US
Minnesota
USD 1252 M +USD 130 M +12% 8.48% 7.58% 23 21.74% 2
Avenir Corporation
1650
Avenir Corporation
Virginia
USD 1252 M -USD 46.3 M -4% 2.18% 34.4% 73 9.59% 4.5