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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)
Sigma Investment Counselors
1651
Sigma Investment Counselors
Michigan
USD 625 M +USD 19.6 M +3% 2.94% 54.9% 129 7.75% 2.7
Rockland Trust
1652
Rockland Trust
Massachusetts
USD 624 M +USD 47.1 M +8% 5.29% 61.5% 167 10.78% 2.3
Crosslink Capital
1653
Crosslink Capital
California
USD 624 M +USD 69.3 M +12% 2.02% 135% 39 30.77% 1.6
BCM
1654
Brenham Capital Management
Texas
USD 624 M -USD 219 M -26% 10.8% 234% 17 58.82% 0.6
S&T Bank
1655
S&T Bank
Pennsylvania
USD 623 M +USD 21.2 M +4% 12.8% 193% 85 9.41% 2.7
Calamos Wealth Management
1656
Calamos Wealth Management
Illinois
USD 621 M +USD 36.3 M +6% 3.07% 102% 238 15.13% 1.5
TM
1657
TSG6 Management
California
USD 620 M -USD 300 M -33% 0.15% – 1 0% 1
SM
1658
SG3 Management
Puerto Rico
USD 620 M – – 4.03% 38.3% 249 – 0
Darrell & King
1659
Darrell & King
Virginia
USD 619 M +USD 38.4 M +7% 7.99% – 51 9.8% 0.8
Kentucky Retirement Systems Insurance Trust Fund
1660
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 619 M -USD 12.6 M -2% 4.66% 115% 486 4.73% 2.8
Alerus Financial
1661
Alerus Financial
North Dakota
USD 619 M +USD 619 k +0.1% 2.2% 97.1% 129 12.4% 0.5
Clearstead Advisors
1662
Clearstead Advisors
Ohio
USD 618 M – – 10.2% 71.4% 206 – 0
TCV Trust & Wealth Management
1663
TCV Trust & Wealth Management
Virginia
USD 617 M +USD 26.5 M +4% 3.01% 75.3% 184 15.22% 2.6
Mariner Independent Advisor Network
1664
Mariner Independent Advisor Network
Kansas
USD 616 M -USD 85.4 M -12% 1.79% 39.5% 215 51.63% 0.6
Braver Wealth Management
1665
Braver Wealth Management
Massachusetts
USD 616 M +USD 18.9 M +3% 4.63% 20.4% 163 25.15% 1.2
Coldstream Capital Management
1666
Coldstream Capital Management
Washington
USD 615 M +USD 50.3 M +9% 3.37% 71% 262 23.66% 1.5
First Hawaiian Bank
1667
First Hawaiian Bank
Hawaii
USD 614 M +USD 28 M +5% 2.25% 72.7% 99 14.14% 2.6
CPP
1668
Crow Point Partners
Massachusetts
USD 614 M -USD 24.4 M -4% 0.33% 56.9% 366 37.7% 1
FWM
1669
Frontier Wealth Management
Missouri
USD 612 M -USD 46.8 M -7% 1.34% 42.8% 427 21.55% 1.2
Ulysses Management
1670
Ulysses Management
New York
USD 611 M -USD 246 M -29% 21.7% 51.8% 56 44.64% 1.5
Benjamin F. Edwards & Company
1671
Benjamin F. Edwards & Company
Missouri
USD 611 M +USD 45.2 M +8% 1.54% 19.7% 1,308 17.89% 2
Twin Securities
1672
Twin Securities
New York
USD 610 M +USD 36 M +6% 1.38% 506% 28 67.86% 0.4
GW & Wade
1673
GW & Wade
Massachusetts
USD 608 M +USD 52.1 M +9% 3.86% 32.2% 245 14.29% 1.8
Moors & Cabot
1674
Moors & Cabot
Massachusetts
USD 608 M +USD 9.37 M +2% 3.69% 124% 610 21.97% 1.9
Beacon Trust
1675
Beacon Trust
New Jersey
USD 608 M +USD 10.9 M +2% 2.98% 33% 189 12.17% 2.5