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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)
Atwood & Palmer
1651
Atwood & Palmer
Missouri
USD 1238 M +USD 96.8 M +8% 9.37% 90% 445 13.93% 5.2
Clearlake Capital Group
1652
Clearlake Capital Group
California
USD 1234 M -USD 48.6 M -4% 19.5% 47.3% 7 14.29% 1.9
Checchi Capital Advisers
1653
Checchi Capital Advisers
California
USD 1232 M +USD 153 M +14% 10.3% 68% 575 11.3% 5.3
Evanson Asset Management
1654
Evanson Asset Management
California
USD 1231 M +USD 145 M +13% 10.9% 66.6% 306 9.8% 5.1
Cadence Bank
1655
Cadence Bank
Mississippi
USD 1231 M +USD 94 M +8% 8.72% 70.9% 343 9.33% 2.8
BPIM
1656
Brant Point Investment Management
New York
USD 1231 M +USD 164 M +15% 13.5% 169% 130 43.08% 2.4
BOK Financial Private Wealth
1657
BOK Financial Private Wealth
Colorado
USD 1231 M +USD 87.7 M +8% 10.5% 61.8% 550 38.18% 2.1
Sonora Investment Management Group
1658
Sonora Investment Management Group
Arizona
USD 1230 M +USD 61.1 M +5% 9.35% 78.3% 294 15.65% 1.4
Asset Dedication LLC
1659
Asset Dedication LLC
California
USD 1229 M +USD 55 M +5% 9.96% 67.8% 1,091 8.34% 2.4
Freedom Investment Management
1660
Freedom Investment Management
Connecticut
USD 1227 M +USD 410 M +50% 9.77% 68.5% 801 22.85% 3.2
Alerus Financial
1661
Alerus Financial
North Dakota
USD 1225 M +USD 96.1 M +9% 11.8% 97.1% 167 19.16% 3.6
Hillsdale Investment Management
1662
Hillsdale Investment Management
Ontario, Canada
USD 1225 M +USD 133 M +12% 17.8% 271% 668 32.04% 1.8
Simmons Bank
1663
Simmons Bank
Arkansas
USD 1225 M +USD 96.6 M +9% 10% 92.9% 340 9.12% 5.4
City of London Investment Management
1664
City of London Investment Management
United Kingdom
USD 1224 M +USD 82.5 M +7% 6.78% 102% 114 16.67% 3
Siemens Fonds Invest
1665
Siemens Fonds Invest
Germany
USD 1224 M +USD 236 M +24% 12.6% 126% 427 16.86% 2
MCF Advisors
1666
MCF Advisors
Kentucky
USD 1224 M +USD 115 M +10% 8.91% 55.2% 1,003 17.45% 1.4
HoyleCohen
1667
HoyleCohen
California
USD 1224 M +USD 145 M +13% 12.6% 46.1% 277 8.3% 3.9
Perella Weinberg Partners Capital Management
1668
Perella Weinberg Partners Capital Management
New York
USD 1223 M +USD 303 M +33% 5.32% 1.52% 30 23.33% 2.6
Neville Rodie & Shaw
1669
Neville Rodie & Shaw
New York
USD 1223 M +USD 102 M +9% 10.1% 125% 254 7.48% 7.5
Wedmont Private Capital
1670
Wedmont Private Capital
Pennsylvania
USD 1222 M +USD 234 M +24% 10.1% 87.5% 602 21.76% 1.2
Vivo Capital
1671
Vivo Capital
California
USD 1221 M +USD 309 M +34% 55.7% 7,491% 57 24.56% 1.9
6CM
1672
683 Capital Management
New York
USD 1221 M -USD 65.3 M -5% 17.3% 311% 287 56.45% 0.9
Franklin Street Advisors
1673
Franklin Street Advisors
North Carolina
USD 1221 M +USD 92.6 M +8% 11.4% 130% 164 7.32% 5.8
First Merchants Corp
1674
First Merchants Corp
Indiana
USD 1220 M +USD 98.3 M +9% 10.7% 55.6% 214 6.07% 6.4
Patten & Patten
1675
Patten & Patten
Tennessee
USD 1218 M +USD 79.5 M +7% 12.1% 85.7% 295 8.81% 6.5