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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)
6CM
1676
683 Capital Management
New York
USD 561 M -USD 170 M -23% 1.34% 311% 110 46.36% 0.7
Lapides Asset Management
1677
Lapides Asset Management
Connecticut
USD 561 M -USD 10.5 M -2% 4.06% 63% 97 28.87% 1.5
Balasa Dinverno & Foltz
1678
Balasa Dinverno & Foltz
USD 560 M -USD 35.4 M -6% 0.39% 23.2% 208 19.23% 2
Folger Nolan Fleming Douglas Capital Management
1679
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 559 M -USD 2.68 M -0.5% 0.99% 77.5% 173 4.05% 2.4
Rockland Trust
1680
Rockland Trust
Massachusetts
USD 557 M -USD 10.5 M -2% 3.32% 61.5% 169 16.57% 1.9
Baldwin Wealth Partners
1681
Baldwin Wealth Partners
Massachusetts
USD 557 M -USD 57.1 M -9% 0.19% 94.5% 541 63.59% 0.8
Alexandria Capital
1682
Alexandria Capital
Virginia
USD 557 M +USD 159 M +40% 0.95% 66.8% 707 15.7% 1.9
JCM
1683
JS Capital Management
New York
USD 557 M +USD 136 M +32% 0.79% 52.4% 56 58.93% 0.8
Zions Bancorporation
1684
Zions Bancorporation
Utah
USD 556 M -USD 16.4 M -3% 1.15% 22.9% 932 11.7% 0.6
Efficient Advisors
1685
Efficient Advisors
Ohio
USD 556 M +USD 97.4 M +21% 1.34% 30.6% 59 28.81% 1.4
TCV Trust & Wealth Management
1686
TCV Trust & Wealth Management
Virginia
USD 556 M -USD 7.71 M -1% 1.75% 75.3% 169 11.24% 2.3
NS Partners
1687
NS Partners
United Kingdom
USD 555 M -USD 4.64 M -0.8% 1.76% 109% 123 17.89% 0.6
DAM
1688
Davis Asset Management
California
USD 554 M +USD 36.5 M +7% 3.99% 97.3% 24 0% 1.8
Moors & Cabot
1689
Moors & Cabot
Massachusetts
USD 554 M +USD 7.88 M +1% 3.01% 124% 575 19.83% 1.5
Main Management
1690
Main Management
California
USD 554 M -USD 8.29 M -1% 0.39% 64.1% 54 20.37% 1.9
LGT Capital Partners
1691
LGT Capital Partners
Switzerland
USD 554 M +USD 110 M +25% 3.5% 67.2% 59 20.34% 1
E. Ohman J:or Asset Management
1692
E. Ohman J:or Asset Management
Sweden
USD 552 M -USD 18.4 M -3% 0.29% 110% 543 3.31% 2.4
PAM
1693
Private Asset Management
California
USD 552 M -USD 448 k -0.1% 1.55% 38.2% 147 10.88% 2.2
USCA RIA
1694
USCA RIA
Texas
USD 551 M +USD 88.4 M +19% 3.42% 60.6% 416 27.16% 1.6
Bellevue Group
1695
Bellevue Group
Switzerland
USD 551 M – – 10.7% 159% 130 – 0
Bridges Investment Management
1696
Bridges Investment Management
Nebraska
USD 550 M -USD 9.36 M -2% 0.97% 77.9% 134 8.96% 2.3
Coldstream Capital Management
1697
Coldstream Capital Management
Washington
USD 549 M +USD 88.4 M +19% 0.53% 71% 295 40.68% 0.9
Adams Street Partners
1698
Adams Street Partners
Illinois
USD 548 M -USD 8.21 M -1% 12.9% 399% 25 60% 0.7
IQ EQ Fund Management
1699
IQ EQ Fund Management
Ireland
USD 547 M -USD 35.9 M -6% 1.93% 109% 96 13.54% 0.9
Constellation Investments
1700
Constellation Investments
Ohio
USD 547 M +USD 12.5 M +2% 0.9% – 451 7.76% 2.2