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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)
NFP Retirement Inc
1676
NFP Retirement Inc
California
USD 1667 M +USD 22.2 M +1% 1.48% 46.7% 324 10.19% 3.1
Cerity Partners OCIO
1677
Cerity Partners OCIO
New York
USD 1667 M -USD 140 M -8% 0.57% – 27 14.81% 3.6
GDS Wealth Management
1678
GDS Wealth Management
Texas
USD 1664 M +USD 65.2 M +4% 1.4% 95.1% 214 18.69% 2.3
Global Alpha Capital Management
1679
Global Alpha Capital Management
Quebec, Canada
USD 1662 M +USD 23.1 M +1% 0.76% 80.4% 58 10.34% 3.7
Recurrent Investment Advisors
1680
Recurrent Investment Advisors
Texas
USD 1661 M +USD 309 M +23% 32.3% 99.7% 71 5.63% 3.7
Fragasso Financial Advisors
1681
Fragasso Financial Advisors
Pennsylvania
USD 1658 M +USD 6.81 M +0.4% 1.86% 73.7% 333 14.11% 3.9
Fiduciary Alliance
1682
Fiduciary Alliance
South Carolina
USD 1657 M +USD 127 M +8% 1.45% 104% 577 16.81% 1.4
Patten & Patten
1683
Patten & Patten
Tennessee
USD 1657 M -USD 47 M -3% 0.87% 85.7% 347 4.32% 6.8
BOK Financial Private Wealth
1684
BOK Financial Private Wealth
Colorado
USD 1656 M +USD 21.7 M +1% 1.62% 61.8% 519 22.54% 3.8
Compass Capital Management
1685
Compass Capital Management
Minnesota
USD 1655 M -USD 145 M -8% 3.98% 50.8% 94 19.15% 3.7
Bpifrance
1686
Bpifrance
France
USD 1654 M -USD 712 M -30% 22.7% 53.2% 2 0% 6.1
Anomaly Capital Management
1687
Anomaly Capital Management
New York
USD 1652 M -USD 1131 M -41% 0.14% 108% 44 79.55% 0.4
North Star Investment Management
1688
North Star Investment Management
Illinois
USD 1650 M +USD 56.8 M +4% 0.01% 89.9% 1,814 19.74% 4.1
Cacti Asset Management
1689
Cacti Asset Management
Georgia
USD 1650 M -USD 6.25 M -0.4% 4.84% 171% 79 1.27% 9.4
Empire Life Investments
1690
Empire Life Investments
Ontario, Canada
USD 1646 M -USD 129 M -7% 0.88% 90.8% 122 19.67% 3.3
TIAA Trust, National Association
1691
TIAA Trust, National Association
North Carolina
USD 1645 M -USD 40.1 mil M -96% 1.31% 55% 689 44.7% 2.3
Creative Financial Designs
1692
Creative Financial Designs
Indiana
USD 1645 M +USD 58.2 M +4% 0.1% 56.2% 2,239 11.43% 3.2
Greenspring Advisors
1693
Greenspring Advisors
Maryland
USD 1641 M +USD 11 M +0.7% 0.25% – 330 18.48% 1.1
Everence Capital Management
1694
Everence Capital Management
Indiana
USD 1640 M -USD 48.7 M -3% 0.35% 108% 915 28.85% 4.1
LBMC Investment Advisors
1695
LBMC Investment Advisors
Tennessee
USD 1640 M +USD 14.7 M +0.9% 0.28% 52.8% 238 10.08% 4.9
Adell Harriman & Carpenter
1696
Adell Harriman & Carpenter
Texas
USD 1639 M -USD 35.8 M -2% 0.82% 191% 172 7.56% 7
UNC Management Company
1697
UNC Management Company
North Carolina
USD 1639 M +USD 533 M +48% 3.35% 92% 6 50% 0.8
1SP
1698
140 Summer Partners
New York
USD 1636 M +USD 283 M +21% 7.42% 202% 33 57.58% 0.7
MRG
1699
Milestone Resources Group
British Virgin Islands
USD 1635 M -USD 406 M -20% 13.4% 95% 11 27.27% 4
Troluce Capital Advisors
1700
Troluce Capital Advisors
Puerto Rico
USD 1631 M +USD 1474 M +935% 0.08% 61.1% 74 90.54% 0