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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)
Franklin Street Advisors
1751
Franklin Street Advisors
North Carolina
USD 567 M +USD 17.2 M +3% 4.38% 130% 199 12.06% 2.4
Cape Cod Five Cents Savings Bank
1752
Cape Cod Five Cents Savings Bank
Massachusetts
USD 566 M +USD 18.1 M +3% 3.76% – 192 10.42% 2.9
Corient Capital Partners
1753
Corient Capital Partners
California
USD 566 M +USD 26.3 M +5% 5.32% 39.2% 320 12.19% 0.2
Veritas Investment Management
1754
Veritas Investment Management
United Kingdom
USD 566 M +USD 32.8 M +6% 2.96% 69% 83 19.28% 1.7
Dubuque Bank & Trust
1755
Dubuque Bank & Trust
Iowa
USD 564 M +USD 31.4 M +6% 7.22% 24% 581 12.39% 2.1
Schaper Benz & Wise Investment Counsel
1756
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 564 M -USD 5.76 M -1% 1.9% 94.2% 101 6.93% 3
Alambic Investment Management
1757
Alambic Investment Management
California
USD 564 M +USD 138 M +32% 8.18% 47.6% 645 34.88% 0.6
Howard Capital Management (New York)
1758
Howard Capital Management (New York)
New York
USD 563 M +USD 12.8 M +2% 3.53% 76.8% 110 8.18% 2.7
Ledyard National Bank
1759
Ledyard National Bank
USD 563 M +USD 2.49 M +0.4% 2.94% 80.7% 646 10.53% 2.6
1WCM
1760
12 West Capital Management
New York
USD 563 M -USD 135 M -19% 8.89% 169% 22 31.82% 1.5
Citizens Business Bank
1761
Citizens Business Bank
California
USD 562 M +USD 24 M +4% 6.22% 108% 283 10.6% 2.4
TRG Investments
1762
TRG Investments
Virginia
USD 561 M -USD 93.6 M -14% 8.58% 70.5% 2 0% 1
Cooper Investors
1763
Cooper Investors
Australia
USD 560 M +USD 51.3 M +10% 1.69% 57.5% 41 26.83% 1.5
Glovista Investments
1764
Glovista Investments
New Jersey
USD 560 M +USD 40 M +8% 3.29% 2.48% 107 45.79% 1.4
Endurance Wealth Management
1765
Endurance Wealth Management
Rhode Island
USD 559 M +USD 1.18 M +0.2% 3.28% 59% 515 5.24% 1.9
Vestar Capital Partners
1766
Vestar Capital Partners
New York
USD 559 M -USD 1166 M -68% 12.2% – 3 33.33% 1.3
Tirschwell & Loewy
1767
Tirschwell & Loewy
New York
USD 559 M -USD 42.7 M -7% 1.45% 78% 82 6.1% 3
Shanda Asset Management Holdings
1768
Shanda Asset Management Holdings
British Virgin Islands
USD 559 M -USD 83.4 M -13% 15.7% 125% 30 26.67% 0.5
Lapides Asset Management
1769
Lapides Asset Management
Connecticut
USD 557 M -USD 30.5 M -5% 5.51% 63% 87 13.79% 1.8
CC
1770
ClearArc Capital
Ohio
USD 557 M +USD 27 M +5% 4.14% 63.4% 450 5.33% 2.8
Alibaba Group
1771
Alibaba Group
Hong Kong
USD 556 M -USD 81.2 M -13% 22.2% 2.06% 3 0% 1
Atwood & Palmer
1772
Atwood & Palmer
Missouri
USD 556 M +USD 5.27 M +1% 2.44% 90% 347 10.09% 2.1
Mangrove Partners
1773
Mangrove Partners
Connecticut
USD 555 M +USD 127 M +30% 17.7% 185% 27 25.93% 1.6
Baldwin Wealth Partners
1774
Baldwin Wealth Partners
Massachusetts
USD 554 M +USD 2.46 M +0.4% 3.78% 94.5% 557 9.87% 1.3
HBK Sorce Advisory
1775
HBK Sorce Advisory
Pennsylvania
USD 553 M +USD 50.2 M +10% 3.2% 58.2% 305 12.13% 1.8