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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)
Sun Life Financial
1751
Sun Life Financial
Ontario, Canada
USD 702 M +USD 691 M +6,171% 3.29% 65.7% 635 24.41% 1.3
SCM
1752
Suffolk Capital Management
New York
USD 702 M -USD 4.26 M -0.6% 3.78% 48.6% 155 41.94% 1.1
Rivulet Capital
1753
Rivulet Capital
New Jersey
USD 702 M -USD 177 M -20% 0.35% 27.4% 11 18.18% 2.1
Clearstead Advisors
1754
Clearstead Advisors
Ohio
USD 701 M +USD 11.1 M +2% 1.34% 71.4% 232 10.34% 1.3
Bragg Financial Advisors
1755
Bragg Financial Advisors
North Carolina
USD 701 M +USD 17.1 M +3% 3.82% 101% 259 5.02% 3.9
First Long Island Investors
1756
First Long Island Investors
New York
USD 700 M -USD 22.6 M -3% 3.63% 85.5% 82 9.76% 2.5
Parallel Advisors
1757
Parallel Advisors
California
USD 699 M +USD 59 M +9% 3.18% 109% 2,318 12.94% 1.2
Cornercap Investment Counsel
1758
Cornercap Investment Counsel
Georgia
USD 699 M -USD 3.41 M -0.5% 2.05% 55.4% 494 41.09% 1
Sageworth Trust
1759
Sageworth Trust
Pennsylvania
USD 699 M +USD 28.1 M +4% 0.08% 64.5% 215 74.88% 1
FWM
1760
Frontier Wealth Management
Missouri
USD 699 M -USD 15.3 M -2% 7.65% 42.8% 437 24.26% 1.9
Schaper Benz & Wise Investment Counsel
1761
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 699 M +USD 23.5 M +3% 3.64% 94.2% 105 4.76% 4
Appleton Partners
1762
Appleton Partners
Massachusetts
USD 698 M +USD 39.4 M +6% 3.81% 101% 272 7.72% 2.6
First Trust Capital Management
1763
First Trust Capital Management
Illinois
USD 698 M -USD 11.8 M -2% 15.5% 214% 68 69.12% 0.3
Private Capital Management (Florida)
1764
Private Capital Management (Florida)
Florida
USD 695 M +USD 58.8 M +9% 12.8% 118% 48 20.83% 3.2
Howard Capital Management (New York)
1765
Howard Capital Management (New York)
New York
USD 695 M +USD 8.65 M +1% 3.07% 76.8% 113 8.85% 3.6
WFM Asia
1766
WFM Asia
British Virgin Islands
USD 695 M -USD 51.6 M -7% 2.07% 89.9% 9 22.22% 1.6
Summit Securities Group
1767
Summit Securities Group
New York
USD 695 M +USD 286 M +70% 4.66% 136% 281 73.31% 0.2
Albion Financial Group
1768
Albion Financial Group
Utah
USD 694 M +USD 43.5 M +7% 2.96% 79.6% 202 6.44% 3.2
Darrell & King
1769
Darrell & King
Virginia
USD 694 M -USD 10.8 M -2% 0.84% – 56 7.14% 1.7
Webster Bank
1770
Webster Bank
Connecticut
USD 692 M -USD 368 k -0.1% 1.99% 77.5% 539 7.98% 2.4
Palisade Asset Management
1771
Palisade Asset Management
Minnesota
USD 692 M +USD 30.3 M +5% 1.97% 61.8% 169 5.92% 3.6
Murphy Capital Management
1772
Murphy Capital Management
New Jersey
USD 692 M -USD 13.2 M -2% 3.51% 41.6% 284 8.1% 3.6
Vigilant Capital Management
1773
Vigilant Capital Management
Maine
USD 691 M -USD 12.1 M -2% 2.22% 48.8% 545 40% 1.8
Bainco International Investors
1774
Bainco International Investors
Massachusetts
USD 690 M +USD 18.3 M +3% 3.76% 69.4% 102 9.8% 2.7
Balasa Dinverno & Foltz
1775
Balasa Dinverno & Foltz
USD 690 M +USD 30.2 M +5% 4% 23.2% 235 14.47% 3