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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)
Atlantic Union Bankshares
1751
Atlantic Union Bankshares
Virginia
USD 1142 M -USD 37.2 M -3% 3.99% 78.9% 269 8.18% 3.6
Avity Investment Management
1752
Avity Investment Management
Connecticut
USD 1141 M -USD 143 M -11% 5.15% 119% 97 8.25% 4.8
Sepio Capital
1753
Sepio Capital
Utah
USD 1140 M -USD 214 M -16% 3.47% 92% 399 23.06% 1.9
Tran Capital Management
1754
Tran Capital Management
California
USD 1140 M -USD 110 M -9% 8.38% 173% 56 14.29% 2.6
Kanawha Capital Management
1755
Kanawha Capital Management
Virginia
USD 1138 M -USD 46.3 M -4% 3.31% 74.5% 208 7.21% 6
GeoWealth Management
1756
GeoWealth Management
Illinois
USD 1138 M -USD 88 M -7% 6.57% 58% 440 25.68% 0.9
Fulton Breakefield Broenniman
1757
Fulton Breakefield Broenniman
Maryland
USD 1138 M -USD 213 M -16% 5.69% 68% 202 29.21% 3.1
Baskin Financial Services
1758
Baskin Financial Services
Ontario, Canada
USD 1137 M -USD 118 M -9% 7.61% 69.1% 63 7.94% 3.9
Nicola Wealth Management
1759
Nicola Wealth Management
British Columbia, Canada
USD 1136 M +USD 71.7 M +7% 2.89% 56.1% 129 16.28% 2
Zazove Associates
1760
Zazove Associates
Nevada
USD 1134 M – – 4.4% 11% 166 – 1.1
Sandler Capital Management
1761
Sandler Capital Management
New York
USD 1134 M -USD 21.5 M -2% 5.32% 325% 140 50% 0.7
First Light Asset Management
1762
First Light Asset Management
Minnesota
USD 1134 M -USD 263 M -19% 9.45% 364% 81 9.88% 2.1
Baystate Wealth Management
1763
Baystate Wealth Management
Massachusetts
USD 1133 M +USD 24.9 M +2% 4.13% 14.6% 966 11.08% 2.9
Community Trust & Investment
1764
Community Trust & Investment
Kentucky
USD 1133 M -USD 163 M -13% 3.57% 123% 121 14.05% 2.8
YHB Investment Advisors
1765
YHB Investment Advisors
Connecticut
USD 1133 M -USD 129 M -10% 5% 96.2% 320 10% 3.9
BIT Capital
1766
BIT Capital
Germany
USD 1132 M -USD 170 M -13% 23% 1,162% 192 43.75% 0.5
TAM
1767
Telemark Asset Management
Massachusetts
USD 1132 M -USD 266 M -19% 2.65% 329% 68 42.65% 1.4
LBMC Investment Advisors
1768
LBMC Investment Advisors
Tennessee
USD 1130 M -USD 26.6 M -2% 4.15% 52.8% 174 12.64% 3.8
Brahman Capital
1769
Brahman Capital
New York
USD 1130 M -USD 244 M -18% 3.75% 16.6% 30 23.33% 1.4
Lincluden Management
1770
Lincluden Management
Ontario, Canada
USD 1130 M +USD 35.8 M +3% 4.17% 67.7% 81 14.81% 4.9
Kentucky Retirement Systems Insurance Trust Fund
1771
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 1129 M +USD 53.9 M +5% 2.88% 115% 500 2.6% 6
Analyst IMS Investment Management Services
1772
Analyst IMS Investment Management Services
Israel
USD 1129 M +USD 75.4 M +7% 6.83% 99.4% 109 11.01% 3.9
PSG Equity
1773
PSG Equity
Massachusetts
USD 1128 M +USD 557 M +97% 16.2% 13.7% 1 0% 0.3
Jordan Park Group
1774
Jordan Park Group
California
USD 1125 M -USD 270 M -19% 3.93% 43.2% 41 17.07% 1.7
Hollencrest Capital Management
1775
Hollencrest Capital Management
California
USD 1125 M -USD 147 M -12% 4.8% 85.6% 407 12.78% 3.8