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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)
Executive Wealth Management
1776
Executive Wealth Management
Michigan
USD 707 M +USD 147 M +26% 3.32% 18.4% 972 15.02% 0.4
BCM
1777
Bluefin Capital Management
New York
USD 706 M +USD 14.5 M +2% 3.68% – 539 66.79% 0.6
Hengistbury Investment Partners
1778
Hengistbury Investment Partners
United Kingdom
USD 705 M -USD 28.2 M -4% 11% 108% 5 20% 2.3
Cape Cod Five Cents Savings Bank
1779
Cape Cod Five Cents Savings Bank
Massachusetts
USD 704 M +USD 29.8 M +4% 3.34% – 179 5.59% 4.5
Nottingham Advisors
1780
Nottingham Advisors
New York
USD 701 M +USD 12.8 M +2% 2.52% 44.3% 112 9.82% 2.8
Alexandria Capital
1781
Alexandria Capital
Virginia
USD 701 M +USD 11.4 M +2% 3.5% 66.8% 264 6.06% 3.4
First Midwest Bank Trust Division
1782
First Midwest Bank Trust Division
Illinois
USD 701 M -USD 34.2 M -5% 2.68% 107% 398 10.55% 3.6
Formula Growth
1783
Formula Growth
Quebec, Canada
USD 700 M -USD 8.04 M -1% 1.14% 118% 164 20.12% 1.7
CapWealth Advisors
1784
CapWealth Advisors
Tennessee
USD 699 M +USD 47.3 M +7% 2.83% 152% 112 11.61% 3.8
Highland Associates
1785
Highland Associates
Alabama
USD 699 M -USD 5.06 M -0.7% 2.88% – 14 78.57% 0.3
Nine Masts Capital
1786
Nine Masts Capital
Hong Kong
USD 698 M +USD 377 M +118% 1.9% 88.1% 238 67.65% 0.3
Abner Herrman & Brock
1787
Abner Herrman & Brock
New Jersey
USD 697 M +USD 49 M +8% 6.37% 156% 141 14.18% 3.4
Chicago Partners Investment Group
1788
Chicago Partners Investment Group
Illinois
USD 697 M +USD 21.5 M +3% 2.36% 75.8% 335 11.04% 2.6
Periscope Capital
1789
Periscope Capital
Ontario, Canada
USD 697 M +USD 117 M +20% 1.24% 28.8% 237 38.4% 0.5
MPAM
1790
Monarch Partners Asset Management
Massachusetts
USD 697 M +USD 34 M +5% 6.57% 136% 200 32% 1
ORIX Corp
1791
ORIX Corp
Japan
USD 697 M +USD 90.5 M +15% 14.9% 11.7% 1 0% 1.5
Dean Investment Associates
1792
Dean Investment Associates
Ohio
USD 696 M +USD 8.32 M +1% 1.97% 63.5% 228 16.23% 2.5
Godsey & Gibb Inc
1793
Godsey & Gibb Inc
Virginia
USD 694 M +USD 35.1 M +5% 3.88% 87.5% 95 21.05% 2.9
Independent Advisor Alliance
1794
Independent Advisor Alliance
North Carolina
USD 691 M -USD 20.1 M -3% 4.86% 135% 497 24.55% 1.3
Makaira Partners
1795
Makaira Partners
California
USD 691 M -USD 166 M -19% 9.08% 22% 10 10% 2.6
Fidelity National Financial
1796
Fidelity National Financial
Florida
USD 690 M +USD 56.8 M +9% 7.23% 2.54% 31 35.48% 1.7
Altium Wealth Management
1797
Altium Wealth Management
New York
USD 690 M +USD 62.7 M +10% 3.06% 24.9% 306 14.71% 1
Eagle Ridge Investment Management
1798
Eagle Ridge Investment Management
Connecticut
USD 689 M +USD 8.55 M +1% 2.94% 28.2% 168 11.9% 2.8
TFG Asset Management
1799
TFG Asset Management
Cayman Islands
USD 689 M -USD 115 M -14% 0.93% 72.1% 62 30.65% 0.9
IHT Wealth Management
1800
IHT Wealth Management
Illinois
USD 689 M +USD 88.5 M +15% 2.68% 74.8% 575 15.13% 1.5