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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)
SB Management
1901
SB Management
United Arab Emirates
USD 976 M -USD 7528 M -89% 10.7% – 44 56.82% 0.2
First Interstate Bank
1902
First Interstate Bank
Montana
USD 975 M +USD 24.8 M +3% 1.93% 49.7% 112 3.57% 4.8
Front Barnett Associates
1903
Front Barnett Associates
Illinois
USD 975 M -USD 7.01 M -0.7% 0.97% 40.5% 118 1.69% 5.9
JFS Wealth Advisors
1904
JFS Wealth Advisors
Pennsylvania
USD 974 M +USD 305 M +45% 1.3% 54.8% 856 31.19% 2.8
Poplar Forest Capital
1905
Poplar Forest Capital
California
USD 974 M -USD 44 M -4% 0.99% 30% 91 10.99% 2.7
Evanson Asset Management
1906
Evanson Asset Management
California
USD 974 M +USD 12.5 M +1% 0.57% 66.6% 291 9.62% 4.2
Cape Cod Five Cents Savings Bank
1907
Cape Cod Five Cents Savings Bank
Massachusetts
USD 974 M +USD 5.12 M +0.5% 0.97% – 182 3.3% 5.6
Nicola Wealth Management
1908
Nicola Wealth Management
British Columbia, Canada
USD 972 M -USD 3.43 M -0.4% 1.44% 56.1% 121 9.92% 1.8
Myriad Asset Management
1909
Myriad Asset Management
Hong Kong
USD 972 M -USD 370 M -28% 1.29% 149% 204 55.88% 0.2
Visionary Wealth Advisors
1910
Visionary Wealth Advisors
Illinois
USD 971 M -USD 23.6 M -2% 0.68% 69.4% 358 20.39% 1.1
Deer IX & Co
1911
Deer IX & Co
New York
USD 971 M -USD 134 M -12% 31.9% – 7 71.43% 0.2
BSN Capital Partners
1912
BSN Capital Partners
United Kingdom
USD 971 M +USD 473 M +95% 2.73% 183% 5 80% 0.6
Mason Investment Advisory Services
1913
Mason Investment Advisory Services
Virginia
USD 969 M -USD 20.2 M -2% 2.86% 76.1% 99 10.1% 1.6
Koch Industries
1914
Koch Industries
Kansas
USD 968 M +USD 719 M +289% 4.21% 56.9% 10 40% 0.7
ECG
1915
EPIQ Capital Group
California
USD 968 M +USD 10.4 M +1% 17.6% 6.25% 66 21.21% 1.1
Ledyard National Bank
1916
Ledyard National Bank
USD 967 M -USD 9.6 M -1% 0.31% 80.7% 244 5.33% 5.6
Garde Capital
1917
Garde Capital
Washington
USD 967 M -USD 200 k -0% 1.22% 67.6% 287 8.01% 2.3
Stephens Group Asset Management
1918
Stephens Group Asset Management
Arkansas
USD 967 M -USD 428 k -0% 0.79% 51.4% 24 4.17% 2.5
Phillips Financial Management
1919
Phillips Financial Management
Indiana
USD 966 M -USD 4.31 M -0.4% 1.3% 45.6% 91 3.3% 5.1
Pier Capital
1920
Pier Capital
Connecticut
USD 965 M -USD 32.4 M -3% 0.46% 223% 124 10.48% 1.5
Thomasville National Bank
1921
Thomasville National Bank
Georgia
USD 965 M +USD 21 M +2% 1.19% – 224 6.7% 4
Shanda Asset Management Holdings
1922
Shanda Asset Management Holdings
British Virgin Islands
USD 964 M -USD 263 M -21% 4.08% 125% 75 28% 0.8
Guardian Capital Advisors (Canada)
1923
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 963 M -USD 12.7 M -1% 1.7% 26.1% 178 6.74% 4.9
Trek Financial
1924
Trek Financial
Arizona
USD 963 M +USD 32.8 M +4% 0.09% 152% 264 35.61% 1
Bangor Savings Bank
1925
Bangor Savings Bank
Maine
USD 963 M +USD 71.8 M +8% 0.99% 54.6% 199 4.02% 4.6