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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)
Ascent Group
1901
Ascent Group
Virginia
USD 906 M -USD 2.05 M -0.2% 2.66% 83.3% 507 22.09% 1.3
Bridgeworth
1902
Bridgeworth
Alabama
USD 905 M +USD 161 k +0% 3.41% 19.3% 180 11.67% 3.3
CoreView Capital Management
1903
CoreView Capital Management
Hong Kong
USD 905 M +USD 135 M +18% 8.03% 50.9% 12 16.67% 1.4
2Xideas
1904
2Xideas
Switzerland
USD 904 M -USD 142 M -14% 7.01% 40.6% 61 9.84% 2.2
Casdin Capital
1905
Casdin Capital
New York
USD 904 M -USD 241 M -21% 7.68% 370% 45 20% 2.2
Marquard & Bahls
1906
Marquard & Bahls
Germany
USD 903 M -USD 307 M -25% 2.72% – 3 33.33% 1.8
Nicolet Advisory Services
1907
Nicolet Advisory Services
Wisconsin
USD 903 M -USD 8.52 M -0.9% 3.44% 62.7% 325 8% 2.3
Sage Financial Group
1908
Sage Financial Group
Pennsylvania
USD 902 M -USD 43.1 M -5% 3.92% 62% 100 4% 3.3
WAM
1909
WT Asset Management
Hong Kong
USD 900 M +USD 573 M +175% 15.2% 2,788% 28 67.86% 0.5
Wesleyan Assurance Society
1910
Wesleyan Assurance Society
United Kingdom
USD 900 M -USD 36.3 M -4% 2.48% 102% 105 3.81% 3.7
Advocacy Wealth Management Services
1911
Advocacy Wealth Management Services
Georgia
USD 899 M +USD 23.6 M +3% 2.14% 48.3% 39 10.26% 2.4
New York Life Insurance Company
1912
New York Life Insurance Company
New York
USD 897 M -USD 33.6 M -4% 3.64% 61.5% 8 12.5% 2.4
Beryl Capital Management
1913
Beryl Capital Management
California
USD 896 M +USD 499 M +126% 19% 3,932% 45 86.67% 0.1
American Assets Investment Management
1914
American Assets Investment Management
California
USD 896 M -USD 2.44 M -0.3% 1.15% 507% 177 6.21% 5.1
Fifth Third Securities
1915
Fifth Third Securities
Ohio
USD 895 M -USD 23.5 M -3% 3.16% 62.7% 220 10% 1.3
Bain Capital Life Sciences Investors
1916
Bain Capital Life Sciences Investors
Massachusetts
USD 894 M -USD 76.8 M -8% 11.8% 507% 32 3.13% 2.5
Lindbrook Capital
1917
Lindbrook Capital
California
USD 894 M -USD 45.6 M -5% 2.38% 35.8% 2,887 13.13% 2.7
Guardian Capital Advisors (Canada)
1918
Guardian Capital Advisors (Canada)
Ontario, Canada
USD 894 M +USD 14.3 M +2% 3.87% 26.1% 181 18.23% 6
SPC Financial Inc
1919
SPC Financial Inc
Maryland
USD 891 M -USD 33.1 M -4% 2.8% 65.1% 221 8.6% 3.9
SP Asset Management
1920
SP Asset Management
California
USD 890 M -USD 6.39 M -0.7% 0.76% 92.4% 119 9.24% 3.5
Bristlecone Advisors
1921
Bristlecone Advisors
Washington
USD 890 M -USD 105 M -11% 3.22% 103% 283 10.25% 3.8
BBR Partners
1922
BBR Partners
New York
USD 889 M -USD 14.6 M -2% 3.93% 63.4% 207 29.47% 2.5
Charles Schwab Trust
1923
Charles Schwab Trust
Nevada
USD 888 M +USD 57.9 M +7% 4.36% 52.7% 171 21.64% 2.5
CM
1924
Conifer Management
New York
USD 887 M -USD 24.2 M -3% 2.52% 22.7% 10 20% 2.6
Beese Fulmer Investment Management
1925
Beese Fulmer Investment Management
Ohio
USD 887 M -USD 37.4 M -4% 2.52% 124% 225 4.89% 6.1