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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)
Weatherly Asset Management
2126
Weatherly Asset Management
California
USD 822 M +USD 28.8 M +4% 1.45% 116% 206 8.74% 5.1
Fernbridge Capital Management
2127
Fernbridge Capital Management
California
USD 821 M +USD 1.94 M +0.2% 0.53% 12.4% 18 16.67% 0.5
Private Ocean
2128
Private Ocean
California
USD 821 M +USD 57.8 M +8% 1.2% 2.82% 672 34.97% 2.5
Community Bank
2129
Community Bank
New York
USD 821 M -USD 26.2 M -3% 1.08% 73.5% 514 14.01% 4.1
Palisade Asset Management
2130
Palisade Asset Management
Minnesota
USD 820 M -USD 30 M -4% 0.56% 61.8% 185 3.78% 5.4
1834 Investment Advisors
2131
1834 Investment Advisors
Wisconsin
USD 820 M -USD 7.29 M -0.9% 0.91% 68.7% 534 16.48% 3.3
SC
2132
Sasco Capital
Connecticut
USD 819 M -USD 28.7 M -3% 4.73% 15.5% 48 4.17% 3.6
Quantum Capital Management (New Jersey)
2133
Quantum Capital Management (New Jersey)
New Jersey
USD 819 M -USD 5.74 M -0.7% 2.56% 22.7% 34 0% 4.9
RiverPark Advisors
2134
RiverPark Advisors
New York
USD 818 M +USD 34.3 M +4% 1.86% 87.5% 210 35.24% 1.1
TD Capital Management
2135
TD Capital Management
Tennessee
USD 818 M +USD 16.3 M +2% 0.4% 40.5% 379 7.65% 3.2
Ithaka Group
2136
Ithaka Group
Virginia
USD 818 M -USD 7.27 M -0.9% 2.51% 143% 50 30% 3.1
Voya Financial Advisors
2137
Voya Financial Advisors
Connecticut
USD 817 M +USD 51.4 M +7% 0.79% 44.8% 262 8.78% 4.5
Olstein Capital Management
2138
Olstein Capital Management
New York
USD 816 M +USD 21.8 M +3% 2.77% 16.6% 109 2.75% 4.1
Grosvenor Holdings
2139
Grosvenor Holdings
Illinois
USD 816 M -USD 191 M -19% 12.3% 54.3% 25 40% 1
Trinity Street Asset Management
2140
Trinity Street Asset Management
United Kingdom
USD 816 M +USD 91.8 M +13% 4.72% 76.9% 21 14.29% 1.2
Essex Investment Management
2141
Essex Investment Management
Massachusetts
USD 815 M -USD 44.8 M -5% 0.22% 370% 458 17.03% 2.4
Leuthold Group
2142
Leuthold Group
Minnesota
USD 815 M +USD 526 k +0.1% 0.56% 126% 207 16.91% 1.7
Graypoint LLC
2143
Graypoint LLC
New York
USD 815 M +USD 61.9 M +8% 0.4% 72.8% 282 11.7% 1
HighTower Trust
2144
HighTower Trust
Texas
USD 814 M -USD 4.64 M -0.6% 0.36% 90.4% 106 5.66% 3.9
Sage Financial Group
2145
Sage Financial Group
Pennsylvania
USD 813 M +USD 843 k +0.1% 0.69% 67% 72 4.17% 4
Analyst IMS Investment Management Services
2146
Analyst IMS Investment Management Services
Israel
USD 812 M -USD 22.2 M -3% 2.66% 99.4% 103 7.77% 3.7
CDAM (UK)
2147
CDAM (UK)
United Kingdom
USD 812 M +USD 36.6 M +5% 1.8% 7.89% 13 7.69% 2.2
AH Equity Partners III
2148
AH Equity Partners III
California
USD 811 M +USD 147 M +22% 30.8% 42.6% 12 50% 0.3
Colonial Trust Advisors
2149
Colonial Trust Advisors
South Carolina
USD 811 M -USD 8.33 M -1% 0.42% 80% 196 6.12% 4.3
Meridian Wealth Management
2150
Meridian Wealth Management
Kentucky
USD 811 M +USD 26.1 M +3% 0.01% 117% 409 12.22% 1.6