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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)
RKL Wealth Management
2126
RKL Wealth Management
Pennsylvania
USD 833 M -USD 9.44 M -1% 4.97% 76.8% 145 15.17% 4.2
Nations Financial Group
2127
Nations Financial Group
Iowa
USD 833 M +USD 72.8 M +10% 1.35% 105% 571 27.5% 2
Sentinel Trust
2128
Sentinel Trust
Texas
USD 832 M +USD 13.8 M +2% 3.58% 79.2% 196 50% 1.4
Foster Dykema Cabot & Co
2129
Foster Dykema Cabot & Co
Massachusetts
USD 829 M -USD 57.7 M -7% 5.33% 34% 99 9.09% 5.2
Citizens Business Bank
2130
Citizens Business Bank
California
USD 828 M +USD 11.8 M +1% 1.31% 108% 262 9.54% 4.8
PKO Investment Management Joint-Stock
2131
PKO Investment Management Joint-Stock
Poland
USD 828 M -USD 58.7 M -7% 1.27% 145% 122 18.03% 2.6
Strategy Capital
2132
Strategy Capital
California
USD 828 M -USD 229 M -22% 22.3% 316% 8 0% 2.3
Skylands Capital
2133
Skylands Capital
Wisconsin
USD 826 M -USD 40 M -5% 0.23% 61% 155 16.13% 4.1
L1 Capital
2134
L1 Capital
Australia
USD 826 M -USD 40.2 M -5% 23.9% 127% 17 47.06% 0.6
Quadrant Capital Group
2135
Quadrant Capital Group
Ohio
USD 826 M -USD 12.2 M -1% 3.74% 118% 2,811 12.84% 3.7
HI
2136
Handelsinvest Investeringsforvaltning
Denmark
USD 826 M -USD 159 M -16% 7.81% 37.9% 115 5.22% 3.2
Makena Capital Management
2137
Makena Capital Management
California
USD 824 M -USD 60.2 M -7% 16.5% 78.7% 52 25% 1.2
Coastline Trust
2138
Coastline Trust
Rhode Island
USD 823 M -USD 53.3 M -6% 4.28% 106% 338 7.99% 5.9
Sapience Investments
2139
Sapience Investments
California
USD 823 M -USD 54.8 M -6% 1.94% 54.9% 90 5.56% 2.8
First Trust Direct Indexing
2140
First Trust Direct Indexing
Massachusetts
USD 823 M +USD 51.1 M +7% 1.42% 69% 715 13.15% 0.9
Advance Capital Management
2141
Advance Capital Management
Michigan
USD 823 M +USD 334 M +68% 4.72% 54.4% 96 19.79% 0.2
Marcho Partners
2142
Marcho Partners
United Kingdom
USD 823 M -USD 561 M -41% 33% 115% 13 7.69% 1.1
Campbell Wealth Management
2143
Campbell Wealth Management
Virginia
USD 822 M -USD 52.6 M -6% 5.55% 11.2% 83 13.25% 2.1
Wesleyan Assurance Society
2144
Wesleyan Assurance Society
United Kingdom
USD 821 M -USD 24.2 M -3% 3.76% 102% 96 2.08% 2.5
Charter Oak Capital Management
2145
Charter Oak Capital Management
New Hampshire
USD 818 M -USD 42.3 M -5% 5.13% 39.2% 1,069 17.49% 1
1834 Investment Advisors
2146
1834 Investment Advisors
Wisconsin
USD 816 M -USD 68.5 M -8% 2.77% 68.7% 490 13.27% 3.9
Cypress Capital
2147
Cypress Capital
Tennessee
USD 816 M -USD 61.3 M -7% 5.2% 43.6% 227 14.98% 0.9
Harvey Investment Company
2148
Harvey Investment Company
Kentucky
USD 816 M -USD 47.8 M -6% 4.99% 56.4% 95 3.16% 6.3
Cigna Investments
2149
Cigna Investments
Connecticut
USD 815 M -USD 464 M -36% 3.05% 154% 680 17.06% 4.2
Gemmer Asset Management
2150
Gemmer Asset Management
California
USD 815 M -USD 33.5 M -4% 5.88% 96.8% 1,338 10.39% 5