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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)
CapWealth Advisors
2126
CapWealth Advisors
Tennessee
USD 779 M -USD 40.6 M -5% 4.66% 152% 109 10.09% 5.3
Regents of the University of California
2127
Regents of the University of California
California
USD 779 M -USD 19.8 M -2% 2.43% 76.6% 30 10% 5.9
Montag & Caldwell
2128
Montag & Caldwell
Georgia
USD 779 M -USD 40.9 M -5% 4.69% 91.3% 91 9.89% 3.8
Trinity Street Asset Management
2129
Trinity Street Asset Management
United Kingdom
USD 778 M -USD 124 M -14% 2.93% 76.9% 24 16.67% 2.3
Laird Norton Wetherby Trust Company
2130
Laird Norton Wetherby Trust Company
Washington
USD 777 M -USD 72.3 M -9% 4.43% 88.1% 123 13.01% 1.6
Soltis Investment Advisors
2131
Soltis Investment Advisors
Utah
USD 777 M -USD 83.2 M -10% 3.82% 80.8% 290 21.03% 2.2
FFT Wealth Management
2132
FFT Wealth Management
Pennsylvania
USD 777 M -USD 27.9 M -3% 3.46% 65.6% 137 20.44% 1.8
Quinn Opportunity Partners
2133
Quinn Opportunity Partners
Virginia
USD 777 M +USD 40 M +5% 4.83% 77.6% 253 24.9% 1.5
Tran Capital Management
2134
Tran Capital Management
California
USD 777 M -USD 70.6 M -8% 3.01% 173% 43 11.63% 2.8
Praesidium Investment Management Company
2135
Praesidium Investment Management Company
New York
USD 776 M -USD 324 M -29% 1.18% 79% 17 29.41% 3.1
Global Strategic Investment Solutions
2136
Global Strategic Investment Solutions
Arizona
USD 776 M -USD 25.2 M -3% 3.13% 56.8% 151 10.6% 2.6
Rock Creek Group
2137
Rock Creek Group
District of Columbia
USD 776 M +USD 85.9 M +12% 2.03% 37.2% 206 24.76% 1.9
SC
2138
Sasco Capital
Connecticut
USD 775 M -USD 68.1 M -8% 9.35% 15.5% 61 21.31% 3
Aaron Wealth Advisors
2139
Aaron Wealth Advisors
Illinois
USD 775 M +USD 6.19 M +0.8% 1.35% 108% 278 16.55% 1.5
First Ascent Asset Management
2140
First Ascent Asset Management
Colorado
USD 775 M +USD 23.8 M +3% 3.59% 4.15% 72 27.78% 2.1
Occudo Quantitative Strategies
2141
Occudo Quantitative Strategies
Florida
USD 774 M -USD 190 M -20% 6.78% 94.6% 1,404 64.81% 0.3
United Asset Strategies
2142
United Asset Strategies
New York
USD 774 M -USD 28.6 M -4% 3.15% 94.6% 248 13.71% 3.2
PDS Planning
2143
PDS Planning
Ohio
USD 773 M -USD 9.14 M -1% 3.18% 62.7% 361 12.19% 2.2
Founders Financial Securities
2144
Founders Financial Securities
Maryland
USD 772 M +USD 14.6 M +2% 3.22% 64.3% 353 15.3% 2.1
PWMAG
2145
Pinnacle Wealth Management Advisory Group
New Jersey
USD 772 M -USD 32.5 M -4% 3.6% 90.7% 343 7.87% 3.5
Vancity Investment Management
2146
Vancity Investment Management
British Columbia, Canada
USD 771 M -USD 6.28 M -0.8% 3.15% – 75 12% 1.6
EnCap Energy Capital Fund XI
2147
EnCap Energy Capital Fund XI
Texas
USD 770 M -USD 72.6 M -9% 33.6% 21% 2 0% 0.6
Cozad Asset Management
2148
Cozad Asset Management
Illinois
USD 770 M -USD 31.9 M -4% 2.77% 132% 397 12.09% 3
SeaCrest Wealth Management
2149
SeaCrest Wealth Management
New York
USD 770 M -USD 22.3 M -3% 2.16% 153% 665 12.18% 3.6
J.M. Forbes & Co
2150
J.M. Forbes & Co
Massachusetts
USD 769 M -USD 34.3 M -4% 2.99% 112% 130 7.69% 5.5