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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)
Fragasso Financial Advisors
2176
Fragasso Financial Advisors
Pennsylvania
USD 506 M +USD 37.2 M +8% 3.87% 73.7% 125 15.2% 2.1
Cobiz Wealth
2177
Cobiz Wealth
Colorado
USD 506 M -USD 13.4 M -3% 3.55% 54% 122 11.48% 4.5
Pekin Hardy Strauss
2178
Pekin Hardy Strauss
Illinois
USD 505 M -USD 771 M -60% 0.38% 102% 220 13.64% 3.4
Signet Financial Management
2179
Signet Financial Management
New Jersey
USD 504 M -USD 6.53 M -1% 1.9% 65.2% 249 12.45% 2.4
AP
2180
Archon Partners
New Jersey
USD 504 M +USD 29.8 M +6% 7.47% 86% 60 8.33% 3
KFS
2181
Kurt F. Somerville
USD 504 M -USD 107 k -0% 3.75% 92.9% 110 9.09% 4.2
Bath Savings Trust
2182
Bath Savings Trust
Maine
USD 503 M +USD 28.6 M +6% 5.86% 57.8% 134 8.96% 4.1
Vista Capital Partners
2183
Vista Capital Partners
Oregon
USD 503 M +USD 16.9 M +3% 3.06% 61.2% 58 12.07% 4
NWAM LLC
2184
NWAM LLC
Washington
USD 502 M +USD 38.7 M +8% 3.78% 112% 389 10.8% 2.7
Weatherly Asset Management
2185
Weatherly Asset Management
California
USD 502 M +USD 12.2 M +2% 3.45% 116% 192 5.21% 4
GC
2186
Gobi Capital
California
USD 502 M +USD 5.39 M +1% 0.3% 93.7% 8 0% 1.6
Auxier Asset Management
2187
Auxier Asset Management
Oregon
USD 501 M +USD 14.6 M +3% 2.34% 71.7% 163 6.75% 4.3
ALAM
2188
Asahi Life Asset Management
Japan
USD 501 M -USD 110 M -18% 3.59% 122% 250 44.8% 0.3
Oslo Pensjonsforsikring
2189
Oslo Pensjonsforsikring
USD 500 M +USD 30.5 M +6% 6.41% 79% 16 0% 2
Brandywine Oak Private Wealth
2190
Brandywine Oak Private Wealth
Pennsylvania
USD 500 M +USD 20.5 M +4% 2.1% 55.7% 232 12.07% 0.5
White Mountains Advisors
2191
White Mountains Advisors
Connecticut
USD 500 M -USD 147 M -23% 3.71% 33.4% 3 0% 4.3
Twele Capital Management
2192
Twele Capital Management
Minnesota
USD 499 M +USD 42.7 M +9% 2.19% 37.1% 46 0% 4.8
Whitegate Investment Counselors
2193
Whitegate Investment Counselors
New Hampshire
USD 497 M +USD 14.4 M +3% 3.65% 48% 204 5.88% 3.3
Tompkins Financial
2194
Tompkins Financial
New York
USD 497 M -USD 29.1 M -6% 3.99% 84.4% 416 18.99% 4
Clarius Group LLC
2195
Clarius Group LLC
Washington
USD 497 M +USD 86.2 M +21% 5.55% 92.1% 270 25.56% 0.9
MG
2196
Meditor Group
Bermuda
USD 497 M -USD 36.2 M -7% 4.47% 41.1% 9 0% 2.6
Clear Harbor Asset Management
2197
Clear Harbor Asset Management
Connecticut
USD 497 M +USD 3.52 M +0.7% 5.38% 98.6% 275 18.55% 3.1
Kentucky Retirement Systems Insurance Trust Fund
2198
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 497 M +USD 39.8 M +9% 4.67% 115% 430 5.12% 4.5
SPC Financial Inc
2199
SPC Financial Inc
Maryland
USD 497 M +USD 29.6 M +6% 3.73% 65.1% 137 11.68% 3
Lingotto Investment Management
2200
Lingotto Investment Management
United Kingdom
USD 496 M +USD 75.6 M +18% 18% 388% 7 0% 1.4