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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)
IR
2176
IAT Reinsurance
New York
USD 548 M -USD 34.3 M -6% 3.13% 60.2% 124 32.26% 3.2
IFG Advisory
2177
IFG Advisory
Georgia
USD 548 M +USD 32.2 M +6% 6.43% 70.1% 423 10.4% 1.2
SPC Financial Inc
2178
SPC Financial Inc
Maryland
USD 546 M +USD 73.3 M +15% 7.18% 65.1% 146 19.18% 2.9
Tompkins Financial
2179
Tompkins Financial
New York
USD 546 M +USD 53.6 M +11% 7.53% 84.4% 427 24.36% 3.8
Greenhouse Funds
2180
Greenhouse Funds
Maryland
USD 545 M +USD 52.7 M +11% 10.4% 90.7% 41 34.15% 1.3
Narwhal Capital Management
2181
Narwhal Capital Management
Georgia
USD 545 M +USD 47.6 M +10% 8% 93.8% 145 8.28% 4.1
Morningstar Investment Management
2182
Morningstar Investment Management
Illinois
USD 545 M +USD 189 M +53% 2.74% 48.2% 22 18.18% 0.7
JLB & Associates
2183
JLB & Associates
Michigan
USD 544 M +USD 39.5 M +8% 9.68% 69.9% 73 0% 4.6
Brookfield BHS Advisors
2184
Brookfield BHS Advisors
New York
USD 544 M – – 17.7% – 77 – 0
Infrastructure Capital Advisors
2185
Infrastructure Capital Advisors
New York
USD 544 M -USD 191 M -26% 2.52% 52% 116 37.93% 1.3
Toews Corporation
2186
Toews Corporation
New Jersey
USD 543 M +USD 119 M +28% 0.29% 22% 14 28.57% 1.3
Land & Buildings Investment Management
2187
Land & Buildings Investment Management
Connecticut
USD 543 M +USD 89.9 M +20% 5.89% 53.9% 22 36.36% 1.3
Beacon Pointe Wealth Advisors
2188
Beacon Pointe Wealth Advisors
California
USD 543 M +USD 68 M +14% 6.58% – 296 21.62% 0.8
Cadence Bank
2189
Cadence Bank
Mississippi
USD 541 M -USD 522 M -49% 12.3% 70.9% 248 28.63% 1.5
TAM
2190
THB Asset Management
Connecticut
USD 540 M -USD 97 k -0% 12.2% 104% 176 14.2% 2.5
Exane Derivatives
2191
Exane Derivatives
France
USD 540 M -USD 17.9 M -3% 9.23% 42.7% 716 13.55% 1.9
Cypress Funds
2192
Cypress Funds
California
USD 539 M +USD 26 M +5% 14.5% 100% 21 47.62% 1.7
Private Trust Company
2193
Private Trust Company
Ohio
USD 539 M +USD 31.8 M +6% 7.78% 87.7% 399 13.28% 3.9
Strategic Investment Management
2194
Strategic Investment Management
Virginia
USD 539 M -USD 1203 M -69% 8.57% 53.4% 20 25% 2.1
AGF Investments LLC
2195
AGF Investments LLC
Ontario, Canada
USD 538 M +USD 112 M +26% 7.07% 28.5% 726 27.69% 1.4
Aequim Alternative Investments
2196
Aequim Alternative Investments
California
USD 537 M +USD 37.8 M +8% 4.27% 32.3% 66 18.18% 0.5
Auxier Asset Management
2197
Auxier Asset Management
Oregon
USD 537 M +USD 40 M +8% 9.23% 71.7% 167 4.79% 4.6
CKW Financial Group
2198
CKW Financial Group
Hawaii
USD 537 M +USD 8.9 M +2% 6.73% 62.4% 180 12.78% 4.1
Ion Asset Management
2199
Ion Asset Management
Israel
USD 537 M +USD 114 M +27% 14.1% 125% 25 32% 1
First Fiduciary Investment Counsel
2200
First Fiduciary Investment Counsel
Ohio
USD 537 M +USD 64.1 M +14% 7.19% 60% 67 41.79% 2.5