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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)
Private Trust Company
2201
Private Trust Company
Ohio
USD 496 M +USD 15.2 M +3% 4.23% 87.7% 388 11.86% 3.6
CKW Financial Group
2202
CKW Financial Group
Hawaii
USD 495 M -USD 45.7 M -8% 2.64% 62.4% 191 16.75% 4
Evanson Asset Management
2203
Evanson Asset Management
California
USD 495 M +USD 10.7 M +2% 4.88% 66.6% 251 9.16% 3.5
Salomon & Ludwin
2204
Salomon & Ludwin
Virginia
USD 495 M +USD 9.23 M +2% 2.7% 52.6% 292 41.1% 0.4
JLB & Associates
2205
JLB & Associates
Michigan
USD 495 M +USD 20.4 M +4% 4.11% 69.5% 75 8% 4.2
Bowie Capital Management
2206
Bowie Capital Management
Texas
USD 494 M +USD 156 M +46% 8.56% 31.6% 39 33.33% 1.6
Emery Howard Portfolio Management
2207
Emery Howard Portfolio Management
California
USD 494 M +USD 13.7 M +3% 2.47% 66.5% 33 0% 5.1
Kintegral Advisory
2208
Kintegral Advisory
New York
USD 493 M +USD 18.1 M +4% 4.53% 143% 269 0% 0.5
TD Capital Management
2209
TD Capital Management
Tennessee
USD 493 M +USD 18.2 M +4% 2.62% 40.5% 276 17.75% 2.7
Jacobi Capital Management
2210
Jacobi Capital Management
Pennsylvania
USD 492 M +USD 101 M +26% 3.35% 76.6% 1,093 7.23% 2
Segment Wealth Management
2211
Segment Wealth Management
Texas
USD 492 M +USD 19.5 M +4% 3.28% 102% 208 7.21% 3
SeaCrest Wealth Management
2212
SeaCrest Wealth Management
New York
USD 491 M -USD 91.7 M -16% 3.59% 153% 2,226 76.86% 1.4
Diameter Capital Partners
2213
Diameter Capital Partners
New York
USD 491 M +USD 205 M +72% 4.71% 378% 24 62.5% 0.4
Heathbridge Capital Management
2214
Heathbridge Capital Management
Ontario, Canada
USD 491 M -USD 9.6 M -2% 2.1% 58.7% 30 10% 3.6
JNBA Financial Advisors
2215
JNBA Financial Advisors
Minnesota
USD 491 M +USD 25.4 M +5% 3.59% 61.8% 716 24.16% 1.7
Sunriver Management
2216
Sunriver Management
Connecticut
USD 490 M -USD 12.3 M -2% 7.88% 9.27% 23 39.13% 0.9
Symmetry Partners
2217
Symmetry Partners
Connecticut
USD 490 M -USD 96 M -16% 3.57% 58.5% 456 37.94% 0.6
Foundation Resource Management
2218
Foundation Resource Management
Arkansas
USD 489 M +USD 12.6 M +3% 0.08% 84.5% 59 6.78% 5
Penobscot Investment Management
2219
Penobscot Investment Management
Massachusetts
USD 489 M +USD 16.9 M +4% 4.3% 103% 203 11.82% 4.3
Raub Brock Capital Management
2220
Raub Brock Capital Management
California
USD 489 M +USD 13.3 M +3% 4.82% 54.7% 60 38.33% 2.3
Suncoast Equity Management
2221
Suncoast Equity Management
Florida
USD 488 M +USD 37.2 M +8% 6.79% 82.9% 48 25% 2.4
Sheets Smith Wealth Management
2222
Sheets Smith Wealth Management
North Carolina
USD 487 M +USD 25.2 M +5% 5.9% 83.4% 340 16.18% 2.8
AIP LLC
2223
AIP LLC
New York
USD 487 M +USD 117 M +32% 31.6% 54.9% 1 0% 1.5
Capula Management
2224
Capula Management
Cayman Islands
USD 486 M +USD 411 M +547% 3.85% 90.7% 106 98.11% 0
Incline Global Management
2225
Incline Global Management
New York
USD 485 M -USD 13 M -3% 0.93% 40.1% 30 43.33% 0.8