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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)
Highland Private Wealth Management
2226
Highland Private Wealth Management
Washington
USD 620 M -USD 30.4 M -5% 6.3% 19% 198 13.13% 2.9
Romano Brothers & Co
2227
Romano Brothers & Co
Illinois
USD 620 M – – 5.82% 110% 293 – 0
TCI Wealth Advisors
2228
TCI Wealth Advisors
Arizona
USD 618 M -USD 35.5 M -5% 5.08% 65% 2,738 21% 3.2
Common Fund For Nonprofit Organizations
2229
Common Fund For Nonprofit Organizations
Connecticut
USD 617 M -USD 75.8 M -11% 4.61% 70.8% 13 15.38% 1.3
Cozad Asset Management
2230
Cozad Asset Management
Illinois
USD 616 M -USD 25.4 M -4% 3.38% 132% 378 15.34% 2.5
Cipher Capital
2231
Cipher Capital
New York
USD 616 M +USD 174 M +39% 3.87% – 645 78.45% 0.2
Stairway Partners
2232
Stairway Partners
Illinois
USD 616 M -USD 44.2 M -7% 8.14% 48.1% 10 0% 8.5
Private Trust Company
2233
Private Trust Company
Ohio
USD 616 M -USD 28.4 M -4% 5.08% 87.7% 2,264 12.81% 1.1
Connable Office Inc
2234
Connable Office Inc
Michigan
USD 615 M -USD 38.2 M -6% 6.18% 68.3% 220 15% 3.5
Callan Capital
2235
Callan Capital
California
USD 614 M -USD 34.2 M -5% 7.26% 20.1% 131 16.03% 3.1
Nicolet Advisory Services
2236
Nicolet Advisory Services
Wisconsin
USD 613 M -USD 60.5 M -9% 5.22% 62.7% 197 7.61% 2.6
Creative Financial Designs
2237
Creative Financial Designs
Indiana
USD 612 M +USD 3.18 M +0.5% 4.86% 56.2% 1,364 9.24% 2.2
NBT Bank
2238
NBT Bank
New York
USD 612 M -USD 42.4 M -6% 5.38% 77% 233 6.44% 6.3
Towle & Co
2239
Towle & Co
Colorado
USD 612 M -USD 25.5 M -4% 3.94% 172% 77 28.57% 1.1
Aperture Investors
2240
Aperture Investors
New York
USD 612 M +USD 12 M +2% 1.02% 211% 102 33.33% 1
CDAM (UK)
2241
CDAM (UK)
United Kingdom
USD 611 M -USD 57.1 M -9% 7.14% 7.89% 13 15.38% 2.4
DT Investment Partners
2242
DT Investment Partners
Pennsylvania
USD 611 M -USD 62 M -9% 5.6% 58% 473 70.61% 0.8
PrairieView Partners
2243
PrairieView Partners
Minnesota
USD 611 M -USD 31 M -5% 5.89% 34% 495 11.52% 2
Matrix Asset Advisors
2244
Matrix Asset Advisors
New York
USD 610 M -USD 40.7 M -6% 6% 84.9% 88 11.36% 4.4
Stieven Capital Advisors
2245
Stieven Capital Advisors
Missouri
USD 610 M -USD 23.3 M -4% 0.22% 117% 51 15.69% 3.4
Mizuho Bank
2246
Mizuho Bank
Japan
USD 609 M -USD 45 M -7% 6.84% 99.8% 7 0% 2
Skylands Capital
2247
Skylands Capital
Wisconsin
USD 609 M -USD 73.5 M -11% 6.06% 61% 158 15.19% 4.4
Liberty One Investment Management
2248
Liberty One Investment Management
Illinois
USD 608 M +USD 20 M +3% 5.81% 40.3% 153 15.03% 2.2
Hodges Capital Management
2249
Hodges Capital Management
Texas
USD 608 M -USD 383 M -39% 0.87% 200% 230 21.3% 3.4
Telos Capital Management
2250
Telos Capital Management
California
USD 608 M -USD 47 M -7% 6.3% 71.1% 177 6.21% 5.4