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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)
Octagon Capital Advisors
2251
Octagon Capital Advisors
New York
USD 642 M +USD 62.8 M +11% 25.1% 2,969% 44 47.73% 0.7
Essex Investment Management
2252
Essex Investment Management
Massachusetts
USD 642 M +USD 15.3 M +2% 8.98% 370% 446 19.51% 2.9
Ally Financial
2253
Ally Financial
Michigan
USD 642 M +USD 35.4 M +6% 10.6% 9.35% 111 8.11% 2.2
Vista Capital Partners
2254
Vista Capital Partners
Oregon
USD 641 M +USD 55 M +9% 6.99% 61.2% 88 22.73% 4.7
Fort Point Capital Partners
2255
Fort Point Capital Partners
California
USD 641 M +USD 41.7 M +7% 8.17% 62.2% 304 20.72% 2.4
LVZ Inc
2256
LVZ Inc
Michigan
USD 641 M +USD 64.9 M +11% 8.22% 52.9% 153 26.14% 2.2
Vest Financial
2257
Vest Financial
Virginia
USD 641 M +USD 112 M +21% 12.9% 68.4% 110 41.82% 1.1
Harbor Investment Advisory
2258
Harbor Investment Advisory
Maryland
USD 640 M +USD 33.1 M +5% 7.72% 97.5% 1,408 7.6% 2.3
Te Ahumairangi Investment Management
2259
Te Ahumairangi Investment Management
New Zealand
USD 640 M +USD 50 M +8% 10.3% 55.5% 96 9.38% 2
Managed Asset Portfolios
2260
Managed Asset Portfolios
Michigan
USD 639 M +USD 75.8 M +13% 11.2% 99.2% 42 21.43% 4
Sentinel Trust
2261
Sentinel Trust
Texas
USD 639 M +USD 32.8 M +5% 7.59% 79.2% 116 14.66% 2.3
Sheets Smith Wealth Management
2262
Sheets Smith Wealth Management
North Carolina
USD 639 M +USD 40.1 M +7% 8.84% 83.4% 330 15.15% 4.5
NEWAS
2263
N.E.W. Advisory Services
Wisconsin
USD 639 M +USD 86.9 M +16% 7.63% 51.1% 136 10.29% 2.1
Tensile Capital Management
2264
Tensile Capital Management
California
USD 639 M -USD 9.29 M -1% 12.4% 47.7% 19 31.58% 2.9
Mirova
2265
Mirova
France
USD 639 M +USD 44.4 M +7% 7% 64.6% 200 24% 1.6
Heartwood Wealth Advisors
2266
Heartwood Wealth Advisors
Virginia
USD 639 M +USD 61.2 M +11% 7.8% 59.4% 134 23.88% 1.7
WAM
2267
Warberg Asset Management
Illinois
USD 638 M +USD 60.1 M +10% 1.52% 65.3% 356 41.29% 0.6
WCM
2268
Wallace Capital Management
Texas
USD 638 M +USD 38.1 M +6% 11.7% 62.3% 67 2.99% 5.2
Freemont Management
2269
Freemont Management
Switzerland
USD 637 M +USD 89.4 M +16% 7.36% 113% 145 40% 1
Olstein Capital Management
2270
Olstein Capital Management
New York
USD 637 M +USD 40.7 M +7% 10.6% 16.6% 101 3.96% 5.1
Keel Point
2271
Keel Point
Alabama
USD 637 M +USD 54.1 M +9% 8.08% 76.4% 309 22.98% 2.5
Traphagen Investment Advisors
2272
Traphagen Investment Advisors
New Jersey
USD 637 M +USD 91.5 M +17% 6.59% 65.8% 147 11.56% 2.5
PSG Equity
2273
PSG Equity
Massachusetts
USD 636 M -USD 298 M -32% 31.9% 13.7% 1 0% 1
Founders Financial Securities
2274
Founders Financial Securities
Maryland
USD 636 M +USD 70.4 M +12% 6.98% 71% 337 13.35% 1.6
Yaupon Capital Management
2275
Yaupon Capital Management
New York
USD 635 M +USD 169 M +36% 6.29% 122% 120 52.5% 0.5