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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)
Evanston Advisors
2301
Evanston Advisors
Illinois
USD 418 M +USD 1.9 M +0.5% 5.81% 16% 70 11.43% 1.7
10-15 Associates
2302
10-15 Associates
New York
USD 418 M +USD 21.7 M +5% 5.48% 33% 104 6.73% 2.6
VHCP Management II
2303
VHCP Management II
New York
USD 417 M +USD 55.3 M +15% 39.4% 2,334% 24 37.5% 1
SRFM
2304
Shannon River Fund Management
New York
USD 417 M +USD 111 M +36% 4.58% 554% 40 50% 0.8
Legacy Wealth Management (Tennessee)
2305
Legacy Wealth Management (Tennessee)
Tennessee
USD 416 M +USD 22.7 M +6% 5.97% 50.4% 12 25% 2.8
CNA Financial
2306
CNA Financial
Illinois
USD 416 M +USD 18.9 M +5% 6.75% 48.6% 174 12.07% 2.7
SNS Financial Group
2307
SNS Financial Group
Minnesota
USD 415 M +USD 25.2 M +6% 4.82% 54.2% 187 17.11% 1.7
SHCM
2308
Stokes & Hubbell Capital Management
Louisiana
USD 415 M +USD 29 M +8% 6.25% 31.2% 117 3.42% 1.7
CBT
2309
Central Bank & Trust
Kentucky
USD 415 M +USD 12.3 M +3% 6.88% 118% 274 6.57% 3.4
Krilogy Financial
2310
Krilogy Financial
Missouri
USD 414 M +USD 22.5 M +6% 3.46% 79% 883 14.61% 1.4
Segment Wealth Management
2311
Segment Wealth Management
Texas
USD 414 M +USD 36.8 M +10% 6.62% 102% 217 12.9% 2.3
Weatherly Asset Management
2312
Weatherly Asset Management
California
USD 414 M +USD 36.7 M +10% 6.97% 116% 205 11.22% 2.8
INCA Investments
2313
INCA Investments
Florida
USD 413 M -USD 52.4 M -11% 2.86% 128% 10 0% 2.4
Orgel Wealth Management
2314
Orgel Wealth Management
Wisconsin
USD 413 M +USD 126 M +44% 1.43% 39.6% 45 31.11% 0.7
Credential Securities
2315
Credential Securities
USD 413 M +USD 40.2 M +11% 4.6% 32.5% 281 15.3% 2.4
Spinnaker Capital
2316
Spinnaker Capital
Massachusetts
USD 412 M – – 8.68% 12.4% 3 – 0
Longfellow Investment Management
2317
Longfellow Investment Management
Massachusetts
USD 412 M +USD 39.3 M +11% 8.3% 45.9% 117 63.25% 0.3
RIA
2318
RPG Investment Advisory
California
USD 412 M +USD 19.6 M +5% 5.4% 186% 548 17.52% 0.6
Fragasso Financial Advisors
2319
Fragasso Financial Advisors
Pennsylvania
USD 412 M +USD 79.9 M +24% 4.14% 73.7% 113 14.16% 1.3
Dow Chemical Company
2320
Dow Chemical Company
Michigan
USD 411 M +USD 8.93 M +2% 5.05% 29.4% 21 14.29% 3.5
Casdin Capital
2321
Casdin Capital
New York
USD 411 M +USD 56.5 M +16% 24% 370% 29 17.24% 1.3
CAM
2322
Centre Asset Management
New York
USD 410 M +USD 24.8 M +6% 9.47% 45.3% 59 49.15% 1.2
Merriman Wealth Management
2323
Merriman Wealth Management
Washington
USD 410 M -USD 11 M -3% 4.92% 18.3% 190 31.05% 0.9
YCG LLC
2324
YCG LLC
Texas
USD 409 M +USD 28.3 M +7% 7.8% 27% 39 5.13% 3.5
Sowell Financial Services
2325
Sowell Financial Services
Arkansas
USD 409 M +USD 25.5 M +7% 6.34% 94.8% 285 18.25% 0.8