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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)
Symetra Life Insurance
2326
Symetra Life Insurance
Washington
USD 409 M +USD 24.2 M +6% 5.78% – 3 0% 2
JFS Wealth Advisors
2327
JFS Wealth Advisors
Pennsylvania
USD 408 M +USD 21.2 M +5% 3.96% 54.8% 570 23.68% 2.1
VCU Investment Management
2328
VCU Investment Management
Virginia
USD 408 M +USD 53.8 M +15% 3.23% – 9 11.11% 0.7
KLCM Advisors
2329
KLCM Advisors
Wisconsin
USD 407 M +USD 24.3 M +6% 4.11% 122% 95 12.63% 2.4
BP
2330
Banbury Partners
North Carolina
USD 407 M -USD 1.55 M -0.4% 3.87% 138% 20 40% 0.8
LaFleur & Godfrey
2331
LaFleur & Godfrey
Michigan
USD 407 M +USD 25.4 M +7% 8.42% 85.2% 76 7.89% 3.6
United Bank (Virginia)
2332
United Bank (Virginia)
Virginia
USD 407 M +USD 302 M +289% 6.09% 76.1% 143 68.53% 0.9
First American Trust
2333
First American Trust
California
USD 406 M +USD 23.4 M +6% 5.4% 84.6% 130 22.31% 2.4
AIA Investment Management
2334
AIA Investment Management
Singapore
USD 406 M – – 6.04% 63.3% 13 – 0
Van Cleef Asset Management
2335
Van Cleef Asset Management
Ohio
USD 406 M +USD 38.6 M +11% 7.89% 104% 110 11.82% 3.4
Periscope Capital
2336
Periscope Capital
Ontario, Canada
USD 406 M +USD 112 M +38% 0.25% 28.8% 141 31.91% 0.4
RKL Wealth Management
2337
RKL Wealth Management
Pennsylvania
USD 405 M +USD 48.7 M +14% 5.14% 76.8% 153 16.99% 1.7
Hudson Valley Investment Advisors
2338
Hudson Valley Investment Advisors
New York
USD 405 M +USD 18.6 M +5% 6.07% 94.6% 155 3.87% 3.4
Raub Brock Capital Management
2339
Raub Brock Capital Management
California
USD 404 M +USD 13.7 M +4% 6.68% 54.7% 41 12.2% 2.7
Petrus Trust Company
2340
Petrus Trust Company
Texas
USD 404 M -USD 18.5 M -4% 6.13% 36.9% 234 57.69% 1.1
3C
2341
361 Capital
Colorado
USD 404 M -USD 118 M -23% 10.5% 118% 343 61.52% 0.3
Apriem Advisors
2342
Apriem Advisors
California
USD 404 M +USD 1.36 M +0.3% 4.24% 74.3% 158 16.46% 3.2
Stairway Partners
2343
Stairway Partners
Illinois
USD 403 M +USD 12.9 M +3% 4.51% 48.1% 9 0% 4.2
Makena Capital Management
2344
Makena Capital Management
California
USD 403 M -USD 308 M -43% 2.43% 78.7% 18 5.56% 2.6
TCOT
2345
Trust Company of Toledo
Ohio
USD 402 M +USD 8.78 M +2% 4.32% 109% 197 6.09% 3.4
OFM
2346
Okumus Fund Management
Cayman Islands
USD 402 M -USD 21 M -5% 11.3% 8.26% 10 70% 1.9
Fiduciary Trust International
2347
Fiduciary Trust International
Massachusetts
USD 402 M +USD 13.4 M +3% 5.3% 36.8% 115 20% 1.8
PKO Investment Management Joint-Stock
2348
PKO Investment Management Joint-Stock
Poland
USD 402 M +USD 29.9 M +8% 9.77% 145% 86 8.14% 1.6
AJ Wealth Strategies
2349
AJ Wealth Strategies
New York
USD 401 M +USD 93 M +30% 3.36% 32.2% 94 14.89% 0.8
Fusion Family Wealth
2350
Fusion Family Wealth
New York
USD 401 M +USD 105 M +36% 4.34% 58.2% 322 40.37% 0.6