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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)
Blue Whale Capital
2451
Blue Whale Capital
United Kingdom
USD 621 M -USD 30.5 M -5% 0.26% 409% 18 33.33% 1.7
Legacy Advisors
2452
Legacy Advisors
Pennsylvania
USD 621 M -USD 53.1 M -8% 9.1% – 293 13.31% 2.2
Alpine Woods Capital Investors
2453
Alpine Woods Capital Investors
New York
USD 621 M -USD 19.5 M -3% 3.49% 105% 168 11.9% 4.5
Pier Capital
2454
Pier Capital
Connecticut
USD 620 M -USD 76.6 M -11% 5.19% 223% 124 12.1% 1.6
Trust Company
2455
Trust Company
Kansas
USD 620 M -USD 50 M -7% 3.51% 40.6% 329 6.08% 4.7
LVZ Inc
2456
LVZ Inc
Michigan
USD 620 M -USD 97.5 M -14% 4.23% 52.9% 151 18.54% 2.8
Barton Investment Management
2457
Barton Investment Management
Pennsylvania
USD 619 M -USD 46.6 M -7% 7.51% 124% 46 6.52% 6.8
Glassman Wealth Services
2458
Glassman Wealth Services
Virginia
USD 619 M -USD 1.08 M -0.2% 4.01% 62.6% 2,096 14.31% 3.4
Provenance Wealth Advisors
2459
Provenance Wealth Advisors
Florida
USD 619 M – – 4.13% 55.9% 485 – 0
Lombard Odier Asset Management (Switzerland)
2460
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 618 M -USD 86 M -12% 4.79% 135% 157 20.38% 2.3
Mattern Capital Management
2461
Mattern Capital Management
Colorado
USD 618 M +USD 2.11 M +0.3% 4.78% 31.5% 139 6.47% 2.7
Bank Hapoalim BM
2462
Bank Hapoalim BM
Israel
USD 618 M -USD 96.3 M -13% 4.14% 76.6% 156 19.23% 4
Canandaigua National Bank & Trust
2463
Canandaigua National Bank & Trust
New York
USD 617 M +USD 285 k +0% 2.86% – 271 8.49% 6.1
JWBC
2464
J.W. Burns & Co
New York
USD 617 M -USD 7.03 M -1% 4.03% 95.4% 188 13.3% 6.8
BFSG LLC
2465
BFSG LLC
California
USD 616 M +USD 27.8 M +5% 3.19% 81.9% 270 31.48% 2.1
Te Ahumairangi Investment Management
2466
Te Ahumairangi Investment Management
New Zealand
USD 615 M -USD 119 M -16% 4.81% 55.5% 89 4.49% 2.7
Bain Capital Credit
2467
Bain Capital Credit
Massachusetts
USD 615 M +USD 42.9 M +7% 13.2% 14.4% 9 0% 1.3
Teza Capital Management
2468
Teza Capital Management
Illinois
USD 615 M -USD 1.11 M -0.2% 3.61% 133% 811 62.02% 0.3
Gabelli & Co Investment Advisers
2469
Gabelli & Co Investment Advisers
New York
USD 615 M +USD 17.2 M +3% 8.22% 248% 310 30.65% 1.3
Resources Management Corp
2470
Resources Management Corp
Connecticut
USD 614 M -USD 26.6 M -4% 3.64% 78.5% 460 5.65% 3.8
Vantagepoint Investment Advisers
2471
Vantagepoint Investment Advisers
District of Columbia
USD 613 M -USD 47 M -7% 7.4% 42.7% 10 10% 1.5
Essex Investment Management
2472
Essex Investment Management
Massachusetts
USD 613 M -USD 103 M -14% 1.36% 370% 411 23.6% 3.1
Teamwork Financial Advisors
2473
Teamwork Financial Advisors
Texas
USD 613 M -USD 2.78 M -0.5% 2.38% 134% 211 14.69% 1.7
KCM
2474
Kynam Capital Management
New Jersey
USD 611 M -USD 116 M -16% 8.13% 320% 34 35.29% 1.1
John G. Ullman & Associates
2475
John G. Ullman & Associates
New York
USD 611 M -USD 36.8 M -6% 3.19% 156% 182 7.69% 4