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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)
Independent Advisor Alliance
2526
Independent Advisor Alliance
North Carolina
USD 314 M -USD 317 M -50% 2.87% 135% 444 55.18% 0.4
ArchPoint Investors
2527
ArchPoint Investors
Florida
USD 314 M +USD 47.8 M +18% 4.85% 111% 166 22.29% 1.4
AP
2528
Agilis Partners
Massachusetts
USD 314 M +USD 167 M +113% 2.39% 8.47% 20 25% 1.4
Yorktown Management & Research Company
2529
Yorktown Management & Research Company
Virginia
USD 314 M -USD 70 M -18% 0.36% 223% 361 21.61% 1.6
Hartline Investment Corp
2530
Hartline Investment Corp
Illinois
USD 314 M +USD 2.6 M +0.8% 7.08% 201% 111 9.91% 3
Hillman Company
2531
Hillman Company
Pennsylvania
USD 313 M -USD 14.2 M -4% 6.61% 134% 16 25% 1.3
HJA
2532
Hugh Johnson Advisors
New York
USD 313 M +USD 6.86 M +2% 2.29% 41.5% 98 10.2% 2.9
FFT Wealth Management
2533
FFT Wealth Management
Pennsylvania
USD 313 M -USD 2.24 M -0.7% 1.24% 65.6% 101 21.78% 0.9
West Coast Financial
2534
West Coast Financial
California
USD 313 M -USD 1.71 M -0.5% 3.72% 22.2% 124 11.29% 2.5
PCM
2535
Prime Capital Management
Hong Kong
USD 313 M -USD 33 M -10% 9.57% 579% 6 0% 1.6
American National Bank & Trust
2536
American National Bank & Trust
Texas
USD 313 M -USD 8.28 M -3% 2.52% 102% 306 15.36% 2
Bouchey Financial Group
2537
Bouchey Financial Group
New York
USD 312 M +USD 24.1 M +8% 2.53% 66.7% 70 18.57% 2.1
Fairfield, Bush & Co
2538
Fairfield, Bush & Co
Connecticut
USD 312 M -USD 8.83 M -3% 2.81% 112% 154 10.39% 2.9
PCMK
2539
Paragon Capital Management (Kansas)
Kansas
USD 312 M -USD 7.54 M -2% 1.56% 87.5% 63 7.94% 3
Marietta Investment Partners
2540
Marietta Investment Partners
Wisconsin
USD 311 M +USD 11 M +4% 6.15% 160% 142 15.49% 1.9
QCI
2541
Quaker Capital Investments
Pennsylvania
USD 311 M -USD 12.1 M -4% 0.89% 107% 26 19.23% 2
Penobscot Investment Management
2542
Penobscot Investment Management
Massachusetts
USD 311 M +USD 12.4 M +4% 3.45% 103% 184 4.35% 3.1
HighPoint Advisor Group
2543
HighPoint Advisor Group
Illinois
USD 311 M USD 0 0% 3.12% – 278 0% 1.2
Aviance Capital Partners
2544
Aviance Capital Partners
Florida
USD 311 M +USD 36.7 M +13% 3.31% 98.2% 215 12.56% 2.5
Columbia Asset Management
2545
Columbia Asset Management
Michigan
USD 310 M +USD 11.3 M +4% 2.65% 94.1% 179 10.06% 2.5
Pensionfund Sabic
2546
Pensionfund Sabic
Netherlands
USD 310 M -USD 14.1 M -4% 2.44% 63.6% 233 28.33% 1.3
Tortoise Investment Management
2547
Tortoise Investment Management
New York
USD 310 M +USD 4.07 M +1% 2.46% 40.2% 535 14.95% 2.4
LCM
2548
Lucha Capital Management
California
USD 310 M +USD 113 M +58% 7.77% 84.3% 38 68.42% 0.2
Private Capital Advisors
2549
Private Capital Advisors
Connecticut
USD 309 M +USD 2.66 M +0.9% 1.86% 132% 145 27.59% 2.2
Hills Bank & Trust
2550
Hills Bank & Trust
Iowa
USD 309 M +USD 14.5 M +5% 2.38% 52.8% 135 9.63% 2.7