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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)
Fiduciary Trust International
2551
Fiduciary Trust International
Massachusetts
USD 298 M +USD 6.14 M +2% 3.86% 36.8% 107 21.5% 1.9
HeadInvest LLC
2552
HeadInvest LLC
Maine
USD 298 M +USD 28.7 M +11% 5.27% 59.1% 142 4.23% 2.6
RC
2553
Reik & Co
New York
USD 297 M +USD 7.34 M +3% 7.34% 38.6% 49 12.24% 3.2
Steinberg Asset Management
2554
Steinberg Asset Management
New York
USD 297 M +USD 34.7 M +13% 12.7% 130% 46 30.43% 2
Nelson Capital Management
2555
Nelson Capital Management
California
USD 297 M +USD 10.9 M +4% 4.87% 121% 288 22.57% 2.4
Security National Trust
2556
Security National Trust
West Virginia
USD 297 M +USD 18 M +6% 4.83% 58.3% 448 8.71% 3
Arrow Investment Advisors
2557
Arrow Investment Advisors
Maryland
USD 297 M -USD 83.6 M -22% 4.11% 36.3% 78 33.33% 1.4
Cambria Investment Management
2558
Cambria Investment Management
California
USD 296 M +USD 56.1 M +23% 5.2% 72% 189 23.28% 1.2
Radnor Capital Management
2559
Radnor Capital Management
Pennsylvania
USD 296 M +USD 3.84 M +1% 3.99% 86.6% 186 8.06% 0.2
FIMG
2560
Financial & Investment Management Group
Michigan
USD 296 M +USD 36.4 M +14% 3.38% 18.9% 111 29.73% 1.7
Lawson Kroeker Investment Management
2561
Lawson Kroeker Investment Management
Nebraska
USD 295 M +USD 4.48 M +2% 2.33% 69.7% 73 2.74% 2.9
SHCM
2562
Stokes & Hubbell Capital Management
Louisiana
USD 295 M +USD 37.7 M +15% 4.52% 31.2% 96 8.33% 1.2
Hills Bank & Trust
2563
Hills Bank & Trust
Iowa
USD 295 M +USD 10 M +3% 4.75% 52.8% 128 2.34% 2.6
D.L. Carlson Investment Group
2564
D.L. Carlson Investment Group
New Hampshire
USD 295 M +USD 1.03 M +0.4% 7.41% 113% 146 21.92% 2.3
Searchlight Capital Partners
2565
Searchlight Capital Partners
New York
USD 294 M +USD 6.73 M +2% 2.37% 38.5% 2 0% 0.3
Sunflower Bank Wealth Management
2566
Sunflower Bank Wealth Management
Arizona
USD 294 M +USD 13.4 M +5% 3.57% 33.7% 91 3.3% 3.2
Coastal Bridge Advisors
2567
Coastal Bridge Advisors
Connecticut
USD 293 M +USD 36.4 M +14% 14.3% 88.1% 96 19.79% 0.8
MAM
2568
Morse Asset Management
Connecticut
USD 293 M – – 11.8% 222% 135 – 0
CWA Asset Management Group
2569
CWA Asset Management Group
Florida
USD 293 M +USD 58.8 M +25% 4.89% – 181 21.55% 0.8
Gibson Capital
2570
Gibson Capital
Pennsylvania
USD 293 M -USD 1.08 M -0.4% 3.79% 67.2% 35 2.86% 2.7
GM Advisory Group
2571
GM Advisory Group
New York
USD 293 M +USD 6.39 M +2% 4.59% 53.6% 125 30.4% 0.9
Forte Capital
2572
Forte Capital
New York
USD 293 M +USD 25.2 M +9% 7.69% 98.3% 158 8.23% 2
Barber Financial Group
2573
Barber Financial Group
Kansas
USD 292 M +USD 15.4 M +6% 3.05% 39% 94 17.02% 0.2
KCP
2574
KDI Capital Partners
North Carolina
USD 292 M -USD 18.5 M -6% 4.41% 77.1% 59 25.42% 1.5
Dorsey Wright & Associates
2575
Dorsey Wright & Associates
California
USD 292 M +USD 55.9 M +24% 9.27% 311% 163 36.2% 0.4