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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)
MidWestOne Financial Group
2576
MidWestOne Financial Group
Iowa
USD 364 M – – 2.58% 62.7% 256 – 0
Trust Asset Management
2577
Trust Asset Management
Texas
USD 364 M -USD 7.9 M -2% 3.39% 91.1% 22 27.27% 2.8
Azzad Asset Management
2578
Azzad Asset Management
Virginia
USD 364 M +USD 18.9 M +5% 4.62% 101% 304 8.55% 2.8
Valley National Advisers
2579
Valley National Advisers
Pennsylvania
USD 364 M +USD 14.6 M +4% 3.64% 87.2% 822 9% 2.8
Sentinel Trust
2580
Sentinel Trust
Texas
USD 364 M -USD 3.44 M -0.9% 2.09% 79.2% 40 10% 3.9
NBW Capital
2581
NBW Capital
Massachusetts
USD 363 M -USD 1.78 M -0.5% 2.74% 86% 75 5.33% 3.3
Aviance Capital Partners
2582
Aviance Capital Partners
Florida
USD 362 M +USD 13.1 M +4% 3.83% 98.2% 221 9.05% 3.5
Hefren-Tillotson
2583
Hefren-Tillotson
Pennsylvania
USD 362 M +USD 19.9 M +6% 1.86% 40% 14 0% 3
CM
2584
Capital Management
Virginia
USD 362 M -USD 2.02 M -0.6% 1.89% 52.5% 88 20.45% 2.9
LVW Advisors
2585
LVW Advisors
New York
USD 362 M -USD 13.5 M -4% 2.19% 79.1% 184 26.63% 2.1
Ostrum Asset Management
2586
Ostrum Asset Management
France
USD 361 M +USD 55.7 M +18% 4.29% 107% 157 17.83% 0.4
Quantitative Advantage
2587
Quantitative Advantage
Minnesota
USD 361 M +USD 15.2 M +4% 2.63% 45.9% 59 13.56% 1.7
RWWM Inc
2588
RWWM Inc
California
USD 361 M +USD 24.8 M +7% 5% 40.6% 13 0% 3.9
Realta Investment Advisors
2589
Realta Investment Advisors
Delaware
USD 361 M +USD 141 M +64% 4.48% 151% 1,887 33.44% 0.2
Spectrum Management Group
2590
Spectrum Management Group
Indiana
USD 360 M +USD 25.7 M +8% 3.84% 44% 274 21.53% 1.6
Evermay Wealth Management
2591
Evermay Wealth Management
Virginia
USD 360 M +USD 6.33 M +2% 3.11% 56.2% 152 7.89% 2.7
CANC
2592
Culbertson A N & Co
Virginia
USD 360 M +USD 12.8 M +4% 3.57% 87.5% 105 0.95% 4.6
Rodgers Brothers
2593
Rodgers Brothers
Pennsylvania
USD 360 M +USD 8.52 M +2% 1.19% 108% 202 10.4% 3.7
Avitas Wealth Management
2594
Avitas Wealth Management
California
USD 360 M +USD 15.9 M +5% 7% 56.2% 184 23.37% 0.7
Herald Investment Management
2595
Herald Investment Management
United Kingdom
USD 359 M -USD 34 M -9% 5.87% 493% 102 14.71% 3.2
Winslow Evans & Crocker
2596
Winslow Evans & Crocker
Massachusetts
USD 359 M +USD 6.52 M +2% 4.4% 76.2% 1,416 26.34% 3.6
Harber Asset Management
2597
Harber Asset Management
North Carolina
USD 359 M +USD 7.16 M +2% 5.63% 63.6% 45 35.56% 1.5
NTCM
2598
Nine Ten Capital Management
Illinois
USD 358 M -USD 21.1 M -6% 0.51% 166% 9 11.11% 2.8
Hussman Strategic Advisors
2599
Hussman Strategic Advisors
Maryland
USD 358 M -USD 51.2 M -13% 2.63% 41.6% 268 41.79% 1.6
Caledonia Investments plc (UK)
2600
Caledonia Investments plc (UK)
United Kingdom
USD 358 M +USD 9.12 M +3% 6.14% 61.9% 12 8.33% 3.4