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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)
Hourglass Capital
2626
Hourglass Capital
Texas
USD 352 M +USD 8.93 M +3% 2.73% 89.6% 115 8.7% 4.1
Cardinal Capital Management Inc (North Carolina)
2627
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 352 M +USD 2.39 M +0.7% 3.47% 86.4% 134 8.96% 4.4
Veritas Investment Management (UK)
2628
Veritas Investment Management (UK)
United Kingdom
USD 352 M +USD 29.9 M +9% 6.86% 151% 38 5.26% 3.2
Dixon Hubard Feinour & Brown
2629
Dixon Hubard Feinour & Brown
Virginia
USD 352 M +USD 20.4 M +6% 4.69% 63.5% 186 8.06% 3.8
Permanens Capital
2630
Permanens Capital
New York
USD 352 M +USD 14 M +4% 3.77% 76.9% 116 29.31% 0.5
Full Sail Capital
2631
Full Sail Capital
Oklahoma
USD 352 M +USD 38.5 M +12% 2.75% 55.4% 154 9.74% 0.4
HCR Wealth Advisors
2632
HCR Wealth Advisors
California
USD 352 M +USD 3.63 M +1% 4.01% 107% 193 29.02% 1.6
GA
2633
GFS Advisors
Texas
USD 351 M +USD 13.9 M +4% 1.51% 97.9% 122 13.11% 3.8
EFG Asset Management (Americas)
2634
EFG Asset Management (Americas)
Florida
USD 351 M +USD 22 M +7% 7.46% 112% 124 14.52% 2.4
Rutabaga Capital Management
2635
Rutabaga Capital Management
Massachusetts
USD 351 M -USD 11.3 M -3% 5.51% 57% 48 4.17% 2.3
NFC Investments
2636
NFC Investments
Tennessee
USD 350 M +USD 11.5 M +3% 3.97% – 41 19.51% 3.1
PI
2637
PHH Investments
Texas
USD 350 M +USD 6.6 M +2% 3.19% 30.9% 86 16.28% 1.7
Shelter Mutual Insurance
2638
Shelter Mutual Insurance
Missouri
USD 350 M +USD 10.9 M +3% 3.25% 51.2% 44 0% 4.6
FPFS
2639
First Personal Financial Services
North Carolina
USD 350 M +USD 22.4 M +7% 3.95% 31.5% 818 17.97% 2.1
Highland Private Wealth Management
2640
Highland Private Wealth Management
Washington
USD 350 M +USD 30.5 M +10% 4.63% 19% 133 15.79% 1.1
Peter Svennilson
2641
Peter Svennilson
USD 350 M +USD 162 M +86% 6.34% – 5 40% 0.4
NorthRock Partners
2642
NorthRock Partners
Minnesota
USD 350 M -USD 29.8 M -8% 3.87% 62.8% 97 28.87% 2
SCM
2643
Stonehill Capital Management
New York
USD 349 M +USD 17 M +5% 5.38% 117% 15 33.33% 1.3
Affinity Investment Advisors
2644
Affinity Investment Advisors
California
USD 349 M -USD 139 M -29% 2.61% 189% 148 10.81% 2.1
NTV Asset Management
2645
NTV Asset Management
West Virginia
USD 348 M -USD 1.93 M -0.6% 2.74% 110% 181 6.08% 4.4
VisionPoint Advisory Group
2646
VisionPoint Advisory Group
Texas
USD 348 M -USD 7.69 M -2% 3.69% 79.3% 152 33.55% 0.3
Verdence Capital Advisors
2647
Verdence Capital Advisors
Maryland
USD 348 M -USD 21.2 M -6% 2.82% 97.1% 307 18.57% 1.1
Good Life Advisors
2648
Good Life Advisors
Pennsylvania
USD 348 M +USD 12.2 M +4% 2.91% 60% 268 11.94% 1.6
Gryphon Financial Partners
2649
Gryphon Financial Partners
Ohio
USD 347 M +USD 8.31 M +2% 4.24% 93.7% 175 38.86% 1
Harvest Capital Management
2650
Harvest Capital Management
New Hampshire
USD 347 M +USD 32.9 M +10% 2.76% 19.5% 106 7.55% 3.5