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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)
Leith Wheeler Investment Counsel
2651
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 338 M +USD 45.7 M +16% 6.19% 52.3% 34 17.65% 1.1
MAA
2652
Mraz Amerine & Associates
California
USD 337 M +USD 6.89 M +2% 7.09% 69.8% 169 5.92% 3.4
Cornerstone Advisory
2653
Cornerstone Advisory
Maryland
USD 337 M +USD 33.4 M +11% 3.93% 53.5% 150 10.67% 1.9
McKinley Carter Wealth Services
2654
McKinley Carter Wealth Services
West Virginia
USD 337 M +USD 26.5 M +9% 7.37% 63.2% 160 2.5% 2.9
AIS
2655
AlphaOne Investment Services
Pennsylvania
USD 337 M -USD 10.5 M -3% 3.36% 77.1% 239 18.83% 1.6
ARMC
2656
American Research & Management Company
Massachusetts
USD 337 M +USD 49.1 M +17% 6.22% 35.1% 367 16.89% 3.4
Bluescape Energy Partners
2657
Bluescape Energy Partners
Texas
USD 337 M +USD 60.3 M +22% 21.8% 57.9% 1 0% 0.8
Marietta Investment Partners
2658
Marietta Investment Partners
Wisconsin
USD 337 M +USD 14.7 M +5% 6.94% 160% 147 12.93% 2.6
SC
2659
Stralem & Co
New York
USD 337 M -USD 2.19 M -0.6% 7.31% 25.5% 47 4.26% 3.4
Lenox Wealth Management
2660
Lenox Wealth Management
Ohio
USD 336 M +USD 25.2 M +8% 4.73% 24.7% 707 23.48% 1.4
CCM
2661
Castine Capital Management
Massachusetts
USD 336 M +USD 14.5 M +4% 1.17% 13.9% 50 34% 1.7
IA
2662
Independence Advisors
Pennsylvania
USD 336 M +USD 23 M +7% 4.59% 24.4% 95 17.89% 1.4
Aegon USA Investment Management
2663
Aegon USA Investment Management
Iowa
USD 335 M -USD 15.3 M -4% 4.31% 39.9% 47 21.28% 1.2
Montecito Bank & Trust
2664
Montecito Bank & Trust
California
USD 335 M +USD 22.9 M +7% 5.7% – 217 15.67% 2.6
Gryphon Financial Partners
2665
Gryphon Financial Partners
Ohio
USD 335 M +USD 114 M +51% 6.38% 93.7% 993 85.4% 0.7
Tinicum
2666
Tinicum
New York
USD 335 M +USD 9.6 M +3% 4.63% 21.1% 6 0% 2.6
TM
2667
Tikvah Management
North Carolina
USD 335 M +USD 16 M +5% 11% 169% 20 15% 3.1
Summit Financial Wealth Advisors
2668
Summit Financial Wealth Advisors
Louisiana
USD 335 M +USD 35.5 M +12% 3.78% 71.4% 164 28.05% 1.9
Wilkins Investment Counsel
2669
Wilkins Investment Counsel
Massachusetts
USD 334 M +USD 16.4 M +5% 6.27% 56.2% 75 1.33% 4.4
Walter & Keenan Wealth Management
2670
Walter & Keenan Wealth Management
Indiana
USD 334 M +USD 102 M +44% 5.35% 92% 179 10.06% 3
Robinson Capital Management
2671
Robinson Capital Management
Michigan
USD 334 M -USD 10.6 M -3% 2.33% 7.8% 121 29.75% 1.2
German American Bancorp
2672
German American Bancorp
Indiana
USD 334 M +USD 15.4 M +5% 5.75% 92.3% 81 3.7% 0.2
Relaxing Retirement Coach
2673
Relaxing Retirement Coach
Massachusetts
USD 334 M +USD 9.6 M +3% 2.22% 28.6% 54 12.96% 0.6
Florin Court Capital
2674
Florin Court Capital
United Kingdom
USD 334 M +USD 231 M +226% 4.49% 108% 30 33.33% 0.8
PCM
2675
Perritt Capital Management
Illinois
USD 333 M -USD 11.5 M -3% 1.52% 80.9% 243 13.17% 3.1