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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)
Greatmark Investment Partners
2726
Greatmark Investment Partners
Georgia
USD 224 M +USD 3.15 M +1% 1.24% 62% 92 6.52% 2.4
AFGI4KRSP
2727
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 224 M +USD 8.1 M +4% 5.06% 17.8% 1 0% 3
NCMW
2728
Northern Capital Management (Wisconsin)
Wisconsin
USD 224 M -USD 399 k -0.2% 1.42% 12.8% 146 10.96% 1.8
Strategic Point Investment Advisors
2729
Strategic Point Investment Advisors
Rhode Island
USD 224 M +USD 1.3 M +0.6% 2.48% 51.9% 13 23.08% 1.6
LA
2730
Lynch & Associates
Indiana
USD 224 M +USD 13.5 M +6% 4.13% 73.5% 112 1.79% 2.5
LA
2731
Lexington Advisors
New York
USD 224 M -USD 30 M -12% 4.84% 27% 5 0% 0.5
JIAI
2732
JCF III AIV I
New York
USD 224 M +USD 6.17 M +3% 2.84% – 1 0% 0.5
NorthRock Partners
2733
NorthRock Partners
Minnesota
USD 223 M +USD 30.8 M +16% 2.98% 62.8% 53 18.87% 0.9
Amarillo National Bank
2734
Amarillo National Bank
Texas
USD 223 M +USD 84.6 M +61% 1.13% 56.3% 76 10.53% 2.3
Patton Albertson Miller Group
2735
Patton Albertson Miller Group
Tennessee
USD 223 M +USD 24.8 M +13% 1.87% 109% 132 15.91% 2.1
Probity Advisors
2736
Probity Advisors
Texas
USD 223 M – – 2.41% 55.8% 131 – 0
SC
2737
Stratford Consulting
Texas
USD 222 M +USD 9.28 M +4% 3.02% 8.23% 59 6.78% 2.5
Kays Financial Advisory
2738
Kays Financial Advisory
Georgia
USD 222 M +USD 19.3 M +10% 2.73% 23.3% 66 7.58% 1.7
Verus Financial Partners
2739
Verus Financial Partners
Virginia
USD 222 M +USD 5.26 M +2% 2.12% 41.6% 50 12% 2.3
Blue Chip Partners
2740
Blue Chip Partners
Michigan
USD 222 M +USD 16.6 M +8% 3.56% 81.2% 119 5.04% 1.3
TAM
2741
Tealwood Asset Management
Minnesota
USD 222 M -USD 1.07 M -0.5% 5.21% 128% 91 21.98% 1.8
MIM
2742
Mittleman Investment Management
New York
USD 222 M +USD 8.18 M +4% 1.32% 11.6% 8 12.5% 2.4
Exencial Wealth Advisors
2743
Exencial Wealth Advisors
Oklahoma
USD 222 M +USD 9.49 M +4% 2.55% 58% 172 22.67% 1.4
GIM
2744
Greystone Investment Management
Ohio
USD 221 M -USD 14.3 M -6% 0.65% 32.8% 62 22.58% 1.8
CCC
2745
Chelsea Counsel Company
California
USD 221 M -USD 89.4 M -29% 5.64% 106% 129 28.68% 2.5
FRG Family Wealth Advisors
2746
FRG Family Wealth Advisors
Washington
USD 221 M +USD 15 M +7% 4.16% 76.4% 124 4.84% 0.5
LHC
2747
Levy Harkins & Co
New York
USD 221 M -USD 14.7 M -6% 0.58% 62.9% 20 5% 2.5
PRCP
2748
Pacific Ridge Capital Partners
Oregon
USD 221 M -USD 2.51 M -1% 5.15% 149% 158 12.03% 1.8
AIA
2749
AGF Investments America
Ontario, Canada
USD 221 M +USD 85 M +63% 5.83% 72.1% 71 57.75% 0.8
Hanson & Doremus Investment Management
2750
Hanson & Doremus Investment Management
Vermont
USD 221 M -USD 554 k -0.3% 2.21% 86.3% 487 10.68% 2.3