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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)
Blue Edge Capital
2776
Blue Edge Capital
Virginia
USD 334 M +USD 57.3 M +21% 18.7% 67.4% 100 12% 3.5
Security National Trust
2777
Security National Trust
West Virginia
USD 334 M +USD 59 M +22% 21.9% 58.3% 494 20.85% 4.9
Ackerman Capital Advisors
2778
Ackerman Capital Advisors
Texas
USD 334 M +USD 76.8 M +30% 12.6% 46.4% 143 50.35% 0.6
Roble Belko & Company
2779
Roble Belko & Company
Pennsylvania
USD 334 M +USD 24.3 M +8% 16.8% 53.3% 349 11.46% 3.2
P.J. Schmidt Investment Management (PJS)
2780
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 334 M +USD 46 M +16% 20.2% 65.9% 127 14.96% 4.8
Good Life Advisors
2781
Good Life Advisors
Pennsylvania
USD 333 M +USD 57.5 M +21% 17.1% 60% 269 24.16% 2.1
Sage Rock Capital Management
2782
Sage Rock Capital Management
New York
USD 333 M +USD 89.6 M +37% 19.5% 13% 123 36.59% 0.3
Quest Capital Management
2783
Quest Capital Management
Texas
USD 333 M +USD 41.8 M +14% 15% 87.7% 214 20.09% 1.1
Muzinich & Co
2784
Muzinich & Co
New York
USD 333 M +USD 136 M +69% 26.3% 13.5% 62 38.71% 3.2
Pathway Financial Advisors
2785
Pathway Financial Advisors
Vermont
USD 332 M +USD 32.7 M +11% 9.66% 52.7% 107 18.69% 1.8
FFT Wealth Management
2786
FFT Wealth Management
Pennsylvania
USD 332 M -USD 8.58 M -3% 20.2% 65.6% 35 31.43% 2.7
CRB
2787
Chad R. Baker
USD 332 M +USD 74.6 M +29% 28% 123% 57 8.77% 3.4
Plancorp LLC
2788
Plancorp LLC
Missouri
USD 332 M +USD 73.5 M +28% 23.6% 67.3% 184 14.67% 2.8
Cranbrook Wealth Management
2789
Cranbrook Wealth Management
Michigan
USD 332 M +USD 37.6 M +13% 14.4% 54.3% 293 6.14% 4
AMCA
2790
Arthur M. Cohen & Associates
Illinois
USD 332 M +USD 79.9 M +32% 23.1% 129% 130 24.62% 3.1
Zeal Asset Management
2791
Zeal Asset Management
Hong Kong
USD 332 M +USD 153 M +86% 40.9% 26.9% 5 20% 0.4
Bluescape Energy Partners
2792
Bluescape Energy Partners
Texas
USD 331 M +USD 51.3 M +18% 18.7% 57.9% 2 0% 1.5
Geller Advisors
2793
Geller Advisors
New York
USD 330 M -USD 17.6 M -5% 20.2% 20.4% 105 56.19% 1.1
Gifford Fong Associates
2794
Gifford Fong Associates
California
USD 330 M +USD 57.5 M +21% 24% 180% 130 3.08% 2
Creative Financial Designs
2795
Creative Financial Designs
Indiana
USD 330 M +USD 136 M +70% 17.9% 56.2% 1,233 61.56% 0.8
ARMC
2796
American Research & Management Company
Massachusetts
USD 329 M +USD 66.1 M +25% 18.6% 35.1% 389 23.65% 4.2
River Wealth Advisors
2797
River Wealth Advisors
Pennsylvania
USD 329 M +USD 78.9 M +32% 20.8% 80.3% 183 14.75% 3.5
Zevin Asset Management
2798
Zevin Asset Management
Massachusetts
USD 329 M +USD 60.4 M +22% 25% 71.7% 81 8.64% 4.4
Abundance Wealth Counselors
2799
Abundance Wealth Counselors
Pennsylvania
USD 329 M +USD 40.7 M +14% 18.2% 107% 78 52.56% 0.5
Ironwood Investment Counsel
2800
Ironwood Investment Counsel
Arizona
USD 328 M +USD 73.4 M +29% 17.6% 64% 192 14.58% 3.5