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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)
Spirit of America Management Corp
2801
Spirit of America Management Corp
New York
USD 445 M +USD 23.7 M +6% 10.8% 113% 238 6.72% 5.6
Capital Advantage
2802
Capital Advantage
California
USD 445 M +USD 8.46 M +2% 7.64% 49.2% 42 11.9% 4.8
EFG Asset Management
2803
EFG Asset Management
Oregon
USD 445 M +USD 12.5 M +3% 8.47% 211% 180 8.33% 0.8
GA
2804
GFS Advisors
Texas
USD 445 M +USD 28 M +7% 8.67% 97.9% 144 10.42% 4.8
Beck Bode LLC
2805
Beck Bode LLC
Massachusetts
USD 445 M -USD 16.9 M -4% 11.9% 155% 282 48.94% 0.5
Ramsay Stattman Vela & Price
2806
Ramsay Stattman Vela & Price
Colorado
USD 444 M +USD 40.9 M +10% 10.1% 81.8% 85 10.59% 5.3
Dudley & Shanley
2807
Dudley & Shanley
Florida
USD 444 M +USD 86.5 M +24% 14.2% 67.9% 36 33.33% 2.9
Hunter Perkins Capital Management
2808
Hunter Perkins Capital Management
Illinois
USD 444 M +USD 35.3 M +9% 9.07% 58% 100 18% 1.4
Nekton Capital
2809
Nekton Capital
United Kingdom
USD 443 M +USD 76.2 M +21% 14.1% 30.1% 24 54.17% 0.3
VHMC
2810
Value Holdings Management Company
New York
USD 443 M +USD 40.9 M +10% 11% 125% 44 0% 4.9
Formidable Asset Management
2811
Formidable Asset Management
Ohio
USD 443 M +USD 11.5 M +3% 9.83% 52.2% 338 13.31% 2
IBEX Wealth Advisors
2812
IBEX Wealth Advisors
New Jersey
USD 443 M +USD 57.9 M +15% 10.4% 221% 187 28.34% 1.7
LWANC
2813
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 442 M +USD 40.7 M +10% 9.18% 71.1% 591 12.52% 3
Marietta Wealth Management
2814
Marietta Wealth Management
Georgia
USD 442 M +USD 41.5 M +10% 10.3% 93% 115 16.52% 3.5
First National Bank & Trust Co of Newtown
2815
First National Bank & Trust Co of Newtown
Pennsylvania
USD 442 M +USD 29.9 M +7% 8.34% 55.7% 125 4% 7.6
Carolinas Wealth Consulting
2816
Carolinas Wealth Consulting
North Carolina
USD 442 M +USD 46.6 M +12% 6.75% 24.6% 1,117 21.84% 1.8
Probity Advisors
2817
Probity Advisors
Texas
USD 441 M +USD 38.6 M +10% 8.23% 61.7% 184 8.15% 4.5
P.J. Schmidt Investment Management (PJS)
2818
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 441 M +USD 26 M +6% 8.63% 65.9% 180 11.11% 4.7
Longfellow Investment Management
2819
Longfellow Investment Management
Massachusetts
USD 441 M -USD 47.8 M -10% 7.32% 45.9% 380 34.21% 1.5
RMR Wealth Builders
2820
RMR Wealth Builders
New Jersey
USD 441 M +USD 32.3 M +8% 7.57% 91.7% 202 8.42% 1.5
CFS Investment Advisory Services
2821
CFS Investment Advisory Services
New Jersey
USD 441 M +USD 52.5 M +14% 6.11% 59.7% 138 28.26% 0.8
Siemens Pension Trust
2822
Siemens Pension Trust
Germany
USD 441 M – – 18.4% 25.4% 2 – 0
RiverFront Investment Group
2823
RiverFront Investment Group
Virginia
USD 441 M -USD 2227 M -83% 6.43% 57.2% 109 23.85% 2.3
Wellington Shields & Co
2824
Wellington Shields & Co
New York
USD 440 M +USD 211 M +92% 13.3% 109% 297 7.74% 2.3
North Growth Management
2825
North Growth Management
British Columbia, Canada
USD 440 M +USD 39.4 M +10% 18.6% 243% 47 6.38% 2.7