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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)
RMR Advisors
2901
RMR Advisors
Massachusetts
USD 292 M +USD 17 M +6% 7.64% 2.17% 119 3.36% 4.7
Oakview Capital Management
2902
Oakview Capital Management
Texas
USD 292 M -USD 11.4 M -4% 0.17% 21.2% 16 12.5% 1.4
Stratford Consulting
2903
Stratford Consulting
Texas
USD 292 M +USD 8.8 M +3% 0.15% 8.23% 59 6.78% 4.2
Pinkerton Retirement Specialists
2904
Pinkerton Retirement Specialists
Idaho
USD 292 M +USD 6.71 M +2% 1.48% 98% 64 10.94% 2.9
Blue Edge Capital
2905
Blue Edge Capital
Virginia
USD 292 M +USD 6.44 M +2% 0.7% 67.4% 93 6.45% 3.2
United Fire Group
2906
United Fire Group
Iowa
USD 292 M +USD 9.5 M +3% 4.05% 27.4% 118 0% 5.1
AMG
2907
Asset Management Group
Connecticut
USD 292 M +USD 10 M +4% 0.57% 57% 112 5.36% 4.9
Rowland Carmichael Advisors
2908
Rowland Carmichael Advisors
Arizona
USD 291 M +USD 2.48 M +0.9% 2.01% 39% 364 13.46% 1.9
Marietta Investment Partners
2909
Marietta Investment Partners
Wisconsin
USD 291 M -USD 12.6 M -4% 2.21% 160% 150 10.67% 2.9
Hunter Associates Investment Management
2910
Hunter Associates Investment Management
Pennsylvania
USD 291 M +USD 224 k +0.1% 2.1% 81.7% 171 7.02% 4.3
Brian C. Broderick
2911
Brian C. Broderick
USD 291 M +USD 4.85 M +2% 0.36% 98.6% 87 5.75% 4.5
VHMC
2912
Value Holdings Management Company
New York
USD 291 M -USD 17.3 M -6% 0.02% 125% 37 10.81% 3.7
Carrhae Capital
2913
Carrhae Capital
United Kingdom
USD 290 M -USD 29.1 M -9% 1.76% 182% 18 44.44% 0.7
Sky Investment Group
2914
Sky Investment Group
Connecticut
USD 290 M +USD 4.8 M +2% 2.21% 81.4% 102 0.98% 3.9
BlueSky Wealth Advisors
2915
BlueSky Wealth Advisors
North Carolina
USD 290 M +USD 9.24 M +3% 0.42% 45.9% 64 9.38% 2.3
Strid Group
2916
Strid Group
Pennsylvania
USD 290 M -USD 2.01 M -0.7% 1.21% 55.2% 26 0% 2
Lunia Capital
2917
Lunia Capital
Texas
USD 290 M +USD 16.7 M +6% 2.36% 115% 41 41.46% 0.7
CL
2918
CIM LLC
New York
USD 290 M -USD 4 k -0% 1.53% 108% 113 15.93% 3.2
Ackerman Capital Advisors
2919
Ackerman Capital Advisors
Texas
USD 290 M – – 0.01% 46.4% 142 – 0.5
Cutler Capital Management
2920
Cutler Capital Management
Massachusetts
USD 289 M +USD 41.6 M +17% 0.92% 39.7% 124 25.81% 1.6
Fairfield, Bush & Co
2921
Fairfield, Bush & Co
Connecticut
USD 289 M -USD 4.22 M -1% 1.71% 112% 155 9.03% 4.3
Principle Wealth Partners
2922
Principle Wealth Partners
Connecticut
USD 289 M +USD 94.9 M +49% 6.36% 79.9% 171 22.22% 0.5
Capital Advantage
2923
Capital Advantage
California
USD 289 M – – 0.62% 49.2% 90 – 2.9
Ramsay Stattman Vela & Price
2924
Ramsay Stattman Vela & Price
Colorado
USD 289 M +USD 8.45 M +3% 1.81% 81.8% 60 6.67% 5.1
Cypress Asset Management
2925
Cypress Asset Management
Texas
USD 289 M -USD 3.69 M -1% 1.63% 141% 144 8.33% 4.1