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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)
Supplemental Annuity Collective Trust (SACT) of New Jersey
2926
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 212 M +USD 9.46 M +5% 6.03% 147% 170 4.71% 3.1
Willingdon Wealth Management
2927
Willingdon Wealth Management
North Carolina
USD 212 M +USD 13.7 M +7% 3.32% 15.3% 126 18.25% 1.3
Filament
2928
Filament
Washington
USD 212 M -USD 4.23 M -2% 0.06% 46.9% 34 8.82% 2.4
Ramsay Stattman Vela & Price
2929
Ramsay Stattman Vela & Price
Colorado
USD 212 M +USD 2.73 M +1% 1.63% 81.8% 62 6.45% 2.9
Rosenblum Silverman Sutton
2930
Rosenblum Silverman Sutton
California
USD 211 M -USD 6.91 M -3% 3.89% 90.1% 72 20.83% 1.9
WFG
2931
Windsor Financial Group
Minnesota
USD 211 M -USD 1.63 M -0.8% 0.06% 15.3% 79 10.13% 2.5
HIS
2932
Horizon Investment Services
Indiana
USD 211 M +USD 14.3 M +7% 10.1% 250% 118 23.73% 1.4
Strategic Wealth Partners Group
2933
Strategic Wealth Partners Group
Illinois
USD 211 M +USD 20.6 M +11% 1.76% – 32 28.13% 0.4
St Louis Trust
2934
St Louis Trust
Missouri
USD 211 M +USD 2.51 M +1% 3.53% 71.4% 53 5.66% 0.9
Kovack Advisors
2935
Kovack Advisors
Florida
USD 210 M +USD 4.75 M +2% 1.84% 118% 339 40.12% 1.1
Bank of Stockton
2936
Bank of Stockton
California
USD 210 M +USD 8.71 M +4% 4.21% 99.2% 108 9.26% 2.8
Marathon Capital Management
2937
Marathon Capital Management
Maryland
USD 210 M +USD 8.62 M +4% 9.43% 70.9% 101 23.76% 1.8
MA
2938
Marshwinds Advisory
Georgia
USD 210 M +USD 4.7 M +2% 3.3% 32.9% 145 6.9% 3
ILM
2939
Indigo Latam Management
Arizona
USD 210 M -USD 32.8 M -14% 13.5% 39.3% 1 0% 3
SGH
2940
Sivik Global Healthcare
Connecticut
USD 210 M +USD 11.3 M +6% 2.58% 83.8% 69 52.17% 0.9
Dalton Investments
2941
Dalton Investments
Nevada
USD 209 M -USD 38.1 M -15% 8.16% 95.1% 29 3.45% 1.9
Integrated Investment Consultants
2942
Integrated Investment Consultants
Michigan
USD 209 M +USD 13.1 M +7% 3.4% 70.2% 610 7.7% 0.7
Front Street Capital Management
2943
Front Street Capital Management
Montana
USD 209 M -USD 319 k -0.2% 9.76% 316% 66 1.52% 0.5
Kimmeridge Energy Management
2944
Kimmeridge Energy Management
New York
USD 209 M – – 8.23% 19.7% 1 – 0
Standard General
2945
Standard General
New York
USD 209 M -USD 8.39 M -4% 3.41% 259% 5 20% 1.3
IBEX Wealth Advisors
2946
IBEX Wealth Advisors
New Jersey
USD 209 M +USD 26.3 M +14% 4.89% 221% 478 79.08% 0.1
Hendershot Investments
2947
Hendershot Investments
Virginia
USD 209 M +USD 6.82 M +3% 4.05% 50.5% 63 0% 2.9
HA
2948
Harbor Advisors
Florida
USD 209 M – – 4.98% 125% 121 – 0
VHCP Management II
2949
VHCP Management II
New York
USD 208 M +USD 13.7 M +7% 11.9% 2,334% 26 23.08% 0.8
JIM
2950
JB Investments Management
Pennsylvania
USD 208 M – – 11.1% – 1 – 0