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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)
Ramsay Stattman Vela & Price
2976
Ramsay Stattman Vela & Price
Colorado
USD 219 M +USD 7.68 M +4% 7.07% 81.8% 60 1.67% 3.2
Cypress Wealth Advisors
2977
Cypress Wealth Advisors
California
USD 219 M +USD 141 k +0.1% 6.67% 29.3% 224 10.71% 1.3
Harbour Capital Advisors
2978
Harbour Capital Advisors
Virginia
USD 219 M +USD 79.6 M +57% 6.04% 168% 698 77.08% 0.5
Integrated Investment Consultants
2979
Integrated Investment Consultants
Michigan
USD 219 M +USD 9.9 M +5% 5.41% 70.2% 617 11.18% 0.9
Bank of Stockton
2980
Bank of Stockton
California
USD 219 M +USD 8.98 M +4% 4.58% 99.2% 106 8.49% 3
Financial Enhancement Group
2981
Financial Enhancement Group
Indiana
USD 219 M +USD 25.8 M +13% 6.44% 62.2% 70 21.43% 0.9
KS
2982
Karpas Strategies
Connecticut
USD 219 M +USD 6.72 M +3% 4.44% 16.1% 123 4.88% 3.1
Simcoe Capital Management
2983
Simcoe Capital Management
New York
USD 219 M +USD 15.3 M +8% 7.66% 48.7% 17 29.41% 1
Van Hulzen Asset Management
2984
Van Hulzen Asset Management
California
USD 218 M +USD 2.65 M +1% 6.18% 86.3% 153 32.03% 1.4
WFG
2985
Windsor Financial Group
Minnesota
USD 218 M +USD 6.63 M +3% 4.07% 15.3% 84 16.67% 2.6
PKO Investment Management Joint-Stock
2986
PKO Investment Management Joint-Stock
Poland
USD 218 M +USD 66.8 M +44% 12.2% 145% 79 22.78% 1.2
Robinson Capital Management
2987
Robinson Capital Management
Michigan
USD 218 M +USD 33.6 M +18% 1.12% 7.8% 122 29.51% 0.8
BP Capital Fund Advisors
2988
BP Capital Fund Advisors
Texas
USD 218 M -USD 101 M -32% 2.16% 17.9% 64 35.94% 0.8
Cadence Bank NA
2989
Cadence Bank NA
Texas
USD 217 M +USD 3.49 M +2% 3.49% 33.3% 141 7.8% 2.6
Foresters Asset Management
2990
Foresters Asset Management
Ontario, Canada
USD 217 M +USD 39.6 M +22% 8.57% 55.6% 87 26.44% 0.6
HT Partners
2991
HT Partners
Connecticut
USD 217 M +USD 28.7 M +15% 5.02% 71.1% 22 13.64% 1.8
Diker Management
2992
Diker Management
New York
USD 216 M -USD 18.5 M -8% 7.22% 210% 75 40% 1.1
Carderock Capital Management
2993
Carderock Capital Management
Maryland
USD 216 M +USD 15.7 M +8% 8.85% 97.6% 80 10% 2.8
Dock Street Asset Management
2994
Dock Street Asset Management
Florida
USD 216 M +USD 30.4 M +16% 11% 175% 61 26.23% 1.8
S. Muoio & Co
2995
S. Muoio & Co
New York
USD 216 M +USD 24.1 M +13% 9.76% 327% 108 39.81% 1.1
Franklin, Parlapiano, Turner & Welch
2996
Franklin, Parlapiano, Turner & Welch
Texas
USD 215 M +USD 13.9 M +7% 3.35% 41.6% 133 8.27% 1.9
McKinley Carter Wealth Services
2997
McKinley Carter Wealth Services
West Virginia
USD 215 M +USD 17.5 M +9% 6.09% 63.2% 123 4.88% 2.4
Hendershot Investments
2998
Hendershot Investments
Virginia
USD 215 M +USD 6.7 M +3% 5.8% 50.5% 70 14.29% 2.9
AlphaMark Advisors
2999
AlphaMark Advisors
Kentucky
USD 215 M +USD 21.5 M +11% 6.36% 26.4% 542 20.48% 1.6
Bard Associates
3000
Bard Associates
Illinois
USD 215 M -USD 144 k -0.1% 4.24% 241% 185 5.41% 2.6