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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
2976
Spirit of America Management Corp
New York
USD 468 M +USD 45.2 M +11% 11.1% 113% 241 6.64% 4.4
Flaharty Asset Management
2977
Flaharty Asset Management
Florida
USD 468 M +USD 34.7 M +8% 5.06% 37.8% 125 12% 1.7
Crestone Asset Management
2978
Crestone Asset Management
Colorado
USD 468 M +USD 81.9 M +21% 5.9% 6.65% 86 20.93% 2.1
Bremer Bank National Association
2979
Bremer Bank National Association
Minnesota
USD 467 M +USD 29.4 M +7% 7.73% 37.4% 219 11.87% 1.8
Astor Investment Management
2980
Astor Investment Management
Illinois
USD 467 M +USD 27.9 M +6% 5.3% 23.3% 64 23.44% 1.3
American National Bank & Trust
2981
American National Bank & Trust
Texas
USD 467 M +USD 43 M +10% 7.29% 102% 320 23.13% 2.5
Condire Management
2982
Condire Management
Texas
USD 467 M +USD 132 M +40% 4.65% 187% 26 50% 0.1
Formidable Asset Management
2983
Formidable Asset Management
Ohio
USD 466 M +USD 5.68 M +1% 5.19% 62.2% 354 24.29% 1.1
JGP Wealth Management
2984
JGP Wealth Management
Oregon
USD 465 M +USD 18.7 M +4% 6.2% 87.8% 171 21.64% 1.9
Kelly Lawrence W & Associates
2985
Kelly Lawrence W & Associates
California
USD 465 M +USD 42.6 M +10% 10% 123% 165 13.94% 3.1
HH
2986
Hernani Holdings
Wyoming
USD 465 M -USD 69.3 M -13% 5.08% – 13 7.69% 0.7
Bourgeon Capital Management
2987
Bourgeon Capital Management
Connecticut
USD 465 M +USD 13.9 M +3% 6.3% 121% 299 9.36% 1.8
L.J. Altfest & Co
2988
L.J. Altfest & Co
New York
USD 464 M +USD 40.8 M +10% 5.44% 95.6% 306 23.53% 2.3
CAS
2989
Cascadia Advisory Services
Oregon
USD 463 M +USD 12.1 M +3% 6.3% – 262 22.9% 0.9
LWANC
2990
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 463 M +USD 50.8 M +12% 6.34% 71.1% 774 16.93% 1.5
DG Capital Management
2991
DG Capital Management
New York
USD 463 M +USD 44.6 M +11% 7.72% 76.7% 252 73.41% 0.2
WWM
2992
Windsor Wealth Management
Indiana
USD 463 M +USD 43.1 M +10% 6.23% 37.3% 218 11.47% 2.1
Grove Bank & Trust
2993
Grove Bank & Trust
Florida
USD 462 M +USD 36.6 M +9% 6.62% 80.5% 222 4.95% 3.2
Geller Advisors
2994
Geller Advisors
New York
USD 462 M +USD 37.5 M +9% 8.36% 20.4% 141 14.89% 1.2
New England Investment & Retirement Group
2995
New England Investment & Retirement Group
Massachusetts
USD 460 M +USD 46.4 M +11% 7.81% 72.5% 113 27.43% 1.3
Hendershot Investments
2996
Hendershot Investments
Virginia
USD 460 M +USD 28.1 M +7% 6.29% 50.5% 93 5.38% 4.4
Dimension Capital Management
2997
Dimension Capital Management
Florida
USD 460 M +USD 34.7 M +8% 7.19% 65.5% 116 18.97% 2.4
OLP Capital Management
2998
OLP Capital Management
Hong Kong
USD 459 M +USD 167 M +57% 13.1% 146% 6 16.67% 0.4
Magnus Financial Group
2999
Magnus Financial Group
New York
USD 459 M +USD 45 M +11% 6.48% 78.2% 257 14.4% 1.5
Aozora Bank
3000
Aozora Bank
Japan
USD 459 M +USD 68.3 M +17% 2.39% 5.45% 2 0% 3.4