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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)
Keystone Financial Group (Kentucky)
3101
Keystone Financial Group (Kentucky)
Kentucky
USD 221 M -USD 23 M -9% 12.3% 116% 195 11.79% 0.8
EGA
3102
E&G Advisors
Texas
USD 221 M -USD 42 M -16% 12.1% 97.7% 210 14.29% 2.2
Cutler Capital Management
3103
Cutler Capital Management
Massachusetts
USD 221 M -USD 13.5 M -6% 6.03% 39.7% 99 17.17% 2.1
Standard General
3104
Standard General
New York
USD 221 M -USD 83.8 M -28% 25% 259% 6 33.33% 1.3
Plancorp LLC
3105
Plancorp LLC
Missouri
USD 220 M -USD 33.7 M -13% 11.9% 67.3% 182 18.68% 2.1
BFSG LLC
3106
BFSG LLC
California
USD 220 M -USD 17 M -7% 7.82% 81.9% 131 36.64% 1.5
PLFAM
3107
Pineno Levin & Ford Asset Management
Virginia
USD 220 M -USD 27.9 M -11% 9.44% 81.6% 105 6.67% 3.7
TIAA Kaspick
3108
TIAA Kaspick
Massachusetts
USD 220 M – – 11.1% 45.9% 13 – 0
BA
3109
BKS Advisors
Michigan
USD 220 M -USD 52.1 M -19% 13.4% 58% 233 21.03% 2.5
KMG Fiduciary Partners
3110
KMG Fiduciary Partners
Ohio
USD 220 M – – 10.6% 114% 100 – 0
Hamilton Capital
3111
Hamilton Capital
Ohio
USD 220 M -USD 53.6 M -20% 8.63% – 37 32.43% 0.7
Capital City Trust
3112
Capital City Trust
Florida
USD 220 M -USD 29.7 M -12% 8.43% 98.5% 98 3.06% 4.4
Court Place Advisors
3113
Court Place Advisors
Maryland
USD 220 M -USD 44.2 M -17% 12.6% 92% 185 14.05% 3.6
Outlook Wealth Advisors
3114
Outlook Wealth Advisors
Texas
USD 219 M – – 12.1% 76% 175 – 0
Rosenblum Silverman Sutton
3115
Rosenblum Silverman Sutton
California
USD 219 M -USD 82.6 M -27% 19% 90.1% 62 4.84% 2.9
Diameter Capital Partners
3116
Diameter Capital Partners
New York
USD 219 M -USD 739 M -77% 16.2% 378% 34 79.41% 0.2
Ellis Investment Partners
3117
Ellis Investment Partners
Pennsylvania
USD 219 M – – 13.4% 70.8% 148 – 0
Peavine Capital
3118
Peavine Capital
Nevada
USD 219 M +USD 1.37 M +0.6% 8.63% 30.8% 25 28% 3.3
Evolution Wealth Advisors
3119
Evolution Wealth Advisors
Florida
USD 219 M – – 11.4% 84.5% 141 – 0
IBEX Wealth Advisors
3120
IBEX Wealth Advisors
New Jersey
USD 219 M -USD 60.4 M -22% 8.56% 221% 106 48.11% 1
Mirova
3121
Mirova
France
USD 219 M – – 10.4% 64.6% 95 – 0
Knights of Columbus Asset Advisors
3122
Knights of Columbus Asset Advisors
Connecticut
USD 218 M -USD 30 M -12% 12.6% 137% 145 12.41% 1
HughesLittle Investment Management
3123
HughesLittle Investment Management
USD 218 M -USD 34.3 M -14% 13.1% 106% 21 19.05% 3.6
Foresite Capital Management IV
3124
Foresite Capital Management IV
California
USD 218 M -USD 87.2 M -29% 21.8% 151% 26 50% 0.6
Cypress Capital
3125
Cypress Capital
Tennessee
USD 217 M – – 8.15% 43.6% 70 – 0