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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)
SlateStone Wealth
3126
SlateStone Wealth
Florida
USD 217 M – – 12.8% 79.1% 98 – 0
First National Corp
3127
First National Corp
Massachusetts
USD 217 M – – 6.49% 56.3% 411 – 0
1C
3128
1060 Capital
Colorado
USD 217 M +USD 3.68 M +2% 28% 301% 34 91.18% 0.1
Versant Capital Management
3129
Versant Capital Management
Arizona
USD 217 M -USD 27.5 M -11% 9.78% 97.3% 1,786 5.99% 2.5
General Pension Society PZU Joint Stock
3130
General Pension Society PZU Joint Stock
Poland
USD 216 M -USD 31.3 M -13% 13.2% 116% 14 0% 4.7
Waddell & Associates
3131
Waddell & Associates
Tennessee
USD 216 M – – 14.5% 194% 14 – 0
Watermark Asset Management
3132
Watermark Asset Management
California
USD 216 M -USD 26.2 M -11% 10.1% – 297 19.53% 1.3
Grace Capital
3133
Grace Capital
Massachusetts
USD 215 M -USD 40.2 M -16% 12.7% 127% 254 35.04% 0.9
ADW Capital Management
3134
ADW Capital Management
Florida
USD 215 M – – 9.22% 78.2% 5 – 0
WCMN
3135
Westchester Capital Management (Nebraska)
Nebraska
USD 215 M -USD 37.2 M -15% 10.7% 121% 43 23.26% 3.4
Loeb Partners Corp
3136
Loeb Partners Corp
New York
USD 215 M -USD 56.2 M -21% 10.7% 34.4% 344 60.17% 1.1
Kistler-Tiffany Companies
3137
Kistler-Tiffany Companies
Pennsylvania
USD 215 M -USD 27.1 M -11% 12.4% 52% 599 10.35% 3.5
CenturyLink Investment Management
3138
CenturyLink Investment Management
Colorado
USD 215 M -USD 64.9 M -23% 12.9% – 162 14.2% 3
Rainier Group Investment Advisory
3139
Rainier Group Investment Advisory
Washington
USD 215 M -USD 44.2 M -17% 14.3% 41.4% 41 24.39% 1.6
Domani Wealth
3140
Domani Wealth
Pennsylvania
USD 215 M -USD 18.5 M -8% 12.8% 48.6% 115 18.26% 2.5
Camelot Portfolios
3141
Camelot Portfolios
Ohio
USD 215 M -USD 7.48 M -3% 12.3% 41.3% 249 25.3% 2
Geller Advisors
3142
Geller Advisors
New York
USD 214 M +USD 45.3 M +27% 14.6% 20.4% 32 18.75% 2.6
AIP
3143
Ahrens Investment Partners
Louisiana
USD 214 M -USD 51.7 M -19% 12.6% 82.3% 197 27.41% 1.4
SCM
3144
Stonehill Capital Management
New York
USD 214 M -USD 49.4 M -19% 22.8% 117% 23 52.17% 0.6
GWA
3145
Guidant Wealth Advisors
Illinois
USD 214 M -USD 25 M -10% 9.72% 17.8% 308 47.08% 1.4
IMA Advisory Services
3146
IMA Advisory Services
Colorado
USD 214 M -USD 41.4 M -16% 12.4% 74.5% 368 11.41% 1.2
Grove Bank & Trust
3147
Grove Bank & Trust
Florida
USD 214 M -USD 29.3 M -12% 11.6% 80.5% 160 10.63% 2.4
Virtue Capital Management
3148
Virtue Capital Management
Tennessee
USD 214 M -USD 259 M -55% 0.76% 91% 257 70.04% 0.7
180 Wealth Advisors
3149
180 Wealth Advisors
Washington
USD 214 M -USD 2.07 M -1% 12.6% 136% 253 0% 0.8
Stillwater Investment Management (Minnesota)
3150
Stillwater Investment Management (Minnesota)
Minnesota
USD 214 M -USD 33.7 M -14% 13.2% 72.3% 67 5.97% 3.9