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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)
Smith & Howard Wealth Management
3126
Smith & Howard Wealth Management
Georgia
USD 251 M +USD 13.9 M +6% 0.9% 43.8% 75 17.33% 2.3
Stordahl Capital Management
3127
Stordahl Capital Management
Colorado
USD 251 M -USD 7.09 M -3% 0.22% 54% 48 8.33% 1.5
RCM
3128
Rockshelter Capital Management
Pennsylvania
USD 250 M -USD 41.2 M -14% 0.71% 31.2% 39 10.26% 3.4
Hardy Reed
3129
Hardy Reed
Mississippi
USD 250 M -USD 4.09 M -2% 0.91% 69.7% 71 9.86% 0.7
Searchlight Capital Partners
3130
Searchlight Capital Partners
New York
USD 250 M -USD 10.4 M -4% 4.47% 38.5% 6 0% 1.3
Patton Fund Management
3131
Patton Fund Management
Texas
USD 250 M -USD 1.76 M -0.7% 1.84% 211% 89 40.45% 0.2
MAK Capital One
3132
MAK Capital One
New York
USD 250 M +USD 39.4 M +19% 13.9% 200% 5 0% 2
Deer VIII & Co
3133
Deer VIII & Co
New York
USD 250 M -USD 201 M -45% 36.5% – 2 0% 0.4
Callodine Capital Management
3134
Callodine Capital Management
Massachusetts
USD 250 M +USD 20.4 M +9% 0.4% 53.8% 39 35.9% 0.5
Nicolet Bankshares
3135
Nicolet Bankshares
Wisconsin
USD 250 M +USD 10.4 M +4% 2.56% 75.5% 189 12.17% 2.8
EGA
3136
E&G Advisors
Texas
USD 250 M +USD 15.2 M +6% 2.11% 97.7% 187 8.56% 2.7
Bach Option
3137
Bach Option
Hong Kong
USD 249 M -USD 69.7 M -22% 2.31% 30.6% 99 53.54% 0.9
SXL
3138
Summit X LLC
Missouri
USD 249 M +USD 4.68 M +2% 2.54% 62.9% 248 12.5% 1.5
Corbyn Investment Management
3139
Corbyn Investment Management
Maryland
USD 249 M -USD 34.7 M -12% 1.96% 71.9% 51 5.88% 3.4
Fruth Investment Management
3140
Fruth Investment Management
Texas
USD 249 M -USD 447 k -0.2% 1.14% 79.4% 206 7.77% 4.8
Affinity Wealth Management
3141
Affinity Wealth Management
Delaware
USD 249 M -USD 6.06 M -2% 0.49% 116% 115 33.04% 1.5
Doliver Advisors
3142
Doliver Advisors
Texas
USD 249 M -USD 4.79 M -2% 2.81% 92.3% 182 39.56% 1
White Lighthouse Investment Management
3143
White Lighthouse Investment Management
Massachusetts
USD 248 M +USD 8.88 M +4% 0.92% 62% 131 4.58% 1.4
First National Corp
3144
First National Corp
Massachusetts
USD 248 M +USD 5.99 M +2% 2.26% 56.3% 144 6.94% 0.7
Glenview State Bank Trust Department
3145
Glenview State Bank Trust Department
Illinois
USD 248 M +USD 7.38 M +3% 3.54% 76.6% 117 6.84% 3.9
Schnieders Capital Management
3146
Schnieders Capital Management
California
USD 248 M -USD 6.87 M -3% 3.38% 103% 171 8.77% 3.7
Glassman Wealth Services
3147
Glassman Wealth Services
Virginia
USD 248 M +USD 392 k +0.2% 1.41% 62.6% 1,593 20.34% 1.7
Marathon Capital Management
3148
Marathon Capital Management
Maryland
USD 248 M +USD 2.75 M +1% 4.05% 74% 124 18.55% 2.4
Firsthand Capital Management
3149
Firsthand Capital Management
California
USD 248 M -USD 12 M -5% 4.39% 265% 58 20.69% 2.5
KS
3150
Karpas Strategies
Connecticut
USD 247 M +USD 6.45 M +3% 4.17% 16.1% 123 2.44% 4.8