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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)
FNBOMD
3151
First National Bank of Mount Dora
Florida
USD 227 M +USD 23.9 M +12% 8.87% 96.2% 96 26.04% 2.6
Beck Capital Management
3152
Beck Capital Management
Texas
USD 227 M +USD 17.6 M +8% 7.55% 291% 124 28.23% 1.1
TBA
3153
Train Babcock Advisors
New York
USD 227 M +USD 47.7 M +27% 7.14% 41.9% 115 40.87% 2.4
Shelter Insurance Retirement Plan
3154
Shelter Insurance Retirement Plan
Missouri
USD 227 M +USD 12.3 M +6% 8.85% 60.5% 41 0% 3.8
Carderock Capital Management
3155
Carderock Capital Management
Maryland
USD 227 M +USD 5.24 M +2% 5.73% 97.6% 77 9.09% 3.3
Pinkerton Retirement Specialists
3156
Pinkerton Retirement Specialists
Idaho
USD 226 M +USD 22.5 M +11% 5.04% 82.9% 232 37.93% 1.1
Lucia Wealth Services
3157
Lucia Wealth Services
California
USD 226 M – – 4.6% 45.6% 121 – 0
Spitfire Capital
3158
Spitfire Capital
California
USD 226 M -USD 13.7 M -6% 6.54% 25.9% 20 0% 3
Chartist Inc
3159
Chartist Inc
California
USD 226 M +USD 13.4 M +6% 9.3% – 37 16.22% 2.1
IBEX Wealth Advisors
3160
IBEX Wealth Advisors
New Jersey
USD 226 M -USD 44 M -16% 6.86% 221% 154 49.35% 0.9
Founders Capital Management (Connecticut)
3161
Founders Capital Management (Connecticut)
Connecticut
USD 226 M +USD 15.6 M +7% 7.75% 88.9% 53 0% 3.2
MYDA Advisors
3162
MYDA Advisors
New York
USD 225 M – – 6.54% 232% 157 – 0
Strategic Wealth Partners Group
3163
Strategic Wealth Partners Group
Illinois
USD 225 M +USD 509 k +0.2% 4.78% – 27 0% 1.3
CAMG Solamere Management
3164
CAMG Solamere Management
North Carolina
USD 225 M +USD 24.5 M +12% 7.59% 51.7% 144 14.58% 0.8
Oakview Capital Management
3165
Oakview Capital Management
Texas
USD 225 M +USD 14.8 M +7% 3.96% 21.2% 18 27.78% 0.2
Whetstone Capital Advisors
3166
Whetstone Capital Advisors
Kansas
USD 224 M +USD 4.83 M +2% 7.42% 282% 35 34.29% 0.8
Simon Quick Advisors
3167
Simon Quick Advisors
New Jersey
USD 224 M -USD 51.5 M -19% 5.91% 69.5% 651 50.38% 0.4
Clarius Group LLC
3168
Clarius Group LLC
Washington
USD 224 M -USD 13.5 M -6% 4.7% 92.1% 77 22.08% 1.5
PC
3169
Palo Capital
California
USD 224 M +USD 34.6 M +18% 9.31% 34.6% 132 12.88% 1.6
Birinyi Associates
3170
Birinyi Associates
Connecticut
USD 224 M +USD 13.7 M +6% 7.93% 113% 100 16% 2.8
Princeton Capital Management
3171
Princeton Capital Management
New Jersey
USD 224 M – – 10.1% 180% 100 – 1.2
LP
3172
LGL Partners
Pennsylvania
USD 224 M +USD 67.8 M +44% 4.09% 68.9% 58 8.62% 1.5
IMA Advisory Services
3173
IMA Advisory Services
Colorado
USD 224 M +USD 7.98 M +4% 3.34% 74.5% 135 21.48% 2
GWA
3174
Guidant Wealth Advisors
Illinois
USD 223 M +USD 82.5 M +59% 3.28% 17.8% 213 18.78% 1
Mittleman Investment Management
3175
Mittleman Investment Management
New York
USD 223 M +USD 4.34 M +2% 3.3% 11.6% 7 0% 3.4