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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)
Barnett & Company
3276
Barnett & Company
Tennessee
USD 220 M +USD 13.7 M +7% 3.53% 65.9% 367 15.8% 2.1
Summit Financial Strategies
3277
Summit Financial Strategies
Ohio
USD 219 M +USD 13.5 M +7% 5.04% 59.4% 63 15.87% 2.2
ITIM
3278
Indiana Trust & Investment Management
Indiana
USD 219 M +USD 8.98 M +4% 5.46% 114% 134 7.46% 4
MA
3279
Marshwinds Advisory
Georgia
USD 219 M +USD 7.53 M +4% 6.79% 32.9% 134 5.97% 4.3
Boston Research & Management
3280
Boston Research & Management
Massachusetts
USD 219 M +USD 15.6 M +8% 7.75% 53.2% 101 3.96% 4.3
NG
3281
Northstar Group
New York
USD 219 M +USD 22.4 M +11% 8.98% 63.9% 132 7.58% 2.8
AB CarVal Investors
3282
AB CarVal Investors
Minnesota
USD 219 M +USD 125 M +134% 17.6% 24% 19 36.84% 0.5
Patriot Financial Partners
3283
Patriot Financial Partners
Pennsylvania
USD 219 M +USD 18.8 M +9% 2.67% 16.6% 10 20% 2
TAM
3284
Taylor Asset Management
Ontario, Canada
USD 219 M +USD 2.53 M +1% 2.47% 12.9% 33 30.3% 1.6
YorkBridge Wealth Partners
3285
YorkBridge Wealth Partners
New York
USD 218 M -USD 9.6 M -4% 8.62% 36.5% 889 15.3% 1.5
Zebra Capital Management
3286
Zebra Capital Management
Connecticut
USD 218 M -USD 15.2 M -7% 2.59% 142% 492 49.39% 1
Omnia Family Wealth
3287
Omnia Family Wealth
Florida
USD 218 M +USD 4.49 M +2% 3.17% 80.6% 603 6.63% 1.5
TrueWealth LLC
3288
TrueWealth LLC
Georgia
USD 218 M +USD 7.92 M +4% 6.3% – 876 5.59% 0.7
Glassman Wealth Services
3289
Glassman Wealth Services
Virginia
USD 218 M +USD 16.8 M +8% 4.92% 62.6% 1,054 11.95% 1.6
Claar Advisors
3290
Claar Advisors
New York
USD 218 M -USD 7.74 M -3% 3.07% 65.5% 36 30.56% 1.1
Advisors Management Group
3291
Advisors Management Group
Wisconsin
USD 218 M +USD 7.59 M +4% 2.64% 125% 84 2.38% 2.1
Peavine Capital
3292
Peavine Capital
Nevada
USD 218 M +USD 14.2 M +7% 3.14% 30.8% 25 20% 2.5
Stone Run Capital
3293
Stone Run Capital
New York
USD 218 M +USD 28.1 M +15% 10.2% 77.8% 69 5.8% 3.9
Cribstone Capital Management
3294
Cribstone Capital Management
Maine
USD 218 M +USD 13.9 M +7% 5.06% 22.4% 819 6.96% 1.6
Trust Company of Oklahoma
3295
Trust Company of Oklahoma
Oklahoma
USD 218 M +USD 16.2 M +8% 7.67% 101% 134 8.21% 3.1
HIH
3296
HRS Investment Holdings
New York
USD 217 M +USD 18.6 M +9% 8.71% 21.5% 82 21.95% 1.8
GenWealth Group
3297
GenWealth Group
New Jersey
USD 217 M +USD 13.6 M +7% 4.56% 73.9% 66 12.12% 1
Home Federal Bank of Tennessee
3298
Home Federal Bank of Tennessee
Tennessee
USD 217 M +USD 11 M +5% 6.13% 74% 68 5.88% 2.4
Mittleman Investment Management
3299
Mittleman Investment Management
New York
USD 217 M +USD 30.3 M +16% 17.9% 11.6% 8 25% 3.4
SC XII Management
3300
SC XII Management
California
USD 217 M +USD 44.7 M +26% 26% 73.4% 2 0% 3.6