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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)
Scarborough Advisors
3301
Scarborough Advisors
Maryland
USD 321 M +USD 27.6 M +9% 6.36% 63.3% 60 18.33% 0.6
Renaissance Investment Group
3302
Renaissance Investment Group
Massachusetts
USD 321 M +USD 13.9 M +5% 2.2% 99.6% 85 4.71% 5.6
Farmers & Merchants Trust Company
3303
Farmers & Merchants Trust Company
California
USD 321 M -USD 7.29 M -2% 3.26% 79.8% 161 9.32% 3.1
Consolidated Planning Corp
3304
Consolidated Planning Corp
Georgia
USD 320 M +USD 624 k +0.2% 4.52% 84.6% 126 18.25% 1.2
Oliver Luxxe Assets
3305
Oliver Luxxe Assets
New Jersey
USD 320 M -USD 18.2 M -5% 3.75% 137% 200 25% 2.2
GTCM
3306
Gyon Technologies Capital Management
New Jersey
USD 320 M -USD 37.2 M -10% 0.27% 42.2% 660 79.24% 0.2
Brian C. Broderick
3307
Brian C. Broderick
USD 320 M -USD 9.8 M -3% 3.24% 98.6% 79 10.13% 5.9
Harber Asset Management
3308
Harber Asset Management
North Carolina
USD 320 M -USD 5.94 M -2% 5.27% 63.6% 41 31.71% 0.9
Marquette Asset Management
3309
Marquette Asset Management
Minnesota
USD 320 M -USD 31.7 M -9% 4.8% 69.6% 421 52.49% 2.4
Bank of New Hampshire
3310
Bank of New Hampshire
New Hampshire
USD 320 M -USD 25.8 M -7% 4.35% 96.5% 532 3.95% 0.7
PenderFund Capital Management
3311
PenderFund Capital Management
British Columbia, Canada
USD 320 M -USD 42 M -12% 4.81% 129% 220 37.27% 0.9
High Probability Advisors
3312
High Probability Advisors
New York
USD 319 M +USD 3.72 M +1% 6.23% 52.6% 46 13.04% 1.4
BCA
3313
Bray Capital Advisors
Florida
USD 319 M -USD 16 M -5% 4.51% 36.6% 295 8.81% 4.2
Intercontinental Wealth Advisors
3314
Intercontinental Wealth Advisors
Texas
USD 319 M -USD 50.3 M -14% 4.35% 46.7% 282 8.87% 2.9
Capricorn Fund Managers
3315
Capricorn Fund Managers
United Kingdom
USD 318 M -USD 232 M -42% 6.33% 169% 125 50.4% 0.4
Wright Investors Service
3316
Wright Investors Service
Connecticut
USD 318 M -USD 31.9 M -9% 5.59% 146% 156 19.23% 3.5
SFE Investment Counsel
3317
SFE Investment Counsel
California
USD 317 M -USD 18 M -5% 3.72% 105% 121 7.44% 5
LDFR
3318
Lehman & Derafelo Financial Resources
Pennsylvania
USD 317 M -USD 6.04 M -2% 2.72% 37.5% 205 2.93% 1.7
UAM
3319
UAS Asset Management
New York
USD 317 M -USD 30.2 M -9% 0.49% 98% 22 54.55% 3.3
Wexford Capital
3320
Wexford Capital
Florida
USD 316 M -USD 1435 M -82% 12.9% 128% 220 64.55% 0.6
Gibson Capital
3321
Gibson Capital
Pennsylvania
USD 316 M -USD 22.1 M -7% 6.52% 67.2% 46 4.35% 4.5
TFC Financial Management
3322
TFC Financial Management
Massachusetts
USD 316 M -USD 19.7 M -6% 4.43% 66.9% 590 13.05% 1.7
Ellenbecker Investment Group
3323
Ellenbecker Investment Group
Wisconsin
USD 315 M -USD 10.1 M -3% 5.58% 56.3% 86 11.63% 2.9
Sagefield Capital
3324
Sagefield Capital
Texas
USD 315 M +USD 96.3 M +44% 5.52% 115% 180 45% 0.5
Market Street Wealth Management Advisors
3325
Market Street Wealth Management Advisors
Indiana
USD 315 M -USD 8.09 M -3% 6.04% 44% 97 18.56% 1.6