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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)
Globe Life
3326
Globe Life
Texas
USD 128 M +USD 190 k +0.1% 4.7% 60.1% 29 24.14% 1.4
GCM
3327
Garland Capital Management
Washington
USD 128 M +USD 12.8 M +11% 6.58% 55.7% 39 17.95% 1.9
Roberts, Glore & Co
3328
Roberts, Glore & Co
Illinois
USD 128 M -USD 14.9 M -10% 6.54% 72.3% 142 14.79% 2
Arete Wealth Advisors
3329
Arete Wealth Advisors
Illinois
USD 128 M -USD 20.5 M -14% 7.15% 85.3% 165 36.97% 1
Crossvault Capital Management
3330
Crossvault Capital Management
Texas
USD 128 M +USD 2.94 M +2% 6.03% 56.4% 69 15.94% 1.4
Citizens & Northern Corp
3331
Citizens & Northern Corp
Pennsylvania
USD 128 M -USD 1.22 M -0.9% 6.07% 73.3% 122 14.75% 1.6
Tradewinds Capital Management
3332
Tradewinds Capital Management
Washington
USD 128 M -USD 14.6 M -10% 3.38% 85.2% 761 19.19% 1.3
PP
3333
Pension Partners
New York
USD 128 M +USD 11.7 M +10% 17.8% – 19 57.89% 0.3
Sensible Financial Planning & Management
3334
Sensible Financial Planning & Management
Massachusetts
USD 128 M +USD 6.22 M +5% 1.53% 24.5% 83 19.28% 0.5
Shaker Investments
3335
Shaker Investments
Ohio
USD 128 M -USD 15.9 M -11% 2.35% 205% 81 27.16% 0.9
Hamilton Point Investment Advisors
3336
Hamilton Point Investment Advisors
North Carolina
USD 128 M +USD 4.18 M +3% 5.42% 79.3% 75 16% 1.3
MA
3337
Menlo Advisors
California
USD 127 M -USD 15.7 M -11% 6.39% 108% 41 17.07% 1.7
Sterling Investment Management
3338
Sterling Investment Management
Arizona
USD 127 M -USD 5.68 M -4% 10.1% 45.3% 73 16.44% 1.6
Vector Wealth Management
3339
Vector Wealth Management
Minnesota
USD 127 M +USD 304 k +0.2% 10.7% 2.13% 83 16.87% 1.5
Plante Moran Financial Advisors
3340
Plante Moran Financial Advisors
Michigan
USD 127 M -USD 12.8 M -9% 5.4% 62.8% 810 20.12% 1.6
Liberty Capital Management
3341
Liberty Capital Management
Michigan
USD 127 M -USD 21.9 M -15% 4.6% – 102 11.76% 2
NVIM
3342
New Vernon Investment Management
Illinois
USD 127 M -USD 19.3 M -13% 4.42% 83.1% 58 5.17% 1
HRC
3343
Hoertkorn Richard Charles
USD 127 M -USD 7.09 M -5% 7.8% 172% 99 10.1% 1.5
Inspirion Wealth Advisors
3344
Inspirion Wealth Advisors
Illinois
USD 127 M -USD 8.6 M -6% 9.53% 52.5% 59 13.56% 0.7
IDG-Accel China Capital Associates
3345
IDG-Accel China Capital Associates
Hong Kong
USD 127 M -USD 58.9 M -32% 30.8% 43% 2 0% 1.3
SCGF III Management
3346
SCGF III Management
California
USD 126 M -USD 379 M -75% 35.8% – 3 33.33% 2
Farmers National Bank
3347
Farmers National Bank
Kentucky
USD 126 M -USD 4.97 M -4% 4.52% – 104 6.73% 0.7
Farley Capital
3348
Farley Capital
New York
USD 126 M -USD 3.56 M -3% 8.14% 105% 16 37.5% 1.2
Bell Bank
3349
Bell Bank
North Dakota
USD 126 M -USD 9.02 M -7% 3.64% 71% 155 16.77% 1.9
Orleans Capital Management
3350
Orleans Capital Management
Louisiana
USD 126 M -USD 15.7 M -11% 7.72% 94.6% 93 10.75% 1.7