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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)
Aurora Investment Counsel
3326
Aurora Investment Counsel
Georgia
USD 199 M -USD 1.83 M -0.9% 1.67% 31.7% 124 28.23% 0.4
GFI Investment Counsel
3327
GFI Investment Counsel
Ontario, Canada
USD 199 M +USD 4.68 M +2% 1.35% 41.8% 38 36.84% 0.7
Benedict Financial Advisors
3328
Benedict Financial Advisors
Georgia
USD 199 M -USD 8.97 M -4% 2.66% 72.4% 106 4.72% 2.8
TrueWealth LLC
3329
TrueWealth LLC
Georgia
USD 198 M -USD 14.7 M -7% 2.38% – 976 19.26% 0.2
RAG
3330
Roof Advisory Group
Pennsylvania
USD 198 M +USD 22.3 M +13% 1.13% – 37 16.22% 0.2
Newman Dignan & Sheerar Inc
3331
Newman Dignan & Sheerar Inc
Rhode Island
USD 198 M -USD 1.87 M -0.9% 1.31% 82.6% 165 9.7% 3.2
Brickley Wealth Management
3332
Brickley Wealth Management
California
USD 198 M +USD 9.24 M +5% 0.86% 62.6% 26 15.38% 0.2
Fairfield University
3333
Fairfield University
Connecticut
USD 198 M -USD 2.36 M -1% 1.16% 61.9% 4 0% 2.1
Yorktown Energy Partners IX
3334
Yorktown Energy Partners IX
New York
USD 198 M -USD 15.6 M -7% 6.59% 67.3% 3 0% 0.8
ECM
3335
EagleClaw Capital Management
Massachusetts
USD 198 M -USD 677 k -0.3% 0.34% 104% 114 5.26% 3
Hartford Financial Management
3336
Hartford Financial Management
Connecticut
USD 198 M -USD 6.26 M -3% 1.34% 87.9% 369 12.74% 2.4
GC
3337
Gobi Capital
California
USD 197 M -USD 6.72 M -3% 0.96% 93.7% 10 30% 0.9
Home Federal Bank of Tennessee
3338
Home Federal Bank of Tennessee
Tennessee
USD 197 M -USD 7.17 M -4% 3.05% 74% 66 1.52% 2
Hamilton Point Investment Advisors
3339
Hamilton Point Investment Advisors
North Carolina
USD 197 M +USD 5.67 M +3% 1.26% 79.3% 70 4.29% 3.1
Vantage Wealth
3340
Vantage Wealth
California
USD 197 M +USD 8.22 M +4% 1.88% 56.1% 24 4.17% 3.5
PTB
3341
Pioneer Trust Bank
Oregon
USD 197 M -USD 7.34 M -4% 1.75% 61.4% 73 1.37% 3.9
Toscafund Asset Management
3342
Toscafund Asset Management
United Kingdom
USD 197 M -USD 10.5 M -5% 0.26% 80.9% 6 16.67% 1.9
Burt Wealth Advisors
3343
Burt Wealth Advisors
Maryland
USD 196 M +USD 35.7 M +22% 0.42% 57.3% 415 9.16% 2.4
SHA
3344
Shelter Harbor Advisors
Connecticut
USD 196 M +USD 112 M +132% 0.75% – 31 61.29% 0.1
Boston Research & Management
3345
Boston Research & Management
Massachusetts
USD 196 M -USD 3.16 M -2% 1.37% 53.2% 97 2.06% 4.1
Northstar Wealth Partners
3346
Northstar Wealth Partners
Connecticut
USD 196 M +USD 83 M +74% 1.57% 36.2% 204 46.57% 0.5
Confluence Wealth Management
3347
Confluence Wealth Management
Oregon
USD 196 M -USD 15.1 M -7% 0.04% 31.9% 136 20.59% 2.6
CT
3348
CPF Texas
Texas
USD 196 M -USD 8.61 M -4% 1.58% – 301 35.88% 0.2
Wind River Trust Company
3349
Wind River Trust Company
Wyoming
USD 196 M -USD 10.1 M -5% 1.53% 62.1% 8 0% 4.4
Peavine Capital
3350
Peavine Capital
Nevada
USD 195 M -USD 1.16 M -0.6% 1.49% 30.8% 17 5.88% 3.1