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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)
GFI Investment Counsel
3351
GFI Investment Counsel
Ontario, Canada
USD 205 M +USD 6.41 M +3% 3.6% 41.8% 37 35.14% 1.3
ACM
3352
Ailanthus Capital Management
New York
USD 205 M -USD 2.77 M -1% 4.11% – 21 52.38% 0.3
Marietta Wealth Management
3353
Marietta Wealth Management
Georgia
USD 205 M +USD 14.2 M +7% 2.36% 93% 126 7.94% 1.3
Arcus Capital Partners
3354
Arcus Capital Partners
Georgia
USD 205 M +USD 27.5 M +16% 2.27% 69.2% 110 13.64% 1.4
EAM Global Investors
3355
EAM Global Investors
California
USD 205 M +USD 11.7 M +6% 50.6% 2,399% 210 64.29% 0.2
APSP
3356
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 204 M +USD 9.8 M +5% 2.43% 62.1% 291 7.9% 2.3
Viridian RIA
3357
Viridian RIA
Washington
USD 204 M -USD 5.27 M -3% 2.97% 63.1% 46 13.04% 0.2
Parkside Investments
3358
Parkside Investments
Illinois
USD 204 M +USD 12 M +6% 2.74% 70.4% 98 19.39% 0.8
LCP
3359
Legacy Capital Partners
Wisconsin
USD 204 M +USD 4.6 M +2% 2.07% 85.6% 132 13.64% 3
Cheviot Value Management
3360
Cheviot Value Management
California
USD 204 M +USD 11.8 M +6% 0.17% 77.8% 73 13.7% 2.5
Alpha Omega Wealth Management
3361
Alpha Omega Wealth Management
Virginia
USD 204 M +USD 4.69 M +2% 2.27% 60.7% 565 19.29% 1.5
GenWealth Group
3362
GenWealth Group
New Jersey
USD 204 M +USD 9.04 M +5% 1.92% 73.9% 64 14.06% 0.9
Peavine Capital
3363
Peavine Capital
Nevada
USD 204 M +USD 8.29 M +4% 0.37% 30.8% 20 15% 2.8
Cribstone Capital Management
3364
Cribstone Capital Management
Maine
USD 204 M +USD 164 k +0.1% 0.99% 22.4% 843 10.91% 1.4
Weik Capital Management
3365
Weik Capital Management
Pennsylvania
USD 203 M -USD 4.37 M -2% 2.77% 66.9% 131 7.63% 3.4
CAMG Solamere Management
3366
CAMG Solamere Management
North Carolina
USD 203 M -USD 16.2 M -7% 0.83% 51.7% 142 10.56% 1.2
Cambridge Financial Group
3367
Cambridge Financial Group
Ohio
USD 203 M +USD 18 M +10% 4.47% – 35 22.86% 2.4
Boston Research & Management
3368
Boston Research & Management
Massachusetts
USD 203 M +USD 6.95 M +4% 2.25% 53.2% 99 6.06% 4.2
Cowen Prime Advisors
3369
Cowen Prime Advisors
New York
USD 203 M +USD 22.7 M +13% 12.8% 116% 231 18.61% 2.7
Shaker Financial Services
3370
Shaker Financial Services
Virginia
USD 203 M -USD 4.15 M -2% 1.32% 12.9% 143 50.35% 0.8
PCM
3371
Price Capital Management
Louisiana
USD 203 M +USD 152 M +303% 7.7% 124% 187 99.47% 0
Perkins Coie Trust Company
3372
Perkins Coie Trust Company
Washington
USD 202 M +USD 948 k +0.5% 1.87% 83.2% 309 1.29% 3.3
Benedict Financial Advisors
3373
Benedict Financial Advisors
Georgia
USD 202 M +USD 3.57 M +2% 1.61% 72.4% 105 2.86% 3
SCP Investment
3374
SCP Investment
California
USD 202 M +USD 50.8 M +34% 7.18% 32.8% 80 63.75% 0.2
FundX Investment Group
3375
FundX Investment Group
California
USD 202 M +USD 11.4 M +6% 3.51% 94.6% 45 35.56% 1.1