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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)
Kirr Marbach & Co
3376
Kirr Marbach & Co
Indiana
USD 353 M -USD 9.8 M -3% 1.11% 121% 54 12.96% 3.8
Princeton Global Asset Management
3377
Princeton Global Asset Management
New Jersey
USD 352 M +USD 10.2 M +3% 1.73% 110% 617 9.24% 2.9
Irenic Capital Management
3378
Irenic Capital Management
New York
USD 352 M +USD 17.4 M +5% 1.36% 93.6% 25 60% 0.3
Jacobson & Schmitt Advisors
3379
Jacobson & Schmitt Advisors
Wisconsin
USD 352 M -USD 543 k -0.2% 0.05% 70.3% 67 13.43% 3.2
GDS
3380
Gimbel Daniel Scott
USD 352 M +USD 67.2 M +24% 23.6% 57.1% 2 0% 2.8
Milestone Investment Advisors
3381
Milestone Investment Advisors
Wisconsin
USD 351 M +USD 28.5 M +9% 3.11% 52.8% 445 73.48% 0.2
TMD Wealth Management
3382
TMD Wealth Management
Arizona
USD 351 M -USD 33 M -9% 1.84% 2.41% 60 20% 1.3
East Coast Asset Management
3383
East Coast Asset Management
Massachusetts
USD 351 M -USD 1.51 M -0.4% 0.21% 167% 67 5.97% 8.2
AW
3384
Avion Wealth
Texas
USD 350 M -USD 31.6 M -8% 2.31% 45.4% 1,302 29.8% 1.1
Abundance Wealth Counselors
3385
Abundance Wealth Counselors
Pennsylvania
USD 350 M +USD 157 M +81% 7.94% 107% 138 59.42% 0.9
Hohimer Wealth Management
3386
Hohimer Wealth Management
Washington
USD 350 M -USD 12.2 M -3% 2.17% 99.7% 196 7.14% 2.2
Oakmont Corp
3387
Oakmont Corp
California
USD 350 M -USD 433 M -55% 5.56% 70.2% 36 0% 2.8
Cornerstone Retirement Group
3388
Cornerstone Retirement Group
Nevada
USD 350 M -USD 12.1 M -3% 3.52% – 40 55% 0.5
KB Financial Partners
3389
KB Financial Partners
New Jersey
USD 350 M -USD 14.3 M -4% 2.64% – 615 8.46% 1.6
Canal Insurance Company
3390
Canal Insurance Company
South Carolina
USD 349 M -USD 7.17 M -2% 1.02% 114% 98 16.33% 4.6
WCMN
3391
Westchester Capital Management (Nebraska)
Nebraska
USD 349 M -USD 10 M -3% 1.68% 121% 44 0% 7.1
O'Brien Wealth Partners
3392
O'Brien Wealth Partners
Massachusetts
USD 349 M +USD 8.88 M +3% 3.48% 56.7% 59 8.47% 3
Kentucky Farm Bureau Mutual Insurance
3393
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 349 M -USD 11.5 M -3% 2.49% 83.3% 74 4.05% 5.2
Wilson Asset Management
3394
Wilson Asset Management
Australia
USD 348 M -USD 18.3 M -5% 2.16% 58% 25 8% 1.2
MI
3395
MMCAP International
Cayman Islands
USD 348 M +USD 44.5 M +15% 27.3% 184% 235 25.96% 1.4
Welch Capital Partners
3396
Welch Capital Partners
New York
USD 348 M -USD 9.9 M -3% 0.99% 79.2% 19 10.53% 4.9
5AM Venture Management
3397
5AM Venture Management
California
USD 348 M -USD 53.9 M -13% 7.65% 546% 26 7.69% 1.5
LJI Wealth Management
3398
LJI Wealth Management
Indiana
USD 347 M +USD 3.86 M +1% 3.45% 68.8% 189 19.05% 0.7
Berkshire Bank
3399
Berkshire Bank
Massachusetts
USD 347 M -USD 14.7 M -4% 2.82% 76.2% 137 6.57% 2.4
Westside Investment Management
3400
Westside Investment Management
California
USD 347 M -USD 6.88 M -2% 2.63% 114% 864 5.67% 4.1