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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)
PWMAG
3451
Pinnacle Wealth Management Advisory Group
New Jersey
USD 162 M +USD 17 M +12% 2.62% 80.5% 142 14.08% 1.7
ASA Gold & Precious Metals
3452
ASA Gold & Precious Metals
Maine
USD 161 M -USD 7.24 M -4% 1.42% 7.34% 18 5.56% 3.4
OA
3453
Opes Advisors
California
USD 161 M +USD 19.6 M +14% 2.72% – 68 23.53% 0.3
Marlowe Partners
3454
Marlowe Partners
New York
USD 161 M -USD 75.5 M -32% 6.52% 16.3% 14 57.14% 0.7
Kemper Corp Master Retirement Trust
3455
Kemper Corp Master Retirement Trust
Illinois
USD 161 M +USD 7.51 M +5% 4.01% 21.9% 94 3.19% 2.9
Augustine Asset Management
3456
Augustine Asset Management
Florida
USD 161 M +USD 498 k +0.3% 1.6% 316% 75 16% 1.9
Parkside Investments
3457
Parkside Investments
Illinois
USD 161 M +USD 18.9 M +13% 2.63% 70.4% 62 20.97% 0.2
Rational Advisors
3458
Rational Advisors
New York
USD 161 M +USD 8.3 M +5% 1.53% 37.7% 391 60.36% 0.3
RHFI
3459
Reilly Herbert Faulkner III
USD 160 M +USD 4.52 M +3% 1.56% 80.6% 45 4.44% 2.8
Omega Fund Management
3460
Omega Fund Management
Massachusetts
USD 160 M +USD 6.4 M +4% 20.5% 106% 11 0% 1.8
Mosaic Financial Partners
3461
Mosaic Financial Partners
California
USD 160 M +USD 1.68 M +1% 0.42% 6.05% 44 4.55% 3.3
Plante Moran Financial Advisors
3462
Plante Moran Financial Advisors
Michigan
USD 160 M -USD 5.99 M -4% 2.65% 62.8% 947 15.84% 2.4
SAM
3463
Shamrock Asset Management
Texas
USD 160 M -USD 1.01 M -0.6% 3.18% 31% 311 18.65% 1.8
NGA
3464
New Generation Advisors
Massachusetts
USD 160 M +USD 21.4 M +15% 12.4% 45.1% 40 37.5% 1.4
Sensible Financial Planning & Management
3465
Sensible Financial Planning & Management
Massachusetts
USD 160 M +USD 4.4 M +3% 1.05% 24.5% 28 14.29% 2.3
Norman Fields Gottscho Capital Management
3466
Norman Fields Gottscho Capital Management
New York
USD 160 M +USD 1.58 M +1% 2.38% 96.9% 79 10.13% 2.1
Bourgeon Capital Management
3467
Bourgeon Capital Management
Connecticut
USD 160 M -USD 465 k -0.3% 4.63% 121% 100 30% 2.1
New Silk Road Investment
3468
New Silk Road Investment
Singapore
USD 160 M +USD 26.7 M +20% 26.3% 21.2% 7 14.29% 0.4
Cider Mill Investments
3469
Cider Mill Investments
Connecticut
USD 159 M +USD 2.58 M +2% 0.83% – 26 38.46% 0.3
Holloway Wealth Management
3470
Holloway Wealth Management
Florida
USD 159 M +USD 1.34 M +0.8% 0.73% 50.7% 228 0% 0.5
Lincoln Capital
3471
Lincoln Capital
Nebraska
USD 159 M +USD 11.3 M +8% 3.69% 67.1% 71 7.04% 1.9
Raytheon Master Pension Trust
3472
Raytheon Master Pension Trust
Massachusetts
USD 159 M -USD 158 M -50% 2.22% 36.3% 8 37.5% 1.5
S.R. Schill & Associates
3473
S.R. Schill & Associates
Washington
USD 159 M +USD 2.38 M +2% 2.09% 42.7% 74 9.46% 1.8
GFI Investment Counsel
3474
GFI Investment Counsel
Ontario, Canada
USD 159 M +USD 1.84 M +1% 5.1% 41.8% 28 17.86% 0.4
Winch Advisory Services
3475
Winch Advisory Services
Wisconsin
USD 159 M +USD 1.33 M +0.8% 1.7% 80.8% 346 17.63% 1.3