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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)
NGA
3451
New Generation Advisors
Massachusetts
USD 162 M +USD 2.18 M +1% 2.41% 45.1% 38 23.68% 1.4
Lincoln Capital
3452
Lincoln Capital
Nebraska
USD 162 M +USD 2.7 M +2% 3.76% 67.1% 72 5.56% 2.1
RFG Advisory
3453
RFG Advisory
Alabama
USD 162 M +USD 16.7 M +12% 3.07% 52.3% 160 20.63% 0.9
Ironwood Financial
3454
Ironwood Financial
Arizona
USD 162 M +USD 6.41 M +4% 2.25% 54.1% 288 4.17% 2.4
Neumann Capital Management
3455
Neumann Capital Management
California
USD 162 M +USD 6.14 M +4% 5.11% 89.9% 74 4.05% 2.5
Birch Grove Capital
3456
Birch Grove Capital
New York
USD 161 M -USD 4.72 M -3% 0.5% 2.66% 36 41.67% 0.5
DAFNA Capital Management
3457
DAFNA Capital Management
California
USD 161 M +USD 20.9 M +15% 19.6% 313% 88 29.55% 1.4
Eads & Heald Wealth Management
3458
Eads & Heald Wealth Management
Georgia
USD 161 M +USD 5.06 M +3% 3.79% 84.4% 134 5.97% 3.4
Mariner Investment Group
3459
Mariner Investment Group
New York
USD 161 M -USD 22.1 M -12% 1.46% – 78 46.15% 0.7
LJHT
3460
Laurie J. Hall Trustee
USD 161 M +USD 4.17 M +3% 5.02% 105% 307 4.56% 2.1
First National Bank of Hutchinson
3461
First National Bank of Hutchinson
Kansas
USD 161 M +USD 3.12 M +2% 4.49% 121% 80 11.25% 2.2
Orbis Investment Management (US)
3462
Orbis Investment Management (US)
California
USD 161 M +USD 9.2 M +6% 8.03% 48.8% 24 20.83% 1.3
Holloway Wealth Management
3463
Holloway Wealth Management
Florida
USD 161 M +USD 1.21 M +0.8% 3.41% 50.7% 217 0% 0.7
First Command Bank
3464
First Command Bank
Texas
USD 160 M +USD 8.14 M +5% 2.4% 34.1% 457 22.32% 0.6
First Command Financial Services
3465
First Command Financial Services
Texas
USD 160 M +USD 8.14 M +5% 2.4% 34.4% 457 22.32% 0.6
AMI Investment Management
3466
AMI Investment Management
Indiana
USD 160 M +USD 6.13 M +4% 4.79% 47.9% 48 2.08% 2.9
TIFF Advisory Services
3467
TIFF Advisory Services
Pennsylvania
USD 160 M +USD 10.4 M +7% 5.62% 86.3% 10 70% 0.4
Lowe Wealth Advisors
3468
Lowe Wealth Advisors
Maryland
USD 160 M +USD 3.31 M +2% 3.17% 63.3% 265 14.34% 2
MKC
3469
M. Kraus & Co
Vermont
USD 160 M +USD 1.65 M +1% 4.39% 65.9% 51 5.88% 3
Courage Miller Partners
3470
Courage Miller Partners
Virginia
USD 160 M +USD 8.04 M +5% 3.2% 43.5% 69 5.8% 3.1
Fernwood Investment Management
3471
Fernwood Investment Management
Massachusetts
USD 160 M +USD 21.9 M +16% 19.5% 83.4% 148 13.51% 2.3
Adelphi Capital
3472
Adelphi Capital
United Kingdom
USD 160 M -USD 11.2 M -7% 2.76% – 2 0% 2.8
Lisanti Capital Growth
3473
Lisanti Capital Growth
New York
USD 160 M +USD 9.45 M +6% 15.9% 1,490% 147 49.66% 0.5
NME
3474
Notis-McConarty Edward
USD 160 M +USD 5.02 M +3% 5.04% 91.2% 93 6.45% 3.2
Guinness Atkinson Asset Management
3475
Guinness Atkinson Asset Management
California
USD 159 M +USD 5.4 M +4% 10.1% 132% 64 9.38% 3.1