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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)
Chase Investment Counsel
3526
Chase Investment Counsel
Virginia
USD 194 M +USD 26.7 M +16% 20.5% 350% 113 34.51% 1.3
PCA
3527
Prospect Capital Advisors
California
USD 194 M +USD 25.7 M +15% 23.9% 202% 32 37.5% 1.5
CNB Bank
3528
CNB Bank
Pennsylvania
USD 194 M +USD 37.2 M +24% 11.9% 91.6% 402 20.65% 0.9
Shelter Insurance Retirement Plan
3529
Shelter Insurance Retirement Plan
Missouri
USD 194 M +USD 15.6 M +9% 11.4% 60.5% 46 6.52% 4.3
Crossvault Capital Management
3530
Crossvault Capital Management
Texas
USD 194 M +USD 17.8 M +10% 14.3% 56.4% 83 15.66% 2.8
DCM
3531
DeGreen Capital Management
Arizona
USD 194 M +USD 11.1 M +6% 8.15% 28.5% 23 21.74% 1.4
Ironwood Financial
3532
Ironwood Financial
Arizona
USD 193 M +USD 15.3 M +9% 8.37% 54.1% 395 4.05% 2.5
Cruiser Capital Advisors
3533
Cruiser Capital Advisors
Connecticut
USD 193 M +USD 41.3 M +27% 9.6% 192% 49 51.02% 0.6
ITIM
3534
Indiana Trust & Investment Management
Indiana
USD 193 M +USD 14.1 M +8% 7.87% 114% 124 11.29% 4.3
Cowen Prime Advisors
3535
Cowen Prime Advisors
New York
USD 193 M +USD 27 M +16% 21.6% 116% 197 21.83% 3.6
Hudson Way Capital Management
3536
Hudson Way Capital Management
Texas
USD 193 M +USD 21.7 M +13% 21.3% 51.3% 19 47.37% 0.8
Foresters Asset Management
3537
Foresters Asset Management
Ontario, Canada
USD 193 M +USD 12.9 M +7% 14.4% 55.6% 56 12.5% 2.2
Security National Bank
3538
Security National Bank
Nebraska
USD 193 M +USD 32.4 M +20% 12.4% 125% 75 17.33% 1.4
Global Wealth Management Investment Advisory
3539
Global Wealth Management Investment Advisory
Florida
USD 193 M +USD 20.7 M +12% 10% 67.5% 801 18.48% 0.2
Westover Capital Advisors
3540
Westover Capital Advisors
Delaware
USD 193 M +USD 32.7 M +20% 11.9% 144% 136 23.53% 1.6
Old Point Trust & Financial Services N A
3541
Old Point Trust & Financial Services N A
Virginia
USD 192 M +USD 22.9 M +13% 13.3% 87.3% 71 5.63% 4.8
Shah Capital Management
3542
Shah Capital Management
North Carolina
USD 192 M +USD 22.8 M +13% 31.8% 287% 16 18.75% 2.9
Boston Standard Wealth Management
3543
Boston Standard Wealth Management
Massachusetts
USD 192 M +USD 24.1 M +14% 9.6% 47.1% 33 15.15% 2.1
Maytus Capital Management
3544
Maytus Capital Management
New York
USD 192 M +USD 8.35 M +5% 22.2% 442% 69 69.57% 0.1
Stone House Investment Management
3545
Stone House Investment Management
Pennsylvania
USD 192 M +USD 33.6 M +21% 9.94% 57.9% 230 79.57% 0.3
Tenzing Global Management
3546
Tenzing Global Management
California
USD 192 M +USD 36.3 M +23% 27.8% 273% 24 45.83% 0.9
Taiyo Life Insurance Company
3547
Taiyo Life Insurance Company
Japan
USD 192 M +USD 21.7 M +13% 12.8% 90.5% 5 0% 1
Rainwater Charitable Foundation
3548
Rainwater Charitable Foundation
Texas
USD 192 M +USD 16.9 M +10% 13.6% 44% 4 0% 0.5
Nepsis Inc
3549
Nepsis Inc
Minnesota
USD 191 M +USD 40.5 M +27% 24% 131% 37 13.51% 2.9
Clearline Capital
3550
Clearline Capital
New York
USD 191 M +USD 45.5 M +31% 16.7% 57.4% 67 53.73% 0.6