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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)
LA
3601
Lau Associates
Delaware
USD 176 M +USD 30.3 M +21% 6.89% 44.5% 94 23.4% 2.9
CSA
3602
Cottage Street Advisors
Massachusetts
USD 176 M +USD 6.26 M +4% 5.73% 95.8% 98 10.2% 2
Newfound Research
3603
Newfound Research
Massachusetts
USD 176 M -USD 651 k -0.4% 3.65% 54.6% 235 10.21% 1.5
Oliver Luxxe Assets
3604
Oliver Luxxe Assets
New Jersey
USD 176 M +USD 18.8 M +12% 8.4% 137% 126 47.62% 1.1
Canal Capital Management
3605
Canal Capital Management
Virginia
USD 176 M -USD 3.07 M -2% 5.13% 67.8% 127 11.81% 2
Financial Consulate
3606
Financial Consulate
Maryland
USD 176 M -USD 21.6 M -11% 4.64% 53.3% 122 7.38% 1.9
First National Bank of Hutchinson
3607
First National Bank of Hutchinson
Kansas
USD 176 M +USD 15.9 M +10% 6.6% 121% 87 18.39% 2.4
CIA
3608
CSat Investment Advisory
Michigan
USD 176 M -USD 12.1 M -6% 10.3% 87.4% 560 2.86% 0.4
Prentiss Smith & Co
3609
Prentiss Smith & Co
Vermont
USD 175 M +USD 10.3 M +6% 7.05% 63.9% 283 13.43% 2.8
WealthShield Partners
3610
WealthShield Partners
North Carolina
USD 175 M +USD 11.2 M +7% 3.51% 71% 283 18.37% 0.6
Rainwater Charitable Foundation
3611
Rainwater Charitable Foundation
Texas
USD 175 M +USD 61.1 M +54% 4.83% 44% 1 0% 0.8
Boyd Watterson Asset Management
3612
Boyd Watterson Asset Management
Ohio
USD 175 M +USD 736 k +0.4% 7.16% 101% 132 7.58% 3.5
Premier Fund Managers
3613
Premier Fund Managers
United Kingdom
USD 175 M +USD 8.24 M +5% 3.43% 56.6% 51 23.53% 1.7
Investors Research Corp
3614
Investors Research Corp
Georgia
USD 175 M +USD 2.5 M +1% 3.04% 62.1% 352 7.67% 0.7
CNB Bank
3615
CNB Bank
Pennsylvania
USD 175 M +USD 3.09 M +2% 3.85% 91.6% 302 5.96% 0.7
SkyBridge Capital II
3616
SkyBridge Capital II
New York
USD 175 M -USD 10.5 M -6% 2.06% – 30 0% 1.4
Roberts, Glore & Co
3617
Roberts, Glore & Co
Illinois
USD 175 M +USD 10.8 M +7% 7.77% 72.3% 156 5.77% 3.6
American Money Management
3618
American Money Management
California
USD 175 M +USD 9.5 M +6% 7.22% 65% 80 10% 3.2
JT Stratford LLC
3619
JT Stratford LLC
Georgia
USD 174 M +USD 11.9 M +7% 8.22% 103% 114 12.28% 1.3
Stone House Investment Management
3620
Stone House Investment Management
Pennsylvania
USD 174 M +USD 17.3 M +11% 3.46% 53.1% 60 38.33% 1
BMT Investment Advisors
3621
BMT Investment Advisors
Pennsylvania
USD 174 M +USD 17.5 M +11% 8% – 80 2.5% 0.9
Eads & Heald Wealth Management
3622
Eads & Heald Wealth Management
Georgia
USD 174 M +USD 11.9 M +7% 9.33% 84.4% 131 6.87% 4.2
Stevens First Principles Investment Advisors
3623
Stevens First Principles Investment Advisors
California
USD 174 M +USD 8.19 M +5% 4.79% 44% 175 12.57% 2.6
Creative Financial Designs
3624
Creative Financial Designs
Indiana
USD 174 M +USD 3.67 M +2% 4.75% 56.2% 870 19.2% 1.2
Perennial Advisors
3625
Perennial Advisors
New York
USD 174 M +USD 11.5 M +7% 8.51% – 213 4.69% 1.4