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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)
Pettee Investors
3626
Pettee Investors
Connecticut
USD 165 M +USD 10 M +6% 6.41% 96.1% 121 9.09% 1.9
Stillwater Investment Management (Minnesota)
3627
Stillwater Investment Management (Minnesota)
Minnesota
USD 165 M -USD 55 M -25% 7.88% 72.3% 83 37.35% 3.2
Oliver Luxxe Assets
3628
Oliver Luxxe Assets
New Jersey
USD 165 M +USD 5.82 M +4% 6.29% 137% 88 14.77% 1.2
CenterStar Asset Management
3629
CenterStar Asset Management
Illinois
USD 165 M – – 6.72% 104% 926 – 0
AC
3630
Aperimus Capital
California
USD 165 M +USD 31.8 M +24% 5.24% 44% 4 25% 3.4
Glassman Wealth Services
3631
Glassman Wealth Services
Virginia
USD 164 M +USD 10.7 M +7% 5.51% 62.6% 891 33% 1.3
Weybosset Research & Management
3632
Weybosset Research & Management
Rhode Island
USD 164 M +USD 14 M +9% 7.61% 74.8% 60 10% 3
Billings Capital Management
3633
Billings Capital Management
Virginia
USD 164 M +USD 9.44 M +6% 3.6% – 10 10% 1.2
Globe Life
3634
Globe Life
Texas
USD 164 M +USD 7.49 M +5% 6.3% 60.1% 1 0% 1
Cabot-Wellington
3635
Cabot-Wellington
Massachusetts
USD 164 M -USD 7.79 M -5% 5.51% 65% 14 7.14% 3.8
WealthShield Partners
3636
WealthShield Partners
North Carolina
USD 164 M – – 3.95% 71% 221 – 0
WealthShield
3637
WealthShield
North Carolina
USD 164 M – – 3.95% – 221 – 0
Lowe Wealth Advisors
3638
Lowe Wealth Advisors
Maryland
USD 164 M +USD 4.08 M +3% 4.38% 63.3% 285 15.79% 2.1
Harvest Group Wealth Management
3639
Harvest Group Wealth Management
Massachusetts
USD 164 M – – 3.72% 28.1% 45 – 0
NewFocus Financial Group
3640
NewFocus Financial Group
Washington
USD 164 M +USD 10.1 M +7% 7.65% 55.4% 74 12.16% 2.1
AFA
3641
Alta Fundamental Advisers
New York
USD 164 M +USD 7.81 M +5% 7.78% 340% 25 24% 0.8
VCA
3642
VIEX Capital Advisors
Florida
USD 164 M -USD 70.8 M -30% 5.53% 30.6% 27 48.15% 0.5
North Run Capital
3643
North Run Capital
Massachusetts
USD 164 M -USD 49 M -23% 5.02% 19.4% 17 23.53% 1.4
Torch Wealth Management
3644
Torch Wealth Management
Ohio
USD 164 M +USD 11.3 M +7% 5.61% 48.8% 106 12.26% 2.5
Birch Grove Capital
3645
Birch Grove Capital
New York
USD 164 M +USD 2.27 M +1% 0.05% 2.66% 30 26.67% 0.7
Roberts, Glore & Co
3646
Roberts, Glore & Co
Illinois
USD 164 M +USD 8.87 M +6% 6.24% 72.3% 150 5.33% 3.2
Boltwood Capital Management
3647
Boltwood Capital Management
California
USD 163 M +USD 9.48 M +6% 5.76% 63% 125 8.8% 2.9
Guinness Atkinson Asset Management
3648
Guinness Atkinson Asset Management
California
USD 163 M +USD 4.13 M +3% 8.91% 132% 60 1.67% 3.4
LeJeune Puetz Investment Counsel
3649
LeJeune Puetz Investment Counsel
Michigan
USD 163 M +USD 7.86 M +5% 5.29% 64.1% 152 2.63% 0.9
Pacific Center for Financial Services
3650
Pacific Center for Financial Services
California
USD 163 M +USD 7.29 M +5% 4.03% 60.1% 335 6.57% 0.9