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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)
Hefty Wealth Partners
3651
Hefty Wealth Partners
Indiana
USD 137 M +USD 18.1 M +15% 3.48% – 275 23.64% 0.9
Mirador Capital Partners
3652
Mirador Capital Partners
California
USD 137 M +USD 12.7 M +10% 5.95% 120% 151 29.8% 0.6
AF
3653
Aristotle Fund
Maine
USD 137 M +USD 8.74 M +7% 0.37% 3.11% 11 9.09% 0.8
Summit Financial Strategies
3654
Summit Financial Strategies
Ohio
USD 137 M -USD 9.6 M -7% 5.04% 59.4% 47 27.66% 1.7
Mengis Capital Management
3655
Mengis Capital Management
Oregon
USD 137 M +USD 10.8 M +9% 5.14% 104% 128 14.06% 1.7
Capital Investment Advisory Services
3656
Capital Investment Advisory Services
North Carolina
USD 136 M +USD 21 M +18% 4.54% 69.3% 155 27.1% 0.2
Boyar Asset Management
3657
Boyar Asset Management
New York
USD 136 M +USD 36 M +36% 4.35% 75.5% 69 5.8% 3.1
First City Capital Management
3658
First City Capital Management
Georgia
USD 136 M +USD 2.6 M +2% 3.87% 76.5% 144 7.64% 3
Long Road Investment Counsel
3659
Long Road Investment Counsel
Michigan
USD 136 M +USD 5.64 M +4% 5.22% 53.8% 70 1.43% 2.1
PhiloSmith Capital
3660
PhiloSmith Capital
Connecticut
USD 136 M +USD 8.1 M +6% 3.66% 54% 45 31.11% 0.2
Battery Partners IX
3661
Battery Partners IX
Massachusetts
USD 136 M -USD 27.4 M -17% 5.66% 322% 4 0% 1.6
American Money Management
3662
American Money Management
California
USD 135 M +USD 11.2 M +9% 5.41% 65% 79 15.19% 2.4
Murphy Pohlad Asset Management
3663
Murphy Pohlad Asset Management
Minnesota
USD 135 M -USD 2.77 M -2% 3.56% 75.1% 94 15.96% 2.9
MAS
3664
Managed Account Services
Florida
USD 135 M +USD 5.01 M +4% 4.73% 32.4% 62 6.45% 0.2
ETF Portfolio Partners
3665
ETF Portfolio Partners
Kansas
USD 135 M +USD 8.09 M +6% 3.9% 44.3% 20 5% 1.8
Harbour Investment Management
3666
Harbour Investment Management
Washington
USD 135 M +USD 3.34 M +3% 5.1% 58.8% 70 8.57% 3.3
Aspen Investment Management
3667
Aspen Investment Management
Michigan
USD 135 M +USD 2.27 M +2% 3.18% 84.9% 132 3.79% 2.8
Lucas Capital Management
3668
Lucas Capital Management
New Jersey
USD 135 M -USD 3.61 M -3% 2.49% 44.5% 122 16.39% 2.7
BOC
3669
Barbara Oil Co
Illinois
USD 135 M +USD 6.13 M +5% 4.63% 76.9% 88 12.5% 2.5
Rench Wealth Management
3670
Rench Wealth Management
Texas
USD 135 M +USD 8.55 M +7% 4.95% 106% 52 11.54% 2
Opus Point Partners Management
3671
Opus Point Partners Management
New York
USD 135 M +USD 9.21 M +7% 17.7% 85.2% 69 20.29% 0.9
JT Stratford LLC
3672
JT Stratford LLC
Georgia
USD 135 M +USD 15.6 M +13% 5.2% 103% 123 31.71% 0.2
Bain Capital Venture Investors
3673
Bain Capital Venture Investors
Massachusetts
USD 135 M +USD 25.2 M +23% 23.1% 34.2% 1 0% 1.5
Groesbeck Investment Management
3674
Groesbeck Investment Management
New Jersey
USD 134 M +USD 6.45 M +5% 5.32% 147% 89 7.87% 1.9
Landmark Financial Advisors
3675
Landmark Financial Advisors
Kentucky
USD 134 M +USD 9.41 M +8% 3.74% 11.8% 55 7.27% 1.8