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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)
BigSur Wealth Management
3751
BigSur Wealth Management
Florida
USD 160 M +USD 22.5 M +16% 6.65% 94.8% 111 18.02% 1.3
Biechele Royce Advisors
3752
Biechele Royce Advisors
Indiana
USD 160 M +USD 10.6 M +7% 6.79% 39.2% 51 11.76% 0.7
PCC
3753
Park Circle Company
Maryland
USD 160 M +USD 6.53 M +4% 1.61% 70.5% 86 15.12% 2.1
CH
3754
Canton Hathaway
Rhode Island
USD 160 M – – 11% 84.7% 184 – 0
First United Bank & Trust
3755
First United Bank & Trust
Maryland
USD 160 M +USD 8.7 M +6% 6.49% 78% 121 8.26% 3.2
Jackson Grant Investment Advisers
3756
Jackson Grant Investment Advisers
Connecticut
USD 160 M +USD 14.2 M +10% 6.38% 54.3% 231 14.29% 2.1
Daily Journal Corp
3757
Daily Journal Corp
California
USD 159 M -USD 1.35 M -0.8% 0.6% 108% 4 0% 4.8
Uncommon Cents Investing
3758
Uncommon Cents Investing
Wisconsin
USD 159 M +USD 4.2 M +3% 4.74% 91.4% 84 5.95% 0.7
PhiloSmith Capital
3759
PhiloSmith Capital
Connecticut
USD 159 M +USD 13 M +9% 6.57% 54% 38 2.63% 1.5
GC
3760
Gratia Capital
California
USD 159 M -USD 58.1 M -27% 9.68% 42.4% 46 63.04% 0.4
Westwind Capital
3761
Westwind Capital
New Mexico
USD 159 M +USD 26.7 M +20% 17% 87.6% 49 22.45% 0.6
Rice Partnership
3762
Rice Partnership
Hawaii
USD 159 M +USD 6.66 M +4% 7.6% 123% 82 21.95% 0.6
Scholtz & Company
3763
Scholtz & Company
Connecticut
USD 158 M +USD 15.6 M +11% 12.3% 89.2% 61 27.87% 1
Blankinship & Foster
3764
Blankinship & Foster
California
USD 158 M +USD 7.7 M +5% 4.12% 67.1% 42 11.9% 1.3
SAM
3765
Shamrock Asset Management
Texas
USD 158 M -USD 6.18 M -4% 3.23% 31% 299 18.73% 2.6
Cincinnati Specialty Underwriters Insurance
3766
Cincinnati Specialty Underwriters Insurance
Ohio
USD 158 M +USD 9.8 M +7% 5.48% 115% 33 3.03% 3.6
Mainstay Capital Management
3767
Mainstay Capital Management
Michigan
USD 158 M +USD 31.4 M +25% 4.18% 131% 476 17.02% 0.6
NVWM LLC
3768
NVWM LLC
Pennsylvania
USD 158 M +USD 14.2 M +10% 9.28% 119% 406 22.91% 0.6
MU Investments Company
3769
MU Investments Company
Japan
USD 158 M +USD 15 M +10% 10.4% 40.4% 25 0% 3.7
Stuart Chaussee & Associates
3770
Stuart Chaussee & Associates
California
USD 158 M +USD 9.5 M +6% 6.64% 58.6% 137 2.92% 1.2
ValueWorks
3771
ValueWorks
New York
USD 158 M +USD 1.96 M +1% 8.42% 190% 34 20.59% 2.6
Schneider Downs Wealth Management Advisors
3772
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 158 M +USD 7.35 M +5% 3.79% 55% 60 18.33% 1.4
Quadrant Capital Management
3773
Quadrant Capital Management
New Jersey
USD 158 M +USD 17.1 M +12% 6.2% 50.3% 73 10.96% 3
Cabot-Wellington
3774
Cabot-Wellington
Massachusetts
USD 158 M +USD 11.5 M +8% 3.01% 65% 10 10% 4.6
SWS Partners
3775
SWS Partners
Ohio
USD 158 M +USD 15.2 M +11% 4.89% 112% 107 11.21% 0.6