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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)
EDMP Inc
3776
EDMP Inc
Florida
USD 104 M +USD 5.79 M +6% 6.25% 78% 67 10.45% 1.8
Stanley Capital Management
3777
Stanley Capital Management
Texas
USD 104 M +USD 511 k +0.5% 1.83% 158% 34 11.76% 0.9
Pettee Investors
3778
Pettee Investors
Connecticut
USD 104 M +USD 8.38 M +9% 9.01% 96.1% 64 7.81% 1.7
Eliot Finkel Investment Counsel
3779
Eliot Finkel Investment Counsel
California
USD 104 M – – 8.25% 88.9% 33 – 0
HIH
3780
HRS Investment Holdings
New York
USD 104 M – – 5.43% 21.5% 79 – 0
APSP
3781
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 104 M +USD 4.56 M +5% 3.9% 62.1% 254 7.87% 0.5
Westbourne Investment Advisors
3782
Westbourne Investment Advisors
Maryland
USD 104 M +USD 3.92 M +4% 5.6% 107% 111 11.71% 0.5
KG Funds Management
3783
KG Funds Management
New York
USD 104 M – – 2.29% 45.8% 6 – 0
Bennicas & Associates
3784
Bennicas & Associates
California
USD 103 M -USD 3.82 M -4% 5.99% 40.3% 88 4.55% 2.2
SAM
3785
Security Asset Management
New York
USD 103 M +USD 9.31 M +10% 8.42% 67.4% 79 11.39% 0.9
Edmond de Rothschild (Italia)
3786
Edmond de Rothschild (Italia)
Italy
USD 103 M +USD 10.3 M +11% 8.84% – 27 37.04% 0.3
Bernicke Wealth Management
3787
Bernicke Wealth Management
Wisconsin
USD 103 M +USD 4.98 M +5% 0.95% – 40 12.5% 0.9
Venator Capital Management
3788
Venator Capital Management
Ontario, Canada
USD 103 M +USD 30.6 M +42% 19.1% 154% 17 41.18% 0.4
TAA
3789
TB Alternative Assets
Cayman Islands
USD 103 M +USD 29 M +40% 29.5% 312% 22 50% 0.6
O'Brien Wealth Partners
3790
O'Brien Wealth Partners
Massachusetts
USD 102 M – – 3.97% 56.7% 28 – 0
L.J. Altfest & Co
3791
L.J. Altfest & Co
New York
USD 102 M +USD 916 k +0.9% 8.12% 90.3% 129 29.46% 1.3
HIM
3792
Hutchens Investment Management
New Hampshire
USD 102 M +USD 7.02 M +7% 8.28% 56.8% 74 45.95% 0.6
McNamara Financial Services
3793
McNamara Financial Services
Massachusetts
USD 102 M +USD 7.02 M +7% 8.28% 42.6% 74 45.95% 0.6
Coyle Financial Counsel
3794
Coyle Financial Counsel
Illinois
USD 102 M -USD 4.49 M -4% 2.2% 62.4% 44 15.91% 1.5
Canaan Partners IX
3795
Canaan Partners IX
California
USD 102 M – – 61.8% – 1 – 0
Proficio Capital Partners
3796
Proficio Capital Partners
Massachusetts
USD 102 M – – 4.09% 97% 874 – 0
Eagle Capital Management (Louisiana)
3797
Eagle Capital Management (Louisiana)
Louisiana
USD 102 M +USD 16.9 M +20% 7.95% 103% 31 16.13% 1.4
Compass Financial Group (Florida)
3798
Compass Financial Group (Florida)
Florida
USD 102 M – – 1.4% 44.1% 16 – 0
EisnerAmper Wealth Management Corporate Benefits
3799
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 102 M -USD 40.2 M -28% 2.34% 13% 108 74.07% 0.9
HealthCor Partners Management
3800
HealthCor Partners Management
South Carolina
USD 102 M – – 2.96% – 2 – 0