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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)
Montgomery Investment Management
3801
Montgomery Investment Management
Maryland
USD 184 M +USD 30.7 M +20% 32.8% 105% 90 15.56% 5.1
Affiance Financial
3802
Affiance Financial
Minnesota
USD 184 M +USD 38.9 M +27% 20.7% 57.8% 148 20.95% 2.5
Broadmark Asset Management
3803
Broadmark Asset Management
California
USD 184 M +USD 142 M +341% 26.4% 39.6% 4 75% 0.4
Enstar Group
3804
Enstar Group
Bermuda
USD 184 M +USD 32.4 M +21% 23.4% 29.5% 10 0% 0.5
Clear Perspective Advisors
3805
Clear Perspective Advisors
Illinois
USD 183 M +USD 33.5 M +22% 20% 88.5% 133 27.82% 2.3
ETF Portfolio Partners
3806
ETF Portfolio Partners
Kansas
USD 183 M +USD 26.7 M +17% 15.3% 50.2% 41 21.95% 2.9
DMK
3807
David M. Knott
USD 183 M +USD 24.7 M +16% 37.2% 81% 128 32.03% 3.1
Rutabaga Capital Management
3808
Rutabaga Capital Management
Massachusetts
USD 183 M +USD 16 M +10% 17.8% 57% 50 12% 2.7
LexAurum Advisors
3809
LexAurum Advisors
Kansas
USD 183 M +USD 38.7 M +27% 14.3% – 226 22.57% 1.4
Knuff & Co
3810
Knuff & Co
California
USD 183 M +USD 44.8 M +33% 27.5% 85.8% 176 22.16% 1
Ecofin Advisors
3811
Ecofin Advisors
United Kingdom
USD 183 M +USD 36.1 M +25% 12.4% 77% 29 10.34% 2.5
PWP
3812
Personal Wealth Partners
Minnesota
USD 182 M +USD 16.1 M +10% 14.7% 37.2% 69 20.29% 1
Old Point Trust & Financial Services N A
3813
Old Point Trust & Financial Services N A
Virginia
USD 182 M +USD 23.2 M +15% 15.6% 87.3% 70 11.43% 5.5
Corbenic Partners
3814
Corbenic Partners
Pennsylvania
USD 182 M +USD 52.8 M +41% 17.3% – 208 30.29% 2.6
TIFF Advisory Services
3815
TIFF Advisory Services
Pennsylvania
USD 182 M +USD 31.1 M +21% 34.4% 86.3% 15 60% 0.6
Uncommon Cents Investing
3816
Uncommon Cents Investing
Wisconsin
USD 182 M +USD 21.7 M +14% 19.3% 91.4% 115 13.04% 1.7
Cincinnati Specialty Underwriters Insurance
3817
Cincinnati Specialty Underwriters Insurance
Ohio
USD 182 M +USD 35.2 M +24% 21.6% 115% 40 20% 4.3
SimplyRich
3818
SimplyRich
California
USD 182 M +USD 31.8 M +21% 20% 98.3% 141 15.6% 1.5
CWM
3819
Cordatus Wealth Management
Pennsylvania
USD 182 M +USD 42.9 M +31% 25.1% 108% 125 36% 0.8
Moisand Fitzgerald Tamayo
3820
Moisand Fitzgerald Tamayo
Florida
USD 182 M +USD 28.3 M +18% 16.8% 51.1% 345 27.25% 2.2
Keating Investment Counselors
3821
Keating Investment Counselors
Florida
USD 182 M +USD 17.9 M +11% 17.4% 50% 64 12.5% 5
Fifth Third Securities
3822
Fifth Third Securities
Ohio
USD 181 M +USD 71.2 M +65% 13.8% 62.7% 70 17.14% 1.8
CAMG Solamere Management
3823
CAMG Solamere Management
North Carolina
USD 181 M -USD 8.82 M -5% 21% 51.7% 120 10% 1.7
Deep Field Asset Management
3824
Deep Field Asset Management
California
USD 181 M +USD 17.2 M +10% 28.6% 20.1% 30 43.33% 0.8
Norman Fields Gottscho Capital Management
3825
Norman Fields Gottscho Capital Management
New York
USD 181 M +USD 23.8 M +15% 17.8% 96.9% 66 15.15% 3.8