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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)
Oak Asset Management
3826
Oak Asset Management
California
USD 146 M +USD 17.1 M +13% 4.08% 91.8% 95 9.47% 0.5
Cornerstone Advisors (Washington)
3827
Cornerstone Advisors (Washington)
Washington
USD 146 M -USD 366 k -0.2% 1.54% 24.3% 1,301 15.68% 2.4
BIA
3828
Bigelow Investment Advisors
Maine
USD 146 M -USD 791 k -0.5% 1.97% 75.7% 155 9.03% 0.4
Venator Capital Management
3829
Venator Capital Management
Ontario, Canada
USD 146 M +USD 26.3 M +22% 20% 154% 40 37.5% 0.6
Engine Capital Management
3830
Engine Capital Management
New York
USD 146 M -USD 27.2 M -16% 0.48% 21.1% 59 35.59% 0.6
LA
3831
Lau Associates
Delaware
USD 146 M +USD 17.3 M +13% 2.4% 44.5% 77 1.3% 3.4
Cabot-Wellington
3832
Cabot-Wellington
Massachusetts
USD 146 M +USD 10.3 M +8% 1.89% 65% 10 10% 3.9
Yorktown Energy Partners VII
3833
Yorktown Energy Partners VII
New York
USD 146 M +USD 10.3 M +8% 13.6% 22.4% 4 0% 2.1
PhiloSmith Capital
3834
PhiloSmith Capital
Connecticut
USD 146 M +USD 3.14 M +2% 1.75% 54% 37 0% 1.3
Aldebaran Financial
3835
Aldebaran Financial
USD 146 M -USD 3.42 M -2% 3.69% 89.7% 97 4.12% 3.3
Zions Bancorporation
3836
Zions Bancorporation
Utah
USD 146 M -USD 312 M -68% 6.28% 22.9% 763 68.28% 0.7
Jackson Grant Investment Advisers
3837
Jackson Grant Investment Advisers
Connecticut
USD 145 M +USD 2.4 M +2% 2.22% 54.3% 226 11.06% 1.8
WFWM
3838
Wechter Feldman Wealth Management
New Jersey
USD 145 M +USD 3.85 M +3% 3.57% 53.8% 36 19.44% 1
CenterStar Asset Management
3839
CenterStar Asset Management
Illinois
USD 145 M -USD 127 M -47% 3.31% 104% 1,198 0% 0.3
Pacific Wealth Strategies Group
3840
Pacific Wealth Strategies Group
California
USD 145 M +USD 4.39 M +3% 3.22% 75.5% 83 4.82% 1.3
Hillswick Asset Management
3841
Hillswick Asset Management
Connecticut
USD 145 M +USD 2.18 M +2% 1.74% 40.2% 13 0% 3.4
Harvest Group Wealth Management
3842
Harvest Group Wealth Management
Massachusetts
USD 145 M -USD 3.34 M -2% 1.23% 28.1% 47 34.04% 0.4
Cornell Pochily Investment Advisors
3843
Cornell Pochily Investment Advisors
New York
USD 145 M +USD 3.62 M +3% 2.8% 97% 128 4.69% 0.5
Resource America
3844
Resource America
New York
USD 145 M +USD 5.05 M +4% 7.97% 12.2% 47 23.4% 0.4
Hayek Kallen Investment Management
3845
Hayek Kallen Investment Management
Alabama
USD 145 M +USD 565 k +0.4% 0.51% 71.9% 69 8.7% 3.5
Aspen Investment Management
3846
Aspen Investment Management
Michigan
USD 145 M +USD 5.2 M +4% 2.17% 84.9% 150 8% 3.4
VST
3847
Van Strum & Towne
California
USD 145 M +USD 2.27 M +2% 4.34% 62.2% 70 7.14% 3.7
Ullmann Wealth Partners Group
3848
Ullmann Wealth Partners Group
Florida
USD 145 M +USD 3.04 M +2% 2.08% 62.2% 65 33.85% 0.9
Sterneck Capital Management
3849
Sterneck Capital Management
Missouri
USD 145 M -USD 25.5 M -15% 2.44% 61.5% 123 19.51% 2.5
I2I
3850
Insight 2811 Inc
Illinois
USD 144 M +USD 4.97 M +4% 0.01% 30.8% 83 8.43% 2.6