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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)
Aspen Investment Management
3976
Aspen Investment Management
Michigan
USD 150 M -USD 2.21 M -1% 0.8% 84.9% 136 3.68% 4.6
Scholtz & Company
3977
Scholtz & Company
Connecticut
USD 150 M -USD 4.69 M -3% 3.26% 89.2% 64 26.56% 1.4
SYM Financial Corp
3978
SYM Financial Corp
Indiana
USD 150 M -USD 6.15 M -4% 1.71% 64.3% 76 21.05% 1.3
1 North Wealth Services
3979
1 North Wealth Services
Maryland
USD 150 M – – 2.3% – 349 – 0.7
Unified Trust Company
3980
Unified Trust Company
Kentucky
USD 150 M +USD 5.88 M +4% 2.21% 69.7% 60 20% 0.6
Brandywine Trust
3981
Brandywine Trust
Delaware
USD 149 M +USD 7.93 M +6% 3.04% 32.7% 42 11.9% 3.6
Continuum Advisory
3982
Continuum Advisory
Idaho
USD 149 M +USD 3.78 M +3% 0.99% 77% 137 8.76% 1.5
Mizuho Securities
3983
Mizuho Securities
Japan
USD 149 M +USD 72.5 M +94% 1.72% 109% 181 44.75% 0.4
CAM
3984
Crown Advisors Management
California
USD 149 M +USD 4.93 M +3% 3.24% 284% 55 34.55% 0.9
AFA
3985
Alta Fundamental Advisers
New York
USD 149 M -USD 4.17 M -3% 2.6% 340% 21 28.57% 1.5
CWM
3986
Cedar Wealth Management
California
USD 149 M -USD 5.27 M -3% 2.64% 68.1% 177 17.51% 1.9
Cougar Global Investments
3987
Cougar Global Investments
Ontario, Canada
USD 149 M +USD 1.64 M +1% 0.36% 17.4% 19 0% 1.4
Peak Capital Management
3988
Peak Capital Management
Colorado
USD 149 M +USD 2.52 M +2% 2.91% 9.52% 24 0% 1.8
Prentiss Smith & Co
3989
Prentiss Smith & Co
Vermont
USD 149 M -USD 4.09 M -3% 0.53% 63.9% 64 9.38% 4
Next Capital Management
3990
Next Capital Management
New York
USD 149 M -USD 40 k -0% 0.15% 61.3% 915 75.52% 0.6
Delta Capital Management
3991
Delta Capital Management
New Jersey
USD 149 M -USD 9.6 M -6% 0.87% 129% 65 1.54% 4.2
SCM
3992
Springhouse Capital Management
Connecticut
USD 149 M -USD 28.6 M -16% 3.12% 52% 21 28.57% 1.3
Hollow Brook Wealth Management
3993
Hollow Brook Wealth Management
New York
USD 149 M +USD 38.5 M +35% 1.53% 92.8% 57 15.79% 3.2
Martin Capital Partners
3994
Martin Capital Partners
Oregon
USD 149 M +USD 7.23 M +5% 2.07% 42.3% 56 16.07% 1.3
Augustine Asset Management
3995
Augustine Asset Management
Florida
USD 149 M +USD 3.31 M +2% 3.36% 316% 76 22.37% 2.5
Quantinno Capital Management
3996
Quantinno Capital Management
New York
USD 148 M -USD 21.9 M -13% 2.83% 119% 571 61.82% 0.3
BigSur Wealth Management
3997
BigSur Wealth Management
Florida
USD 148 M +USD 5.07 M +4% 0.68% 94.8% 105 7.62% 2
Ayalon Insurance Company
3998
Ayalon Insurance Company
Israel
USD 148 M +USD 403 k +0.3% 1.49% 99.6% 121 14.05% 1.5
Mark Sheptoff Financial Planning
3999
Mark Sheptoff Financial Planning
Connecticut
USD 148 M +USD 1.83 M +1% 2.55% 92.4% 408 22.3% 3.3
AIA
4000
Arcadia Investment Advisors
Idaho
USD 148 M +USD 995 k +0.7% 0.46% 56.4% 76 14.47% 1.4