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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)
Horan Capital Advisors
4026
Horan Capital Advisors
Ohio
USD 149 M -USD 9.34 M -6% 3.35% 26.6% 266 74.06% 3.1
Truvestments Capital
4027
Truvestments Capital
Florida
USD 149 M +USD 18.4 M +14% 2.79% 131% 807 20.57% 0.7
Ogorek Anthony Joseph
4028
Ogorek Anthony Joseph
New York
USD 148 M -USD 2.38 M -2% 3.25% 61.1% 169 8.88% 1.7
Squar Milner Financial Services
4029
Squar Milner Financial Services
California
USD 148 M +USD 12.8 M +9% 3.25% – 923 20.69% 0.9
Rice Partnership
4030
Rice Partnership
Hawaii
USD 148 M +USD 10.3 M +7% 4.31% 123% 106 34.91% 0.8
REMS
4031
Real Estate Management Services
USD 148 M -USD 11 M -7% 2.96% 67.2% 30 13.33% 2.6
Investors Asset Management of Georgia
4032
Investors Asset Management of Georgia
Georgia
USD 148 M +USD 5.04 M +4% 4.01% 118% 150 7.33% 3.7
JC
4033
JCSD Capital
California
USD 148 M +USD 12.8 M +9% 3.61% – 59 11.86% 1.5
Mokosak Advisory Group
4034
Mokosak Advisory Group
Iowa
USD 148 M +USD 4.52 M +3% 2.41% 59.2% 22 4.55% 0.9
Ayalon Insurance Company
4035
Ayalon Insurance Company
Israel
USD 148 M +USD 9.08 M +7% 4.26% 99.6% 114 13.16% 1.4
Legacy Advisors
4036
Legacy Advisors
Pennsylvania
USD 148 M -USD 160 M -52% 3.73% – 436 22.48% 0.7
Cougar Global Investments
4037
Cougar Global Investments
Ontario, Canada
USD 148 M -USD 502 k -0.3% 1.31% 17.4% 20 20% 1.2
Lantz Financial
4038
Lantz Financial
Illinois
USD 148 M +USD 9.8 M +7% 3.65% 74.3% 130 13.85% 0.2
North Run Capital
4039
North Run Capital
Massachusetts
USD 147 M -USD 9.28 M -6% 1.73% 19.4% 28 28.57% 1
Ford Financial Group
4040
Ford Financial Group
California
USD 147 M +USD 8.03 M +6% 2.64% 47.7% 93 26.88% 0.7
Seven Post Investment Office
4041
Seven Post Investment Office
California
USD 147 M +USD 5.99 M +4% 2.54% 52.6% 22 0% 1.8
NERM
4042
New England Research & Management
Illinois
USD 147 M -USD 656 k -0.4% 2.45% 65% 189 26.98% 2.2
AIA
4043
Arcadia Investment Advisors
Idaho
USD 147 M +USD 14.5 M +11% 2.74% 56.4% 70 4.29% 1.2
HIS
4044
Horizon Investment Services
Indiana
USD 147 M +USD 437 k +0.3% 4.4% 250% 99 22.22% 2.2
Parisi Gray Wealth Management
4045
Parisi Gray Wealth Management
New Jersey
USD 147 M -USD 9.6 M -6% 4.14% 137% 527 80.83% 1.4
PCC
4046
Park Circle Company
Maryland
USD 147 M +USD 5.5 M +4% 9.57% 70.5% 88 15.91% 2.4
Private Wealth Advisors (California)
4047
Private Wealth Advisors (California)
California
USD 147 M USD 0 0% 3.12% 63.6% 59 0% 0.5
Peak Capital Management
4048
Peak Capital Management
Colorado
USD 147 M +USD 738 k +0.5% 3.04% 9.52% 30 26.67% 1.6
GPC
4049
Glen Point Capital
United Kingdom
USD 147 M +USD 30.4 M +26% 4.18% 118% 8 75% 0.1
Covalis Capital
4050
Covalis Capital
United Kingdom
USD 147 M +USD 38.9 M +36% 0.36% 37.9% 18 66.67% 0.2