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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)
American Trust Investment Advisors
4051
American Trust Investment Advisors
New Hampshire
USD 125 M -USD 2.44 M -2% 0.66% 91% 84 10.71% 1.7
MHIM
4052
MacNealy Hoover Investment Management
Ohio
USD 125 M -USD 13.2 M -10% 3.24% 42.5% 76 10.53% 3.9
Townsend & Associates
4053
Townsend & Associates
Colorado
USD 125 M +USD 7.99 M +7% 2.18% 58% 214 32.24% 0.2
Caprin Asset Management
4054
Caprin Asset Management
Virginia
USD 125 M -USD 3.06 M -2% 0.95% 7.87% 22 36.36% 1.4
HM Capital Management
4055
HM Capital Management
Missouri
USD 125 M +USD 3.3 M +3% 0.06% 29.6% 42 9.52% 2.9
EOCM
4056
Energy Opportunities Capital Management
Texas
USD 125 M -USD 19.6 M -14% 6.99% 211% 58 10.34% 2.3
Norwest Venture Partners X
4057
Norwest Venture Partners X
California
USD 125 M +USD 12.8 M +11% 19.4% 11.3% 4 25% 2.3
Westbourne Investment Advisors
4058
Westbourne Investment Advisors
Maryland
USD 125 M -USD 6.79 M -5% 2.15% 107% 110 13.64% 2
FA
4059
Financial Advantage
Maryland
USD 125 M -USD 1.26 M -1% 1.07% 24.3% 31 9.68% 2.9
Wela Strategies
4060
Wela Strategies
Georgia
USD 125 M -USD 2.16 M -2% 1.77% 51.3% 39 28.21% 0.8
Westwind Capital
4061
Westwind Capital
New Mexico
USD 125 M +USD 18.7 M +18% 9.81% 87.6% 46 30.43% 0.2
Hollow Brook Wealth Management
4062
Hollow Brook Wealth Management
New York
USD 125 M -USD 11.4 M -8% 1.15% 97.8% 56 14.29% 2.4
Abbot Financial Management
4063
Abbot Financial Management
Massachusetts
USD 125 M -USD 903 k -0.7% 1.26% 116% 112 9.82% 0.7
FBT
4064
First Bank & Trust
South Dakota
USD 125 M -USD 2.42 M -2% 2.01% 85.6% 290 13.1% 1.1
Bishop Rock Capital
4065
Bishop Rock Capital
New York
USD 124 M +USD 9.7 M +8% 4.73% 35.4% 26 15.38% 1.1
JRM Investment Counsel
4066
JRM Investment Counsel
Nebraska
USD 124 M -USD 5.66 M -4% 2.99% 65.5% 35 8.57% 2
Tiemann Investment Advisors
4067
Tiemann Investment Advisors
California
USD 124 M -USD 1.19 M -0.9% 0.78% 86.2% 179 8.94% 3.1
Baugh & Associates
4068
Baugh & Associates
Georgia
USD 124 M +USD 5.49 M +5% 3.89% 98.8% 42 2.38% 0.2
Tuttle Capital Management
4069
Tuttle Capital Management
Connecticut
USD 124 M +USD 41.9 M +51% 1.27% 115% 117 76.07% 0.2
Sterling Investment Management
4070
Sterling Investment Management
Arizona
USD 124 M +USD 30.1 M +32% 1.04% 45.3% 59 13.56% 2.5
Poehling Capital Management
4071
Poehling Capital Management
Wisconsin
USD 124 M +USD 6.12 M +5% 3.14% 83% 344 21.8% 0.2
Brick & Kyle Associates
4072
Brick & Kyle Associates
Pennsylvania
USD 124 M +USD 805 k +0.7% 1.08% 116% 102 2.94% 2.8
OA
4073
Opes Advisors
California
USD 124 M -USD 16.6 M -12% 1.27% – 46 19.57% 0.9
BIMC
4074
Benson Investment Management Company
Virginia
USD 124 M -USD 10.9 M -8% 0.99% 99.8% 96 56.25% 0.5
Cassaday & Co
4075
Cassaday & Co
Virginia
USD 124 M +USD 10.6 M +9% 1.44% 62.7% 34 14.71% 2.1