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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)
Tieton Capital Management
4051
Tieton Capital Management
Washington
USD 129 M +USD 20.3 M +19% 28.1% 172% 29 3.45% 2.7
Nixon Peabody Trust
4052
Nixon Peabody Trust
Massachusetts
USD 129 M +USD 17.4 M +16% 2.93% 85.3% 77 20.78% 1.8
Sterling Investment Management
4053
Sterling Investment Management
Arizona
USD 129 M +USD 5.04 M +4% 1.59% 45.3% 60 10% 2.5
RPg Family Wealth Advisory
4054
RPg Family Wealth Advisory
Massachusetts
USD 129 M +USD 6.88 M +6% 2.95% 117% 306 47.71% 1.1
Kathryn A. Hall
4055
Kathryn A. Hall
USD 129 M +USD 2.99 M +2% 2.12% 95.2% 7 28.57% 2.4
MHIM
4056
MacNealy Hoover Investment Management
Ohio
USD 129 M +USD 3.36 M +3% 2.15% 42.5% 71 4.23% 4
Ballast Inc
4057
Ballast Inc
Kentucky
USD 129 M +USD 3.29 M +3% 1.13% 71.3% 91 12.09% 0.5
Summit Financial Group
4058
Summit Financial Group
West Virginia
USD 129 M +USD 701 k +0.5% 3% 26.1% 131 9.16% 0.9
TMD & Associates
4059
TMD & Associates
Arizona
USD 128 M +USD 12.7 M +11% 2.35% 20.5% 25 32% 1.3
Ferox Capital Management
4060
Ferox Capital Management
United Kingdom
USD 128 M -USD 15.2 M -11% 0.17% 2.07% 37 0% 1.3
Ogorek Anthony Joseph
4061
Ogorek Anthony Joseph
New York
USD 128 M +USD 13.3 M +12% 1.42% 61.1% 148 16.89% 1.3
University of Tennessee
4062
University of Tennessee
Tennessee
USD 128 M +USD 18.4 M +17% 0.53% – 2 0% 0.5
Hutner Capital Management
4063
Hutner Capital Management
Vermont
USD 128 M -USD 305 k -0.2% 0.82% 52.2% 44 4.55% 1.6
Stonehearth Capital Management
4064
Stonehearth Capital Management
Massachusetts
USD 128 M -USD 1.08 M -0.8% 1.15% 87.5% 40 20% 2.1
Providence First Trust
4065
Providence First Trust
Arizona
USD 128 M +USD 6.84 M +6% 2.84% 64.1% 71 5.63% 0.8
Lattice Strategies
4066
Lattice Strategies
Pennsylvania
USD 128 M -USD 9.8 M -7% 4.13% 19.9% 64 4.69% 4.1
WWM
4067
Windsor Wealth Management
Indiana
USD 128 M +USD 9.6 M +8% 2.72% 37.3% 130 14.62% 0.4
Arbor Wealth Management (Florida)
4068
Arbor Wealth Management (Florida)
Florida
USD 128 M +USD 10.7 M +9% 0.29% 101% 72 44.44% 1.3
Harbour Investment Management
4069
Harbour Investment Management
Washington
USD 128 M -USD 6.16 M -5% 1.89% 58.8% 66 6.06% 4.4
Brick & Kyle Associates
4070
Brick & Kyle Associates
Pennsylvania
USD 128 M +USD 3.98 M +3% 2.64% 97.4% 106 7.55% 2.9
BLA
4071
Balter Liquid Alternatives
Massachusetts
USD 128 M +USD 23 M +22% 9.24% 76.7% 270 51.11% 0.4
Glen Eagle Advisors
4072
Glen Eagle Advisors
New Jersey
USD 128 M +USD 6.43 M +5% 3.01% 68.5% 717 9.48% 1.2
BOCM
4073
Bontempo Ohly Capital Management
Maryland
USD 128 M +USD 2.3 M +2% 1.06% 49.6% 29 0% 2.3
JRM Investment Counsel
4074
JRM Investment Counsel
Nebraska
USD 127 M +USD 3.18 M +3% 2.05% 65.5% 35 11.43% 2.1
Whitener Capital Management
4075
Whitener Capital Management
North Carolina
USD 127 M -USD 3.39 M -3% 5.15% 113% 492 74.8% 0.5