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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)
GoodHaven Capital Management
4076
GoodHaven Capital Management
New Jersey
USD 127 M -USD 15.1 M -11% 11% 80.7% 27 22.22% 3.1
Black Diamond Financial
4077
Black Diamond Financial
Maryland
USD 127 M – – 13.5% 61% 64 – 0
HIS
4078
Horizon Investment Services
Indiana
USD 127 M -USD 64.4 M -34% 11.1% 250% 104 29.81% 2
Emory University
4079
Emory University
Georgia
USD 127 M -USD 25.9 M -17% 14.4% – 54 29.63% 1.3
Nixon Peabody Trust
4080
Nixon Peabody Trust
Massachusetts
USD 127 M -USD 19.4 M -13% 10.8% 101% 75 8% 2.3
Geo Capital Gestora de Recursos
4081
Geo Capital Gestora de Recursos
Brazil
USD 127 M – – 13.6% 30.7% 15 – 0
Unio Capital
4082
Unio Capital
New Jersey
USD 127 M -USD 26 M -17% 14.5% 97.8% 79 21.52% 0.9
Surevest
4083
Surevest
California
USD 127 M – – 10.9% 24.6% 140 – 0
Caprin Asset Management
4084
Caprin Asset Management
Virginia
USD 127 M -USD 1.81 M -1% 0.7% 7.87% 18 0% 2.2
Nicollet Investment Management
4085
Nicollet Investment Management
Minnesota
USD 127 M -USD 26.9 M -18% 15% 104% 70 7.14% 0.9
Providence First Trust
4086
Providence First Trust
Arizona
USD 126 M -USD 4.29 M -3% 10.5% 64.1% 74 10.81% 1.2
Rainey & Randall Wealth Advisors
4087
Rainey & Randall Wealth Advisors
Florida
USD 126 M -USD 14.5 M -10% 10.8% 47.8% 42 23.81% 0.6
Peterson Wealth Advisors
4088
Peterson Wealth Advisors
Utah
USD 126 M -USD 10.8 M -8% 12.2% 50.9% 43 6.98% 0.9
Unison Advisors
4089
Unison Advisors
District of Columbia
USD 126 M -USD 16.5 M -12% 11.5% 54.6% 183 26.78% 0.8
Brand Asset Management Group
4090
Brand Asset Management Group
Missouri
USD 126 M -USD 10.1 M -7% 12.7% 70.2% 283 29.33% 0.5
SCM
4091
SCW Capital Management
Texas
USD 126 M – – 25.6% 179% 12 – 0
Spectrum Asset Management (California)
4092
Spectrum Asset Management (California)
California
USD 126 M -USD 41.7 M -25% 11.1% 68.3% 94 26.6% 1.7
TMD & Associates
4093
TMD & Associates
Arizona
USD 126 M -USD 14.3 M -10% 12% 20.5% 48 35.42% 1.1
Morningstar Investment Management
4094
Morningstar Investment Management
Illinois
USD 126 M – – 8.69% 48.2% 18 – 0
Spectrum Equity Management
4095
Spectrum Equity Management
California
USD 126 M – – 24.7% – 2 – 0
Bay Harbor Wealth Management
4096
Bay Harbor Wealth Management
Maryland
USD 126 M – – 8.37% 47.9% 414 – 0
Ogorek Anthony Joseph
4097
Ogorek Anthony Joseph
New York
USD 126 M -USD 10 M -7% 11.8% 61.1% 171 15.2% 1.3
MG
4098
Mitchell Group
Texas
USD 125 M -USD 401 M -76% 31.4% 0.96% 45 33.33% 2.1
Ridgewood Investments
4099
Ridgewood Investments
New Jersey
USD 125 M -USD 444 k -0.4% 11.4% – 168 0.6% 1.5
Sigma Investment Management
4100
Sigma Investment Management
Oregon
USD 125 M +USD 2.36 M +2% 6.16% 8.4% 22 22.73% 3