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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)
NERM
4126
New England Research & Management
Illinois
USD 138 M -USD 9.31 M -6% 0.93% 65% 191 32.46% 2.3
EisnerAmper Wealth Management Corporate Benefits
4127
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 138 M +USD 3.52 M +3% 0.06% 13% 34 5.88% 3.1
NCM
4128
Niemann Capital Management
Nevada
USD 138 M +USD 1.88 M +1% 7.31% 103% 20 65% 0.3
Santori & Peters Inc
4129
Santori & Peters Inc
Pennsylvania
USD 138 M +USD 773 k +0.6% 1.14% 88% 79 12.66% 0.9
Tiemann Investment Advisors
4130
Tiemann Investment Advisors
California
USD 138 M -USD 253 k -0.2% 2.36% 77% 189 6.88% 3.9
PAM
4131
Pegasus Asset Management
New York
USD 137 M +USD 8.24 M +6% 2.72% 89% 69 1.45% 1.5
Investment Counsel
4132
Investment Counsel
Michigan
USD 137 M +USD 752 k +0.6% 3.14% 50.1% 57 5.26% 3.4
Bishop & Co Investment Management
4133
Bishop & Co Investment Management
Pennsylvania
USD 137 M -USD 1.63 M -1% 0.29% 47.6% 25 4% 2.4
Tennessee Valley Asset Management Partners
4134
Tennessee Valley Asset Management Partners
Tennessee
USD 137 M +USD 5.2 M +4% 1.35% 65.7% 64 12.5% 0.7
MI
4135
M3F Inc
Utah
USD 137 M +USD 20.5 M +18% 0.46% 139% 42 40.48% 1.6
Freedom Day Solutions
4136
Freedom Day Solutions
Texas
USD 137 M +USD 5.39 M +4% 3.14% 86.6% 89 7.87% 1.3
Florin Court Capital
4137
Florin Court Capital
United Kingdom
USD 137 M -USD 40.7 M -23% 2.73% 108% 27 18.52% 0.8
IP
4138
Investment Partners
Ohio
USD 137 M -USD 2.45 M -2% 1.24% 74.1% 156 9.62% 2.7
Omnia Family Wealth
4139
Omnia Family Wealth
Florida
USD 137 M -USD 61.2 M -31% 1.02% 80.6% 100 18% 2.4
Wolff Financial Management
4140
Wolff Financial Management
Michigan
USD 137 M +USD 7.05 M +5% 1.19% 56.7% 84 8.33% 0.7
Stonehearth Capital Management
4141
Stonehearth Capital Management
Massachusetts
USD 137 M +USD 286 k +0.2% 0.05% 87.5% 57 8.77% 2.3
Lipe & Dalton
4142
Lipe & Dalton
New York
USD 137 M -USD 2.91 M -2% 4.47% 101% 107 8.41% 2.5
TWS
4143
Thomas W. Smith
USD 137 M -USD 8.07 M -6% 1.45% – 10 0% 5.5
AIS
4144
Accurate Investment Solutions
Pennsylvania
USD 137 M +USD 5.47 M +4% 2.74% 6.74% 438 17.12% 2.6
United Capital Management of KS
4145
United Capital Management of KS
Kansas
USD 137 M +USD 4.57 M +3% 2.31% 272% 108 5.56% 0.9
Sterling Investment Management
4146
Sterling Investment Management
Arizona
USD 137 M +USD 7.58 M +6% 0.57% 45.3% 63 9.52% 3.1
Clarus Wealth Advisors
4147
Clarus Wealth Advisors
Arizona
USD 137 M -USD 1.54 M -1% 1.72% 89.7% 624 80.45% 1.1
Landaas & Company
4148
Landaas & Company
Wisconsin
USD 137 M -USD 3.55 M -3% 1.52% 60.3% 59 6.78% 1.8
First City Capital Management
4149
First City Capital Management
Georgia
USD 137 M -USD 527 k -0.4% 3.21% 76.5% 140 10.71% 4.5
Shepherd Kaplan Krochuk
4150
Shepherd Kaplan Krochuk
Massachusetts
USD 137 M -USD 4.76 M -3% 2.67% 38.5% 178 19.66% 2.5