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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)
Marshall & Sullivan
4151
Marshall & Sullivan
Washington
USD 136 M +USD 20.9 M +18% 15.5% 82% 44 15.91% 3.7
Lipe & Dalton
4152
Lipe & Dalton
New York
USD 136 M +USD 13.2 M +11% 12.6% 101% 81 18.52% 2.8
Bishop & Co Investment Management
4153
Bishop & Co Investment Management
Pennsylvania
USD 136 M +USD 19.1 M +16% 12.4% 47.6% 24 8.33% 2.1
Truvvo Partners
4154
Truvvo Partners
New York
USD 136 M -USD 3.83 M -3% 7.45% 21.1% 46 67.39% 1.9
HM Capital Management
4155
HM Capital Management
Missouri
USD 136 M +USD 18.9 M +16% 12.7% 29.6% 37 16.22% 3.9
Omega Financial Group
4156
Omega Financial Group
California
USD 136 M +USD 22.3 M +20% 10.5% 47% 63 9.52% 0.2
Squar Milner Financial Services
4157
Squar Milner Financial Services
California
USD 136 M +USD 31.5 M +30% 11.7% – 873 17.53% 0.7
Shoker Investment Counsel
4158
Shoker Investment Counsel
Ohio
USD 135 M +USD 16.2 M +14% 11.7% 83.8% 108 13.89% 3.7
Harbour Investment Management
4159
Harbour Investment Management
Washington
USD 135 M +USD 13.7 M +11% 13.6% 58.8% 67 7.46% 4.5
Investment Security Group
4160
Investment Security Group
Colorado
USD 135 M – – – – 12 – 0
JC
4161
JCSD Capital
California
USD 135 M -USD 2.26 M -2% 4.35% – 59 13.56% 1.4
American Financial Network Advisory Services
4162
American Financial Network Advisory Services
California
USD 135 M -USD 6 M -4% 11.8% – 176 24.43% 1.2
Crystal Rock Capital Management
4163
Crystal Rock Capital Management
Illinois
USD 135 M +USD 23.8 M +21% 18.9% 164% 33 15.15% 2.1
Unison Advisors
4164
Unison Advisors
District of Columbia
USD 135 M +USD 8.91 M +7% 10.3% 57.8% 164 6.71% 1
SL
4165
SIB LLC
New York
USD 135 M +USD 16.6 M +14% 15.6% 29.2% 24 0% 5.3
SIG
4166
Schaller Investment Group
North Carolina
USD 135 M -USD 118 k -0.1% 2.53% 21.9% 36 8.33% 4.2
Taylor Hoffman Wealth Management
4167
Taylor Hoffman Wealth Management
Virginia
USD 135 M +USD 23.3 M +21% 13.2% 47.8% 435 8.51% 1.1
Global Trust Asset Management
4168
Global Trust Asset Management
Florida
USD 135 M +USD 22.7 M +20% 12.6% 178% 481 22.25% 1
Private Capital Management (Colorado)
4169
Private Capital Management (Colorado)
Colorado
USD 135 M +USD 18.5 M +16% 13.4% 20% 99 22.22% 0.2
Elm Ridge Management
4170
Elm Ridge Management
New York
USD 134 M -USD 34.5 M -20% 22.3% 93.6% 35 22.86% 2.2
Ferox Capital Management
4171
Ferox Capital Management
United Kingdom
USD 134 M -USD 7.54 M -5% 2.15% 2.07% 31 9.68% 1
Sonata Capital Group
4172
Sonata Capital Group
Washington
USD 134 M +USD 11.6 M +9% 11.9% 66.5% 101 8.91% 3.5
VCP
4173
Vernier Capital Partners
New York
USD 134 M -USD 18.5 M -12% 22.6% 75.7% 26 61.54% 0.3
VST
4174
Van Strum & Towne
California
USD 134 M +USD 15.7 M +13% 12.8% 62.2% 66 6.06% 4.4
TWS
4175
Thomas W. Smith
USD 134 M +USD 15.4 M +13% 22.3% – 10 0% 5