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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)
Hellman Jordan Management Company
4276
Hellman Jordan Management Company
Massachusetts
USD 126 M +USD 52.9 M +72% 5.76% 205% 67 50.75% 0.9
Thrive Capital Management (New York)
4277
Thrive Capital Management (New York)
New York
USD 126 M -USD 28.3 M -18% 13.1% 205% 5 20% 0.3
Schwarz Dygos Wheeler Investment Advisors
4278
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 126 M +USD 4.73 M +4% 2.5% 74% 89 10.11% 0.7
RCIM
4279
Russell Clark Investment Management
United Kingdom
USD 126 M -USD 30.8 M -20% 1.56% 174% 47 14.89% 1.2
Sterling Investment Advisors (Missouri)
4280
Sterling Investment Advisors (Missouri)
Missouri
USD 126 M +USD 471 k +0.4% 0.14% 37.8% 28 0% 4.1
HAM
4281
Hammer Asset Management
California
USD 126 M +USD 4.74 M +4% 1.85% – 57 8.77% 0.9
Centerpoint Advisors
4282
Centerpoint Advisors
Massachusetts
USD 126 M +USD 641 k +0.5% 0.56% 74.2% 291 6.87% 1.4
Exeter Financial
4283
Exeter Financial
Arizona
USD 126 M +USD 6.09 M +5% 3.52% 59.1% 71 5.63% 1.6
Peachtree Investment Partners
4284
Peachtree Investment Partners
Florida
USD 126 M -USD 1.67 M -1% 4.3% 92.2% 70 14.29% 0.6
Wells Trecaso Financial Group
4285
Wells Trecaso Financial Group
Ohio
USD 126 M +USD 3.91 M +3% 3.35% 108% 69 2.9% 1.5
Portland Hill Asset Management
4286
Portland Hill Asset Management
United Kingdom
USD 125 M -USD 11.3 M -8% 1.08% 30.2% 20 10% 2.4
General Equity Holdings
4287
General Equity Holdings
New York
USD 125 M +USD 45.3 M +57% 14.4% 775% 15 66.67% 0.5
Amica Retiree Medical Trust
4288
Amica Retiree Medical Trust
Rhode Island
USD 125 M +USD 2.8 M +2% 2.94% – 405 25.19% 2.6
Axis Capital Holdings
4289
Axis Capital Holdings
USD 125 M +USD 16.3 M +15% 1.28% 67% 2 0% 4.9
Founders Capital Management (Texas)
4290
Founders Capital Management (Texas)
Texas
USD 125 M +USD 11.6 M +10% 1.6% 131% 340 6.76% 2
Rain Capital Management
4291
Rain Capital Management
Oregon
USD 125 M – – 1.44% 18.2% 31 – 2.2
EWG
4292
Executive Wealth Group
Washington
USD 125 M -USD 5.54 M -4% 0.22% 14.9% 37 0% 1.6
Timber Hill
4293
Timber Hill
Connecticut
USD 125 M -USD 8.02 M -6% 1.77% 59.2% 32 59.38% 1.9
Smart Money Group
4294
Smart Money Group
Texas
USD 125 M +USD 3.58 M +3% 0.67% 58.9% 73 15.07% 1.1
AUA Capital Management
4295
AUA Capital Management
Pennsylvania
USD 124 M -USD 202 k -0.2% 0.92% 70.2% 190 1.05% 2.5
Harborview Advisors
4296
Harborview Advisors
Maine
USD 124 M +USD 687 k +0.6% 0.14% 27.1% 87 6.9% 1.1
Droms Strauss Advisors
4297
Droms Strauss Advisors
Missouri
USD 124 M -USD 10.1 M -8% 0.78% 68.7% 43 20.93% 0.7
WMA
4298
Wealth Management Associates
New Jersey
USD 124 M +USD 23.9 M +24% 2.21% 111% 148 35.14% 0.4
Farmers & Merchants Trust Co of Chambersburg PA
4299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 124 M +USD 9.6 M +8% 2.96% 65.5% 328 7.62% 2
Monte Financial Group
4300
Monte Financial Group
Connecticut
USD 124 M +USD 6.02 M +5% 2.67% 57.9% 72 6.94% 1.4