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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)
Hillman Capital Management
4351
Hillman Capital Management
Maryland
USD 137 M +USD 32.9 M +31% 17.9% 20.2% 40 15% 2.3
CNBT
4352
Cornerstone National Bank & Trust
Illinois
USD 137 M +USD 26.2 M +24% 11% 38.5% 59 8.47% 0.5
Reliant Investment Management
4353
Reliant Investment Management
Tennessee
USD 137 M +USD 37.2 M +37% 25.9% 129% 57 45.61% 2
Shilanski & Associates
4354
Shilanski & Associates
Alaska
USD 137 M +USD 37.5 M +38% 14.8% 84.2% 102 37.25% 0.7
Deane Retirement Strategies
4355
Deane Retirement Strategies
Louisiana
USD 137 M +USD 1.99 M +1% 15.3% 73.4% 73 43.84% 2.2
LC
4356
LNZ Capital
New York
USD 137 M +USD 54.9 M +67% 0.32% 58.8% 18 66.67% 0.2
Marshall & Sullivan
4357
Marshall & Sullivan
Washington
USD 137 M +USD 24.1 M +21% 23% 82% 45 24.44% 3.8
NFP Retirement Inc
4358
NFP Retirement Inc
California
USD 137 M +USD 34.5 M +34% 13.8% 46.7% 106 26.42% 0.4
Tower View Wealth Management
4359
Tower View Wealth Management
Wisconsin
USD 137 M +USD 25.9 M +23% 22.7% 135% 164 31.71% 1.5
Red Door Wealth Management
4360
Red Door Wealth Management
Tennessee
USD 137 M +USD 31.3 M +30% 20.2% 100% 506 14.03% 0.3
Seven Eight Capital
4361
Seven Eight Capital
New York
USD 137 M -USD 252 M -65% 32.9% 13.6% 642 85.05% 0.2
Independent Order of Foresters
4362
Independent Order of Foresters
Ontario, Canada
USD 137 M +USD 51.6 M +61% 21.1% 66.3% 13 84.62% 0.3
Geo Capital Gestora de Recursos
4363
Geo Capital Gestora de Recursos
Brazil
USD 137 M +USD 9.12 M +7% 11.9% 30.7% 20 25% 0.7
St. Johns Investment Management
4364
St. Johns Investment Management
Florida
USD 136 M +USD 24.6 M +22% 21.5% 80.9% 169 12.43% 4.3
Gibraltar Capital Management
4365
Gibraltar Capital Management
Oklahoma
USD 136 M -USD 4.31 M -3% 19.3% 65% 51 17.65% 2.2
NEGWA
4366
New England Guild Wealth Advisors
Connecticut
USD 136 M +USD 24.8 M +22% 14.5% 6.04% 57 12.28% 1.9
CHA
4367
Carmichael Hill & Associates
Maryland
USD 136 M +USD 21.8 M +19% 19.6% 39.7% 753 12.75% 0.7
Benchmark Financial Wealth Advisors
4368
Benchmark Financial Wealth Advisors
Florida
USD 136 M +USD 36.7 M +37% 19.5% 81.6% 58 39.66% 0.8
Algebris (UK)
4369
Algebris (UK)
United Kingdom
USD 136 M -USD 53.5 M -28% 20.3% 24.5% 48 68.75% 0.4
Graybill Wealth Management
4370
Graybill Wealth Management
Illinois
USD 136 M +USD 22.8 M +20% 20.1% – 56 14.29% 3.5
Norway Savings Bank
4371
Norway Savings Bank
Maine
USD 136 M +USD 21.1 M +18% 17.1% 117% 273 8.42% 2.8
Brown University
4372
Brown University
Rhode Island
USD 136 M +USD 21.2 M +19% 17.5% 37.9% 9 77.78% 0.1
Wynnefield Capital
4373
Wynnefield Capital
New York
USD 136 M +USD 30.3 M +29% 36.2% 52.1% 27 14.81% 4.2
Murphy Middleton Hinkle & Parker
4374
Murphy Middleton Hinkle & Parker
Georgia
USD 136 M +USD 22.5 M +20% 13.5% 66.8% 124 5.65% 2.2
Bernicke Wealth Management
4375
Bernicke Wealth Management
Wisconsin
USD 135 M -USD 29.5 M -18% 13.1% – 52 21.15% 3