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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)
JVL Associates
4401
JVL Associates
Michigan
USD 118 M +USD 10.5 M +10% 4.65% 81% 43 9.3% 1.2
Nikulski Financial
4402
Nikulski Financial
Iowa
USD 118 M +USD 15.6 M +15% 3.38% 95.8% 89 14.61% 1.1
Valtinson Bruner Financial Planning
4403
Valtinson Bruner Financial Planning
Minnesota
USD 118 M +USD 3.69 M +3% 1.89% 36.2% 50 14% 0.4
Vista Investment Management
4404
Vista Investment Management
Pennsylvania
USD 118 M +USD 4.19 M +4% 2.68% 54.4% 143 6.29% 1.3
Arias Resource Capital
4405
Arias Resource Capital
Cayman Islands
USD 118 M -USD 19.4 M -14% 13.5% 81.3% 1 0% 1.5
TRV GP IV
4406
TRV GP IV
Massachusetts
USD 118 M -USD 13.8 M -10% 10.4% 1,102% 1 0% 0.5
Wambolt & Associates
4407
Wambolt & Associates
Colorado
USD 118 M +USD 8.04 M +7% 2.45% 62.2% 161 7.45% 0.4
Red Cedar Capital
4408
Red Cedar Capital
Nebraska
USD 118 M +USD 812 k +0.7% 3.81% 43% 154 1.95% 1.4
Freestate Advisors
4409
Freestate Advisors
Kansas
USD 118 M +USD 8.16 M +7% 3.45% – 9 77.78% 0.1
Monte Financial Group
4410
Monte Financial Group
Connecticut
USD 118 M +USD 3.78 M +3% 1.21% 57.9% 70 5.71% 1.2
Somerset Group
4411
Somerset Group
Minnesota
USD 118 M -USD 1.29 M -1% 2.11% 84.6% 75 18.67% 3.3
Loudon Investment Management
4412
Loudon Investment Management
New Hampshire
USD 118 M +USD 3.87 M +3% 2.44% 61.6% 86 13.95% 3.8
Bryn Mawr Capital Management
4413
Bryn Mawr Capital Management
Pennsylvania
USD 118 M +USD 7 M +6% 4.11% 71.4% 90 11.11% 1.6
Cascade Investment Advisors
4414
Cascade Investment Advisors
Oregon
USD 118 M +USD 6.31 M +6% 3.65% 71.4% 250 13.6% 1.7
Osmium Partners
4415
Osmium Partners
California
USD 118 M -USD 558 k -0.5% 1.12% 28.4% 20 25% 3
MilWealth Group
4416
MilWealth Group
Wisconsin
USD 118 M +USD 6.34 M +6% 2.79% 36.8% 67 7.46% 0.5
Trellis Advisors
4417
Trellis Advisors
Washington
USD 118 M +USD 6.64 M +6% 3.49% 23.3% 51 13.73% 1.1
Longfellow Investment Management
4418
Longfellow Investment Management
Massachusetts
USD 118 M -USD 49.6 M -30% 1.55% 45.9% 145 43.45% 0.6
Mader & Shannon Wealth Management
4419
Mader & Shannon Wealth Management
Missouri
USD 118 M +USD 6.09 M +5% 4.82% 53.1% 19 52.63% 0.5
Norway Savings Bank
4420
Norway Savings Bank
Maine
USD 118 M +USD 3.96 M +3% 2.6% 117% 251 6.37% 2.2
SkyTop Capital Management
4421
SkyTop Capital Management
New Jersey
USD 117 M +USD 10.6 M +10% 11.2% 50.2% 14 28.57% 1
Black Diamond Financial
4422
Black Diamond Financial
Maryland
USD 117 M +USD 5.56 M +5% 2.76% 61% 58 10.34% 0.4
Strategic Blueprint
4423
Strategic Blueprint
Georgia
USD 117 M +USD 7.07 M +6% 4.38% 82.1% 74 6.76% 0.4
Tower View Wealth Management
4424
Tower View Wealth Management
Wisconsin
USD 117 M +USD 4.52 M +4% 4.29% 135% 153 15.03% 1.2
CNB Bank
4425
CNB Bank
Pennsylvania
USD 117 M -USD 77 M -40% 2.93% 91.6% 528 31.63% 0.8