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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)
Sterling Investment Advisors (Missouri)
4601
Sterling Investment Advisors (Missouri)
Missouri
USD 130 M +USD 4.1 M +3% 4.77% 45.1% 28 3.57% 4.3
KPCB GGF Associates
4602
KPCB GGF Associates
California
USD 130 M – – 12.9% – 2 – 0
Claro Advisors
4603
Claro Advisors
Massachusetts
USD 130 M +USD 17.2 M +15% 8.45% 98.8% 182 15.93% 0.8
Shilanski & Associates
4604
Shilanski & Associates
Alaska
USD 130 M +USD 6.06 M +5% 7.08% 84.2% 104 27.88% 0.4
Burke & Herbert Bank & Trust
4605
Burke & Herbert Bank & Trust
Virginia
USD 130 M +USD 16.8 M +15% 7.89% 81.5% 139 13.67% 4.6
Bellevue Asset Management
4606
Bellevue Asset Management
Washington
USD 130 M – – 9.47% 56.7% 549 – 0
Amica Retiree Medical Trust
4607
Amica Retiree Medical Trust
Rhode Island
USD 130 M +USD 4.25 M +3% 7.86% – 353 15.01% 2.8
Rain Capital Management
4608
Rain Capital Management
Oregon
USD 129 M +USD 4.24 M +3% 3.11% 18.2% 31 0% 2.4
Caprin Asset Management
4609
Caprin Asset Management
Virginia
USD 129 M -USD 987 k -0.8% 0.08% 7.87% 18 0% 3
Harrington Investments
4610
Harrington Investments
California
USD 129 M +USD 7.81 M +6% 8.93% 109% 83 7.23% 2
RMSCM
4611
R.M. Sincerbeaux Capital Management
New York
USD 129 M +USD 2.95 M +2% 7.98% 76.4% 51 3.92% 4.9
Aristides Capital
4612
Aristides Capital
Kentucky
USD 129 M – – 6.17% 126% 229 – 0
Exeter Financial
4613
Exeter Financial
Arizona
USD 129 M +USD 3.18 M +3% 7.35% 59.1% 69 1.45% 1.8
Armor Investment Advisors
4614
Armor Investment Advisors
North Carolina
USD 129 M +USD 6.6 M +5% 5.74% 62% 158 8.86% 2.3
SkyTop Capital Management
4615
SkyTop Capital Management
New Jersey
USD 129 M +USD 1.05 M +0.8% 5.17% 50.2% 25 48% 0.8
MAM
4616
Miria Asset Management
Malta
USD 129 M – – 18% 265% 14 – 0
RCIM
4617
Russell Clark Investment Management
United Kingdom
USD 128 M +USD 2.5 M +2% 10.1% 174% 48 12.5% 1.3
Loudon Investment Management
4618
Loudon Investment Management
New Hampshire
USD 128 M +USD 9.6 M +8% 7.46% 72.5% 86 6.98% 4
Western Standard LLC
4619
Western Standard LLC
California
USD 128 M +USD 2.17 M +2% 4.24% 83.7% 46 28.26% 0.9
Juncture Wealth Strategies
4620
Juncture Wealth Strategies
Arizona
USD 128 M +USD 14.8 M +13% 5.23% 76.5% 104 11.54% 2.4
Freestate Advisors
4621
Freestate Advisors
Kansas
USD 128 M -USD 5.46 M -4% 4.56% – 5 40% 0.3
HF
4622
Halpern Financial
Virginia
USD 128 M – – 7.85% 26.3% 183 – 0
Blue Square Asset Management
4623
Blue Square Asset Management
New York
USD 128 M +USD 1.11 M +0.9% 9.44% 117% 92 18.48% 0.2
MilWealth Group
4624
MilWealth Group
Wisconsin
USD 128 M +USD 9.03 M +8% 4.86% 39.6% 74 12.16% 0.9
MI
4625
M3F Inc
Utah
USD 128 M -USD 9.08 M -7% 7.86% 139% 37 13.51% 1.8