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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)
Northeast Financial Group
5126
Northeast Financial Group
Pennsylvania
USD 155 M +USD 2.01 M +1% 0.21% 31.6% 53 22.64% 0.7
Harbor Group
5127
Harbor Group
New Hampshire
USD 155 M +USD 3.22 M +2% 0.98% 43% 51 13.73% 0.6
AJU IB Investment Company
5128
AJU IB Investment Company
South Korea
USD 155 M -USD 18.5 M -11% 23.6% – 11 0% 0.8
RP
5129
RBS Partners
Florida
USD 155 M -USD 28.6 M -16% 6.6% 210% 3 33.33% 7.8
Lederer & Associates Investment Counsel
5130
Lederer & Associates Investment Counsel
California
USD 155 M +USD 4.7 M +3% 0.44% 92.7% 90 10% 3.8
ICW Investment Advisors
5131
ICW Investment Advisors
Arizona
USD 155 M +USD 1.72 M +1% 0.34% 58.6% 133 7.52% 1.6
Sittner & Nelson
5132
Sittner & Nelson
Oregon
USD 155 M +USD 13 M +9% 0.33% 88.1% 426 8.92% 0.7
Burke & Herbert Bank & Trust
5133
Burke & Herbert Bank & Trust
Virginia
USD 155 M -USD 805 k -0.5% 0.63% 81.5% 152 4.61% 5.5
Accel Wealth Management
5134
Accel Wealth Management
Iowa
USD 155 M +USD 3.91 M +3% 0.91% 82.4% 913 12.6% 0.7
Hill Investment Group Partners
5135
Hill Investment Group Partners
Missouri
USD 155 M +USD 33.8 M +28% 1.29% 50.6% 29 10.34% 0.2
Cape Ann Savings Bank
5136
Cape Ann Savings Bank
Massachusetts
USD 155 M -USD 3.91 M -2% 0.65% 72.7% 91 5.49% 4.7
Safeguard Investment Advisory Group
5137
Safeguard Investment Advisory Group
California
USD 155 M +USD 14.2 M +10% 1.3% 84.3% 89 5.62% 0.6
Must Asset Management
5138
Must Asset Management
South Korea
USD 155 M +USD 12.8 M +9% 16.6% 65.2% 45 40% 0.4
Accel XI Associates
5139
Accel XI Associates
California
USD 154 M -USD 170 M -52% 19.5% – 3 33.33% 0.5
Verity Asset Management
5140
Verity Asset Management
North Carolina
USD 154 M -USD 28.1 M -15% 1.36% 87% 247 32.39% 1.7
SMP
5141
Santa Monica Partners
Florida
USD 154 M -USD 5.88 M -4% 0.25% 102% 27 18.52% 2.7
Your Advocates Ltd
5142
Your Advocates Ltd
Texas
USD 154 M +USD 421 k +0.3% 1.11% 53.6% 214 36.45% 0.8
Values First Advisors
5143
Values First Advisors
Tennessee
USD 154 M +USD 6.94 M +5% 1.18% 87.6% 160 15.63% 1.3
Connacht Asset Management
5144
Connacht Asset Management
New York
USD 154 M -USD 77.9 M -34% 5.47% 63.8% 145 54.48% 0.3
Weitzel Financial Services
5145
Weitzel Financial Services
Iowa
USD 154 M +USD 2.74 M +2% 1.16% 46.3% 30 10% 0.7
Sowa Financial Group
5146
Sowa Financial Group
Rhode Island
USD 154 M +USD 19.2 M +14% 0.62% 100% 71 5.63% 1.6
A.D. Beadell Investment Counsel
5147
A.D. Beadell Investment Counsel
Wisconsin
USD 154 M -USD 4.19 M -3% 1.91% 83.3% 98 10.2% 3.7
Consolidated Planning Corp
5148
Consolidated Planning Corp
Georgia
USD 154 M +USD 18.8 M +14% 0.34% 84.6% 506 88.34% 0.2
GoodHaven Capital Management
5149
GoodHaven Capital Management
New Jersey
USD 154 M +USD 3.42 M +2% 1.7% 80.7% 29 13.79% 3.3
Samalin Investment Counsel
5150
Samalin Investment Counsel
New York
USD 154 M -USD 522 k -0.3% 1.68% 68.3% 254 14.17% 1.2