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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)
Red Tortoise LLC
5576
Red Tortoise LLC
Georgia
USD 121 M -USD 11.3 M -9% 12.2% 43.7% 67 10.45% 0.7
University of Maryland Foundation
5577
University of Maryland Foundation
Maryland
USD 121 M +USD 37.9 M +46% 16.2% 51.2% 7 14.29% 1.8
Security National Bank of So Dak
5578
Security National Bank of So Dak
Iowa
USD 121 M -USD 22.8 M -16% 12.6% 67.7% 105 17.14% 4.9
CVS Health
5579
CVS Health
Rhode Island
USD 121 M -USD 28.3 M -19% 5.67% 48.7% 6 0% 0.4
Capital Square
5580
Capital Square
Tennessee
USD 121 M -USD 19.7 M -14% 10.6% 62.5% 162 13.58% 1.7
Garrison Point Advisors
5581
Garrison Point Advisors
California
USD 120 M -USD 22.4 M -16% 13.2% 81.5% 155 9.03% 2.8
LI
5582
Latigo Investments
Florida
USD 120 M -USD 23.3 M -16% 15.8% 56.6% 17 11.76% 0.5
MWA
5583
Miller Wealth Advisors
Colorado
USD 120 M -USD 33.6 M -22% 19.1% 117% 96 11.46% 0.5
Threadgill Financial
5584
Threadgill Financial
Texas
USD 120 M -USD 130 M -52% 14.2% 49.3% 43 16.28% 0.6
Strategic Investment Management
5585
Strategic Investment Management
Virginia
USD 120 M -USD 19.5 M -14% 12.8% 53.4% 10 10% 4.8
A.D. Beadell Investment Counsel
5586
A.D. Beadell Investment Counsel
Wisconsin
USD 120 M -USD 30.7 M -20% 8.54% 83.3% 91 21.98% 4.5
Steward Financial Group
5587
Steward Financial Group
Texas
USD 120 M +USD 8.07 M +7% 13.1% – 1,503 78.18% 0.1
Nierenberg Investment Management Company
5588
Nierenberg Investment Management Company
Washington
USD 120 M -USD 21.2 M -15% 16.3% 135% 46 23.91% 1.1
Sterling Investment Management
5589
Sterling Investment Management
Arizona
USD 120 M -USD 21.9 M -15% 11.7% 45.3% 78 20.51% 3.8
Riverpark Capital Management
5590
Riverpark Capital Management
New York
USD 120 M -USD 59.6 M -33% 33.2% 152% 33 18.18% 3.9
MCM
5591
McMillion Capital Management
North Carolina
USD 120 M -USD 41.3 M -26% 14.6% 59.3% 222 65.77% 1.9
Resource Planning Group
5592
Resource Planning Group
Georgia
USD 120 M -USD 19.1 M -14% 10.5% 1.9% 73 19.18% 2.6
Frontier Asset Management
5593
Frontier Asset Management
Wyoming
USD 120 M -USD 22.6 M -16% 12.3% 51.8% 49 42.86% 0.3
Pinion Investment Advisors
5594
Pinion Investment Advisors
Kansas
USD 120 M -USD 24.3 M -17% 11.6% 75.4% 175 18.29% 2.3
Vetamer Capital Management
5595
Vetamer Capital Management
California
USD 120 M -USD 35.8 M -23% 25.5% – 55 38.18% 0.3
Derbend Asset Management
5596
Derbend Asset Management
Georgia
USD 120 M +USD 17.4 M +17% 13.3% 23.9% 92 32.61% 0.9
Pinnacle Wealth Management Group
5597
Pinnacle Wealth Management Group
Michigan
USD 119 M -USD 13.4 M -10% 11.4% 64.3% 123 11.38% 0.8
Gator Capital Management
5598
Gator Capital Management
Florida
USD 119 M -USD 17.4 M -13% 15.4% 245% 78 19.23% 1.6
Van Leeuwen & Company
5599
Van Leeuwen & Company
New Jersey
USD 119 M -USD 16.6 M -12% 11.3% 75.4% 71 38.03% 2
Clarus Group
5600
Clarus Group
Texas
USD 119 M -USD 27.7 M -19% 13.2% 67.5% 120 17.5% 1.2