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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)
Lenox Wealth Advisors
2201
Lenox Wealth Advisors
New York
USD 334 M +USD 19.4 M +6% 0.98% 35.7% 525 54.48% 1.3
CK
2202
Carnick & Kubik
Colorado
USD 334 M +USD 178 M +114% 1.99% 45.1% 1,015 86.8% 0.2
TCOT
2203
Trust Company of Toledo
Ohio
USD 333 M +USD 6.89 M +2% 1.88% 109% 174 6.32% 2.4
Legacy Wealth Management (Tennessee)
2204
Legacy Wealth Management (Tennessee)
Tennessee
USD 333 M -USD 24 M -7% 1.06% 50.4% 11 36.36% 2.1
MRCM
2205
M&R Capital Management
New Jersey
USD 332 M -USD 14.1 M -4% 0.7% 52.6% 195 9.74% 2.3
Winslow Evans & Crocker
2206
Winslow Evans & Crocker
Massachusetts
USD 332 M -USD 17.4 M -5% 1.88% 76.2% 1,388 8.72% 1.9
CCM
2207
Cohen Capital Management
California
USD 331 M USD 0 0% 0.41% 91.5% 123 0% 2.4
Thomasville National Bank
2208
Thomasville National Bank
Georgia
USD 331 M +USD 49 M +17% 2.46% – 153 14.38% 1.7
Pensionfund Sabic
2209
Pensionfund Sabic
Netherlands
USD 331 M -USD 4.51 M -1% 4.8% 63.6% 233 32.62% 0.6
Woodmont Investment Counsel
2210
Woodmont Investment Counsel
Tennessee
USD 331 M -USD 9.01 M -3% 2.23% 66.8% 577 9.53% 1.1
Baltimore-Washington Financial Advisors
2211
Baltimore-Washington Financial Advisors
Maryland
USD 330 M +USD 10 M +3% 0.85% 80.6% 97 23.71% 2.1
Stadium Capital Management
2212
Stadium Capital Management
Connecticut
USD 330 M +USD 66.2 M +25% 4.94% 10.9% 12 16.67% 1.8
Savant Capital
2213
Savant Capital
Illinois
USD 329 M +USD 8.68 M +3% 1.75% 61.2% 246 14.63% 1.9
SC
2214
Selz Capital
New York
USD 329 M -USD 16.8 M -5% 2.93% 10.2% 49 22.45% 1.6
LaFleur & Godfrey
2215
LaFleur & Godfrey
Michigan
USD 329 M -USD 8.42 M -2% 0.4% 85.2% 76 10.53% 2.3
Guinness Asset Management
2216
Guinness Asset Management
United Kingdom
USD 329 M +USD 84.3 M +35% 2.12% 73.9% 87 8.05% 1.9
Berkshire Money Management
2217
Berkshire Money Management
Massachusetts
USD 328 M +USD 46.2 k +0% 1.46% 61.8% 28 25% 1.2
Alpha Cubed Investments
2218
Alpha Cubed Investments
California
USD 328 M -USD 55.5 M -14% 1.23% 126% 191 25.13% 1.2
Trigran Investments
2219
Trigran Investments
Illinois
USD 328 M -USD 15.8 M -5% 1.84% 30.2% 21 19.05% 2
Oak Management Corp
2220
Oak Management Corp
Connecticut
USD 327 M +USD 6.94 M +2% 5.61% 96.4% 9 0% 0.3
Cutler Investment Counsel
2221
Cutler Investment Counsel
Oregon
USD 327 M +USD 33.1 M +11% 2.69% 56.2% 78 23.08% 1.8
Shelter Mutual Insurance
2222
Shelter Mutual Insurance
Missouri
USD 326 M +USD 4.3 M +1% 3.53% 51.2% 47 14.89% 2.4
Vista Capital Partners
2223
Vista Capital Partners
Oregon
USD 325 M +USD 6.54 M +2% 1.29% 61.2% 45 8.89% 2.5
Sheets Smith Wealth Management
2224
Sheets Smith Wealth Management
North Carolina
USD 325 M -USD 5.46 M -2% 2.24% 83.4% 275 30.18% 1.7
ICRM
2225
Insight Capital Research & Management
California
USD 323 M -USD 20.7 M -6% 5.49% 287% 123 47.97% 0.5