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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)
Baxter Bros Inc
2351
Baxter Bros Inc
Connecticut
USD 438 M +USD 9.6 M +2% 4.72% 73.8% 118 8.47% 4.1
GWI
2352
Grace & White Inc
New York
USD 438 M +USD 16.1 M +4% 0.8% 59.6% 128 3.13% 4.7
Kovack Advisors
2353
Kovack Advisors
Florida
USD 437 M +USD 36.4 M +9% 3.47% 118% 530 23.58% 1.8
West Coast Financial
2354
West Coast Financial
California
USD 437 M +USD 13.8 M +3% 6.25% 22.2% 117 9.4% 3.6
Metropolis Capital
2355
Metropolis Capital
United Kingdom
USD 436 M +USD 80.4 M +23% 2.62% 61.7% 11 18.18% 0.4
United Asset Strategies
2356
United Asset Strategies
New York
USD 435 M +USD 9.6 M +2% 3.48% 94.6% 217 20.28% 1.9
Main Management ETF Advisors
2357
Main Management ETF Advisors
California
USD 434 M +USD 3.11 M +0.7% 3.48% 97.2% 13 23.08% 1
Camden National Bank
2358
Camden National Bank
Maine
USD 434 M +USD 20.5 M +5% 5.71% 48.8% 119 11.76% 1.6
Triodos Investment Management
2359
Triodos Investment Management
Netherlands
USD 433 M -USD 61.6 M -12% 6.04% 89.9% 40 12.5% 1
MV Capital Management
2360
MV Capital Management
Maryland
USD 433 M +USD 16.7 M +4% 2.32% 67.6% 370 10% 2.8
Almanack Investment Partners
2361
Almanack Investment Partners
Pennsylvania
USD 432 M +USD 79 M +22% 2.35% 77.8% 289 54.33% 0.6
JWBC
2362
J.W. Burns & Co
New York
USD 432 M +USD 22.2 M +5% 5.15% 95.4% 168 4.76% 4.3
M.D. Sass LLC
2363
M.D. Sass LLC
New York
USD 432 M -USD 196 M -31% 6% 80.1% 59 18.64% 1.4
Hudson Valley Investment Advisors
2364
Hudson Valley Investment Advisors
New York
USD 432 M +USD 18.9 M +5% 3.6% 102% 178 12.36% 3.7
WBH Advisory
2365
WBH Advisory
Maryland
USD 431 M +USD 10.9 M +3% 3.72% 57.6% 238 4.62% 4.3
Willingdon Wealth Management
2366
Willingdon Wealth Management
North Carolina
USD 431 M +USD 23.4 M +6% 4.52% 15.3% 382 25.39% 1.9
Chemung Canal Trust
2367
Chemung Canal Trust
New York
USD 430 M +USD 10.6 M +3% 4.2% 80.9% 114 6.14% 4
Mark Asset Management
2368
Mark Asset Management
New York
USD 429 M -USD 23.1 M -5% 7.44% 325% 71 33.8% 1.7
Jaffetilchin Investment Partners
2369
Jaffetilchin Investment Partners
Florida
USD 429 M -USD 20.9 M -5% 3.74% 88.1% 347 43.52% 1.2
CCM
2370
Cohen Capital Management
California
USD 429 M +USD 14.2 M +3% 2.66% 91.5% 138 5.07% 4.2
Exencial Wealth Advisors
2371
Exencial Wealth Advisors
Oklahoma
USD 429 M +USD 7.33 M +2% 4.85% 58% 234 5.98% 2.3
Pacific Global Investment Management
2372
Pacific Global Investment Management
California
USD 428 M -USD 24.4 M -5% 4.56% 48% 225 12.44% 4.3
Dundas Partners
2373
Dundas Partners
United Kingdom
USD 428 M +USD 21.9 M +5% 6.83% 87.6% 32 3.13% 1.3
Well Done LLC
2374
Well Done LLC
Michigan
USD 428 M +USD 21.2 M +5% 4.17% 80.4% 156 14.1% 1.9
Barber Financial Group
2375
Barber Financial Group
Kansas
USD 428 M -USD 80.7 M -16% 2.52% 39% 157 22.29% 1.3