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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)
Wilkins Investment Counsel
2401
Wilkins Investment Counsel
Massachusetts
USD 314 M +USD 15.7 M +5% 2.04% 56.2% 77 2.6% 2.9
Steigerwald Gordon & Koch
2402
Steigerwald Gordon & Koch
Virginia
USD 314 M +USD 26.3 M +9% 6.46% 59.5% 88 22.73% 1.9
Cannell Capital
2403
Cannell Capital
Wyoming
USD 314 M +USD 62 M +25% 30.9% 127% 66 25.76% 1.4
Quantum Capital Management (New Jersey)
2404
Quantum Capital Management (New Jersey)
New Jersey
USD 313 M -USD 3.72 M -1% 5.36% 22.7% 43 18.6% 2.2
Van Cleef Asset Management
2405
Van Cleef Asset Management
Ohio
USD 313 M +USD 11.8 M +4% 5.67% 104% 104 8.65% 2.9
Chou Associates Management
2406
Chou Associates Management
Ontario, Canada
USD 313 M +USD 42.5 M +16% 24.3% 66.4% 29 6.9% 2.4
RPGK
2407
Retirement Planning Group (Kansas)
Kansas
USD 313 M +USD 3.51 M +1% 0.01% 54.7% 54 7.41% 2.9
HC
2408
Hawkins Capital
Texas
USD 313 M +USD 907 k +0.3% 4.02% 8.54% 71 16.9% 0.9
CFP
2409
Cornerstone Financial Partners
North Carolina
USD 313 M +USD 26.3 M +9% 3.17% – 183 33.33% 0.6
CWM
2410
Cornerstone Wealth Management
Missouri
USD 312 M +USD 40.9 M +15% 1.43% 69.8% 311 22.83% 0.3
Roundview Capital
2411
Roundview Capital
New Jersey
USD 312 M +USD 28.6 M +10% 6.27% 77.7% 202 12.87% 1.9
FrontFour Capital Group
2412
FrontFour Capital Group
Connecticut
USD 311 M -USD 118 M -27% 5.39% 8.55% 49 63.27% 0.6
Baxter Bros Inc
2413
Baxter Bros Inc
Connecticut
USD 311 M +USD 14.8 M +5% 4.97% 73.8% 116 12.93% 2.7
HighPoint Advisor Group
2414
HighPoint Advisor Group
Illinois
USD 310 M +USD 26.4 M +9% 5.67% – 327 29.05% 0.8
KCP
2415
KDI Capital Partners
North Carolina
USD 310 M +USD 49.6 M +19% 1.6% 77.1% 54 48.15% 1.6
Lenox Wealth Advisors
2416
Lenox Wealth Advisors
New York
USD 310 M -USD 28.2 M -8% 2.49% 35.7% 213 52.58% 2.2
Buckingham Strategic Wealth
2417
Buckingham Strategic Wealth
Missouri
USD 310 M +USD 14.9 M +5% 2.03% 16.3% 251 17.93% 2.1
Colonial Trust Advisors
2418
Colonial Trust Advisors
South Carolina
USD 310 M -USD 8.55 M -3% 4.23% 80% 142 14.08% 2.8
Forest Hill Capital
2419
Forest Hill Capital
Arkansas
USD 309 M +USD 106 M +52% 28.9% 112% 55 10.91% 2.2
Miller Investment Management
2420
Miller Investment Management
Pennsylvania
USD 309 M +USD 28.9 M +10% 6.76% 60.2% 77 11.69% 2.4
Delphi Financial Group
2421
Delphi Financial Group
Delaware
USD 309 M -USD 225 k -0.1% 1.86% 66.3% 24 20.83% 1.7
Martin & Co
2422
Martin & Co
Tennessee
USD 309 M +USD 5.05 M +2% 5.35% 67.8% 108 1.85% 2.9
EA
2423
Echinus Advisors
New York
USD 308 M +USD 27.2 M +10% 6.64% 91.4% 9 0% 1.5
QCI
2424
Quaker Capital Investments
Pennsylvania
USD 308 M +USD 26.8 M +10% 9.64% 107% 28 7.14% 1.6
BRR OpCo
2425
BRR OpCo
Ohio
USD 308 M +USD 4.58 M +2% 5.46% 23.6% 116 31.03% 2.5