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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)
Stanley-Laman Group
2401
Stanley-Laman Group
Pennsylvania
USD 407 M -USD 38.3 M -9% 5.38% 114% 282 29.08% 1.5
B. Riley Wealth Management
2402
B. Riley Wealth Management
Tennessee
USD 407 M – – 6.84% 32.2% 328 – 1
Lee Financial
2403
Lee Financial
Texas
USD 407 M -USD 17.5 M -4% 2.29% 75% 832 47.6% 1.3
KLCM Advisors
2404
KLCM Advisors
Wisconsin
USD 407 M +USD 27.3 M +7% 7.69% 122% 107 16.82% 2.6
Stairway Partners
2405
Stairway Partners
Illinois
USD 406 M -USD 975 k -0.2% 2.77% 48.1% 10 10% 4.5
Perigon Wealth Management
2406
Perigon Wealth Management
California
USD 406 M +USD 73.3 M +22% 9.32% 104% 275 30.18% 2.1
Camden National Bank
2407
Camden National Bank
Maine
USD 406 M +USD 26.5 M +7% 6.97% 48.8% 109 5.5% 1.2
Cobalt Capital Management
2408
Cobalt Capital Management
New Jersey
USD 405 M -USD 43.1 M -10% 5.85% 235% 56 55.36% 0.6
Roundview Capital
2409
Roundview Capital
New Jersey
USD 405 M +USD 23.7 M +6% 7% 77.7% 223 7.62% 2.9
Accredited Investors
2410
Accredited Investors
Minnesota
USD 405 M +USD 18.1 M +5% 5.82% 74% 140 22.14% 2.7
Ropes Wealth Advisors
2411
Ropes Wealth Advisors
Massachusetts
USD 405 M +USD 34.7 M +9% 7.84% 71% 609 20.03% 2.3
Laffer Tengler Investments
2412
Laffer Tengler Investments
Tennessee
USD 404 M +USD 12.7 M +3% 5.12% 96.5% 207 13.53% 1.4
Columbus Macro
2413
Columbus Macro
Pennsylvania
USD 404 M +USD 19 M +5% 2.73% 48.7% 130 13.85% 0.6
Verdence Capital Advisors
2414
Verdence Capital Advisors
Maryland
USD 403 M -USD 8.01 M -2% 6.21% 97.1% 306 18.3% 0.7
AC
2415
Asturias Capital
New York
USD 403 M -USD 85.5 M -17% 7% 94.2% 32 59.38% 0.4
Capstone Financial Advisors
2416
Capstone Financial Advisors
Illinois
USD 402 M +USD 69.3 M +21% 5.46% 54.5% 92 10.87% 2.5
Otter Creek Advisors
2417
Otter Creek Advisors
Florida
USD 402 M -USD 70.8 M -15% 8.2% 173% 88 43.18% 0.8
MV Capital Management
2418
MV Capital Management
Maryland
USD 402 M +USD 16.6 M +4% 4.16% 67.6% 385 17.92% 2.4
Empirical Finance
2419
Empirical Finance
Pennsylvania
USD 402 M +USD 7.22 M +2% 2.26% 124% 174 32.76% 0.6
Longfellow Investment Management
2420
Longfellow Investment Management
Massachusetts
USD 402 M -USD 53.3 M -12% 2.11% 45.9% 130 41.54% 0.5
Academy Capital Management
2421
Academy Capital Management
Texas
USD 400 M -USD 2.57 M -0.6% 6.07% 71.2% 40 15% 3
Sprott Inc
2422
Sprott Inc
Ontario, Canada
USD 400 M -USD 88.2 M -18% 7.13% 203% 103 18.45% 2.4
BHZ Capital Management
2423
BHZ Capital Management
California
USD 400 M +USD 50 M +14% 4% 3.24% 135 14.07% 1.5
LVZ Inc
2424
LVZ Inc
Michigan
USD 400 M +USD 5.7 M +1% 3.39% 52.9% 82 25.61% 1.6
Bremer Trust National Association
2425
Bremer Trust National Association
Minnesota
USD 399 M +USD 36.3 M +10% 6.39% 31.2% 273 8.79% 3.1