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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)
American Economic Planning Group
2801
American Economic Planning Group
New Jersey
USD 254 M +USD 5.24 M +2% 2.44% 25.9% 81 12.35% 1.7
Elizabeth Park Capital Advisors
2802
Elizabeth Park Capital Advisors
Ohio
USD 254 M +USD 12.5 M +5% 2.13% 119% 52 26.92% 1.5
Northeast Financial Consultants
2803
Northeast Financial Consultants
Connecticut
USD 254 M +USD 14.3 M +6% 2.18% 63.8% 152 8.55% 2.3
White Pine Capital
2804
White Pine Capital
Minnesota
USD 254 M +USD 7.56 M +3% 3.75% 143% 227 9.69% 2.8
IFS
2805
Ifrah Financial Services
Arkansas
USD 253 M +USD 4.1 M +2% 2.22% 64.1% 204 18.63% 2.3
IA
2806
IPL Advisers
New York
USD 253 M +USD 20.9 M +9% 13.6% – 20 35% 0.4
Buffington Mohr McNeal
2807
Buffington Mohr McNeal
Idaho
USD 253 M +USD 25.8 M +11% 3.54% 29.3% 139 25.18% 1.4
LA
2808
Lynch & Associates
Indiana
USD 253 M +USD 7.93 M +3% 1.54% 73.5% 103 2.91% 3.4
Archford Capital Strategies
2809
Archford Capital Strategies
Illinois
USD 253 M -USD 12.1 M -5% 2.55% 87.4% 755 75.36% 2.3
Gargoyle Investment Advisor
2810
Gargoyle Investment Advisor
New Jersey
USD 253 M -USD 6.14 M -2% 1.72% 34.5% 206 25.24% 1.1
SCM
2811
Springhouse Capital Management
Connecticut
USD 253 M +USD 15.7 M +7% 0.44% 52% 22 31.82% 1
Hawk Ridge Capital Management
2812
Hawk Ridge Capital Management
California
USD 253 M +USD 30.4 M +14% 7.04% 84.9% 66 56.06% 0.5
Summit Financial Wealth Advisors
2813
Summit Financial Wealth Advisors
Louisiana
USD 253 M +USD 23.9 M +10% 2.14% 71.4% 152 12.5% 1.6
HA
2814
Harbor Advisors
Florida
USD 253 M +USD 17.9 M +8% 5.44% 125% 149 10.74% 0.4
CRB
2815
Chad R. Baker
USD 253 M +USD 6.68 M +3% 3.38% 108% 59 0% 1.3
American Investment Services
2816
American Investment Services
Massachusetts
USD 252 M +USD 6.32 M +3% 0.59% 63.1% 115 11.3% 2.4
CMG
2817
Cavalry Management Group
California
USD 252 M +USD 6.91 M +3% 5.79% 59.6% 33 45.45% 0.5
Van Hulzen Asset Management
2818
Van Hulzen Asset Management
California
USD 252 M +USD 33.7 M +15% 1.95% 86.3% 155 28.39% 1.3
Genovese Burford & Brothers Wealth & Retirement Plan Management
2819
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
USD 252 M +USD 5.67 M +2% 2.48% 28% 448 11.83% 1.2
Tandem Investment Advisors
2820
Tandem Investment Advisors
South Carolina
USD 252 M +USD 26 M +12% 1.94% 10.4% 60 11.67% 0.4
Pura Vida Investments
2821
Pura Vida Investments
New York
USD 252 M -USD 86.3 M -26% 11.7% 38.3% 113 70.8% 0.4
Willingdon Wealth Management
2822
Willingdon Wealth Management
North Carolina
USD 252 M +USD 4.58 M +2% 1.94% 15.3% 130 20% 1.5
KWMG
2823
King Wealth Management Group
Florida
USD 252 M +USD 12.6 M +5% 3.03% 86% 129 5.43% 2.3
Newfoundland Capital Management
2824
Newfoundland Capital Management
Brazil
USD 251 M +USD 82 M +48% 0.84% 49.5% 36 58.33% 0.2
IA
2825
Independence Advisors
Pennsylvania
USD 251 M +USD 12.8 M +5% 3.14% 24.4% 79 7.59% 0.8