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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)
Formidable Asset Management
2901
Formidable Asset Management
Ohio
USD 229 M +USD 31.4 M +16% 5.8% 52.2% 215 25.12% 1.9
TLCM
2902
Tiger Legatus Capital Management
New York
USD 229 M -USD 41.5 M -15% 13.3% 19.1% 18 50% 0.9
Summit Financial Wealth Advisors
2903
Summit Financial Wealth Advisors
Louisiana
USD 229 M +USD 1.54 M +0.7% 3.42% 71.4% 149 13.42% 1.4
Oceanic Investment Management
2904
Oceanic Investment Management
Isle Of Man
USD 229 M -USD 9.1 M -4% 11.5% – 38 50% 0.6
Proficio Capital Partners
2905
Proficio Capital Partners
Massachusetts
USD 229 M -USD 7.01 M -3% 5.56% 97% 1,425 23.02% 0.8
Moller Wealth Partners
2906
Moller Wealth Partners
USD 229 M +USD 26 M +13% 4.41% 44.1% 45 6.67% 2.8
Univest Financial
2907
Univest Financial
Pennsylvania
USD 229 M -USD 7.55 M -3% 4.82% 82.6% 105 17.14% 2.7
SCM
2908
Stonehill Capital Management
New York
USD 228 M +USD 30.9 M +16% 15.5% 117% 21 42.86% 0.8
BA
2909
BKS Advisors
Michigan
USD 228 M +USD 15.6 M +7% 7.78% 58% 212 18.4% 1.2
IAA
2910
Ironsides Asset Advisors
North Carolina
USD 228 M -USD 138 M -38% 8.7% 49.3% 158 60.13% 1.8
JIM
2911
JB Investments Management
Pennsylvania
USD 228 M +USD 19.5 M +9% 9.34% – 1 0% 0.3
Orgel Wealth Management
2912
Orgel Wealth Management
Wisconsin
USD 228 M +USD 72.9 M +47% 6% 39.6% 31 45.16% 0.6
Quadrant Capital Group
2913
Quadrant Capital Group
Ohio
USD 228 M +USD 28.2 M +14% 5.54% 118% 2,261 10.08% 1.2
Thomas J. Herzfeld Advisors
2914
Thomas J. Herzfeld Advisors
Florida
USD 228 M +USD 11.3 M +5% 7.01% 17.7% 325 14.77% 2.1
Goldstein Munger & Associates
2915
Goldstein Munger & Associates
California
USD 227 M +USD 2.99 M +1% 5.39% 11.9% 43 20.93% 2.4
Buffington Mohr McNeal
2916
Buffington Mohr McNeal
Idaho
USD 227 M -USD 34.5 M -13% 4.9% 29.3% 185 48.11% 1.6
Edgestream Partners
2917
Edgestream Partners
New Jersey
USD 227 M +USD 179 M +371% 9.68% 41.7% 148 54.05% 0.4
Rowlandmiller & Partners
2918
Rowlandmiller & Partners
Georgia
USD 227 M +USD 5.75 M +3% 2.96% 84% 130 8.46% 1.9
Sky Investment Group
2919
Sky Investment Group
Connecticut
USD 227 M +USD 11.1 M +5% 4.69% 68% 95 11.58% 2.4
WIP
2920
Wellesley Investment Partners
Massachusetts
USD 226 M +USD 19.9 M +10% 3.96% 22.7% 115 10.43% 1
SD
2921
Sumway Development
China
USD 226 M +USD 5.42 M +2% 21.9% – 11 18.18% 0.8
Filament
2922
Filament
Washington
USD 226 M +USD 14.7 M +7% 5.77% 46.9% 35 8.57% 2.5
Rikoon Group
2923
Rikoon Group
New Mexico
USD 226 M -USD 951 k -0.4% 4.84% 63.3% 176 9.09% 0.4
CT
2924
Chicago Trust
Illinois
USD 226 M -USD 4.35 M -2% 3.74% 85.9% 169 13.61% 1.7
Tandem Investment Advisors
2925
Tandem Investment Advisors
South Carolina
USD 226 M +USD 18.6 M +9% 4.33% 10.4% 57 10.53% 0.2