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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)
Center for Financial Planning
3001
Center for Financial Planning
Michigan
USD 375 M -USD 19 M -5% 5.74% 64.4% 696 24.43% 1.7
Allen Mooney & Barnes Investment Advisors
3002
Allen Mooney & Barnes Investment Advisors
Georgia
USD 374 M -USD 16.6 M -4% 4.87% 78.9% 140 7.14% 0.5
VCM
3003
V3 Capital Management
Texas
USD 374 M -USD 56.2 M -13% 10% 20.5% 14 42.86% 1.2
59 North Capital Management
3004
59 North Capital Management
Texas
USD 374 M +USD 24.8 M +7% 2.39% 81.4% 13 15.38% 1
TAP Consulting
3005
TAP Consulting
Missouri
USD 374 M +USD 13.2 M +4% 2.2% 3.08% 132 18.94% 1.9
NBW Capital
3006
NBW Capital
Massachusetts
USD 373 M +USD 8.45 M +2% 0.2% 86% 92 14.13% 3.9
MAA
3007
Mraz Amerine & Associates
California
USD 372 M -USD 16.7 M -4% 3.32% 69.8% 174 6.9% 4.7
Capital Planning Advisors
3008
Capital Planning Advisors
California
USD 372 M -USD 5.43 M -1% 5.03% 64.2% 138 16.67% 3.7
IMA Advisory Services
3009
IMA Advisory Services
Colorado
USD 372 M -USD 36.4 M -9% 2.69% 74.5% 413 24.21% 2.7
CHI Advisors
3010
CHI Advisors
New York
USD 372 M +USD 110 M +42% 63% 88.2% 30 23.33% 1.7
DAFNA Capital Management
3011
DAFNA Capital Management
California
USD 372 M +USD 4.91 M +1% 13.8% 313% 97 18.56% 2.3
Coastal Bridge Advisors
3012
Coastal Bridge Advisors
Connecticut
USD 372 M +USD 46.8 M +14% 49.3% 88.1% 186 18.28% 3
HA
3013
Harbor Advisors
Florida
USD 372 M -USD 40.3 M -10% 8.26% 125% 181 10.5% 3.8
Diversified Portfolios Inc
3014
Diversified Portfolios Inc
Michigan
USD 372 M +USD 12.7 M +4% 4.95% 38.2% 140 14.29% 2.5
NFC Investments
3015
NFC Investments
Tennessee
USD 371 M +USD 2.6 M +0.7% 2.6% – 37 8.11% 4.6
Rowlandmiller & Partners
3016
Rowlandmiller & Partners
Georgia
USD 371 M -USD 19.4 M -5% 4.74% 84% 179 6.7% 4.8
Capital Insight Partners
3017
Capital Insight Partners
Arizona
USD 371 M -USD 57.2 M -13% 5.31% 51.7% 153 6.54% 3.1
LCM
3018
Lonestar Capital Management
California
USD 371 M -USD 128 M -26% 5.33% 260% 32 50% 0.7
Synergy Asset Management
3019
Synergy Asset Management
Washington
USD 371 M -USD 6.62 M -2% 3.11% 97.3% 145 60.69% 0.5
Recurrent Investment Advisors
3020
Recurrent Investment Advisors
Texas
USD 371 M +USD 40.8 M +12% 0.81% 99.7% 50 18% 2.4
AdvisorShares Investments
3021
AdvisorShares Investments
Maryland
USD 370 M +USD 11.1 M +3% 6.16% 110% 357 47.9% 0.7
VCM
3022
Vivaldi Capital Management
Illinois
USD 370 M -USD 13.9 M -4% 5.5% 69.2% 234 11.97% 2.8
Octavia Wealth Advisors
3023
Octavia Wealth Advisors
Ohio
USD 370 M -USD 12 M -3% 5.49% 67.9% 179 11.17% 1.4
Stockman Wealth Management
3024
Stockman Wealth Management
Montana
USD 370 M -USD 22.4 M -6% 7.59% 73.5% 184 7.61% 4.3
Divergent Wealth Advisors
3025
Divergent Wealth Advisors
Utah
USD 370 M -USD 33.5 M -8% 5.13% 14.7% 20 15% 3.1