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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)
Goodman Financial
3076
Goodman Financial
Texas
USD 157 M -USD 2.47 M -2% 7.12% 52.5% 44 11.36% 1.1
Blue Chip Partners
3077
Blue Chip Partners
Michigan
USD 157 M +USD 742 k +0.5% 5.37% 81.2% 119 8.4% 0.7
Zhang Financial
3078
Zhang Financial
Michigan
USD 157 M +USD 1.46 M +0.9% 7.96% 67.9% 72 13.89% 1.8
Guinness Atkinson Asset Management
3079
Guinness Atkinson Asset Management
California
USD 157 M -USD 60.6 M -28% 11% 132% 73 16.44% 1.9
Beech Hill Advisors
3080
Beech Hill Advisors
New York
USD 157 M -USD 37.5 M -19% 11.8% 105% 122 41.8% 1.1
Mosaic Financial Partners
3081
Mosaic Financial Partners
California
USD 157 M +USD 11.3 M +8% 9.81% 6.05% 53 22.64% 1.9
Koshinski Asset Management
3082
Koshinski Asset Management
Illinois
USD 157 M -USD 1.39 M -0.9% 7.97% 76.5% 250 18% 0.6
BSWMG
3083
Barrington Strategic Wealth Management Group
Illinois
USD 157 M -USD 9.36 M -6% 5.72% 17.9% 105 11.43% 1.8
Geller Advisors
3084
Geller Advisors
New York
USD 157 M -USD 15.1 M -9% 7.41% 20.4% 35 22.86% 1.6
Enterprise Financial Services Corp (EFSC)
3085
Enterprise Financial Services Corp (EFSC)
Missouri
USD 156 M -USD 12.8 M -8% 4.71% 100% 1,226 19.25% 1.8
Harber Asset Management
3086
Harber Asset Management
North Carolina
USD 156 M +USD 7.46 M +5% 10.9% 63.6% 55 45.45% 0.8
White Pine Investment Company
3087
White Pine Investment Company
Michigan
USD 156 M -USD 15.8 M -9% 8.59% 73.3% 60 13.33% 1.7
Arkansas Financial Group
3088
Arkansas Financial Group
Arkansas
USD 156 M -USD 5.08 M -3% 5.01% 39.1% 22 13.64% 1.6
Newman Dignan & Sheerar Inc
3089
Newman Dignan & Sheerar Inc
Rhode Island
USD 156 M +USD 16.7 M +12% 7.69% 82.6% 156 21.79% 1.8
Birchview Capital
3090
Birchview Capital
Vermont
USD 155 M -USD 33.9 M -18% 17.4% 327% 44 9.09% 0.6
MM
3091
Midas Management
New York
USD 155 M -USD 30.7 M -17% 9.38% 43.3% 127 6.3% 1.5
KCP
3092
Kenmare Capital Partners
New York
USD 155 M +USD 14.6 M +10% 12.9% 48.8% 18 11.11% 1.3
LVZ Inc
3093
LVZ Inc
Michigan
USD 155 M -USD 24.9 M -14% 6.72% 52.9% 51 35.29% 0.8
Founders Capital Management (Connecticut)
3094
Founders Capital Management (Connecticut)
Connecticut
USD 155 M -USD 11.8 M -7% 6.09% 88.9% 54 0% 1.3
Van Hulzen Asset Management
3095
Van Hulzen Asset Management
California
USD 155 M -USD 30.7 M -17% 5.51% 86.3% 179 37.43% 0.7
Cryder Capital Partners
3096
Cryder Capital Partners
United Kingdom
USD 155 M +USD 16.8 M +12% 6.23% 55.7% 12 0% 0.7
Raab & Moskowitz Asset Management
3097
Raab & Moskowitz Asset Management
New Jersey
USD 155 M -USD 7.84 M -5% 6.82% 75% 121 9.92% 1.5
Summit Financial Wealth Advisors
3098
Summit Financial Wealth Advisors
Louisiana
USD 155 M -USD 6.89 M -4% 6.59% 71.4% 282 26.95% 0.6
Aull & Monroe Investment Management
3099
Aull & Monroe Investment Management
Alabama
USD 154 M -USD 15.9 M -9% 7.72% 98.3% 123 8.94% 1.9
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3100
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
USD 154 M -USD 3.72 M -2% 10.2% 80.8% 36 2.78% 0.6