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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)
Wakefield Asset Management
3126
Wakefield Asset Management
Colorado
USD 253 M -USD 23.5 M -8% 4.34% 139% 246 45.53% 0.4
Plancorp LLC
3127
Plancorp LLC
Missouri
USD 253 M -USD 11.5 M -4% 1.58% 67.3% 183 12.02% 2.3
Cahill Financial Advisors
3128
Cahill Financial Advisors
Minnesota
USD 252 M +USD 12.2 M +5% 2.55% 55.9% 161 11.18% 3.2
Patton Fund Management
3129
Patton Fund Management
Texas
USD 252 M – – 4.84% 211% 65 – 0
Redhawk Wealth Advisors
3130
Redhawk Wealth Advisors
Minnesota
USD 252 M +USD 61.7 M +32% 4.02% 116% 506 77.87% 0.1
Ellevest Inc
3131
Ellevest Inc
New York
USD 252 M +USD 41.7 M +20% 2.58% 73.8% 493 48.28% 0.3
Technology Crossover Management IX
3132
Technology Crossover Management IX
California
USD 252 M +USD 97.8 M +64% 15.3% 13% 3 0% 0.8
First Wilshire Securities Management
3133
First Wilshire Securities Management
California
USD 251 M -USD 42 M -14% 6.23% 135% 122 13.93% 3.6
Income Research & Management
3134
Income Research & Management
Massachusetts
USD 251 M -USD 18.9 M -7% 0.18% 1.19% 25 16% 3.1
Stratos Wealth Advisors
3135
Stratos Wealth Advisors
Ohio
USD 251 M +USD 65.7 M +35% 3.62% 65.7% 239 12.97% 0.4
BCWM LLC
3136
BCWM LLC
Kansas
USD 250 M +USD 27.5 M +12% 2.41% – 76 14.47% 2.4
FinTrust Capital Advisors
3137
FinTrust Capital Advisors
South Carolina
USD 250 M +USD 11.4 M +5% 3.53% 23.6% 1,351 27.39% 0.5
McRae Capital Management
3138
McRae Capital Management
New Jersey
USD 250 M +USD 9.9 M +4% 5.46% 78.2% 94 6.38% 4.1
KC
3139
Keenan Capital
California
USD 250 M +USD 20.1 M +9% 1.92% 110% 12 0% 1.3
Amarillo National Bank
3140
Amarillo National Bank
Texas
USD 250 M -USD 4.04 M -2% 3.28% 63.5% 90 4.44% 4
SWK
3141
Stephen W. Kidder
USD 250 M +USD 3.41 M +1% 3.88% 94.7% 77 7.79% 4.7
Fruth Investment Management
3142
Fruth Investment Management
Texas
USD 250 M +USD 11 M +5% 4.81% 79.4% 205 5.85% 4.5
FCT
3143
Family Capital Trust
Massachusetts
USD 250 M +USD 12.9 M +5% 7.58% 39.1% 57 7.02% 4.4
RG
3144
Riverstone Group
Virginia
USD 249 M +USD 90.3 M +57% 3.28% 305% 5 0% 0.6
Brio Consultants
3145
Brio Consultants
California
USD 249 M +USD 23.3 M +10% 4.07% 42.7% 73 10.96% 0.4
Silicon Valley Capital Partners
3146
Silicon Valley Capital Partners
California
USD 249 M +USD 14.6 M +6% 4.17% 103% 40 22.5% 1.4
Arrow Investment Advisors
3147
Arrow Investment Advisors
Maryland
USD 248 M +USD 2.66 M +1% 1.71% 36.3% 86 39.53% 1.5
Viridian RIA
3148
Viridian RIA
Washington
USD 248 M +USD 22 M +10% 3.92% 63.1% 61 22.95% 0.8
Cutler Capital Management
3149
Cutler Capital Management
Massachusetts
USD 248 M +USD 5.82 M +2% 1.43% 39.7% 105 20% 2
Marathon Asset Management (New York)
3150
Marathon Asset Management (New York)
New York
USD 248 M -USD 136 M -36% 0.64% 490% 13 61.54% 0.6