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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)
Bison Wealth
3151
Bison Wealth
Georgia
USD 165 M +USD 32.6 M +25% 0.97% 37.4% 257 35.41% 0.2
Fieldpoint Private Advisors
3152
Fieldpoint Private Advisors
New York
USD 164 M +USD 9.8 M +6% 4.13% 34% 70 18.57% 1.4
Water Asset Management
3153
Water Asset Management
New York
USD 164 M -USD 47.8 M -23% 5.02% 48.9% 25 20% 1.2
CCA
3154
Covey Capital Advisors
Georgia
USD 164 M -USD 4.42 M -3% 0.41% 118% 48 18.75% 0.6
Teewinot Capital Advisers
3155
Teewinot Capital Advisers
New York
USD 164 M -USD 23.3 M -12% 0.94% 149% 86 38.37% 0.9
LBC
3156
Lawrence B. Cohen
USD 164 M -USD 2.27 M -1% 0.88% 41.8% 70 4.29% 1.6
SIG
3157
Schaller Investment Group
North Carolina
USD 164 M -USD 2.11 M -1% 3.82% 21.9% 45 17.78% 1.4
CCM
3158
CWH Capital Management
Washington
USD 164 M +USD 10.9 M +7% 0.95% 29.9% 62 24.19% 0.9
Ayalon Insurance Company
3159
Ayalon Insurance Company
Israel
USD 164 M – – 1.76% 99.6% 177 – 0
Sigma Investment Management
3160
Sigma Investment Management
Oregon
USD 163 M +USD 2.3 M +1% 2.69% 8.4% 31 12.9% 1.3
Van Hulzen Asset Management
3161
Van Hulzen Asset Management
California
USD 163 M +USD 19.1 M +13% 1.46% 86.3% 161 41.61% 0.4
Michael & Susan Dell Foundation
3162
Michael & Susan Dell Foundation
New York
USD 163 M +USD 29.7 M +22% 15.9% 238% 8 12.5% 0.9
Bourgeon Capital Management
3163
Bourgeon Capital Management
Connecticut
USD 163 M -USD 543 k -0.3% 1.09% 121% 117 26.5% 1
BSWMG
3164
Barrington Strategic Wealth Management Group
Illinois
USD 163 M +USD 7.02 M +4% 1.69% 17.9% 102 6.86% 1.5
WealthTrust-Arizona
3165
WealthTrust-Arizona
Arizona
USD 163 M +USD 44.2 M +37% 3.19% 20.2% 705 15.74% 1.3
Focused Wealth Management
3166
Focused Wealth Management
New York
USD 163 M +USD 21.6 M +15% 0.8% 73.9% 762 11.15% 1.2
Hartford Financial Management
3167
Hartford Financial Management
Connecticut
USD 163 M +USD 431 k +0.3% 1.29% 87.9% 259 59.46% 1.7
Weatherstone Capital Management
3168
Weatherstone Capital Management
Colorado
USD 163 M -USD 8.79 M -5% 1.98% 32% 90 34.44% 0.8
Altavista Wealth Management
3169
Altavista Wealth Management
North Carolina
USD 162 M +USD 30 k +0% 0.06% 80.6% 114 9.65% 1.6
TBAM
3170
True Bearing Asset Management
California
USD 162 M -USD 39.5 M -20% 3.98% 66.3% 97 30.93% 1.2
Solaris Asset Management
3171
Solaris Asset Management
New York
USD 162 M +USD 7.17 M +5% 2.89% 74% 238 19.75% 1.2
NIC
3172
Northwest Investment Counselors
Oregon
USD 162 M +USD 5.14 M +3% 2.49% 32.4% 115 7.83% 1.5
River Wealth Advisors
3173
River Wealth Advisors
Pennsylvania
USD 162 M – – 1.01% 80.3% 141 – 0
PCM
3174
Price Capital Management
Louisiana
USD 161 M +USD 48 M +42% 14.4% 124% 322 86.02% 0
Genesee Valley Trust
3175
Genesee Valley Trust
New York
USD 161 M +USD 5.03 M +3% 1.98% 30.2% 316 22.15% 1.1