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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)
BCWM LLC
3151
BCWM LLC
Kansas
USD 247 M -USD 2.9 M -1% 1.34% – 74 10.81% 2.8
Delta Financial Advisors
3152
Delta Financial Advisors
Louisiana
USD 247 M +USD 4.64 M +2% 1.91% 107% 116 2.59% 0.2
McNamara Financial Services
3153
McNamara Financial Services
Massachusetts
USD 246 M +USD 7.16 M +3% 0.7% 42.6% 39 2.56% 2.9
Crestview Partners III
3154
Crestview Partners III
New York
USD 246 M -USD 121 M -33% 22.1% 51.2% 4 0% 1.3
Patten Group
3155
Patten Group
Tennessee
USD 246 M +USD 1.54 M +0.6% 1.92% 99% 216 11.57% 3.6
Roof Eidam Maycock Peralta (REMP)
3156
Roof Eidam Maycock Peralta (REMP)
California
USD 246 M +USD 1.79 M +0.7% 0.96% 62.3% 125 20.8% 2.5
ECM
3157
EagleClaw Capital Management
Massachusetts
USD 245 M +USD 15.6 M +7% 2.07% 104% 132 10.61% 3.6
Chesapeake Wealth Management
3158
Chesapeake Wealth Management
Virginia
USD 245 M +USD 6.13 M +3% 1.87% 65.9% 190 11.58% 1.2
Hamilton Point Investment Advisors
3159
Hamilton Point Investment Advisors
North Carolina
USD 245 M +USD 10.8 M +5% 2.61% 79.3% 73 2.74% 4.1
Vantage Wealth
3160
Vantage Wealth
California
USD 245 M +USD 2.76 M +1% 2.16% 56.1% 31 0% 3.5
Alta Park Capital
3161
Alta Park Capital
California
USD 244 M -USD 54 M -18% 2.43% 1,071% 30 43.33% 1.1
Brickley Wealth Management
3162
Brickley Wealth Management
California
USD 244 M +USD 4.76 M +2% 1.08% 62.6% 48 14.58% 1.1
Starfire Investment Advisers
3163
Starfire Investment Advisers
Michigan
USD 244 M +USD 20.4 M +9% 0.34% 19.2% 178 12.92% 1.5
FCT
3164
Family Capital Trust
Massachusetts
USD 244 M -USD 5.65 M -2% 1.47% 39.1% 56 5.36% 4.5
Benedict Financial Advisors
3165
Benedict Financial Advisors
Georgia
USD 244 M +USD 3.76 M +2% 3.07% 72.4% 105 2.86% 4
PTB
3166
Pioneer Trust Bank
Oregon
USD 244 M +USD 1.71 M +0.7% 2.48% 61.4% 74 5.41% 5.1
G.F.W. Energy X
3167
G.F.W. Energy X
Texas
USD 243 M -USD 88.5 M -27% 24% 71.3% 4 0% 1.5
MEAG MUNICH ERGO AssetManagement
3168
MEAG MUNICH ERGO AssetManagement
Germany
USD 243 M +USD 10.5 M +5% 4.84% 18.2% 15 6.67% 3.5
Burt Wealth Advisors
3169
Burt Wealth Advisors
Maryland
USD 243 M +USD 14.7 M +6% 0.11% 57.3% 359 8.64% 3.4
Harfst & Associates
3170
Harfst & Associates
Wyoming
USD 243 M -USD 1.92 M -0.8% 0.29% 88.1% 101 13.86% 2.3
WESCAP Management Group
3171
WESCAP Management Group
California
USD 243 M +USD 881 k +0.4% 0.93% 45.7% 82 10.98% 2.4
Forefront Analytics
3172
Forefront Analytics
Pennsylvania
USD 243 M +USD 7.82 M +3% 1.35% 50.9% 46 13.04% 1.4
Mosaic Family Wealth
3173
Mosaic Family Wealth
Missouri
USD 242 M +USD 3.7 M +2% 1.35% 85.2% 177 9.04% 3.1
Northwest Bancshares
3174
Northwest Bancshares
Pennsylvania
USD 242 M +USD 5.16 M +2% 3.06% 84.8% 144 6.25% 1.5
Advisors Management Group
3175
Advisors Management Group
Wisconsin
USD 242 M +USD 12.8 M +6% 2.67% 125% 90 4.44% 2.7