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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)
Benedict Financial Advisors
3201
Benedict Financial Advisors
Georgia
USD 240 M +USD 9.37 M +4% 3.21% 72.4% 107 3.74% 3.7
Diker Management
3202
Diker Management
New York
USD 240 M +USD 75.9 M +46% 9.76% 210% 43 34.88% 2.3
White Lighthouse Investment Management
3203
White Lighthouse Investment Management
Massachusetts
USD 240 M +USD 21.8 M +10% 2.68% 62% 136 16.91% 1.2
Nicolet Bankshares
3204
Nicolet Bankshares
Wisconsin
USD 240 M -USD 2.35 M -1% 3.65% 75.5% 180 5% 2.6
Bessemer Securities
3205
Bessemer Securities
New York
USD 239 M -USD 54.9 M -19% 3.31% 45% 106 6.6% 0.5
McNamara Financial Services
3206
McNamara Financial Services
Massachusetts
USD 239 M +USD 24.1 M +11% 1.8% 42.6% 40 7.5% 2.7
Brickley Wealth Management
3207
Brickley Wealth Management
California
USD 239 M +USD 12.5 M +6% 2.6% 62.6% 45 17.78% 1
Empowered Funds
3208
Empowered Funds
Pennsylvania
USD 239 M -USD 40.4 M -14% 2.52% 127% 125 50.4% 0.5
Kohmann Bosshard Financial Services
3209
Kohmann Bosshard Financial Services
Ohio
USD 239 M +USD 27.7 M +13% 2.05% 42.8% 122 23.77% 1.5
Chesapeake Wealth Management
3210
Chesapeake Wealth Management
Virginia
USD 239 M +USD 11.7 M +5% 4.1% 65.9% 196 16.33% 1
Cavalier Investments
3211
Cavalier Investments
Georgia
USD 239 M -USD 4.04 M -2% 5.21% 171% 153 50.98% 0.6
Zhang Financial
3212
Zhang Financial
Michigan
USD 239 M +USD 6.77 M +3% 2.97% 67.9% 95 14.74% 3.6
Winthrop Advisory Group
3213
Winthrop Advisory Group
Massachusetts
USD 239 M +USD 11.7 M +5% 3.03% 78.3% 97 14.43% 1.2
Mosaic Family Wealth
3214
Mosaic Family Wealth
Missouri
USD 239 M -USD 9.44 M -4% 3.01% 85.2% 707 76.24% 3
Armbruster Capital Management
3215
Armbruster Capital Management
New York
USD 238 M +USD 7.14 M +3% 2.41% 66.7% 73 4.11% 3
Stillwater Investment Management (Minnesota)
3216
Stillwater Investment Management (Minnesota)
Minnesota
USD 238 M -USD 6.12 M -3% 3.98% 72.3% 66 1.52% 4.2
Birinyi Associates
3217
Birinyi Associates
Connecticut
USD 238 M +USD 4.6 M +2% 4.94% 113% 85 20% 4.1
Kentucky Farm Bureau Mutual Insurance
3218
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 238 M +USD 7.54 M +3% 4.71% 83.3% 87 4.6% 2.7
Twin Focus Capital Partners
3219
Twin Focus Capital Partners
Massachusetts
USD 238 M +USD 24.5 M +11% 2.65% 92.5% 146 34.93% 2.1
Inspire Investing
3220
Inspire Investing
Idaho
USD 238 M +USD 22.4 M +10% 1.51% 107% 334 12.87% 0.9
HT Partners
3221
HT Partners
Connecticut
USD 237 M +USD 6.96 M +3% 2.7% 71.1% 29 6.9% 2.9
Burleson & Co
3222
Burleson & Co
California
USD 237 M +USD 1.82 M +0.8% 1.59% 49.1% 109 9.17% 1.2
Northwest Bancshares
3223
Northwest Bancshares
Pennsylvania
USD 237 M +USD 5.4 M +2% 3.67% 84.8% 149 11.41% 1.2
Dynamo Administracao de Recursos
3224
Dynamo Administracao de Recursos
Brazil
USD 237 M +USD 26.8 M +13% 20.3% 350% 8 50% 0.5
DMK
3225
David M. Knott
USD 237 M -USD 13.8 M -6% 1.61% 81% 121 17.36% 2.4