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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)
Meridian Wealth Advisors
3226
Meridian Wealth Advisors
Texas
USD 234 M +USD 90.3 M +63% 1.22% 79.9% 163 29.45% 0.5
MPM Asset Management
3227
MPM Asset Management
Massachusetts
USD 234 M -USD 13.8 M -6% 3.35% 5.89% 5 0% 2.1
World Investment Advisors
3228
World Investment Advisors
California
USD 233 M +USD 6.58 M +3% 0.79% 65.4% 163 14.72% 0.6
Northwest Quadrant Wealth Management
3229
Northwest Quadrant Wealth Management
Oregon
USD 233 M +USD 14.4 M +7% 0.36% 45.6% 66 7.58% 2
Redhawk Wealth Advisors
3230
Redhawk Wealth Advisors
Minnesota
USD 233 M -USD 18.4 M -7% 1.09% 116% 514 77.82% 0.6
CBTWT
3231
Community Bank & Trust (Waco, Texas)
Texas
USD 233 M -USD 338 k -0.1% 2.36% 124% 136 5.15% 3.1
General Pension Society PZU Joint Stock
3232
General Pension Society PZU Joint Stock
Poland
USD 233 M -USD 11.5 M -5% 0.34% 116% 15 6.67% 5
North Peak Capital Management
3233
North Peak Capital Management
New York
USD 233 M +USD 54.8 M +31% 5.37% 301% 15 66.67% 0.2
Tealwood Asset Management
3234
Tealwood Asset Management
Minnesota
USD 233 M -USD 13.1 M -5% 0.31% 128% 102 13.73% 2.1
BCM Advisors
3235
BCM Advisors
Louisiana
USD 232 M +USD 13.8 M +6% 2.89% 59.3% 40 10% 2.2
Bridge City Capital
3236
Bridge City Capital
Oregon
USD 232 M +USD 50.6 M +28% 2.9% 120% 92 4.35% 1.9
WoodTrust Financial
3237
WoodTrust Financial
Wisconsin
USD 232 M +USD 9.8 M +4% 1.7% 80.3% 76 9.21% 1.5
Sharkey, Howes & Javer
3238
Sharkey, Howes & Javer
Colorado
USD 232 M +USD 11.5 M +5% 1.19% 60.2% 222 76.58% 2.7
Cavalier Investments
3239
Cavalier Investments
Georgia
USD 232 M -USD 7.44 M -3% 1.07% 171% 134 31.34% 0.7
TrueWealth LLC
3240
TrueWealth LLC
Georgia
USD 232 M +USD 6.72 M +3% 3.45% – 766 7.7% 1.6
Sensible Financial Planning & Management
3241
Sensible Financial Planning & Management
Massachusetts
USD 232 M -USD 2.1 M -0.9% 1.8% 24.5% 36 11.11% 3.4
NYL Investors
3242
NYL Investors
New York
USD 232 M +USD 43.4 M +23% 0.11% 12.7% 28 14.29% 0.9
Biltmore Family Office
3243
Biltmore Family Office
North Carolina
USD 232 M +USD 46.8 M +25% 1.22% 78.1% 181 16.57% 1.3
Beacon Pointe Advisors
3244
Beacon Pointe Advisors
California
USD 232 M -USD 42.5 M -16% 1.22% 76.7% 210 22.38% 0.6
TLCM
3245
Tiger Legatus Capital Management
New York
USD 231 M +USD 6.36 M +3% 9.37% 19.1% 14 35.71% 1
APSP
3246
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 231 M +USD 3.67 M +2% 0.48% 62.1% 294 9.86% 3.1
AlphaMark Advisors
3247
AlphaMark Advisors
Kentucky
USD 231 M +USD 2.42 M +1% 1.69% 26.4% 559 13.24% 3
Birinyi Associates
3248
Birinyi Associates
Connecticut
USD 231 M -USD 7.63 M -3% 2.18% 113% 85 18.82% 4.1
Oak Grove Capital
3249
Oak Grove Capital
New Hampshire
USD 230 M +USD 43.6 M +23% 1.25% 470% 83 32.53% 0.9
FA
3250
FMA Advisory
Pennsylvania
USD 230 M +USD 5.1 M +2% 1.4% 46.7% 149 5.37% 1.9