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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)
LP
3301
LGL Partners
Pennsylvania
USD 212 M +USD 3.02 M +1% 0.97% 68.9% 60 6.67% 1.9
UIM
3302
Underhill Investment Management
California
USD 212 M +USD 5.53 M +3% 0.01% 59.8% 20 5% 2.3
D.B. Root & Company
3303
D.B. Root & Company
Pennsylvania
USD 212 M +USD 22.5 M +12% 3.25% 57.3% 212 15.57% 0.3
PCM
3304
Pennant Capital Management
New Jersey
USD 212 M -USD 6.23 M -3% 6.3% 35.2% 26 38.46% 1.3
DCM
3305
DeGreen Capital Management
Arizona
USD 212 M -USD 292 k -0.1% 0.02% 28.5% 16 0% 1.7
Buckley Wealth Management
3306
Buckley Wealth Management
Nevada
USD 212 M +USD 9.21 M +5% 3.77% 88% 168 12.5% 0.5
Interactive Financial Advisors
3307
Interactive Financial Advisors
Illinois
USD 211 M +USD 2 M +1% 2.13% 47.6% 115 13.04% 3.3
MA
3308
Marshwinds Advisory
Georgia
USD 211 M +USD 1.08 M +0.5% 2.65% 32.9% 136 5.88% 4.2
Sensible Financial Planning & Management
3309
Sensible Financial Planning & Management
Massachusetts
USD 211 M +USD 1.2 M +0.6% 0.4% 24.5% 31 3.23% 2.7
Keating Investment Counselors
3310
Keating Investment Counselors
Florida
USD 211 M -USD 5.96 M -3% 1.22% 50% 69 14.49% 3.9
Bach Option
3311
Bach Option
Hong Kong
USD 211 M +USD 32 M +18% 1.64% 30.6% 122 67.21% 0.5
Conrad N. Hilton Foundation
3312
Conrad N. Hilton Foundation
California
USD 210 M -USD 66.5 M -24% 0.5% – 6 0% 0.5
MM
3313
Midas Management
New York
USD 210 M -USD 2.85 M -1% 0.61% 43.3% 127 14.96% 2
Advisors Management Group
3314
Advisors Management Group
Wisconsin
USD 210 M +USD 15.4 M +8% 2.69% 125% 83 4.82% 1.9
TrueWealth LLC
3315
TrueWealth LLC
Georgia
USD 210 M +USD 11.8 M +6% 1.56% – 897 12.04% 0.5
ITIM
3316
Indiana Trust & Investment Management
Indiana
USD 210 M -USD 5.32 M -2% 1.31% 114% 138 7.97% 3.8
SignalPoint Asset Management
3317
SignalPoint Asset Management
Missouri
USD 210 M +USD 1.75 M +0.8% 2.93% 36% 217 11.52% 2.4
Mathes Company
3318
Mathes Company
New York
USD 210 M -USD 4.5 M -2% 3.08% 121% 140 8.57% 3.1
Fulcrum Capital
3319
Fulcrum Capital
Washington
USD 209 M -USD 97.7 M -32% 0.14% 102% 71 28.17% 0.5
Raab & Moskowitz Asset Management
3320
Raab & Moskowitz Asset Management
New Jersey
USD 209 M +USD 6.38 M +3% 2.28% 75% 170 10% 2.8
Summit Asset Management
3321
Summit Asset Management
Tennessee
USD 209 M +USD 60 k +0% 1.64% 48.9% 114 7.89% 3.4
Iowa State Bank
3322
Iowa State Bank
Iowa
USD 209 M +USD 3.71 M +2% 1.38% 85.7% 103 5.83% 3.2
Connecticut Wealth Management
3323
Connecticut Wealth Management
Connecticut
USD 209 M +USD 32.6 M +18% 3.04% 70.2% 68 10.29% 1.4
American National Registered Investment Advisor
3324
American National Registered Investment Advisor
Texas
USD 209 M +USD 7.32 M +4% 4.54% 95.8% 245 2.86% 3.8
Burt Wealth Advisors
3325
Burt Wealth Advisors
Maryland
USD 209 M +USD 12.2 M +6% 0.53% 57.3% 409 10.27% 2.5