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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)
Supplemental Annuity Collective Trust (SACT) of New Jersey
3326
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 195 M -USD 46.6 M -19% 17% 147% 217 18.89% 2.5
SFE Investment Counsel
3327
SFE Investment Counsel
California
USD 195 M -USD 64.2 M -25% 13.5% 105% 129 10.85% 3.2
GIM
3328
Greystone Investment Management
Ohio
USD 195 M -USD 36.2 M -16% 14.2% 32.8% 49 12.24% 3.5
Oarsman Capital
3329
Oarsman Capital
Wisconsin
USD 195 M -USD 53.2 M -21% 11.5% 70.6% 190 11.58% 3.8
Mizuho Trust & Banking
3330
Mizuho Trust & Banking
Japan
USD 195 M -USD 164 M -46% 10.4% 36.1% 18 50% 0.5
Rock Point Advisors
3331
Rock Point Advisors
Vermont
USD 195 M -USD 29.7 M -13% 16.6% 82.8% 79 15.19% 3.1
Stewardship Financial Advisors
3332
Stewardship Financial Advisors
Georgia
USD 195 M -USD 17.5 M -8% 11.2% 39.1% 81 30.86% 1.8
Brio Consultants
3333
Brio Consultants
California
USD 195 M – – 10.7% 42.7% 68 – 0
CWAG
3334
Compton Wealth Advisory Group
Virginia
USD 194 M – – 0.64% 76.1% 68 – 0
Pacifica Capital Investments
3335
Pacifica Capital Investments
Texas
USD 194 M +USD 3.44 M +2% 12.1% 70.4% 24 16.67% 3.3
McRae Capital Management
3336
McRae Capital Management
New Jersey
USD 194 M -USD 41.5 M -18% 14.5% 78.2% 96 7.29% 3.8
Fagan Associates
3337
Fagan Associates
New York
USD 194 M -USD 48 M -20% 14% 127% 118 14.41% 2.8
AH Equity Partners IV
3338
AH Equity Partners IV
California
USD 194 M – – 11.2% – 1 – 0
Buckley Wealth Management
3339
Buckley Wealth Management
Nevada
USD 194 M -USD 35 M -15% 13% 88% 157 14.65% 0.9
MHP
3340
Manatuck Hill Partners
Connecticut
USD 194 M -USD 72.1 M -27% 16.3% 556% 122 54.92% 1.3
First Command Bank
3341
First Command Bank
Texas
USD 194 M -USD 164 M -46% 5.52% 34.1% 448 20.98% 1.4
First Command Financial Services
3342
First Command Financial Services
Texas
USD 194 M -USD 164 M -46% 5.52% 34.4% 448 20.98% 1.4
Vantage Wealth
3343
Vantage Wealth
California
USD 194 M -USD 37.7 M -16% 8.89% 56.1% 32 21.88% 3.5
Prosight Management
3344
Prosight Management
Texas
USD 194 M +USD 14.4 M +8% 22.5% 39.5% 41 36.59% 0.4
Carderock Capital Management
3345
Carderock Capital Management
Maryland
USD 194 M -USD 59.9 M -24% 11.8% 97.6% 83 18.07% 4.1
Burleson & Co
3346
Burleson & Co
California
USD 194 M +USD 14.9 M +8% 12.9% 49.1% 108 14.81% 0.9
FA
3347
FMA Advisory
Pennsylvania
USD 194 M -USD 29.9 M -13% 11.5% 46.7% 156 10.9% 1.4
Windsor Capital Management
3348
Windsor Capital Management
Arizona
USD 193 M -USD 28.2 M -13% 9.88% 49.1% 121 9.09% 3.8
Interactive Financial Advisors
3349
Interactive Financial Advisors
Illinois
USD 193 M -USD 17.5 M -8% 7.34% 47.6% 129 29.46% 3.9
Certified Advisory Corp
3350
Certified Advisory Corp
Florida
USD 193 M -USD 23.4 M -11% 13.3% 58.2% 827 11.61% 0.9