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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)
Bridge Creek Capital Management
3351
Bridge Creek Capital Management
Massachusetts
USD 199 M +USD 8.82 M +5% 6.41% 76.5% 84 7.14% 1.7
Cahill Financial Advisors
3352
Cahill Financial Advisors
Minnesota
USD 199 M +USD 10 M +5% 5.49% 55.9% 144 10.42% 2.6
V Wealth Advisors
3353
V Wealth Advisors
Kansas
USD 198 M +USD 1.23 M +0.6% 6.27% 36.9% 221 22.62% 1.1
FundX Investment Group
3354
FundX Investment Group
California
USD 198 M -USD 39.5 M -17% 7.74% 94.6% 45 40% 0.8
Geller Advisors
3355
Geller Advisors
New York
USD 198 M -USD 5.79 M -3% 1.2% 20.4% 33 6.06% 2.5
Aull & Monroe Investment Management
3356
Aull & Monroe Investment Management
Alabama
USD 198 M +USD 4.07 M +2% 6.87% 98.3% 134 4.48% 3.5
ECM
3357
EagleClaw Capital Management
Massachusetts
USD 198 M +USD 21.5 M +12% 9.27% 104% 114 8.77% 2.8
WA
3358
Winfield Associates
Ohio
USD 198 M +USD 7.62 M +4% 6.22% 77.8% 880 12.73% 1.9
Maven Securities
3359
Maven Securities
Jersey
USD 198 M +USD 5.33 M +3% 0.9% 135% 67 79.1% 0.2
Cornerstone Management
3360
Cornerstone Management
Georgia
USD 197 M +USD 5.1 M +3% 3.93% 43.6% 39 20.51% 2
Nepsis Inc
3361
Nepsis Inc
Minnesota
USD 197 M +USD 3.66 M +2% 5.28% 131% 43 20.93% 2
Twin Focus Capital Partners
3362
Twin Focus Capital Partners
Massachusetts
USD 197 M +USD 3.96 M +2% 4.7% 92.5% 105 11.43% 2.3
Salem Capital Management
3363
Salem Capital Management
Massachusetts
USD 197 M +USD 2.72 M +1% 6.4% 32.3% 71 5.63% 3.6
Peavine Capital
3364
Peavine Capital
Nevada
USD 196 M +USD 12.8 M +7% 3.3% 30.8% 16 6.25% 3
180 Wealth Advisors
3365
180 Wealth Advisors
Washington
USD 196 M – – 6.32% 136% 239 – 0
Sensible Financial Planning & Management
3366
Sensible Financial Planning & Management
Massachusetts
USD 196 M +USD 14.5 M +8% 1.04% 24.5% 30 13.33% 2.4
Kelman-Lazarov Inc
3367
Kelman-Lazarov Inc
Tennessee
USD 196 M +USD 6.4 M +3% 3.65% 46.6% 125 8% 1.4
Mudrick Capital Management
3368
Mudrick Capital Management
New York
USD 196 M – – 108% 212% 3 – 0
Financial Consulate
3369
Financial Consulate
Maryland
USD 196 M +USD 12 M +7% 4.39% 53.3% 104 12.5% 1.7
Blume Capital Management
3370
Blume Capital Management
California
USD 195 M +USD 6.27 M +3% 3.65% 96.9% 256 13.67% 2.4
Hendley & Co
3371
Hendley & Co
Ohio
USD 195 M +USD 12.4 M +7% 9.33% 54.8% 55 9.09% 3.3
Stanley Capital Management
3372
Stanley Capital Management
Texas
USD 195 M +USD 15.9 M +9% 8.16% 158% 36 13.89% 2.1
EAM Global Investors
3373
EAM Global Investors
California
USD 195 M – – 22% 2,399% 129 – 0
Advisors Management Group
3374
Advisors Management Group
Wisconsin
USD 195 M +USD 6.24 M +3% 2.12% 125% 83 6.02% 1.5
Hill Path Capital
3375
Hill Path Capital
New York
USD 195 M +USD 7.52 M +4% 4.04% 5.23% 2 0% 0.9