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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)
180 Wealth Advisors
3376
180 Wealth Advisors
Washington
USD 202 M +USD 9.24 M +5% 2.34% 136% 263 19.77% 0.4
First Washington Corp
3377
First Washington Corp
Washington
USD 202 M +USD 8.94 M +5% 4.67% 142% 76 10.53% 3
Quattro Financial Advisors
3378
Quattro Financial Advisors
Texas
USD 202 M -USD 51.4 M -20% 1.07% 77.6% 89 41.57% 0.7
Hamilton Point Investment Advisors
3379
Hamilton Point Investment Advisors
North Carolina
USD 202 M +USD 4.71 M +2% 2.38% 79.3% 73 8.22% 3.2
Trust Company of Oklahoma
3380
Trust Company of Oklahoma
Oklahoma
USD 201 M -USD 5.86 M -3% 4.08% 101% 132 9.09% 3.1
HIS
3381
Horizon Investment Services
Indiana
USD 201 M -USD 20.5 M -9% 0.92% 250% 115 29.57% 1.7
Glassman Wealth Services
3382
Glassman Wealth Services
Virginia
USD 201 M +USD 39.2 M +24% 6.16% 62.6% 1,064 18.89% 1.5
Biltmore Family Office
3383
Biltmore Family Office
North Carolina
USD 201 M -USD 24 M -11% 0.48% 78.1% 158 10.76% 0.5
Stewardship Financial Advisors
3384
Stewardship Financial Advisors
Georgia
USD 201 M +USD 193 k +0.1% 0.92% 39.1% 48 4.17% 2
UAM
3385
UAS Asset Management
New York
USD 201 M -USD 4.03 M -2% 4.12% 98% 35 48.57% 1.8
Finepoint Capital
3386
Finepoint Capital
Massachusetts
USD 200 M -USD 131 M -39% 14.1% 27.4% 6 50% 2.7
Tiptree Advisors
3387
Tiptree Advisors
New York
USD 200 M -USD 2.66 M -1% 5.29% – 40 60% 0.8
Nepsis Inc
3388
Nepsis Inc
Minnesota
USD 200 M +USD 11.4 M +6% 7.79% 131% 43 20.93% 2.1
BI
3389
Boulegeris Investments
Georgia
USD 200 M +USD 17.5 M +10% 7.48% 39.1% 58 3.45% 2.5
AlphaSimPlex Group
3390
AlphaSimPlex Group
Massachusetts
USD 200 M +USD 29.2 M +17% 2.6% 35.5% 100 25% 0.3
GCA
3391
Gideon Capital Advisors
New York
USD 200 M +USD 38.5 M +24% 2.51% 37.6% 535 74.21% 0.2
Capital Investment Advisory Services
3392
Capital Investment Advisory Services
North Carolina
USD 200 M +USD 20.6 M +12% 2.59% 69.3% 225 20.89% 0.9
Peddock Capital Advisors
3393
Peddock Capital Advisors
Massachusetts
USD 200 M +USD 10.1 M +5% 4.82% 113% 274 11.31% 2.1
Northstar Wealth Partners
3394
Northstar Wealth Partners
Connecticut
USD 200 M +USD 4.14 M +2% 2.34% 36.2% 197 15.23% 0.7
Patriot Financial Partners
3395
Patriot Financial Partners
Pennsylvania
USD 200 M +USD 26.7 M +15% 1.6% 16.6% 10 50% 2.2
HCM
3396
Horrell Capital Management
Arkansas
USD 200 M +USD 9.14 M +5% 6.35% 55.6% 194 15.46% 3.3
ACM
3397
AidennLair Capital Management
New York
USD 200 M +USD 10.8 M +6% 0.58% – 40 60% 0.3
Private Advisory Group
3398
Private Advisory Group
Washington
USD 199 M +USD 37.3 M +23% 3.17% 177% 156 58.97% 0.6
Kavar Capital Partners Group
3399
Kavar Capital Partners Group
Kansas
USD 199 M +USD 7.42 M +4% 1.05% 77.2% 471 7.22% 0.9
Old West Investment Management
3400
Old West Investment Management
California
USD 199 M +USD 25.6 M +15% 13.5% 242% 90 25.56% 1.7