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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)
Jacobson & Schmitt Advisors
3376
Jacobson & Schmitt Advisors
Wisconsin
USD 363 M +USD 9.8 M +3% 1.46% 70.3% 48 6.25% 2.9
Horst & Graben Wealth Management
3377
Horst & Graben Wealth Management
Oregon
USD 363 M +USD 4.71 M +1% 0.83% 55.1% 143 11.89% 1.1
Family Management
3378
Family Management
New York
USD 362 M -USD 15.3 M -4% 0.09% 69% 210 22.86% 1.8
Working Capital Advisors (UK)
3379
Working Capital Advisors (UK)
United Kingdom
USD 362 M -USD 8 M -2% 33.7% 24.8% 1 0% 0.8
Harfst & Associates
3380
Harfst & Associates
Wyoming
USD 362 M +USD 16.7 M +5% 1.1% 88.1% 136 10.29% 2.8
Redhawk Wealth Advisors
3381
Redhawk Wealth Advisors
Minnesota
USD 362 M -USD 86.5 M -19% 1.16% 116% 307 46.91% 1.1
Diversified Portfolios Inc
3382
Diversified Portfolios Inc
Michigan
USD 362 M +USD 96.2 M +36% 0.43% 38.2% 122 17.21% 2.2
SC
3383
Saybrook Capital
North Carolina
USD 361 M -USD 5.08 M -1% 0.51% 72.5% 51 1.96% 6.1
Barry Investment Advisors
3384
Barry Investment Advisors
Massachusetts
USD 361 M -USD 12.2 M -3% 1.52% 66.7% 126 11.11% 2.4
Mosaic Family Wealth
3385
Mosaic Family Wealth
Missouri
USD 361 M +USD 14.7 M +4% 0.75% 85.2% 181 13.26% 3.7
GF
3386
Greenfield FTC
Nevada
USD 361 M -USD 143 M -28% 0.32% 75.4% 4 0% 0.8
Essex LLC
3387
Essex LLC
Illinois
USD 361 M – – 1% 91.4% 168 – 0
Bank Pictet & Cie (Asia)
3388
Bank Pictet & Cie (Asia)
Singapore
USD 360 M +USD 3.27 M +0.9% 0.32% 30.4% 98 13.27% 2.8
Monarch Capital Management
3389
Monarch Capital Management
Indiana
USD 360 M +USD 9.7 M +3% 0.83% 77% 119 7.56% 5.4
Meridian Wealth Advisors
3390
Meridian Wealth Advisors
Texas
USD 359 M +USD 5.84 M +2% 0.24% 79.9% 201 5.97% 1.8
WCMN
3391
Westchester Capital Management (Nebraska)
Nebraska
USD 359 M +USD 2.54 M +0.7% 0.59% 121% 48 8.33% 4.7
Beck Bode LLC
3392
Beck Bode LLC
Massachusetts
USD 359 M -USD 3.72 M -1% 0.17% 155% 343 79.3% 0.3
Forest Hill Capital
3393
Forest Hill Capital
Arkansas
USD 358 M +USD 23 M +7% 3.92% 112% 42 7.14% 4
Benedict Financial Advisors
3394
Benedict Financial Advisors
Georgia
USD 358 M -USD 1.92 M -0.5% 1.05% 72.4% 135 11.85% 4.1
Univest Financial
3395
Univest Financial
Pennsylvania
USD 358 M -USD 6.11 M -2% 0.71% 82.6% 113 7.08% 3.8
NIC
3396
Northwest Investment Counselors
Oregon
USD 358 M -USD 3.68 M -1% 0.38% 32.4% 148 8.11% 5.8
H2CM
3397
H/2 Credit Manager
Connecticut
USD 358 M +USD 60.8 M +20% 1.14% 97.4% 12 16.67% 0.6
BSW Wealth Partners
3398
BSW Wealth Partners
Colorado
USD 358 M -USD 5.89 M -2% 0.64% 75.4% 275 22.91% 2.2
Iowa State Bank
3399
Iowa State Bank
Iowa
USD 358 M +USD 1.24 M +0.3% 0.74% 85.7% 122 6.56% 4.6
tru Independence
3400
tru Independence
Oregon
USD 358 M +USD 18 M +5% 2.75% 67.4% 349 65.33% 0.6