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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)
McNamara Financial Services
3376
McNamara Financial Services
Massachusetts
USD 465 M +USD 39.5 M +9% 0.37% 42.6% 95 32.63% 4
Bourgeon Capital Management
3377
Bourgeon Capital Management
Connecticut
USD 465 M -USD 71 M -13% 5.09% 121% 127 24.41% 4.1
Goodman Financial
3378
Goodman Financial
Texas
USD 464 M -USD 4.16 M -0.9% 1.4% 52.5% 82 40.24% 2.4
Leonard Rickey Investment Advisors
3379
Leonard Rickey Investment Advisors
Washington
USD 464 M +USD 29.5 M +7% 0.32% 60.4% 112 8.93% 3.3
Koch Inc
3380
Koch Inc
Kansas
USD 464 M -USD 163 M -26% 25.1% – 5 0% 0.3
Brooklyn Investment Group
3381
Brooklyn Investment Group
New York
USD 463 M +USD 128 M +38% 1.65% – 2,924 38.89% 0.3
SeaBridge Investment Advisors
3382
SeaBridge Investment Advisors
New Jersey
USD 463 M -USD 15.1 M -3% 0.15% 139% 215 14.42% 3.2
Gibraltar Capital Management
3383
Gibraltar Capital Management
Oklahoma
USD 463 M +USD 236 M +104% 3.72% 65% 108 57.41% 2
Capricorn Investment Group
3384
Capricorn Investment Group
California
USD 463 M -USD 69.7 M -13% 25.5% 95.9% 7 0% 3.1
SilverOak Wealth Management
3385
SilverOak Wealth Management
Minnesota
USD 462 M -USD 2.38 M -0.5% 3.99% 77.8% 104 10.58% 1.1
LA
3386
Lynch & Associates
Indiana
USD 462 M +USD 1.46 M +0.3% 0.73% 73.5% 119 3.36% 7.7
Great Point Wealth Advisors
3387
Great Point Wealth Advisors
Massachusetts
USD 462 M +USD 4.74 M +1% 0.1% – 58 5.17% 3.7
TWP
3388
Tyche Wealth Partners
Texas
USD 462 M -USD 11.4 M -2% 1.11% – 328 17.68% 1
Watts Gwilliam & Co
3389
Watts Gwilliam & Co
Arizona
USD 462 M -USD 11.9 M -3% 5.43% – 225 12% 0.8
Investors Research Corp
3390
Investors Research Corp
Georgia
USD 462 M +USD 6.56 M +1% 1.79% 62.1% 1,000 9.4% 4.3
Sierra Summit Advisors
3391
Sierra Summit Advisors
Nevada
USD 462 M -USD 36.4 M -7% 6.04% 302% 202 39.11% 0.7
Essex LLC
3392
Essex LLC
Illinois
USD 462 M -USD 14.9 M -3% 0.84% 91.4% 181 13.26% 2.5
CFSG
3393
Community Financial Services Group
Vermont
USD 461 M -USD 43.3 M -9% 2.8% – 119 19.33% 4.5
Quarry LP
3394
Quarry LP
New York
USD 461 M -USD 251 M -35% 1.65% 83.2% 2,083 47.14% 0.6
Rather & Kittrell
3395
Rather & Kittrell
Tennessee
USD 461 M +USD 35.6 M +8% 1.04% 41.1% 87 9.2% 2.2
Citizens Business Bank
3396
Citizens Business Bank
California
USD 461 M -USD 73.9 M -14% 2.88% 108% 108 11.11% 6.1
Truvestments Capital
3397
Truvestments Capital
Florida
USD 461 M +USD 71.9 M +19% 2.95% 131% 1,180 26.19% 1.1
Steadview Capital Management
3398
Steadview Capital Management
United Kingdom
USD 460 M -USD 23.2 M -5% 0.61% 839% 10 10% 1.7
Werba Rubin Papier Wealth Management
3399
Werba Rubin Papier Wealth Management
California
USD 460 M +USD 35.9 M +8% 1.61% 73.5% 212 17.45% 1.4
Advisors Management Group
3400
Advisors Management Group
Wisconsin
USD 460 M +USD 37 M +9% 2.52% 132% 156 5.77% 4.6