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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)
NAMP
3401
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 347 M -USD 16.4 M -5% 4.25% 90.2% 156 14.1% 5.8
JWCA
3402
J.W. Coons Advisors
Ohio
USD 347 M -USD 19.5 M -5% 2.16% 61.2% 234 5.98% 2.8
AFS
3403
Annapolis Financial Services
Maryland
USD 346 M -USD 4.76 M -1% 3.55% 15% 504 8.13% 2
Private Capital Management (Colorado)
3404
Private Capital Management (Colorado)
Colorado
USD 346 M -USD 3.95 M -1% 3.68% 20% 232 15.09% 1.8
Stevens Capital Management
3405
Stevens Capital Management
Pennsylvania
USD 346 M -USD 141 M -29% 4.41% 108% 356 67.7% 0.4
Rainey & Randall Wealth Advisors
3406
Rainey & Randall Wealth Advisors
Florida
USD 346 M +USD 9.6 M +3% 3.86% 52.3% 43 0% 3
Benedict Financial Advisors
3407
Benedict Financial Advisors
Georgia
USD 346 M -USD 17.5 M -5% 3.99% 72.4% 124 5.65% 5.5
Punch Card Management
3408
Punch Card Management
Florida
USD 346 M -USD 1.12 M -0.3% 0.79% 41% 5 20% 3.6
Raine Capital
3409
Raine Capital
New York
USD 346 M -USD 49.7 M -13% 0.21% 119% 5 20% 2.6
China Universal Asset Management Company
3410
China Universal Asset Management Company
China
USD 345 M +USD 21 M +6% 1.39% 292% 466 7.3% 1
Wright Investors Service
3411
Wright Investors Service
Connecticut
USD 345 M -USD 9.9 M -3% 1.58% 146% 159 18.24% 4
Fulcrum Capital
3412
Fulcrum Capital
Washington
USD 344 M -USD 35.8 M -9% 3.83% 102% 119 11.76% 2.3
MJP Associates
3413
MJP Associates
Connecticut
USD 344 M +USD 38.7 M +13% 3% 60.9% 192 30.21% 1.5
LT
3414
Legacy Trust
Michigan
USD 344 M -USD 18.9 M -5% 4.41% 95% 164 6.1% 0.7
Main Management Fund Advisors
3415
Main Management Fund Advisors
California
USD 344 M +USD 33.5 M +11% 4.53% 80% 9 22.22% 1.2
Lineweaver Wealth Advisors
3416
Lineweaver Wealth Advisors
Ohio
USD 344 M -USD 6.8 M -2% 3.32% 68.4% 146 23.97% 2
Waller Financial Planning Group
3417
Waller Financial Planning Group
Ohio
USD 344 M -USD 18.8 M -5% 4.6% 47.5% 57 5.26% 3.5
SFE Investment Counsel
3418
SFE Investment Counsel
California
USD 344 M -USD 9.8 M -3% 3.21% 114% 119 6.72% 5.4
Clifford Capital Partners
3419
Clifford Capital Partners
Utah
USD 343 M -USD 2.52 M -0.7% 0.89% 77.3% 63 28.57% 2.9
WestHill Financial Advisors
3420
WestHill Financial Advisors
California
USD 343 M -USD 10.7 M -3% 4.12% 62.9% 120 11.67% 2.1
Austin Asset Management
3421
Austin Asset Management
Texas
USD 343 M -USD 8.97 M -3% 2.85% 93.4% 63 11.11% 1.3
Blue Fin Capital
3422
Blue Fin Capital
Rhode Island
USD 342 M -USD 7.7 M -2% 2.25% 147% 131 2.29% 6.2
Cutter & Co Brokerage
3423
Cutter & Co Brokerage
Missouri
USD 342 M +USD 3.12 M +0.9% 0.53% 40.4% 222 10.36% 3.9
Bender Robert & Associates
3424
Bender Robert & Associates
California
USD 342 M -USD 19.9 M -5% 3.65% 146% 50 4% 6.4
Goodman Financial
3425
Goodman Financial
Texas
USD 342 M -USD 18.7 M -5% 0.2% 52.5% 48 10.42% 3.1