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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)
Retirement Capital Strategies
3501
Retirement Capital Strategies
California
USD 201 M +USD 2.77 M +1% 2.32% 59% 57 22.81% 1.6
Bard Associates
3502
Bard Associates
Illinois
USD 200 M +USD 2 M +1% 6.46% 241% 175 17.71% 3.9
Wall Capital Group
3503
Wall Capital Group
Arizona
USD 200 M +USD 13.1 M +7% 3.23% – 24 12.5% 1.9
Biltmore Wealth Management
3504
Biltmore Wealth Management
Arizona
USD 200 M +USD 12.1 M +6% 2.62% 59.8% 58 34.48% 1.1
Northwestern University
3505
Northwestern University
Illinois
USD 200 M +USD 34.8 M +21% 1.98% 28.2% 5 20% 1.7
Goodman Financial
3506
Goodman Financial
Texas
USD 200 M +USD 3.24 M +2% 2.53% 52.5% 48 14.58% 2.1
Norman Fields Gottscho Capital Management
3507
Norman Fields Gottscho Capital Management
New York
USD 199 M +USD 9.09 M +5% 5.5% 96.9% 72 2.78% 3.3
USA Financial Formulas
3508
USA Financial Formulas
Michigan
USD 199 M +USD 40.6 M +26% 1.71% 104% 120 0% 0.5
SHA
3509
Shelter Harbor Advisors
Connecticut
USD 199 M +USD 2.02 M +1% 4.72% – 33 66.67% 0.3
Alight Capital Management
3510
Alight Capital Management
New York
USD 199 M +USD 29.2 M +17% 12.5% 466% 83 74.7% 0.1
MayTech Global Investments
3511
MayTech Global Investments
New York
USD 199 M +USD 9.8 M +5% 6.9% 158% 47 2.13% 1.3
Financial Synergies Wealth Advisors
3512
Financial Synergies Wealth Advisors
Texas
USD 199 M +USD 11.1 M +6% 2.43% 79% 31 16.13% 0.2
SSI
3513
Scott & Selber Inc
Texas
USD 199 M +USD 7.79 M +4% 7.46% 202% 84 27.38% 2.4
Shelter Insurance Retirement Plan
3514
Shelter Insurance Retirement Plan
Missouri
USD 199 M +USD 4.79 M +2% 2.95% 60.5% 44 0% 4.5
LFM
3515
Lumina Fund Management
New York
USD 199 M +USD 26 M +15% 3.41% 28.1% 47 40.43% 1.3
Prosight Management
3516
Prosight Management
Texas
USD 198 M -USD 30.2 M -13% 4.88% 39.5% 46 32.61% 0.6
DCM
3517
DeGreen Capital Management
Arizona
USD 198 M +USD 4.54 M +2% 1.66% 28.5% 20 0% 1.6
Omnia Family Wealth
3518
Omnia Family Wealth
Florida
USD 198 M -USD 4.6 M -2% 3.14% 80.6% 601 84.36% 2.2
First Command Bank
3519
First Command Bank
Texas
USD 198 M -USD 2.94 M -1% 3.32% 34.1% 434 10.83% 1.8
First Command Financial Services
3520
First Command Financial Services
Texas
USD 198 M -USD 2.94 M -1% 3.32% 34.4% 434 10.83% 1.8
Broadmark Asset Management
3521
Broadmark Asset Management
California
USD 198 M +USD 36.3 M +22% 4.56% 39.6% 3 33.33% 2.1
Global Strategic Investment Solutions
3522
Global Strategic Investment Solutions
Arizona
USD 198 M +USD 13.8 M +8% 2.65% 56.8% 60 18.33% 0.4
Blume Capital Management
3523
Blume Capital Management
California
USD 198 M +USD 7.02 M +4% 3.89% 96.9% 244 16.8% 3.3
DC
3524
Derby & Company
Massachusetts
USD 197 M +USD 12.7 M +7% 3.81% 33.7% 27 14.81% 1
Simon Quick Advisors
3525
Simon Quick Advisors
New Jersey
USD 197 M -USD 42.5 M -18% 3.07% 69.5% 619 60.9% 0.8