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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)
Round Hill Asset Management
3526
Round Hill Asset Management
California
USD 176 M +USD 624 k +0.4% 3.67% 43.2% 63 3.17% 0.9
Virtue Capital Management
3527
Virtue Capital Management
Tennessee
USD 176 M – – 3.02% 91% 550 – 0
Gryphon Financial Partners
3528
Gryphon Financial Partners
Ohio
USD 176 M – – 7.55% 93.7% 1,039 – 0
Old West Investment Management
3529
Old West Investment Management
California
USD 176 M -USD 14.8 M -8% 4.69% 242% 77 19.48% 1.8
Delphi Management
3530
Delphi Management
Massachusetts
USD 176 M -USD 3.34 M -2% 4.96% 111% 96 23.96% 2
LJHT
3531
Laurie J. Hall Trustee
USD 176 M +USD 14.9 M +9% 4.89% 105% 367 21.53% 1.9
WESPAC Advisors SoCal
3532
WESPAC Advisors SoCal
California
USD 175 M +USD 7.3 M +4% 6.71% 135% 301 18.94% 1.5
Triangle Securities Wealth Management
3533
Triangle Securities Wealth Management
North Carolina
USD 175 M +USD 7.03 M +4% 6.36% 83.6% 140 7.14% 3
Thomas Story & Son
3534
Thomas Story & Son
Indiana
USD 175 M -USD 10.4 M -6% 10.1% 101% 55 3.64% 3.2
Peoples Bank (Ohio)
3535
Peoples Bank (Ohio)
Ohio
USD 175 M -USD 8.31 M -5% 2.73% 71.7% 103 3.88% 1.7
White Lighthouse Investment Management
3536
White Lighthouse Investment Management
Massachusetts
USD 174 M – – 4.15% 62% 119 – 0
Mosaic Financial Partners
3537
Mosaic Financial Partners
California
USD 174 M +USD 11.7 M +7% 1.49% 6.05% 52 11.54% 3.1
Lisanti Capital Growth
3538
Lisanti Capital Growth
New York
USD 174 M +USD 14.4 M +9% 15% 1,490% 136 37.5% 0.5
NME
3539
Notis-McConarty Edward
USD 174 M +USD 14.5 M +9% 5.52% 91.2% 90 2.22% 3.4
Concourse Capital Management
3540
Concourse Capital Management
Georgia
USD 174 M -USD 31.7 M -15% 9.65% 107% 70 62.86% 0.8
Eversept Partners
3541
Eversept Partners
New York
USD 174 M – – 0.2% 321% 46 – 0
LCM
3542
Lucha Capital Management
California
USD 174 M -USD 18.7 M -10% 3.15% 84.3% 36 50% 0.4
BCM Advisors
3543
BCM Advisors
Louisiana
USD 173 M +USD 10.9 M +7% 3.99% 59.3% 38 21.05% 0.8
NFG
3544
Noven Financial Group
Colorado
USD 173 M +USD 6.89 M +4% 7.02% 45.1% 36 22.22% 2.1
Gladstone Capital Management
3545
Gladstone Capital Management
United Kingdom
USD 173 M +USD 28.4 M +20% 13.6% 304% 16 43.75% 1
Pathway Financial Advisors
3546
Pathway Financial Advisors
Vermont
USD 173 M – – 5.72% 52.7% 470 – 0
Schneider Downs Wealth Management Advisors
3547
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 173 M +USD 17.8 M +12% 14.6% 55% 46 10.87% 1.3
GA
3548
GRS Advisors
Illinois
USD 173 M -USD 37 M -18% 9.29% 54.3% 30 50% 1
Daily Journal Corp
3549
Daily Journal Corp
California
USD 173 M +USD 18.5 M +12% 12.1% 108% 4 0% 4
Farmers National Bank
3550
Farmers National Bank
Kentucky
USD 173 M +USD 7.68 M +5% 4.19% – 271 47.23% 1.2