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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)
Squar Milner Financial Services
3526
Squar Milner Financial Services
California
USD 196 M +USD 47.4 M +32% 1.33% – 834 76.38% 1.2
BMT Investment Advisors
3527
BMT Investment Advisors
Pennsylvania
USD 196 M +USD 4.94 M +3% 0.84% – 86 8.14% 1.7
Sterling Investment Advisors (Pennsylvania)
3528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 196 M +USD 261 k +0.1% 3.69% 97.5% 464 13.58% 1.8
SSI
3529
Scott & Selber Inc
Texas
USD 196 M -USD 3.3 M -2% 1% 202% 81 20.99% 2.6
Financial Advisors Network
3530
Financial Advisors Network
California
USD 195 M +USD 9.38 M +5% 0.71% – 110 6.36% 1.6
PS
3531
Portfolio Strategies
New York
USD 195 M +USD 43.7 M +29% 3.26% 120% 64 32.81% 1
Chase Investment Counsel
3532
Chase Investment Counsel
Virginia
USD 195 M -USD 1.38 M -0.7% 2.67% 350% 120 39.17% 1.4
Riggs Asset Management
3533
Riggs Asset Management
Pennsylvania
USD 195 M +USD 16.1 M +9% 1% 207% 282 12.77% 3.1
Tenzing Global Management
3534
Tenzing Global Management
California
USD 195 M +USD 6.53 M +3% 1.71% 273% 31 48.39% 0.8
Arbor Wealth Management (Florida)
3535
Arbor Wealth Management (Florida)
Florida
USD 194 M +USD 9.18 M +5% 4.33% 101% 215 79.53% 1.8
Employers Holdings
3536
Employers Holdings
Nevada
USD 194 M +USD 15.2 M +8% 1.86% – 228 40.79% 0.2
CC
3537
Claybrook Capital
Massachusetts
USD 194 M +USD 4.04 M +2% 0.76% 7.15% 103 12.62% 0.9
TLWM Financial
3538
TLWM Financial
Texas
USD 194 M +USD 20.6 M +12% 1.12% 53.9% 65 15.38% 1.1
SP
3539
StackLine Partners
New York
USD 194 M -USD 30.2 M -13% 3.74% 12.7% 23 39.13% 0.5
Integrated Investment Consultants
3540
Integrated Investment Consultants
Michigan
USD 194 M -USD 1.09 M -0.6% 1.12% 70.2% 175 21.71% 2.4
D. Scott Neal
3541
D. Scott Neal
Kentucky
USD 194 M +USD 10.1 M +5% 0.55% 105% 37 21.62% 2.8
Consolidated Investment Group
3542
Consolidated Investment Group
Colorado
USD 194 M +USD 3.14 M +2% 2.13% 140% 47 10.64% 3.6
Day & Ennis
3543
Day & Ennis
Georgia
USD 194 M +USD 4.02 M +2% 1.52% 15.2% 93 9.68% 2.6
Mathes Company
3544
Mathes Company
New York
USD 194 M +USD 4.99 M +3% 0.6% 121% 127 9.45% 3.9
USAdvisors Wealth Management
3545
USAdvisors Wealth Management
Minnesota
USD 194 M -USD 39.6 M -17% 0.49% 59.6% 73 47.95% 0.8
Eldridge Investment Advisors
3546
Eldridge Investment Advisors
New Hampshire
USD 194 M +USD 6.16 M +3% 1.25% 50.9% 99 16.16% 1.1
Lapides Asset Management
3547
Lapides Asset Management
Connecticut
USD 194 M -USD 23.2 M -11% 0.78% 63% 79 20.25% 3.1
One Day In July LLC
3548
One Day In July LLC
Vermont
USD 193 M +USD 13.9 M +8% 1.61% 43.1% 35 0% 0.7
Cowen Prime Advisors
3549
Cowen Prime Advisors
New York
USD 193 M -USD 13.7 M -7% 0.16% 116% 175 8.57% 4.1
Thomas Story & Son
3550
Thomas Story & Son
Indiana
USD 193 M -USD 1.31 M -0.7% 1.66% 101% 58 1.72% 4