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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)
Rempart Asset Management
3526
Rempart Asset Management
Canada
USD 529 M -USD 11.6 M -2% 3.65% 70.5% 35 0% 4.4
Brian C. Broderick
3527
Brian C. Broderick
USD 529 M +USD 2.55 M +0.5% 5.44% 98.6% 88 3.41% 6.8
LA
3528
Lynch & Associates
Indiana
USD 529 M +USD 11.1 M +2% 3.23% 73.5% 129 5.43% 7.8
Goodman Financial
3529
Goodman Financial
Texas
USD 528 M +USD 14.3 M +3% 2.17% 52.5% 79 24.05% 2.4
West Virginia University Foundation
3530
West Virginia University Foundation
West Virginia
USD 528 M +USD 148 M +39% 2.3% – 2 0% 1
RWC Asset Advisors
3531
RWC Asset Advisors
Florida
USD 528 M -USD 83 M -14% 17.9% 267% 19 42.11% 2.3
Annis Gardner Whiting Capital Advisors
3532
Annis Gardner Whiting Capital Advisors
Florida
USD 528 M +USD 42.8 M +9% 3.3% 85% 1,369 25.64% 1.2
Pettinga Financial Advisors
3533
Pettinga Financial Advisors
Indiana
USD 527 M +USD 14.4 M +3% 4.15% 78.1% 151 11.26% 3.2
Conrad Siegel Investment Advisors
3534
Conrad Siegel Investment Advisors
Pennsylvania
USD 527 M +USD 50.9 M +11% 2.08% 64.9% 65 21.54% 2
McNamara Financial Services
3535
McNamara Financial Services
Massachusetts
USD 527 M -USD 10.8 M -2% 1.72% 42.6% 103 9.71% 4.1
Requisite Capital Management
3536
Requisite Capital Management
Texas
USD 527 M -USD 68.6 M -12% 0.87% 41% 389 74.81% 1.4
TruNorth Capital Management
3537
TruNorth Capital Management
Michigan
USD 527 M +USD 21.3 M +4% 1.45% – 414 72.71% 1.4
Virtus Wealth Solutions
3538
Virtus Wealth Solutions
New Jersey
USD 527 M +USD 7.17 M +1% 9.71% – 65 43.08% 0.6
Ashton Thomas Securities
3539
Ashton Thomas Securities
New York
USD 527 M -USD 190 M -26% 1.54% – 423 34.52% 1.1
Curran Financial Partners
3540
Curran Financial Partners
South Carolina
USD 527 M +USD 21.2 M +4% 0.18% 53.5% 139 14.39% 2.2
Conversant Capital
3541
Conversant Capital
New Jersey
USD 526 M -USD 63.5 M -11% 7.8% 228% 15 46.67% 0.6
WestHill Financial Advisors
3542
WestHill Financial Advisors
California
USD 526 M +USD 16.2 M +3% 2.76% 62.9% 83 8.43% 3.4
Waterfront Wealth
3543
Waterfront Wealth
Kansas
USD 526 M +USD 38 M +8% 3.8% 77.2% 281 7.47% 3.2
Whalerock Point Partners
3544
Whalerock Point Partners
Rhode Island
USD 526 M +USD 33.2 M +7% 3.95% 103% 206 16.5% 5.5
Hamilton Wealth
3545
Hamilton Wealth
California
USD 526 M +USD 46.3 M +10% 5.74% 108% 135 30.37% 1.8
Cambridge Advisors
3546
Cambridge Advisors
Nebraska
USD 525 M +USD 13.6 M +3% 1.54% 58.6% 179 7.26% 6.6
Systelligence LLC
3547
Systelligence LLC
Minnesota
USD 525 M -USD 1.97 M -0.4% 2.29% 57.3% 67 43.28% 1
MYDA Advisors
3548
MYDA Advisors
New York
USD 525 M +USD 62 M +13% 2.81% 232% 238 75.21% 0.4
FFT Wealth Management
3549
FFT Wealth Management
Pennsylvania
USD 525 M -USD 19.6 M -4% 2.47% 65.6% 92 11.96% 3.1
Bernardo Wealth Planning
3550
Bernardo Wealth Planning
Pennsylvania
USD 525 M +USD 14.7 M +3% 1.74% 56.9% 133 9.02% 3.6