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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)
RGT Wealth Advisors
3551
RGT Wealth Advisors
Texas
USD 147 M -USD 30.5 M -17% 5.28% 9.35% 146 47.26% 0.4
Berkeley Capital Partners
3552
Berkeley Capital Partners
Georgia
USD 147 M +USD 8.3 M +6% 4.73% 62.8% 123 17.07% 0.9
AP
3553
Agilis Partners
Massachusetts
USD 147 M +USD 785 k +0.5% 4.13% 8.47% 18 16.67% 1.5
MCM
3554
McMillion Capital Management
North Carolina
USD 147 M +USD 6.88 M +5% 5.01% 59.3% 59 3.39% 2.7
Cartica Management
3555
Cartica Management
District of Columbia
USD 147 M +USD 51.8 M +54% 12.5% 92.9% 1 0% 2
DA
3556
DSC Advisors
Illinois
USD 147 M -USD 29.6 M -17% 6.79% 3.18% 66 42.42% 1.1
Canal Capital Management
3557
Canal Capital Management
Virginia
USD 147 M +USD 22.8 M +18% 4.13% 67.8% 118 38.14% 1
TG
3558
TLP Group
Illinois
USD 147 M +USD 45.7 M +45% 3.78% 42.7% 481 77.75% 0.2
Schneider Downs Wealth Management Advisors
3559
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 146 M -USD 862 k -0.6% 1.17% 55% 46 34.78% 0.7
CWM
3560
Catamount Wealth Management
Connecticut
USD 146 M +USD 22.8 M +19% 8.97% 70.7% 194 23.71% 1.2
Genesee Valley Trust
3561
Genesee Valley Trust
New York
USD 146 M +USD 4.24 M +3% 6.25% 30.2% 239 11.3% 1.9
Dean Capital Management
3562
Dean Capital Management
Kansas
USD 146 M +USD 19.6 M +16% 1.67% 89.7% 79 46.84% 0.6
WFWM
3563
Wechter Feldman Wealth Management
New Jersey
USD 146 M -USD 7.09 M -5% 4.06% 53.8% 37 27.03% 0.2
Osmium Partners
3564
Osmium Partners
California
USD 146 M +USD 3.41 M +2% 12.2% 28.4% 24 25% 2
Family Management
3565
Family Management
New York
USD 145 M -USD 856 k -0.6% 7.27% 69% 80 27.5% 1.8
Roberts, Glore & Co
3566
Roberts, Glore & Co
Illinois
USD 145 M +USD 1.81 M +1% 5.5% 72.3% 148 6.76% 2.7
Eidelman Virant Capital
3567
Eidelman Virant Capital
Missouri
USD 145 M -USD 30 M -17% 1.11% 46.2% 123 17.89% 2.1
BW
3568
Biegel & Waller
Maryland
USD 145 M +USD 1.59 M +1% 8.32% 28.2% 59 20.34% 0.2
Willow Creek Wealth Management
3569
Willow Creek Wealth Management
California
USD 145 M +USD 9.31 M +7% 1.36% 36.5% 20 0% 1.6
Courage Miller Partners
3570
Courage Miller Partners
Virginia
USD 145 M +USD 1.42 M +1% 4.24% 43.5% 67 11.94% 3.1
La Financiere de L'Echiquier
3571
La Financiere de L'Echiquier
France
USD 145 M -USD 10.4 M -7% 11.5% 27.9% 39 15.38% 0.8
Delta Capital Management
3572
Delta Capital Management
New Jersey
USD 145 M +USD 4.13 M +3% 5.1% 129% 74 8.11% 2.5
PWMAG
3573
Pinnacle Wealth Management Advisory Group
New Jersey
USD 145 M +USD 5.33 M +4% 4.36% 80.5% 130 8.46% 1.6
Bowie Capital Management
3574
Bowie Capital Management
Texas
USD 145 M -USD 52.6 M -27% 9.83% 31.6% 26 19.23% 0.2
Glassman Wealth Services
3575
Glassman Wealth Services
Virginia
USD 145 M +USD 3.25 M +2% 2.94% 62.6% 769 26.92% 1.1