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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)
Patriot Financial Partners
3551
Patriot Financial Partners
Pennsylvania
USD 173 M -USD 21.4 M -11% 2.77% 16.6% 9 44.44% 2.6
Bogart Wealth LLC
3552
Bogart Wealth LLC
Virginia
USD 173 M +USD 17 M +11% 2.63% 60.5% 369 11.92% 0.6
UG Investment Advisers
3553
UG Investment Advisers
Taiwan
USD 173 M -USD 16.5 M -9% 3.55% 172% 8 50% 0.3
Intercontinental Wealth Advisors
3554
Intercontinental Wealth Advisors
Texas
USD 173 M -USD 5.79 M -3% 1.33% 46.7% 159 20.75% 1.3
VNBTrust National Association
3555
VNBTrust National Association
Virginia
USD 173 M +USD 1.2 M +0.7% 5.41% 42.9% 118 11.02% 2.9
First Capital Advisors Group
3556
First Capital Advisors Group
New Jersey
USD 173 M +USD 14.1 M +9% 0.84% – 904 81.19% 0.2
WESPAC Advisors SoCal
3557
WESPAC Advisors SoCal
California
USD 173 M -USD 2.7 M -2% 0.26% 135% 313 21.73% 1.5
AMG Funds
3558
AMG Funds
Connecticut
USD 173 M -USD 13 M -7% 3.54% 6.28% 116 8.62% 1.3
Kassirer Asset Management
3559
Kassirer Asset Management
Ontario, Canada
USD 173 M +USD 75.3 M +77% 19.6% 577% 105 64.76% 0.4
Wealth Alliance Advisory Group
3560
Wealth Alliance Advisory Group
Kansas
USD 172 M +USD 60.4 M +54% 1.32% 72.7% 127 33.86% 0.2
Tillar-Wenstrup Advisors
3561
Tillar-Wenstrup Advisors
Ohio
USD 172 M +USD 43.4 M +34% 1.01% 27.4% 62 41.94% 1.3
Union Square GP 2008
3562
Union Square GP 2008
New York
USD 172 M +USD 54.2 M +46% 46.2% – 1 0% 0.3
LFG
3563
LifePlan Financial Group
Ohio
USD 171 M +USD 14.4 M +9% 1.6% 20.2% 526 79.28% 0.7
SigFig Wealth Management
3564
SigFig Wealth Management
California
USD 171 M -USD 37.7 M -18% 0.75% 49.3% 41 43.9% 0.8
KC
3565
Keenan Capital
California
USD 171 M +USD 33.8 M +25% 18.8% 110% 14 14.29% 0.2
Pathway Financial Advisors
3566
Pathway Financial Advisors
Vermont
USD 171 M -USD 1.88 M -1% 1.39% 52.7% 490 13.47% 0.2
ECM
3567
EII Capital Management
New York
USD 171 M -USD 65.4 M -28% 7.6% 46.9% 255 37.65% 0.9
MayTech Global Investments
3568
MayTech Global Investments
New York
USD 171 M +USD 19.4 M +13% 8.32% 158% 48 43.75% 0.1
CNB Bank
3569
CNB Bank
Pennsylvania
USD 171 M +USD 3.95 M +2% 1.3% 91.6% 387 26.1% 0.2
Silicon Valley Capital Partners
3570
Silicon Valley Capital Partners
California
USD 171 M +USD 5.67 M +3% 0.19% 103% 27 22.22% 1.3
AlphaSimPlex Group
3571
AlphaSimPlex Group
Massachusetts
USD 171 M +USD 76.9 M +82% 1.54% 35.5% 85 81.18% 0
McIlrath & Eck
3572
McIlrath & Eck
Washington
USD 171 M +USD 15 k +0% 0.76% 44% 605 18.68% 0.2
Winch Advisory Services
3573
Winch Advisory Services
Wisconsin
USD 171 M +USD 4.38 M +3% 0.81% 80.8% 353 15.3% 1.8
Thomas Story & Son
3574
Thomas Story & Son
Indiana
USD 170 M -USD 4.45 M -3% 2.51% 101% 55 1.82% 3.4
NAH
3575
Neumann Advisory (HK)
Hong Kong
USD 170 M +USD 20.4 M +14% 7.01% 77.3% 11 0% 0.3