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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)
McDonald Partners
3701
McDonald Partners
Ohio
USD 373 M +USD 9.7 M +3% 1.61% 90.7% 244 4.51% 2.3
Financial & Tax Architects
3702
Financial & Tax Architects
Missouri
USD 373 M +USD 9.6 M +3% 0.04% 50.2% 93 20.43% 1.8
Catalyst Funds Management
3703
Catalyst Funds Management
Australia
USD 373 M +USD 14.7 M +4% 7.61% – 1,707 69.19% 0.1
HM
3704
HCEP Management
Hong Kong
USD 373 M -USD 159 M -30% 4.33% 182% 18 61.11% 0.8
Schwarz Dygos Wheeler Investment Advisors
3705
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 373 M +USD 15.2 M +4% 2.98% 74% 152 6.58% 3.3
RR Advisors
3706
RR Advisors
Texas
USD 373 M -USD 4.45 M -1% 6.9% 115% 25 16% 3.2
Valicenti Advisory Services
3707
Valicenti Advisory Services
New York
USD 372 M +USD 13.5 M +4% 5.3% 134% 88 21.59% 5
Waller Financial Planning Group
3708
Waller Financial Planning Group
Ohio
USD 372 M -USD 3.12 M -0.8% 1.15% 47.5% 72 15.28% 3.3
Hamilton Wealth
3709
Hamilton Wealth
California
USD 372 M +USD 51.7 M +16% 6.71% 108% 126 40.48% 1.4
RS
3710
Retirement Solution
Washington
USD 372 M +USD 3.08 M +0.8% 1.54% 77.3% 41 12.2% 2
REAP Financial Group
3711
REAP Financial Group
Texas
USD 372 M +USD 7.33 M +2% 2.53% – 611 15.22% 0.5
Bernardo Wealth Planning
3712
Bernardo Wealth Planning
Pennsylvania
USD 372 M +USD 12.2 M +3% 2.31% 56.9% 109 7.34% 3.1
Arjuna Capital
3713
Arjuna Capital
North Carolina
USD 372 M +USD 19 M +5% 6.42% 105% 113 22.12% 2.5
Essex Savings Bank
3714
Essex Savings Bank
Connecticut
USD 372 M +USD 27.5 M +8% 2.9% 95.2% 281 12.1% 3.4
LHC
3715
Lodge Hill Capital
New York
USD 371 M -USD 46.1 M -11% 9.93% 17.9% 27 37.04% 0.9
H2CM
3716
H/2 Credit Manager
Connecticut
USD 371 M -USD 18.8 M -5% 5.12% 97.4% 15 0% 2.4
Nepsis Inc
3717
Nepsis Inc
Minnesota
USD 371 M +USD 1.29 M +0.3% 1.81% 131% 29 6.9% 4.2
Drive Wealth Management
3718
Drive Wealth Management
Utah
USD 371 M +USD 13.8 M +4% 2.62% 94.4% 340 12.65% 1.3
PTB
3719
Pioneer Trust Bank
Oregon
USD 371 M +USD 11 M +3% 3.21% 61.4% 76 1.32% 7.5
Pathway Financial Advisors
3720
Pathway Financial Advisors
Vermont
USD 370 M +USD 421 k +0.1% 1.68% 52.7% 181 10.5% 3.5
Manhattan West Asset Management
3721
Manhattan West Asset Management
California
USD 370 M -USD 46.7 M -11% 3.83% 65.6% 160 17.5% 1.5
Sterling Investment Advisors (Pennsylvania)
3722
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 370 M +USD 14.2 M +4% 5.81% 111% 143 6.29% 5
GE Investment Management
3723
GE Investment Management
Connecticut
USD 370 M -USD 684 M -65% 7.76% – 5 0% 0.4
Sio Capital Management
3724
Sio Capital Management
New York
USD 370 M +USD 33.7 M +10% 9.83% 564% 64 45.31% 0.7
L.M. Kohn & Company
3725
L.M. Kohn & Company
Ohio
USD 369 M +USD 13.5 M +4% 6.14% 97.9% 300 20% 1.6