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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)
Cypress Asset Management
3726
Cypress Asset Management
Texas
USD 299 M -USD 11.7 M -4% 3.23% 141% 123 10.57% 6.2
True Wealth Design
3727
True Wealth Design
Ohio
USD 299 M +USD 25.3 M +9% 2.43% 57% 823 11.54% 0.7
GWM
3728
GSB Wealth Management
Connecticut
USD 299 M -USD 8.77 M -3% 3.63% 61.8% 215 11.16% 2.3
Whitegate Investment Counselors
3729
Whitegate Investment Counselors
New Hampshire
USD 299 M -USD 5.98 M -2% 3.25% 48% 62 4.84% 6.2
CoreCommodity Management
3730
CoreCommodity Management
Connecticut
USD 298 M -USD 41.6 M -12% 3.41% 65.8% 191 25.65% 3.2
Concord Asset Management (Virginia)
3731
Concord Asset Management (Virginia)
Virginia
USD 298 M +USD 14.7 M +5% 2.09% 64.7% 143 28.67% 0.7
Carderock Capital Management
3732
Carderock Capital Management
Maryland
USD 298 M -USD 24.5 M -8% 4.4% 97.6% 59 5.08% 6.1
Monument Capital Management
3733
Monument Capital Management
Virginia
USD 298 M -USD 15.7 M -5% 0.93% 170% 190 29.47% 1.8
Waypoint Capital Advisors
3734
Waypoint Capital Advisors
Minnesota
USD 298 M -USD 22.5 M -7% 4.29% 50.3% 136 18.38% 1.4
Castle Rock Wealth Management
3735
Castle Rock Wealth Management
California
USD 298 M +USD 5.15 M +2% 1.9% 115% 220 7.73% 2.2
Mission Creek Capital Partners
3736
Mission Creek Capital Partners
California
USD 298 M -USD 12.4 M -4% 2.68% 138% 227 5.73% 3
Globe Life
3737
Globe Life
Texas
USD 298 M -USD 3.11 M -1% 3.71% 60.1% 2 50% 3.4
Spinnaker Investment Group
3738
Spinnaker Investment Group
California
USD 298 M -USD 6.15 M -2% 3.66% 56.9% 87 9.2% 1.4
Lavaca Capital
3739
Lavaca Capital
Texas
USD 298 M -USD 44 M -13% 2.84% 46.5% 155 10.97% 2
Quadrant Private Wealth Management
3740
Quadrant Private Wealth Management
Pennsylvania
USD 297 M -USD 48.1 M -14% 3.13% 87.9% 257 17.51% 3.1
IBT
3741
International Biotechnology Trust
United Kingdom
USD 297 M -USD 31.7 M -10% 7.62% 11.1% 70 20% 1.8
B. Riley Financial
3742
B. Riley Financial
California
USD 297 M -USD 89.1 M -23% 18.5% 682% 32 34.38% 1.4
Key Financial Inc
3743
Key Financial Inc
Pennsylvania
USD 297 M -USD 5.22 M -2% 4.05% 55.5% 1,412 7.08% 2
Noble Family Wealth
3744
Noble Family Wealth
Florida
USD 297 M -USD 10.8 M -4% 3.89% 60% 68 13.24% 0.5
Source Financial Advisors
3745
Source Financial Advisors
New York
USD 296 M -USD 8.25 M -3% 2.96% 18.5% 137 16.06% 1.8
Essex Savings Bank
3746
Essex Savings Bank
Connecticut
USD 296 M -USD 3.2 M -1% 0.81% 95.2% 243 11.93% 3.2
Strategic Financial Concepts
3747
Strategic Financial Concepts
Texas
USD 296 M +USD 24.8 M +9% 3.32% 56.8% 288 19.1% 0.4
Ardmore Road Asset Management
3748
Ardmore Road Asset Management
New York
USD 296 M -USD 35.9 M -11% 0.05% 245% 42 69.05% 0.3
WESPAC Advisors SoCal
3749
WESPAC Advisors SoCal
California
USD 296 M +USD 3.9 M +1% 2.31% 135% 93 16.13% 3.1
Cove Street Capital
3750
Cove Street Capital
California
USD 296 M -USD 26.6 M -8% 6.99% 84.2% 85 10.59% 3.3