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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)
Dumont & Blake Investment Advisors
3751
Dumont & Blake Investment Advisors
New Jersey
USD 296 M -USD 11.9 M -4% 3.15% 86.1% 195 4.62% 6.5
Satovsky Asset Management
3752
Satovsky Asset Management
New York
USD 295 M -USD 726 k -0.2% 1.6% 53.6% 44 6.82% 1.9
Geisinger Health
3753
Geisinger Health
Pennsylvania
USD 295 M -USD 17.3 M -6% 3.15% – 5 20% 0.8
Schwarz Dygos Wheeler Investment Advisors
3754
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 295 M -USD 8.33 M -3% 2.51% 74% 144 6.25% 2.8
Keating Investment Counselors
3755
Keating Investment Counselors
Florida
USD 295 M +USD 18.3 M +7% 1.05% 50% 84 8.33% 5.1
MJP
3756
Michael J. Puzo
USD 295 M -USD 21.1 M -7% 3.31% 90.3% 80 7.5% 6.8
Adams Wealth Management
3757
Adams Wealth Management
Utah
USD 295 M -USD 25.5 M -8% 3.38% 105% 109 22.02% 2.2
Kathryn A. Hall
3758
Kathryn A. Hall
USD 295 M -USD 12.2 M -4% 0.99% 95.2% 52 7.69% 3.3
Woodard & Company Asset Management Group
3759
Woodard & Company Asset Management Group
North Carolina
USD 295 M -USD 6.78 M -2% 3.08% 84.8% 102 15.69% 2.9
Harbourvest Partners
3760
Harbourvest Partners
Massachusetts
USD 295 M -USD 57.6 M -16% 7.76% 8.96% 63 12.7% 2.1
SPC
3761
Stony Point Capital
New York
USD 294 M -USD 13.8 M -4% 2.89% 208% 33 39.39% 0.9
Pacific Center for Financial Services
3762
Pacific Center for Financial Services
California
USD 294 M -USD 9.7 M -3% 3.46% 60.1% 423 5.44% 4.5
Corrigan Financial
3763
Corrigan Financial
Rhode Island
USD 294 M -USD 24.4 M -8% 3.08% 9.54% 79 53.16% 4.8
Ararat Capital Management
3764
Ararat Capital Management
Connecticut
USD 294 M -USD 5.68 M -2% 6.49% 99.2% 21 28.57% 1.3
Raffa Wealth Management
3765
Raffa Wealth Management
District of Columbia
USD 294 M +USD 862 k +0.3% 3.51% 35.8% 1,081 2.59% 3.3
Searle & Co
3766
Searle & Co
Connecticut
USD 294 M -USD 29 M -9% 3.86% 93.8% 152 5.92% 4.9
United Capital Management of KS
3767
United Capital Management of KS
Kansas
USD 294 M -USD 18.4 M -6% 0.5% 272% 81 12.35% 3
LFM
3768
Lumina Fund Management
New York
USD 294 M +USD 59.9 M +26% 3.82% 28.1% 76 30.26% 2.5
Rosenblum Silverman Sutton
3769
Rosenblum Silverman Sutton
California
USD 294 M -USD 9.37 M -3% 1.55% 90.1% 72 5.56% 5.1
Elevated Capital Advisors
3770
Elevated Capital Advisors
Utah
USD 294 M -USD 6.94 M -2% 2.84% 46% 186 13.98% 2.1
Harrell Investment Partners
3771
Harrell Investment Partners
Texas
USD 294 M -USD 1.35 M -0.5% 2.4% 121% 102 5.88% 2.6
BC
3772
Bruce & Co
Illinois
USD 293 M -USD 63.1 M -18% 5.29% 94.5% 39 7.69% 5.4
Apeiron RIA
3773
Apeiron RIA
Texas
USD 293 M +USD 1.11 M +0.4% 2.35% 68.5% 198 8.08% 1.1
Formula Growth
3774
Formula Growth
Quebec, Canada
USD 293 M -USD 21 M -7% 8.07% 118% 160 30.63% 2.8
Moss Adams Wealth Advisors
3775
Moss Adams Wealth Advisors
Washington
USD 293 M -USD 13.4 M -4% 4.27% 79.6% 175 21.71% 0.6