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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)
HWP
3776
Hefty Wealth Partners
Indiana
USD 119 M -USD 12.4 M -9% 1.98% – 266 19.92% 0.7
CWM
3777
Concentric Wealth Management
California
USD 119 M – – 4.45% 33.4% 83 – 0
JT Stratford LLC
3778
JT Stratford LLC
Georgia
USD 119 M – – 3.05% 103% 102 – 0
Stone House Investment Management
3779
Stone House Investment Management
Pennsylvania
USD 119 M – – 0.14% 53.1% 35 – 0
IOOF
3780
Independent Order of Foresters
Ontario, Canada
USD 119 M -USD 3.31 M -3% 2.05% 66.3% 111 6.31% 2.7
SHI
3781
SV Health Investors
Massachusetts
USD 119 M -USD 11.4 M -9% 9.85% 97.4% 7 28.57% 1.5
HAM
3782
Hillswick Asset Management
Connecticut
USD 119 M +USD 1.85 M +2% 3.89% 40.2% 15 6.67% 1.9
JCM
3783
Jafra Capital Management
New York
USD 119 M – – 10.7% – 65 – 0
AIC
3784
Ayalon Insurance Company
Israel
USD 119 M +USD 724 k +0.6% 4.04% 99.6% 85 9.41% 1.5
SHCM
3785
Silver Heights Capital Management
Ontario, Canada
USD 119 M – – 12.7% 39.8% 7 – 0
TWA
3786
Tillar-Wenstrup Advisors
Ohio
USD 118 M +USD 9.04 M +8% 4.34% 27.4% 56 17.86% 1.4
Alphadyne Asset Management
3787
Alphadyne Asset Management
New York
USD 118 M +USD 96.4 M +437% 4.54% 158% 25 88% 0.1
WPEP
3788
Walnut Private Equity Partners
Nebraska
USD 118 M +USD 2.81 M +2% 4.01% 48% 20 10% 2.6
EFIC
3789
Eliot Finkel Investment Counsel
California
USD 118 M +USD 6.7 M +6% 6.5% 88.9% 33 9.09% 0.9
ACM
3790
Akanthos Capital Management
California
USD 118 M +USD 15.3 M +15% 12.8% 1.86% 23 47.83% 0.8
Capital Asset Advisory Services
3791
Capital Asset Advisory Services
Michigan
USD 118 M +USD 42.3 M +56% 0.22% 51% 91 38.46% 0.6
DA
3792
Doliver Advisors
Texas
USD 118 M -USD 463 k -0.4% 5.58% 92.3% 288 56.6% 0.5
JGIA
3793
Jackson Grant Investment Advisers
Connecticut
USD 118 M -USD 3.3 M -3% 2.1% 54.3% 177 5.65% 0.9
CIA
3794
Cascade Investment Advisors
Oregon
USD 117 M – – 5.59% 71.4% 206 – 0.4
Financial Advisors Network
3795
Financial Advisors Network
California
USD 117 M – – 0.2% – 534 – 0
DUMAC Inc
3796
DUMAC Inc
North Carolina
USD 117 M – – 3.95% – 46 – 0
BW
3797
Bison Wealth
Georgia
USD 117 M -USD 636 k -0.5% 2.73% 37.4% 206 22.82% 1.3
MPA
3798
Marvin & Palmer Associates
Delaware
USD 117 M -USD 10.3 M -8% 3.36% 392% 51 58.82% 0.6
GWM
3799
Graybill Wealth Management
Illinois
USD 117 M +USD 9.6 M +9% 6.49% – 45 4.44% 2.7
ADBIC
3800
A.D. Beadell Investment Counsel
Wisconsin
USD 117 M -USD 3.2 M -3% 0.81% 83.3% 97 14.43% 2