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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)
Stellar Capital Management
3776
Stellar Capital Management
Arizona
USD 152 M -USD 2.37 M -2% 0.66% 23.4% 83 7.23% 3
Mosaic Financial Partners
3777
Mosaic Financial Partners
California
USD 152 M -USD 12.8 M -8% 0.34% 6.05% 54 14.81% 3.4
MFA Wealth Advisors
3778
MFA Wealth Advisors
Pennsylvania
USD 152 M +USD 19.7 M +15% 2.19% 68.6% 59 18.64% 0.4
Advocacy Wealth Management Services
3779
Advocacy Wealth Management Services
Georgia
USD 152 M +USD 6.61 M +5% 0.99% 48.3% 236 22.46% 2.2
Davis Rea
3780
Davis Rea
Ontario, Canada
USD 152 M -USD 5.46 M -3% 2.62% 66.9% 49 6.12% 3.1
Dean Capital Management
3781
Dean Capital Management
Kansas
USD 152 M -USD 50 M -25% 3.75% 89.7% 75 21.33% 0.8
KCM
3782
Kempner Capital Management
Texas
USD 152 M +USD 5.38 M +4% 2.55% 60.9% 66 12.12% 3
HCIA
3783
Hochman Cole Investment Advisors
Illinois
USD 152 M +USD 8.78 M +6% 2.52% 42.7% 106 8.49% 1.8
TWS
3784
Thomas W. Smith
USD 152 M +USD 16.3 M +12% 17% – 10 0% 4.3
Truvvo Partners
3785
Truvvo Partners
New York
USD 152 M -USD 118 M -44% 2.05% 21.1% 96 52.08% 1.8
American Asset Management
3786
American Asset Management
Florida
USD 152 M +USD 36.3 M +31% 1.95% 42.5% 113 14.16% 1.3
Rice Partnership
3787
Rice Partnership
Hawaii
USD 152 M +USD 1.89 M +1% 3.13% 123% 74 10.81% 0.5
Israel Discount Bank of New York
3788
Israel Discount Bank of New York
New York
USD 152 M +USD 1.48 M +1% 0.26% 40.8% 418 4.07% 1.4
Fluent Financial
3789
Fluent Financial
Texas
USD 151 M +USD 7.53 M +5% 1.26% 46.9% 88 50% 0.3
GoodHaven Capital Management
3790
GoodHaven Capital Management
New Jersey
USD 151 M -USD 1.96 M -1% 2.13% 80.7% 24 16.67% 3.2
NERM
3791
New England Research & Management
Illinois
USD 151 M +USD 2.01 M +1% 0.26% 65% 189 30.69% 1.8
Vantage Financial Partners (Illinois)
3792
Vantage Financial Partners (Illinois)
Illinois
USD 151 M +USD 5.02 M +3% 0.92% 13.1% 81 9.88% 0.8
Jacobson & Schmitt Advisors
3793
Jacobson & Schmitt Advisors
Wisconsin
USD 151 M +USD 3.38 M +2% 7.01% 70.3% 51 17.65% 1.9
Northwestern University
3794
Northwestern University
Illinois
USD 151 M -USD 118 M -44% 2.94% 28.2% 4 50% 1.7
First United Bank & Trust
3795
First United Bank & Trust
Maryland
USD 151 M -USD 1.13 M -0.7% 2.2% 69.2% 113 4.42% 3.2
First Capital Advisors Group
3796
First Capital Advisors Group
New Jersey
USD 151 M -USD 21.7 M -13% 2.59% – 910 82.64% 1.1
Blankinship & Foster
3797
Blankinship & Foster
California
USD 151 M -USD 82 k -0.1% 0.82% 67.1% 39 10.26% 1.2
Emory University
3798
Emory University
Georgia
USD 151 M +USD 10.6 M +8% 3.88% – 53 26.42% 1.1
Schneider Downs Wealth Management Advisors
3799
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 151 M -USD 26.8 M -15% 13.7% 55% 59 18.64% 1.4
PS
3800
Portfolio Strategies
New York
USD 151 M +USD 20.8 M +16% 6.16% 120% 278 20.14% 0.4