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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)
Gladstone Capital Management
3851
Gladstone Capital Management
United Kingdom
USD 117 M +USD 14.8 M +15% 12.9% 304% 18 44.44% 0.5
SFA
3852
Staton Financial Advisors
North Carolina
USD 116 M +USD 5.51 M +5% 4.49% – 44 9.09% 1.6
Glen Eagle Advisors
3853
Glen Eagle Advisors
New Jersey
USD 116 M +USD 5.45 M +5% 4.69% 68.5% 574 11.67% 0.2
Premier Fund Managers
3854
Premier Fund Managers
United Kingdom
USD 116 M +USD 2 k +0% 8.41% 56.6% 49 12.24% 0.8
Bison Wealth
3855
Bison Wealth
Georgia
USD 116 M -USD 1.49 M -1% 4.7% 37.4% 200 21% 1.5
Physicians Financial Services
3856
Physicians Financial Services
North Carolina
USD 116 M -USD 5.9 M -5% 6.02% 100% 304 64.8% 1.2
William Marsh Rice University
3857
William Marsh Rice University
Texas
USD 116 M -USD 16.8 M -13% 12.9% 4.44% 4 50% 0.1
RCA
3858
Rex Capital Advisors
Rhode Island
USD 116 M +USD 9.08 M +9% 5.17% 7.31% 43 46.51% 1.4
FBT
3859
First Bank & Trust
South Dakota
USD 116 M +USD 6.24 M +6% 3.97% 85.6% 279 13.62% 0.2
Financial Advisors Network
3860
Financial Advisors Network
California
USD 116 M -USD 1.94 M -2% 3.47% – 535 83.55% 0.2
Marshall & Sullivan
3861
Marshall & Sullivan
Washington
USD 115 M +USD 33.2 M +40% 7.15% 82% 61 40.98% 2.8
EisnerAmper Wealth Management Corporate Benefits
3862
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 115 M -USD 1.23 M -1% 4.9% 13% 31 12.9% 1.8
Pacific Wealth Strategies Group
3863
Pacific Wealth Strategies Group
California
USD 115 M +USD 13.8 M +14% 6.21% 75.5% 78 12.82% 0.2
Tieton Capital Management
3864
Tieton Capital Management
Washington
USD 115 M -USD 13 M -10% 4.67% 172% 32 21.88% 2
Stableford Capital II
3865
Stableford Capital II
Arizona
USD 115 M +USD 37.2 M +48% 5.09% 66.9% 109 49.54% 0.1
Steginsky Capital
3866
Steginsky Capital
New York
USD 115 M +USD 4.06 M +4% 6.82% 99.4% 9 0% 0.3
Numen Capital
3867
Numen Capital
United Kingdom
USD 115 M +USD 5.68 M +5% 7.87% 146% 12 66.67% 0.1
Oxford Financial Group
3868
Oxford Financial Group
Indiana
USD 115 M +USD 6.41 M +6% 4.17% 77.2% 25 16% 0.2
Intersect Capital
3869
Intersect Capital
California
USD 115 M -USD 18.8 M -14% 4.85% 57.2% 95 7.37% 2
PK
3870
Pflug Koory
Nebraska
USD 114 M -USD 1.72 M -1% 4.93% – 405 4.94% 0.2
Wedgewood Investors
3871
Wedgewood Investors
Pennsylvania
USD 114 M +USD 5.67 M +5% 2.55% – 133 4.51% 3.1
Smithbridge Asset Management
3872
Smithbridge Asset Management
Pennsylvania
USD 114 M +USD 1.12 M +1% 6.44% – 58 3.45% 2.9
AllSquare Wealth Management
3873
AllSquare Wealth Management
New York
USD 114 M +USD 5.11 M +5% 3.72% 62.4% 408 19.36% 1.5
Cascade Investment Advisors
3874
Cascade Investment Advisors
Oregon
USD 114 M -USD 3.46 M -3% 2.23% 71.4% 230 38.7% 0.6
Bain Capital Credit Member
3875
Bain Capital Credit Member
Massachusetts
USD 114 M – – 4.04% – 8 – 0