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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)
Aspen Investment Management
3851
Aspen Investment Management
Michigan
USD 151 M +USD 6.57 M +5% 4.98% 84.9% 153 7.19% 3.6
CenterStar Asset Management
3852
CenterStar Asset Management
Illinois
USD 151 M +USD 5.98 M +4% 5.75% 104% 1,061 0% 0.4
X-Square Capital
3853
X-Square Capital
Puerto Rico
USD 151 M +USD 17.6 M +13% 12.7% 158% 75 9.33% 0.6
WAM
3854
WIM Asset Management
Hong Kong
USD 151 M -USD 64.1 M -30% 8.38% – 17 52.94% 0.5
REDW Wealth
3855
REDW Wealth
New Mexico
USD 151 M +USD 11.4 M +8% 3.37% 54.1% 85 4.71% 1.4
Chubb Ltd
3856
Chubb Ltd
Switzerland
USD 151 M -USD 87.1 M -37% 7% 64.2% 21 33.33% 2.2
First Commonwealth Financial Corp
3857
First Commonwealth Financial Corp
Pennsylvania
USD 151 M +USD 53.6 M +55% 7.81% 72.9% 163 36.2% 2.1
Bernicke Wealth Management
3858
Bernicke Wealth Management
Wisconsin
USD 151 M +USD 7.74 M +5% 2.39% – 48 0% 2.1
Long Road Investment Counsel
3859
Long Road Investment Counsel
Michigan
USD 151 M +USD 9.5 M +7% 8.12% 53.8% 70 2.86% 3.3
First City Capital Management
3860
First City Capital Management
Georgia
USD 150 M +USD 10.6 M +8% 7.57% 76.5% 150 10.67% 3.6
Continuum Advisory
3861
Continuum Advisory
Idaho
USD 150 M +USD 13.9 M +10% 3.91% 77% 168 14.88% 0.9
Ullmann Wealth Partners Group
3862
Ullmann Wealth Partners Group
Florida
USD 150 M +USD 5.76 M +4% 4.8% 62.2% 59 8.47% 1.1
Vienna Insurance Group
3863
Vienna Insurance Group
Poland
USD 150 M +USD 5.98 M +4% 4.95% 188% 69 4.35% 0.9
PCM
3864
Proxima Capital Management
New York
USD 150 M -USD 18.5 M -11% 4.4% 20.7% 37 21.62% 1.8
Fluent Financial
3865
Fluent Financial
Texas
USD 150 M -USD 1.23 M -0.8% 3.9% 46.9% 80 16.25% 0.5
BOCM
3866
Bontempo Ohly Capital Management
Maryland
USD 150 M +USD 22.6 M +18% 5% 49.6% 33 12.12% 2.3
WWMSC
3867
Wagner Wealth Management (South Carolina)
South Carolina
USD 150 M +USD 11.5 M +8% 4% 36.4% 759 12.52% 0.6
Rench Wealth Management
3868
Rench Wealth Management
Texas
USD 150 M +USD 11.5 M +8% 8.92% 106% 51 5.88% 3.4
MCA
3869
Mercer Capital Advisers
New Jersey
USD 150 M +USD 11.3 M +8% 8.74% 59.6% 248 6.45% 3.2
FSA
3870
Financial Services Advisory
Maryland
USD 150 M +USD 34.1 M +29% 6.54% 75.8% 22 40.91% 0.4
Bedel Financial Consulting
3871
Bedel Financial Consulting
Indiana
USD 150 M +USD 13.9 M +10% 12.1% 104% 747 8.7% 0.5
JRM Investment Counsel
3872
JRM Investment Counsel
Nebraska
USD 150 M +USD 22.3 M +17% 6.9% 65.5% 35 8.57% 2.4
Parkside Advisors
3873
Parkside Advisors
California
USD 150 M +USD 8.44 M +6% 2.59% 36.7% 45 8.89% 2.9
CAGAS
3874
Capital Advisory Group Advisory Services
Minnesota
USD 150 M +USD 11.5 M +8% 5.1% 54.8% 392 7.65% 0.4
Shayne & Jacobs LLC
3875
Shayne & Jacobs LLC
Tennessee
USD 150 M +USD 10.2 M +7% 9.5% 79.4% 27 11.11% 3.6