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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)
CWAG
3901
Compton Wealth Advisory Group
Virginia
USD 257 M +USD 21.4 M +9% 8.12% 76.1% 94 4.26% 2.4
Diana Davis Spencer Foundation
3902
Diana Davis Spencer Foundation
Maryland
USD 256 M +USD 3.16 M +1% 1.25% 13.4% 3 0% 8
Vertex Planning Partners
3903
Vertex Planning Partners
Illinois
USD 256 M – – 7.43% 55.4% 140 – 0
Integris Wealth Management
3904
Integris Wealth Management
California
USD 256 M – – 8.58% 60.3% 78 – 0
White Pine Capital
3905
White Pine Capital
Minnesota
USD 256 M +USD 16 M +7% 9.31% 143% 210 10.95% 5.8
Bain Capital Credit
3906
Bain Capital Credit
Massachusetts
USD 256 M -USD 31.2 M -11% 2.02% 14.4% 10 40% 1.4
Morton Capital Management
3907
Morton Capital Management
California
USD 256 M +USD 36.5 M +17% 9.03% 75.4% 90 16.67% 0.8
Bridge Creek Capital Management
3908
Bridge Creek Capital Management
Massachusetts
USD 256 M +USD 23.7 M +10% 10.5% 76.5% 102 5.88% 4.9
Keating Investment Counselors
3909
Keating Investment Counselors
Florida
USD 255 M +USD 32.2 M +14% 15.9% 50% 80 28.75% 4.7
Knollwood Investment Advisory
3910
Knollwood Investment Advisory
Maryland
USD 255 M – – 3.91% 160% 123 – 0
Affinity Asset Advisors
3911
Affinity Asset Advisors
New York
USD 255 M -USD 103 M -29% 59.9% 1,487% 89 58.43% 0.5
Forge First Asset Management
3912
Forge First Asset Management
Canada
USD 255 M – – 12.3% 112% 35 – 0
Schwarz Dygos Wheeler Investment Advisors
3913
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 255 M +USD 29.3 M +13% 11.2% 74% 137 18.25% 2.4
Hillman Capital Management
3914
Hillman Capital Management
Maryland
USD 255 M +USD 13.6 M +6% 12.3% 20.2% 53 11.32% 2.4
Walter & Keenan Wealth Management
3915
Walter & Keenan Wealth Management
Indiana
USD 255 M +USD 18.7 M +8% 9.18% 92% 150 10% 3.5
Diversified
3916
Diversified
Delaware
USD 254 M +USD 55.9 M +28% 8.91% 34.4% 162 28.4% 1.1
Harrell Investment Partners
3917
Harrell Investment Partners
Texas
USD 254 M +USD 15.1 M +6% 9.85% 121% 99 14.14% 2.1
Waypoint Wealth Partners
3918
Waypoint Wealth Partners
California
USD 254 M +USD 17.2 M +7% 9.63% 52.1% 72 26.39% 1.2
El Puerto de Liverpool
3919
El Puerto de Liverpool
Mexico
USD 254 M – – 3.53% – 1 – 0
Peak Financial Management
3920
Peak Financial Management
Massachusetts
USD 254 M +USD 14.4 M +6% 6.8% 58.2% 73 12.33% 3.7
RW Investment Management
3921
RW Investment Management
Idaho
USD 254 M – – 7.65% – 81 – 0
CIM
3922
CIM Investment Management
Pennsylvania
USD 254 M +USD 29.1 M +13% 8.11% 123% 259 17.76% 2.8
NC
3923
Nokomis Capital
Texas
USD 254 M +USD 25.7 M +11% 9.93% 145% 67 28.36% 2
Xcel Wealth Management
3924
Xcel Wealth Management
Florida
USD 254 M -USD 14.6 M -5% 9.32% 98.8% 133 13.53% 2.5
Accenture
3925
Accenture
Ireland
USD 254 M +USD 4.21 M +2% 1.69% – 1 0% 2