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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)
Patriot Financial Group Insurance Agency
3926
Patriot Financial Group Insurance Agency
Massachusetts
USD 135 M +USD 1.47 M +1% 0.2% 97.3% 1,016 15.35% 1
Investors Asset Management of Georgia
3927
Investors Asset Management of Georgia
Georgia
USD 135 M -USD 5.76 M -4% 1.41% 118% 153 5.88% 2.6
Scholtz & Company
3928
Scholtz & Company
Connecticut
USD 135 M -USD 2.82 M -2% 4.85% 89.2% 71 33.8% 0.8
Wills Financial Group
3929
Wills Financial Group
Virginia
USD 135 M -USD 8.34 M -6% 3.6% 57.5% 70 8.57% 2.7
SC
3930
Spindletop Capital
New York
USD 135 M -USD 3.18 M -2% 2.49% – 10 0% 2.6
Foresters Asset Management
3931
Foresters Asset Management
Ontario, Canada
USD 135 M -USD 115 M -46% 0.07% 55.6% 69 13.04% 1.4
Concentric Wealth Management
3932
Concentric Wealth Management
California
USD 135 M -USD 3.6 M -3% 2.87% 33.4% 90 3.33% 1.2
SLA
3933
Silver Lake Advisory
Utah
USD 135 M -USD 5.72 M -4% 3.13% 76.7% 88 6.82% 2.9
Northwest Wealth Management
3934
Northwest Wealth Management
Iowa
USD 135 M +USD 11.9 M +10% 2.32% 63.4% 544 82.72% 0.2
Citizens & Northern Corp
3935
Citizens & Northern Corp
Pennsylvania
USD 134 M -USD 6.12 M -4% 1.49% 73.3% 99 11.11% 3.2
Reliant Investment Management
3936
Reliant Investment Management
Tennessee
USD 134 M -USD 11.6 M -8% 1.7% 129% 62 19.35% 2.2
GA
3937
Gagnon Advisors
New York
USD 134 M -USD 2.04 M -1% 10.2% 129% 31 3.23% 2.4
West Paces Advisors
3938
West Paces Advisors
Georgia
USD 134 M -USD 751 k -0.6% 1.11% 57.7% 471 6.37% 1.2
IP
3939
Investment Partners
Ohio
USD 134 M -USD 639 k -0.5% 1.58% 74.1% 163 14.11% 1.9
Anson Funds Management
3940
Anson Funds Management
Texas
USD 134 M -USD 14 M -9% 4.15% 2,010% 70 82.86% 0.8
REDW Wealth
3941
REDW Wealth
New Mexico
USD 134 M +USD 5.35 M +4% 1.63% 54.1% 86 5.81% 1
Harbour Investment Management
3942
Harbour Investment Management
Washington
USD 134 M -USD 7.98 M -6% 0.66% 58.8% 68 4.41% 4.2
SAM
3943
Security Asset Management
New York
USD 134 M +USD 1.45 M +1% 4.38% 67.4% 82 3.66% 2.5
Clear Perspective Advisors
3944
Clear Perspective Advisors
Illinois
USD 134 M +USD 3.11 M +2% 0.69% 88.5% 548 24.09% 0.9
VCM
3945
Vivaldi Capital Management
Illinois
USD 134 M +USD 14.7 M +12% 4.32% 69.2% 168 28.57% 0.4
Milestone Advisory Partners
3946
Milestone Advisory Partners
North Carolina
USD 134 M +USD 224 k +0.2% 0.4% 19.7% 56 16.07% 0.2
Bandera Partners
3947
Bandera Partners
New York
USD 134 M +USD 12.3 M +10% 2.45% 55.4% 25 52% 1.4
First City Capital Management
3948
First City Capital Management
Georgia
USD 134 M -USD 13 M -9% 3.35% 86.4% 149 14.77% 3.6
Providence Capital Advisors
3949
Providence Capital Advisors
North Carolina
USD 134 M +USD 4.13 M +3% 1.99% 47.4% 322 26.4% 0.2
Eldridge Investment Advisors
3950
Eldridge Investment Advisors
New Hampshire
USD 134 M +USD 3.83 M +3% 0.99% 50.9% 63 19.05% 0.2