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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)
O'Dell Group
3951
O'Dell Group
Ohio
USD 136 M -USD 19.1 M -12% 13.8% 72.2% 47 27.66% 1.3
Prestige Wealth Management Group
3952
Prestige Wealth Management Group
New Jersey
USD 136 M – – 10.9% 55.8% 1,320 – 0
Whitener Capital Management
3953
Whitener Capital Management
North Carolina
USD 136 M -USD 16.6 M -11% 12.9% 113% 498 9.84% 0.4
JW Asset Management
3954
JW Asset Management
Florida
USD 136 M -USD 49.6 M -27% 28.4% 251% 20 30% 2.1
Red Mountain Capital Partners
3955
Red Mountain Capital Partners
California
USD 136 M -USD 35.7 M -21% 13% 37.4% 6 0% 4.9
SC XII Management
3956
SC XII Management
California
USD 136 M -USD 81.5 M -38% 36% 73.4% 2 0% 3.9
Virginia National Bank
3957
Virginia National Bank
Virginia
USD 136 M -USD 137 M -50% 17.1% – 120 20% 0.2
Ullmann Wealth Partners Group
3958
Ullmann Wealth Partners Group
Florida
USD 135 M -USD 14.9 M -10% 13.6% 62.2% 62 14.52% 1.3
LB
3959
Landmark Bank
Missouri
USD 135 M -USD 27.7 M -17% 10.8% – 98 19.39% 0.5
Oak Asset Management
3960
Oak Asset Management
California
USD 135 M -USD 29.8 M -18% 12.1% 91.8% 97 13.4% 0.9
SIG
3961
Schaller Investment Group
North Carolina
USD 135 M -USD 42.8 M -24% 12.5% 21.9% 40 20% 4.1
Hillswick Asset Management
3962
Hillswick Asset Management
Connecticut
USD 135 M -USD 20.3 M -13% 11.6% 40.2% 13 0% 3.9
MCA
3963
Mercer Capital Advisers
New Jersey
USD 135 M -USD 14.9 M -10% 8.47% 59.6% 243 10.7% 3.4
Banco BTG Pactual
3964
Banco BTG Pactual
Brazil
USD 135 M +USD 17.7 M +15% 15.7% 135% 75 72% 0.3
Iron Gate Global Advisors
3965
Iron Gate Global Advisors
Utah
USD 135 M -USD 18.6 M -12% 14.3% 106% 252 75.4% 0.9
Omega Fund Management
3966
Omega Fund Management
Massachusetts
USD 135 M -USD 76.5 M -36% 30.6% 106% 14 0% 2.4
BOCM
3967
Bontempo Ohly Capital Management
Maryland
USD 135 M -USD 15.3 M -10% 9.56% 49.6% 34 5.88% 2.5
Arlington Capital Management
3968
Arlington Capital Management
Illinois
USD 135 M -USD 68.6 M -34% 19.6% 154% 34 73.53% 0.1
SLA
3969
Silver Lake Advisory
Utah
USD 135 M -USD 29.8 M -18% 9.26% 76.7% 97 17.53% 3.3
Uncommon Cents Investing
3970
Uncommon Cents Investing
Wisconsin
USD 135 M -USD 24.8 M -16% 12.6% 91.4% 83 4.82% 0.9
Vontobel Swiss Wealth Advisors
3971
Vontobel Swiss Wealth Advisors
Switzerland
USD 135 M -USD 36.2 M -21% 11.5% 70.1% 93 24.73% 1.8
Wolf Group Capital Advisors
3972
Wolf Group Capital Advisors
Virginia
USD 134 M -USD 18.8 M -12% 11.8% 28.2% 96 22.92% 1.9
Hapanowicz & Associates Financial Services
3973
Hapanowicz & Associates Financial Services
Pennsylvania
USD 134 M -USD 14.5 M -10% 8.16% 58.5% 19 15.79% 1.6
Liberty Wealth Management
3974
Liberty Wealth Management
California
USD 134 M – – 10.8% 64.2% 823 – 0
Resource Planning Group
3975
Resource Planning Group
Georgia
USD 134 M +USD 6.01 M +5% 3.87% 1.9% 50 28% 0.2