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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)
TCG Crossover Management
4001
TCG Crossover Management
California
USD 235 M -USD 13.7 M -5% 8.23% 3,013% 22 9.09% 0.4
Packer & Co
4002
Packer & Co
Australia
USD 235 M -USD 23.3 M -9% 5% – 2 0% 4
BDWCC
4003
B&D White Capital Company
Texas
USD 235 M -USD 78.9 M -25% 15.1% 38.1% 73 49.32% 0.7
All Terrain Financial Advisors
4004
All Terrain Financial Advisors
Minnesota
USD 235 M -USD 12.8 M -5% 12.2% 71.1% 99 13.13% 2.7
Gateway Advisory
4005
Gateway Advisory
New Jersey
USD 235 M -USD 133 M -36% 3.44% 26% 99 37.37% 2.6
GAMC
4006
Garner Asset Management Corp
Texas
USD 235 M -USD 20.3 M -8% 14.3% 95.3% 183 6.01% 3.6
VST
4007
Van Strum & Towne
California
USD 235 M -USD 32.5 M -12% 10.1% 62.2% 103 10.68% 4.6
Boyd Watterson Asset Management
4008
Boyd Watterson Asset Management
Ohio
USD 235 M -USD 39.5 M -14% 11.9% 101% 155 16.13% 4.8
WealthBridge Capital Management
4009
WealthBridge Capital Management
Ohio
USD 234 M -USD 33 M -12% 14.3% 89.4% 214 21.03% 2
EPG Wealth Management
4010
EPG Wealth Management
Georgia
USD 234 M -USD 54.8 M -19% 13.1% 96% 407 49.63% 1.6
Silver Heights Capital Management
4011
Silver Heights Capital Management
Ontario, Canada
USD 234 M -USD 20.7 M -8% 10.9% 39.8% 5 0% 4.8
Chesapeake Wealth Management
4012
Chesapeake Wealth Management
Virginia
USD 234 M -USD 41.5 M -15% 11.9% 65.9% 190 15.26% 3.3
Bard Associates
4013
Bard Associates
Illinois
USD 234 M -USD 49.9 M -18% 15.3% 241% 192 8.33% 4.4
Wakefield Asset Management
4014
Wakefield Asset Management
Colorado
USD 233 M -USD 45.2 M -16% 12.1% 139% 216 44.44% 1
QCI
4015
Quaker Capital Investments
Pennsylvania
USD 233 M -USD 28.7 M -11% 20% 107% 22 27.27% 3.2
Hendley & Co
4016
Hendley & Co
Ohio
USD 233 M -USD 60.6 M -21% 11% 54.8% 69 17.39% 4.7
PBMares Wealth Management
4017
PBMares Wealth Management
Virginia
USD 233 M +USD 70.9 M +44% 11.7% 67.7% 169 21.3% 1.7
Proquility Private Wealth Partners
4018
Proquility Private Wealth Partners
Nevada
USD 233 M -USD 6.3 M -3% 12.6% 19.4% 89 5.62% 1.3
D.B. Root & Company
4019
D.B. Root & Company
Pennsylvania
USD 233 M -USD 35.4 M -13% 11.9% 57.3% 188 15.43% 3.1
Income Research & Management
4020
Income Research & Management
Massachusetts
USD 233 M -USD 19.6 M -8% 0.12% 1.19% 25 16% 1.2
Western Asset Management Company
4021
Western Asset Management Company
California
USD 233 M -USD 106 M -31% 5.17% 2.29% 26 7.69% 1.7
TS Financial Group (TSFG)
4022
TS Financial Group (TSFG)
Illinois
USD 233 M -USD 43.4 M -16% 15.8% 81% 1,097 15.04% 2.1
Elizabeth Park Capital Advisors
4023
Elizabeth Park Capital Advisors
Ohio
USD 233 M -USD 42.4 M -15% 11.2% 119% 61 22.95% 1.4
MilWealth Group
4024
MilWealth Group
Wisconsin
USD 233 M -USD 28.8 M -11% 11.4% 36.8% 79 10.13% 2.4
Investment Management Associates
4025
Investment Management Associates
Colorado
USD 233 M +USD 7.65 M +3% 7.86% 51.6% 48 20.83% 1.3