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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)
Eldridge Investment Advisors
4026
Eldridge Investment Advisors
New Hampshire
USD 130 M – – 5.29% 50.9% 54 – 0
Prime Capital Investment Advisors
4027
Prime Capital Investment Advisors
Kansas
USD 130 M – – 6.05% 78.7% 248 – 0
PGF
4028
Pelham Global Financials
United Kingdom
USD 130 M – – 12.6% 24.5% 8 – 0
Lucerne Capital Management
4029
Lucerne Capital Management
Connecticut
USD 130 M – – 22.3% – 1 – 0
JPC
4030
Jabodon PT Co
Nevada
USD 130 M – – 6.44% 61.9% 16 – 0.3
Providence Capital Advisors
4031
Providence Capital Advisors
North Carolina
USD 130 M – – 4.2% 47.4% 312 – 0
Cruiser Capital Advisors
4032
Cruiser Capital Advisors
Connecticut
USD 129 M – – 9.97% 192% 32 – 0
Mokosak Advisory Group
4033
Mokosak Advisory Group
Iowa
USD 129 M – – 3.46% 59.2% 10 – 0
CAN
4034
Claraphi Advisory Network
United States
USD 129 M – – 4.14% 88.3% 221 – 0
Silver Heights Capital Management
4035
Silver Heights Capital Management
Ontario, Canada
USD 129 M -USD 14.1 M -10% 2.33% 39.8% 7 14.29% 1
SV
4036
Stilwell Value
New York
USD 129 M -USD 1.01 M -0.8% 3.45% 87.9% 39 15.38% 1.9
REDW Wealth
4037
REDW Wealth
New Mexico
USD 129 M +USD 8.01 M +7% 3.53% 54.1% 89 13.48% 0.8
TLWM Financial
4038
TLWM Financial
Texas
USD 129 M – – 4.94% 53.9% 49 – 0
LA
4039
Lau Associates
Delaware
USD 129 M -USD 264 k -0.2% 6.78% 44.5% 81 12.35% 3
Hedeker Wealth
4040
Hedeker Wealth
Illinois
USD 128 M +USD 14.8 M +13% 8.1% 141% 70 1.43% 1.7
Tillar-Wenstrup Advisors
4041
Tillar-Wenstrup Advisors
Ohio
USD 128 M -USD 3.18 M -2% 6.14% 27.4% 47 14.89% 1.8
1492 Capital Management
4042
1492 Capital Management
Wisconsin
USD 128 M +USD 15.1 M +13% 12.4% 332% 114 37.72% 1.3
BOCM
4043
Bontempo Ohly Capital Management
Maryland
USD 128 M -USD 825 k -0.6% 4.64% 49.6% 34 26.47% 1.8
Caprin Asset Management
4044
Caprin Asset Management
Virginia
USD 128 M -USD 1.73 M -1% 0.42% 7.87% 18 5.56% 1.5
BCA
4045
Benchmark Capital Advisors
New York
USD 128 M -USD 605 k -0.5% 4.28% 29.5% 151 15.23% 2.6
MinichMacGregor Wealth Management
4046
MinichMacGregor Wealth Management
New York
USD 128 M +USD 7.45 M +6% 3.3% 130% 557 9.69% 1.5
Capital Insight Partners
4047
Capital Insight Partners
Arizona
USD 128 M +USD 9.4 M +8% 5.36% 51.7% 84 11.9% 1.5
American Trust Investment Advisors
4048
American Trust Investment Advisors
New Hampshire
USD 128 M +USD 15.6 M +14% 6.96% 91% 81 11.11% 1.6
Vickerman & Driscoll Financial Advisors
4049
Vickerman & Driscoll Financial Advisors
Washington
USD 127 M – – 5.65% – 112 – 0
CFO4Life Group
4050
CFO4Life Group
Texas
USD 127 M +USD 3.2 M +3% 4.32% 56.7% 106 10.38% 0.6