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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)
Access Investment Management
4126
Access Investment Management
Georgia
USD 328 M +USD 20.6 M +7% 9.14% – 113 16.81% 0.6
Prevail Innovative Wealth Advisors
4127
Prevail Innovative Wealth Advisors
Kansas
USD 328 M +USD 45.6 M +16% 2.69% 31.3% 207 53.14% 0.4
Sanchez Wealth Management Group
4128
Sanchez Wealth Management Group
Florida
USD 328 M +USD 19.5 M +6% 5.53% 61.1% 41 9.76% 3.6
Old Mission Investment Co
4129
Old Mission Investment Co
Michigan
USD 328 M +USD 18.2 M +6% 6.68% 82% 125 8.8% 3.5
Knuff & Co
4130
Knuff & Co
California
USD 328 M +USD 19.5 M +6% 7.69% 85.8% 140 15.71% 3.8
Barry Investment Advisors
4131
Barry Investment Advisors
Massachusetts
USD 327 M +USD 30.3 M +10% 8.29% 66.7% 119 5.88% 3.6
HA
4132
Hamel Associates
New Jersey
USD 327 M +USD 9.9 M +3% 6.54% 50.6% 78 7.69% 6.2
Midwest Professional Planners Ltd (MPPL)
4133
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 327 M +USD 27.9 M +9% 5.46% 136% 157 8.28% 3.1
MSH Capital Advisors
4134
MSH Capital Advisors
Arizona
USD 327 M +USD 27.7 M +9% 7.99% 66.5% 234 8.12% 2
Mason & Associates (Virginia)
4135
Mason & Associates (Virginia)
Virginia
USD 327 M +USD 22.2 M +7% 5.32% – 37 2.7% 0.3
Jentner Corp
4136
Jentner Corp
Ohio
USD 327 M +USD 25.6 M +8% 5.35% 38.9% 58 10.34% 3.5
Fairhaven Wealth Management
4137
Fairhaven Wealth Management
Illinois
USD 327 M +USD 24.7 M +8% 7.34% – 129 7.75% 3.1
Muhlenkamp & Co
4138
Muhlenkamp & Co
Pennsylvania
USD 326 M +USD 5.9 M +2% 9.14% 107% 29 3.45% 4.7
FCA Corp
4139
FCA Corp
Texas
USD 326 M +USD 13.6 M +4% 6.47% 57.4% 192 10.42% 4.7
BPIA
4140
Broad Peak Investment Advisers
Singapore
USD 326 M -USD 98.8 M -23% 0.37% – 13 30.77% 0.3
Cavalier Investments
4141
Cavalier Investments
Georgia
USD 326 M +USD 1.02 M +0.3% 4.97% 171% 88 14.77% 1.6
Mandatum Life Insurance Company
4142
Mandatum Life Insurance Company
Finland
USD 326 M +USD 27.3 M +9% 6.26% 95.9% 89 12.36% 4.7
GE Investment Management
4143
GE Investment Management
Connecticut
USD 326 M -USD 43.8 M -12% 5.98% – 5 0% 0.7
Zimmermann Investment Management & Planning
4144
Zimmermann Investment Management & Planning
Pennsylvania
USD 326 M +USD 26.6 M +9% 4.46% 31.6% 156 23.72% 1.2
Prudent Investors Network
4145
Prudent Investors Network
California
USD 326 M +USD 49.2 M +18% 4.63% – 57 29.82% 1.9
American Assets Capital Advisers
4146
American Assets Capital Advisers
California
USD 326 M +USD 10 M +3% 9.88% 73.5% 38 10.53% 3.2
Oak Family Advisors
4147
Oak Family Advisors
Illinois
USD 325 M +USD 33.7 M +12% 5.38% 81.9% 139 13.67% 2.2
Permit Capital
4148
Permit Capital
Pennsylvania
USD 325 M +USD 59.1 M +22% 19.2% 121% 31 3.23% 5
Cadent Capital Advisors
4149
Cadent Capital Advisors
Oklahoma
USD 325 M +USD 74.1 M +30% 8.01% 106% 166 21.69% 1.8
Battery Management Corp
4150
Battery Management Corp
Massachusetts
USD 325 M -USD 55.9 M -15% 13.8% 45.1% 5 0% 3