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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)
Deseret Mutual Benefit Administrators
4226
Deseret Mutual Benefit Administrators
Utah
USD 147 M +USD 15.5 M +12% 19.3% 75.5% 6 16.67% 0.4
FSA Wealth Management
4227
FSA Wealth Management
Massachusetts
USD 147 M +USD 27.6 M +23% 18.7% – 439 16.63% 0.4
Israel Discount Bank of New York
4228
Israel Discount Bank of New York
New York
USD 147 M +USD 16.6 M +13% 16.4% 40.8% 90 11.11% 2.7
Rainwater Charitable Foundation
4229
Rainwater Charitable Foundation
Texas
USD 147 M +USD 6.65 M +5% 20.2% 44% 4 0% 0.9
HRC
4230
Hoertkorn Richard Charles
USD 147 M +USD 24.7 M +20% 27% 172% 89 11.24% 4.9
AMJ Financial Wealth Management
4231
AMJ Financial Wealth Management
Virginia
USD 147 M +USD 89.2 M +155% 38.8% 167% 68 64.71% 0.2
Tiemann Investment Advisors
4232
Tiemann Investment Advisors
California
USD 147 M +USD 31.4 M +27% 20.8% 77% 185 14.59% 4.2
Bishop & Co Investment Management
4233
Bishop & Co Investment Management
Pennsylvania
USD 147 M -USD 2.8 M -2% 19.8% 47.6% 24 25% 3.3
Palisades Hudson Asset Management
4234
Palisades Hudson Asset Management
Florida
USD 146 M +USD 28.5 M +24% 20.5% 66.8% 96 12.5% 4.3
AC
4235
Athos Capital
Hong Kong
USD 146 M +USD 2.22 M +2% 11.1% 110% 32 75% 0.4
PWAP
4236
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 146 M +USD 14.6 M +11% 21.7% 58.5% 101 12.87% 4.8
PAM
4237
Pegasus Asset Management
New York
USD 146 M +USD 25.2 M +21% 20.3% 89% 71 7.04% 2.1
EisnerAmper Wealth Management Corporate Benefits
4238
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 146 M -USD 1.1 M -0.7% 16.3% 13% 45 24.44% 2.7
Silverleafe Capital Partners
4239
Silverleafe Capital Partners
Tennessee
USD 146 M +USD 62.4 M +75% 17.9% 87.7% 60 33.33% 1.3
CAM
4240
Crown Advisors Management
California
USD 146 M +USD 19.7 M +16% 40.4% 284% 48 31.25% 1
DL
4241
DOHJ LLC
Washington
USD 146 M +USD 43.1 M +42% 16.5% 51.5% 81 39.51% 0.3
Innealta Capital
4242
Innealta Capital
Texas
USD 146 M +USD 16.4 M +13% 17.3% 63.7% 55 20% 0.8
1776 Wealth
4243
1776 Wealth
Georgia
USD 146 M +USD 26.6 M +22% 24.2% 90.4% 359 14.21% 0.4
Richmond Hill Investments
4244
Richmond Hill Investments
New York
USD 146 M -USD 3.46 M -2% 9.09% 55.2% 10 20% 2.9
Droms Strauss Advisors
4245
Droms Strauss Advisors
Missouri
USD 146 M +USD 25.2 M +21% 19.2% 68.7% 48 31.25% 0.9
Reston Wealth Management
4246
Reston Wealth Management
Virginia
USD 146 M +USD 21 M +17% 14.9% 60.7% 44 9.09% 1.2
Abbot Financial Management
4247
Abbot Financial Management
Massachusetts
USD 145 M +USD 22.4 M +18% 19.8% 102% 131 11.45% 2.2
Claro Advisors
4248
Claro Advisors
Massachusetts
USD 145 M +USD 38 M +35% 21.3% 85.5% 194 23.2% 1
Ferguson Shapiro
4249
Ferguson Shapiro
Georgia
USD 145 M +USD 872 k +0.6% 5.24% 42.7% 36 69.44% 0.2
Blue Square Asset Management
4250
Blue Square Asset Management
New York
USD 145 M +USD 36.9 M +34% 13.4% 104% 195 67.18% 0.2