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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)
FM
4301
Fondren Management
Texas
USD 111 M -USD 19.2 M -15% 1.07% 14.2% 106 59.43% 0.4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
4302
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
USD 111 M +USD 7.3 M +7% 2.69% 80.8% 46 28.26% 1.3
Private Harbour Investment Management & Counsel
4303
Private Harbour Investment Management & Counsel
Ohio
USD 111 M +USD 3.72 M +3% 6.8% 82.6% 80 3.75% 3.8
Broadview Financial Management
4304
Broadview Financial Management
Wisconsin
USD 111 M +USD 8.86 M +9% 3.17% 52.4% 38 2.63% 0.7
Altman Advisors
4305
Altman Advisors
Illinois
USD 111 M +USD 2.31 M +2% 4.56% 127% 99 69.7% 0.3
Squar Milner Financial Services
4306
Squar Milner Financial Services
California
USD 111 M -USD 2.36 M -2% 6.22% – 910 21.21% 0.3
Empirical Capital Management
4307
Empirical Capital Management
Tennessee
USD 111 M +USD 4.6 M +4% 8.29% – 19 15.79% 2
Deane Retirement Strategies
4308
Deane Retirement Strategies
Louisiana
USD 111 M +USD 5.58 M +5% 7.08% 73.4% 67 19.4% 1.8
NEGWA
4309
New England Guild Wealth Advisors
Connecticut
USD 111 M +USD 1.27 M +1% 2.06% 6.04% 56 5.36% 0.7
Clearshares
4310
Clearshares
New York
USD 111 M +USD 5.74 M +5% 2.75% – 33 3.03% 0.7
Harbourvest Partners
4311
Harbourvest Partners
Massachusetts
USD 111 M +USD 31.4 M +40% 4.5% 8.96% 35 65.71% 0.7
Aevitas Wealth Management
4312
Aevitas Wealth Management
Massachusetts
USD 110 M +USD 7.71 M +8% 7.25% 36.4% 461 8.68% 0.7
Woodard & Company Asset Management Group
4313
Woodard & Company Asset Management Group
North Carolina
USD 110 M +USD 7.23 M +7% 6.84% 84.8% 274 24.82% 0.6
Beacon Wealthcare Inc
4314
Beacon Wealthcare Inc
North Carolina
USD 110 M +USD 7.03 M +7% 3.01% 31.6% 9 22.22% 0.6
Signia Capital Management
4315
Signia Capital Management
Washington
USD 110 M -USD 3.18 M -3% 1.85% 27% 29 20.69% 1.8
Smart Money Group
4316
Smart Money Group
Texas
USD 110 M -USD 1.43 M -1% 4.58% 58.9% 64 28.13% 0.5
CRA
4317
Circle Road Advisors
New York
USD 110 M +USD 492 k +0.4% 4.37% – 24 37.5% 0.4
Anavon Capital
4318
Anavon Capital
United Kingdom
USD 110 M – – 4.45% – 11 – 0.8
Ballew Advisors
4319
Ballew Advisors
Mississippi
USD 110 M +USD 21 M +24% 0.57% 68% 537 44.32% 0.3
Providence Wealth Advisors
4320
Providence Wealth Advisors
Illinois
USD 110 M +USD 6.9 M +7% 7.55% 112% 101 18.81% 0.4
Avalon Capital Management
4321
Avalon Capital Management
California
USD 109 M +USD 8.82 M +9% 5.45% 151% 61 45.9% 1.2
KSCM
4322
Kamunting Street Capital Management
Florida
USD 109 M +USD 37.1 M +51% 5.4% 7.47% 26 34.62% 0.8
Pinnacle Wealth Planning Services
4323
Pinnacle Wealth Planning Services
Ohio
USD 109 M +USD 6.42 M +6% 5.52% 82.1% 188 9.57% 0.6
Raffles Associates
4324
Raffles Associates
New York
USD 109 M -USD 6.1 M -5% 1.57% 50% 61 42.62% 1.7
Independent Order of Foresters
4325
Independent Order of Foresters
Ontario, Canada
USD 109 M +USD 38.7 M +55% 5.29% 66.3% 28 21.43% 3.1