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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)
MI
4301
Moneywise Inc
Virginia
USD 124 M -USD 7.14 M -5% 0.72% 58% 43 11.63% 2.1
Shilanski & Associates
4302
Shilanski & Associates
Alaska
USD 124 M +USD 385 k +0.3% 1.03% 84.2% 96 14.58% 0.2
Virginia National Bank
4303
Virginia National Bank
Virginia
USD 124 M -USD 10.2 M -8% 1.79% – 97 8.25% 0.9
MHIM
4304
MacNealy Hoover Investment Management
Ohio
USD 124 M -USD 8.48 M -6% 1.5% 42.5% 70 4.29% 5.2
Beaton Management Company
4305
Beaton Management Company
Massachusetts
USD 123 M +USD 2.85 M +2% 1.85% 95.9% 122 9.02% 2
UBP Investment Advisors
4306
UBP Investment Advisors
Switzerland
USD 123 M +USD 12.4 M +11% 0.33% 11.2% 56 21.43% 1.1
Kathryn A. Hall
4307
Kathryn A. Hall
USD 123 M -USD 2.36 M -2% 0.97% 95.2% 40 27.5% 0.9
Index Venture Associates VI
4308
Index Venture Associates VI
Jersey
USD 123 M -USD 151 M -55% 10.3% 312% 1 0% 0.8
MFA Wealth Advisors
4309
MFA Wealth Advisors
Pennsylvania
USD 123 M -USD 10.1 M -8% 0.2% 68.6% 43 11.63% 1.2
Valtinson Bruner Financial Planning
4310
Valtinson Bruner Financial Planning
Minnesota
USD 123 M +USD 4.53 M +4% 1.03% 36.2% 69 31.88% 0.5
Norway Savings Bank
4311
Norway Savings Bank
Maine
USD 123 M +USD 5.1 M +4% 2.24% 117% 258 6.2% 2.3
BP Capital Fund Advisors
4312
BP Capital Fund Advisors
Texas
USD 123 M -USD 13.1 M -10% 6.61% 17.9% 50 36% 1.5
Jentner Corp
4313
Jentner Corp
Ohio
USD 123 M +USD 1.64 M +1% 0.18% 38.9% 40 12.5% 1.8
JVL Associates
4314
JVL Associates
Michigan
USD 122 M +USD 3.79 M +3% 2.62% 81% 42 4.76% 1.4
Armor Investment Advisors
4315
Armor Investment Advisors
North Carolina
USD 122 M +USD 3.67 M +3% 2.58% 56.6% 150 3.33% 2.3
Broadmark Asset Management
4316
Broadmark Asset Management
California
USD 122 M -USD 75.9 M -38% 1.22% 39.6% 3 33.33% 3.4
Pin Oak Investment Advisors
4317
Pin Oak Investment Advisors
Texas
USD 122 M -USD 6.45 M -5% 1.05% 62.7% 476 15.76% 1.3
Donald L. Hagan LLC
4318
Donald L. Hagan LLC
Florida
USD 122 M +USD 6.19 M +5% 2.45% 47.9% 106 25.47% 1.8
MorganRosel Wealth Management
4319
MorganRosel Wealth Management
Colorado
USD 122 M +USD 470 k +0.4% 0.97% 67.5% 80 27.5% 0.6
Northwest Wealth Management
4320
Northwest Wealth Management
Iowa
USD 122 M -USD 2.14 M -2% 0.34% 63.4% 120 7.5% 2
Yale University
4321
Yale University
Connecticut
USD 122 M +USD 748 k +0.6% 1.66% 33.7% 12 50% 0.9
Bell & Brown Wealth Advisors
4322
Bell & Brown Wealth Advisors
California
USD 122 M +USD 8.15 M +7% 1.57% 125% 88 13.64% 1.4
Red Cedar Capital
4323
Red Cedar Capital
Nebraska
USD 121 M +USD 3.4 M +3% 2.74% 43% 157 6.37% 1.6
OFG
4324
OTA Financial Group
New York
USD 121 M -USD 6.88 M -5% 6.37% 320% 79 79.75% 0.4
Prosperity Capital Management
4325
Prosperity Capital Management
Cayman Islands
USD 121 M -USD 15.3 M -11% 14.2% – 2 0% 6