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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)
Pratt Collard Advisory Partners
4326
Pratt Collard Advisory Partners
New York
USD 110 M -USD 15.2 M -12% 8% 91.7% 114 14.04% 0.9
Deane Retirement Strategies
4327
Deane Retirement Strategies
Louisiana
USD 110 M -USD 804 k -0.7% 0.19% 73.4% 67 35.82% 1.9
SWM
4328
Strategic Wealth Management
Washington
USD 110 M -USD 7.99 M -7% 8.35% 52.8% 24 16.67% 1.5
Financial Gravity Companies
4329
Financial Gravity Companies
Texas
USD 110 M – – 9.2% – 1,614 – 0.8
Unified Trust Company
4330
Unified Trust Company
Kentucky
USD 110 M – – 10.2% 69.7% 50 – 0
Centerstone Investors
4331
Centerstone Investors
New York
USD 110 M – – 16.1% 73.7% 28 – 0
Arjuna Capital
4332
Arjuna Capital
North Carolina
USD 110 M -USD 23.1 M -17% 11.6% 105% 100 18% 0.8
Bryn Mawr Capital Management
4333
Bryn Mawr Capital Management
Pennsylvania
USD 110 M -USD 9.34 M -8% 13% 71.4% 93 24.73% 1.5
AUA Capital Management
4334
AUA Capital Management
Pennsylvania
USD 110 M -USD 16.7 M -13% 9.76% 70.2% 188 2.13% 1.8
SC
4335
Salzman & Co
New York
USD 110 M +USD 21.9 M +25% 13.2% 15.7% 10 60% 0.5
Garrett Wealth Advisory Group
4336
Garrett Wealth Advisory Group
Texas
USD 110 M – – 10.2% 74.6% 45 – 0
RWG
4337
Regal Wealth Group
California
USD 110 M -USD 36.5 M -25% 11.6% 17% 177 10.17% 2.4
Jentner Corp
4338
Jentner Corp
Ohio
USD 110 M -USD 11 M -9% 8.94% 38.9% 33 18.18% 1.6
OptiFour Integrated Wealth Management
4339
OptiFour Integrated Wealth Management
Virginia
USD 109 M -USD 11.9 M -10% 8.65% – 57 22.81% 0.9
Gargoyle Investment Advisor
4340
Gargoyle Investment Advisor
New Jersey
USD 109 M -USD 29.7 M -21% 15.8% 34.5% 138 63.77% 1
Kassirer Asset Management
4341
Kassirer Asset Management
Ontario, Canada
USD 109 M -USD 43.1 M -28% 13.1% 577% 95 70.53% 0.7
Edgbaston Investment Partners
4342
Edgbaston Investment Partners
USD 109 M -USD 3.07 M -3% 3.16% 4.67% 2 0% 1
Millrace Asset Group
4343
Millrace Asset Group
Pennsylvania
USD 109 M -USD 19.2 M -15% 14.1% 113% 84 47.62% 0.8
Protective Life
4344
Protective Life
Alabama
USD 109 M -USD 12.5 M -10% 3.58% 38.4% 13 7.69% 0.3
Abacus FCF Advisors
4345
Abacus FCF Advisors
Florida
USD 109 M – – 11.8% 197% 96 – 1.1
Corundum Group
4346
Corundum Group
Colorado
USD 109 M – – 13.2% 80.5% 76 – 1.5
KSCM
4347
Kamunting Street Capital Management
Florida
USD 109 M -USD 552 k -0.5% 20% 7.47% 38 50% 0.6
SimplyRich
4348
SimplyRich
California
USD 109 M -USD 74.5 M -41% 9.66% 98.3% 159 53.46% 1
SCP Investment
4349
SCP Investment
California
USD 109 M -USD 14.9 M -12% 23.4% 32.8% 42 52.38% 0.5
SCA
4350
Sander Capital Advisors
Washington
USD 109 M -USD 37.6 M -26% 15.3% 113% 13 38.46% 1