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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)
Juncture Wealth Strategies
4326
Juncture Wealth Strategies
Arizona
USD 124 M -USD 5.04 M -4% 1.4% 76.5% 133 30.83% 2.2
MONECO Advisors
4327
MONECO Advisors
Connecticut
USD 124 M +USD 844 k +0.7% 3.15% 70.5% 141 10.64% 0.4
Taylor Hoffman Wealth Management
4328
Taylor Hoffman Wealth Management
Virginia
USD 124 M -USD 10.6 M -8% 3% 47.8% 427 5.39% 1.3
9258 Wealth Management
4329
9258 Wealth Management
Ohio
USD 124 M +USD 6.44 M +5% 3% 49.6% 198 17.17% 0.4
Elm Ridge Management
4330
Elm Ridge Management
New York
USD 124 M -USD 10.4 M -8% 5.9% 93.6% 34 26.47% 2.3
Donor Advised Charitable Giving
4331
Donor Advised Charitable Giving
California
USD 124 M +USD 4.78 M +4% 4.02% 365% 56 57.14% 0.4
Northwest Wealth Management
4332
Northwest Wealth Management
Iowa
USD 124 M -USD 8.71 M -7% 2.08% 63.4% 543 78.27% 1.8
Geneva Partners
4333
Geneva Partners
Wisconsin
USD 124 M +USD 6.53 M +6% 7.3% 401% 73 27.4% 1.5
Great Point Wealth Advisors
4334
Great Point Wealth Advisors
Massachusetts
USD 124 M +USD 6.06 M +5% 2.38% – 45 6.67% 0.5
First Financial Corp
4335
First Financial Corp
Indiana
USD 124 M -USD 10.1 M -8% 1.35% 95.3% 325 7.38% 4.7
GoodHaven Capital Management
4336
GoodHaven Capital Management
New Jersey
USD 124 M +USD 572 k +0.5% 3.83% 80.7% 24 8.33% 3.8
Harborview Advisors
4337
Harborview Advisors
Maine
USD 124 M +USD 8.22 M +7% 2.26% 27.1% 87 11.49% 0.9
Defender Capital
4338
Defender Capital
North Carolina
USD 124 M -USD 1.42 M -1% 1.54% 101% 16 0% 0.5
Shilanski & Associates
4339
Shilanski & Associates
Alaska
USD 123 M – – 4.12% 84.2% 91 – 0
Westbourne Investment Advisors
4340
Westbourne Investment Advisors
Maryland
USD 123 M -USD 7.22 M -6% 3.18% 107% 99 13.13% 2.9
RCA
4341
Rex Capital Advisors
Rhode Island
USD 123 M +USD 3.2 M +3% 3.17% 7.31% 17 5.88% 3.4
WC
4342
Weil Company
California
USD 123 M +USD 3.57 M +3% 7.67% 71.7% 110 17.27% 1.1
GVO Asset Management
4343
GVO Asset Management
Switzerland
USD 123 M +USD 8.95 M +8% 0.83% 71.2% 11 63.64% 0.6
HWC
4344
Hill Winds Capital
New York
USD 123 M -USD 300 k -0.2% 0.61% 8.52% 36 58.33% 0.3
Groesbeck Investment Management
4345
Groesbeck Investment Management
New Jersey
USD 123 M -USD 8.08 M -6% 1.48% 147% 104 14.42% 2.7
Half Sky Capital (UK)
4346
Half Sky Capital (UK)
United Kingdom
USD 123 M +USD 2.34 M +2% 3.2% 13% 8 50% 0.4
TRB Advisors
4347
TRB Advisors
New York
USD 123 M -USD 211 M -63% 7.65% 64% 20 45% 1.6
RMSCM
4348
R.M. Sincerbeaux Capital Management
New York
USD 123 M -USD 1.24 M -1% 6.01% 76.4% 53 7.55% 4.6
S. Muoio & Co
4349
S. Muoio & Co
New York
USD 123 M +USD 13.7 M +13% 11.4% 327% 88 40.91% 2
Cerebellum
4350
Cerebellum
California
USD 123 M +USD 7.63 M +7% 2.43% – 550 45.82% 0.5