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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)
SYM Financial Corp
4326
SYM Financial Corp
Indiana
USD 151 M +USD 1.84 M +1% 5.56% 64.3% 98 36.73% 1
Clarus Wealth Advisors
4327
Clarus Wealth Advisors
Arizona
USD 151 M +USD 14.5 M +11% 8.14% 89.7% 167 28.74% 1.2
Towerpoint Wealth
4328
Towerpoint Wealth
California
USD 151 M +USD 4.12 M +3% 4.43% 67.7% 87 33.33% 1.3
HS
4329
Haafor (Singapore)
Singapore
USD 151 M – – 8.39% – 275 – 0
GTCM
4330
Gyon Technologies Capital Management
New Jersey
USD 151 M – – 8.45% 42.2% 128 – 0
Peninsula Asset Management
4331
Peninsula Asset Management
Florida
USD 151 M +USD 4.9 M +3% 6.03% 44.1% 47 4.26% 4.9
Stonehearth Capital Management
4332
Stonehearth Capital Management
Massachusetts
USD 151 M +USD 14 M +10% 5.23% 87.5% 63 19.05% 2.2
Lipe & Dalton
4333
Lipe & Dalton
New York
USD 151 M +USD 13.9 M +10% 10.7% 101% 109 7.34% 2.7
Wolff Financial Management
4334
Wolff Financial Management
Michigan
USD 151 M +USD 13.8 M +10% 5.68% 56.7% 83 3.61% 0.9
AREX Capital Management
4335
AREX Capital Management
New York
USD 151 M – – 14.9% 36.2% 11 – 0
Sterling Investment Management
4336
Sterling Investment Management
Arizona
USD 151 M +USD 13.8 M +10% 6.4% 45.3% 66 12.12% 3.2
Johnson Financial Group LLC (Colorado)
4337
Johnson Financial Group LLC (Colorado)
Colorado
USD 151 M +USD 5.37 M +4% 4.61% 58.7% 20 15% 1.7
Shoker Investment Counsel
4338
Shoker Investment Counsel
Ohio
USD 150 M +USD 11.1 M +8% 6.32% 83.8% 100 5% 4.2
Laffer Tengler Investments
4339
Laffer Tengler Investments
Tennessee
USD 150 M +USD 33.1 M +28% 2.94% 96.5% 147 24.49% 1.4
Murphy Middleton Hinkle & Parker
4340
Murphy Middleton Hinkle & Parker
Georgia
USD 150 M +USD 9.16 M +6% 5.94% 66.8% 133 6.02% 1.7
CCM
4341
Consolidated Capital Management
California
USD 150 M +USD 11.9 M +9% 11.1% 166% 37 8.11% 2.5
Vigilare Wealth Management
4342
Vigilare Wealth Management
Arizona
USD 150 M – – 6.11% 56.9% 150 – 0
BCS Wealth Management
4343
BCS Wealth Management
Tennessee
USD 150 M – – 4.5% 46.7% 113 – 0
Smith Shellnut Wilson
4344
Smith Shellnut Wilson
Mississippi
USD 150 M +USD 15 M +11% 7.16% 98.6% 138 9.42% 2
Innealta Capital
4345
Innealta Capital
Texas
USD 150 M +USD 36.6 M +32% 2.52% 63.7% 50 18% 0.7
BOCM
4346
Bontempo Ohly Capital Management
Maryland
USD 150 M +USD 9.6 M +7% 5.86% 49.6% 32 9.38% 3.1
WFWM
4347
Wechter Feldman Wealth Management
New Jersey
USD 150 M -USD 8.49 M -5% 4.9% 53.8% 32 15.63% 2
Measured Wealth Private Client Group
4348
Measured Wealth Private Client Group
New Hampshire
USD 150 M -USD 4.73 M -3% 7.4% 84.3% 145 35.86% 1.1
University of Massachusetts Foundation
4349
University of Massachusetts Foundation
Massachusetts
USD 150 M – – 7.85% 53.6% 4 – 0
Pacific Capital Wealth Advisors
4350
Pacific Capital Wealth Advisors
California
USD 150 M – – 3.36% 54.1% 56 – 0