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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)
OneAscent Wealth Management
4351
OneAscent Wealth Management
Alabama
USD 228 M +USD 15.2 M +7% 3.28% 50.6% 184 60.87% 0.5
Roberts Wealth Advisors
4352
Roberts Wealth Advisors
California
USD 227 M -USD 11.6 k -0% 2.48% 81.1% 90 6.67% 1.7
Websterrogers Financial Advisors
4353
Websterrogers Financial Advisors
South Carolina
USD 227 M -USD 2.23 M -1% 2.86% 42.9% 64 7.81% 1.6
RFG
4354
RFP Financial Group
Georgia
USD 227 M -USD 17.5 M -7% 3.79% 53.2% 990 10.71% 0.6
V-Square Quantitative Management
4355
V-Square Quantitative Management
Illinois
USD 227 M +USD 90.1 M +66% 2.95% 111% 604 38.41% 0.2
Atwater Malick
4356
Atwater Malick
Pennsylvania
USD 227 M -USD 6.9 M -3% 3.37% 83.4% 64 3.13% 3.1
Turim 21 Investimentos
4357
Turim 21 Investimentos
Brazil
USD 227 M +USD 29.6 M +15% 3.46% 62.1% 85 21.18% 1.5
Bourne Lent Asset Management
4358
Bourne Lent Asset Management
New York
USD 227 M -USD 59.8 M -21% 3.62% 76.1% 64 6.25% 5.8
Westmount Partners
4359
Westmount Partners
California
USD 227 M -USD 2.74 M -1% 4.97% 101% 204 12.25% 0.7
Armor Advisors
4360
Armor Advisors
New York
USD 227 M +USD 34 M +18% 4.24% 78.5% 16 12.5% 1.1
Madison International Realty Holdings
4361
Madison International Realty Holdings
New York
USD 227 M -USD 3.75 M -2% 0.79% – 3 0% 5.7
Innealta Capital
4362
Innealta Capital
Texas
USD 226 M -USD 28.5 M -11% 3.72% 63.7% 77 12.99% 1.8
Financial Consulate
4363
Financial Consulate
Maryland
USD 226 M -USD 9.38 M -4% 3.58% 61.4% 45 26.67% 4.7
Phase 2 Partners
4364
Phase 2 Partners
California
USD 226 M +USD 5.98 M +3% 2.62% 25.1% 29 51.72% 0.5
Gill Capital Partners
4365
Gill Capital Partners
Colorado
USD 226 M -USD 11.5 M -5% 4.15% 59% 130 5.38% 3
LCNB Corp
4366
LCNB Corp
Ohio
USD 226 M -USD 8.41 M -4% 2.94% 75.2% 177 9.04% 4.3
JRM Investment Counsel
4367
JRM Investment Counsel
Nebraska
USD 226 M -USD 9.9 M -4% 0.4% 65.5% 23 13.04% 4.3
Riverview Capital Advisers
4368
Riverview Capital Advisers
Massachusetts
USD 226 M -USD 1.94 M -0.9% 3.98% 84.8% 84 13.1% 1.4
Oakview Capital Management
4369
Oakview Capital Management
Texas
USD 226 M -USD 5.91 M -3% 4.46% 21.2% 16 12.5% 2.4
Clean Yield Group
4370
Clean Yield Group
Vermont
USD 226 M -USD 17.2 M -7% 5.35% 80.7% 420 13.57% 3.6
Kendall Capital Management
4371
Kendall Capital Management
Maryland
USD 226 M -USD 2.57 M -1% 2.21% 130% 202 7.43% 2.9
Cumberland Advisors
4372
Cumberland Advisors
Florida
USD 226 M +USD 6.73 M +3% 3.69% 80.7% 64 23.44% 3.6
Gibraltar Capital Management
4373
Gibraltar Capital Management
Oklahoma
USD 226 M -USD 222 k -0.1% 1.99% 65% 64 3.13% 3.2
Heirloom Wealth Management
4374
Heirloom Wealth Management
Colorado
USD 225 M -USD 5.17 M -2% 3.56% 81.8% 54 12.96% 0.9
Wells Trecaso Financial Group
4375
Wells Trecaso Financial Group
Ohio
USD 225 M -USD 7.58 M -3% 2.71% 108% 93 4.3% 3.9