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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)
ICMP
4426
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 113 M -USD 6.05 M -5% 0.13% 39.7% 31 16.13% 0.6
Kendall Capital Management
4427
Kendall Capital Management
Maryland
USD 113 M +USD 2.62 M +2% 2.26% 130% 122 12.3% 1.3
Protective Life
4428
Protective Life
Alabama
USD 113 M +USD 3.65 M +3% 1.42% 38.4% 15 20% 0.8
Mountain Capital Investment Advisors
4429
Mountain Capital Investment Advisors
Colorado
USD 113 M +USD 6.65 M +6% 1.92% 63.3% 49 6.12% 1.2
Godshalk Welsh Capital Management
4430
Godshalk Welsh Capital Management
Pennsylvania
USD 113 M +USD 4.94 M +5% 3.97% 61.1% 112 7.14% 3.8
Burke & Herbert Bank & Trust
4431
Burke & Herbert Bank & Trust
Virginia
USD 113 M -USD 659 k -0.6% 1.24% 67.8% 129 5.43% 4.9
Smart Portfolios LLC
4432
Smart Portfolios LLC
Washington
USD 113 M +USD 2.7 M +2% 0.28% 41.3% 53 22.64% 1.3
First Dallas Securities
4433
First Dallas Securities
Texas
USD 113 M -USD 1.54 M -1% 1.81% 163% 93 17.2% 3.2
BRC
4434
Bell Rock Capital
Delaware
USD 113 M -USD 1.11 M -1% 1.71% – 396 14.9% 2.1
Baldrige Asset Management
4435
Baldrige Asset Management
Pennsylvania
USD 113 M +USD 4.26 M +4% 1.1% 43.5% 84 10.71% 0.5
Holistic Financial Partners
4436
Holistic Financial Partners
Indiana
USD 113 M +USD 12.4 M +12% 0.6% 95.7% 104 32.69% 0.8
Defender Capital
4437
Defender Capital
North Carolina
USD 113 M -USD 10.9 M -9% 5.81% 101% 18 11.11% 0.7
Claro Advisors
4438
Claro Advisors
Massachusetts
USD 113 M +USD 4.38 M +4% 1.54% 85.5% 171 11.7% 0.6
Guardian Investment Management
4439
Guardian Investment Management
California
USD 113 M -USD 2.38 M -2% 1.94% 103% 60 18.33% 4.2
Stamos Capital Partners
4440
Stamos Capital Partners
California
USD 112 M +USD 12.5 M +13% 0.86% 36.7% 57 33.33% 0.6
EDMP Inc
4441
EDMP Inc
Florida
USD 112 M +USD 3.29 M +3% 0.06% 78% 54 16.67% 3.3
Hoover Financial Advisors
4442
Hoover Financial Advisors
Pennsylvania
USD 112 M +USD 3.62 M +3% 1.8% – 65 12.31% 0.7
Legacy Financial Strategies
4443
Legacy Financial Strategies
Kansas
USD 112 M +USD 5.2 M +5% 1.47% 76.7% 64 17.19% 1.3
Georgetown University
4444
Georgetown University
District of Columbia
USD 112 M – – 1.33% 79.9% 8 – 0.1
Northstar Capital Management
4445
Northstar Capital Management
New York
USD 112 M -USD 269 k -0.2% 0.9% – 90 4.44% 1.4
Wilshire Advisors
4446
Wilshire Advisors
California
USD 112 M -USD 927 k -0.8% 0.61% 118% 26 7.69% 2.8
LFGH
4447
Lee Financial Group Hawaii
Hawaii
USD 112 M -USD 4.91 M -4% 2.37% 12.9% 30 16.67% 1.3
Providence Wealth Advisors
4448
Providence Wealth Advisors
Illinois
USD 112 M +USD 4.55 M +4% 1.43% 112% 87 13.79% 1.1
RiverGlades Family Offices
4449
RiverGlades Family Offices
Florida
USD 112 M -USD 25 k -0% 0.13% – 66 6.06% 0.6
Reston Wealth Management
4450
Reston Wealth Management
Virginia
USD 112 M -USD 15.4 M -12% 0.39% 60.7% 55 23.64% 0.6