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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)
Hollow Brook Wealth Management
4501
Hollow Brook Wealth Management
New York
USD 110 M +USD 17.9 M +19% 3.64% 92.8% 52 11.54% 3.2
Smart Portfolios LLC
4502
Smart Portfolios LLC
Washington
USD 110 M -USD 8.18 M -7% 1.34% 41.3% 221 81% 1.4
Ballew Advisors
4503
Ballew Advisors
Mississippi
USD 110 M +USD 1.32 M +1% 2.31% 68% 94 8.51% 1.4
Kelly Financial Services
4504
Kelly Financial Services
Massachusetts
USD 110 M +USD 20.1 M +22% 3.63% 64.3% 523 8.8% 0.2
PC
4505
PA Capital
Virginia
USD 110 M -USD 2.2 M -2% 5.2% – 134 37.31% 0.4
Private Wealth Group
4506
Private Wealth Group
Florida
USD 110 M +USD 795 k +0.7% 3.59% 52.9% 27 3.7% 0.9
SCM
4507
Shoals Capital Management
Virginia
USD 110 M -USD 3.8 M -3% 3.24% – 20 50% 0.2
Quadrant Private Wealth Management
4508
Quadrant Private Wealth Management
Pennsylvania
USD 110 M +USD 942 k +0.9% 2.06% 87.9% 110 8.18% 1.2
WealthBridge Capital Management
4509
WealthBridge Capital Management
Ohio
USD 110 M -USD 47.8 M -30% 3.76% 89.4% 1,013 89.04% 0.5
Protective Life
4510
Protective Life
Alabama
USD 110 M +USD 2.04 M +2% 1.91% 38.4% 12 0% 0.8
AIM
4511
Act II Management
New York
USD 109 M -USD 11 M -9% 5.11% 43.6% 26 15.38% 2
ASA
4512
Armstrong Shaw Associates
Connecticut
USD 109 M +USD 5.18 M +5% 4.61% 51.2% 44 11.36% 3.5
Clearshares
4513
Clearshares
New York
USD 109 M +USD 6.12 M +6% 2.27% – 35 34.29% 1.1
Acorn Wealth Advisors
4514
Acorn Wealth Advisors
Michigan
USD 109 M -USD 1.51 M -1% 3.33% 58.8% 133 16.54% 1.3
TPG Financial Advisors
4515
TPG Financial Advisors
Oregon
USD 109 M +USD 5.75 M +6% 1.6% – 43 20.93% 0.4
EDMP Inc
4516
EDMP Inc
Florida
USD 109 M +USD 6.64 M +6% 1.73% 71.6% 55 20% 3.5
Beacon Harbor Wealth Advisors
4517
Beacon Harbor Wealth Advisors
Virginia
USD 109 M – – 0.92% 143% 41 – 0
Seneca House Advisors
4518
Seneca House Advisors
Virginia
USD 109 M -USD 6.05 M -5% 2.83% 58.2% 97 10.31% 1.3
TCG Advisors
4519
TCG Advisors
Texas
USD 109 M -USD 631 k -0.6% 1.46% – 588 34.18% 0.2
Atwater Malick
4520
Atwater Malick
Pennsylvania
USD 109 M +USD 6.78 M +7% 4.67% 83.4% 36 5.56% 0.5
Field & Main Bank
4521
Field & Main Bank
Kentucky
USD 109 M +USD 2.97 M +3% 4.16% 107% 211 3.79% 3.8
Axis Capital Holdings
4522
Axis Capital Holdings
USD 109 M +USD 3.9 M +4% 3.72% 67% 2 0% 4.6
Lederer & Associates Investment Counsel
4523
Lederer & Associates Investment Counsel
California
USD 109 M +USD 1.49 M +1% 4.4% 75.5% 93 10.75% 3
Yorktown Energy Partners X
4524
Yorktown Energy Partners X
New York
USD 109 M +USD 13.2 M +14% 1.23% 95.9% 3 33.33% 1.6
Hoover Financial Advisors
4525
Hoover Financial Advisors
Pennsylvania
USD 109 M +USD 4.09 M +4% 3.75% – 66 9.09% 0.5