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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)
AFS
4501
Aft Forsyth & Sober
Florida
USD 287 M -USD 21.6 M -7% 5% 94.6% 81 18.52% 4.2
USAdvisors Wealth Management
4502
USAdvisors Wealth Management
Minnesota
USD 287 M -USD 21 M -7% 2.44% 59.6% 152 17.76% 2.5
Seascape Capital Management
4503
Seascape Capital Management
New Hampshire
USD 287 M -USD 419 k -0.1% 0.04% 111% 104 8.65% 3.1
PCG Wealth Advisors
4504
PCG Wealth Advisors
Kansas
USD 287 M +USD 15.7 M +6% 3.35% 87% 137 10.95% 1.9
AIA
4505
AIMZ Investment Advisors
California
USD 286 M -USD 1.43 M -0.5% 1.64% 81.3% 130 8.46% 6.9
Weybosset Research & Management
4506
Weybosset Research & Management
Rhode Island
USD 286 M -USD 7.61 M -3% 0.49% 74.8% 53 39.62% 5.7
Prime Buchholz
4507
Prime Buchholz
New Hampshire
USD 286 M -USD 20.2 M -7% 0.07% – 33 36.36% 0.2
Equita Financial Network
4508
Equita Financial Network
Pennsylvania
USD 286 M +USD 9.6 M +3% 0.71% 50.5% 91 17.58% 1.1
Hendley & Co
4509
Hendley & Co
Ohio
USD 286 M +USD 969 k +0.3% 3.83% 64.9% 60 20% 5.7
Vectors Research Management
4510
Vectors Research Management
New York
USD 286 M -USD 7.59 M -3% 0.06% 67.3% 125 14.4% 4.3
White Mountains Insurance Group
4511
White Mountains Insurance Group
New Hampshire
USD 286 M -USD 140 M -33% 12.4% 105% 2 0% 3.4
KFA Private Wealth Group
4512
KFA Private Wealth Group
Virginia
USD 286 M +USD 46.9 M +20% 3.59% 62.8% 116 24.14% 2.3
Northeast Financial Group
4513
Northeast Financial Group
Pennsylvania
USD 285 M +USD 12.7 M +5% 1.17% 31.6% 95 11.58% 1.9
AB
4514
Atlas Brown
Kentucky
USD 285 M -USD 7.37 M -3% 1.68% 115% 216 6.02% 6.4
Joule Financial
4515
Joule Financial
Kentucky
USD 285 M +USD 2.06 M +0.7% 0.73% 55.5% 114 14.91% 1.9
First Washington Corp
4516
First Washington Corp
Washington
USD 285 M +USD 1.97 M +0.7% 3.33% 142% 57 7.02% 4.4
Missouri Trust & Investment Company
4517
Missouri Trust & Investment Company
Missouri
USD 285 M -USD 41.8 k -0% 0.28% 81.6% 453 12.36% 2.5
Old Point Trust & Financial Services N A
4518
Old Point Trust & Financial Services N A
Virginia
USD 285 M -USD 69.6 k -0% 2.1% 87.3% 354 6.78% 2.6
Oxler Private Wealth
4519
Oxler Private Wealth
New York
USD 285 M -USD 19.6 M -6% 5% 119% 86 2.33% 3.2
Nicollet Investment Management
4520
Nicollet Investment Management
Minnesota
USD 284 M -USD 6.75 M -2% 5.09% 104% 75 12% 4.6
Cornell Pochily Investment Advisors
4521
Cornell Pochily Investment Advisors
New York
USD 284 M -USD 1.96 M -0.7% 0.63% 97% 174 9.2% 5
CV Advisors
4522
CV Advisors
Florida
USD 284 M -USD 3.21 M -1% 6.77% 112% 44 40.91% 1.3
Princeton Capital Management
4523
Princeton Capital Management
New Jersey
USD 284 M -USD 38.9 M -12% 8.03% 206% 131 16.03% 4.2
ATI
4524
ARK & TLK Investments
Oklahoma
USD 284 M -USD 3.93 M -1% 1.4% 62.2% 114 4.39% 1.1
Beach Point Capital Management
4525
Beach Point Capital Management
California
USD 284 M -USD 657 M -70% 3.04% 84.1% 34 52.94% 0.9