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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)
EnerVest
4551
EnerVest
Texas
USD 195 M -USD 21.6 M -10% 18.4% 20.5% 1 0% 4
Catalyst Financial Partners
4552
Catalyst Financial Partners
Massachusetts
USD 195 M – – 9.49% 98.6% 161 – 0
IAS
4553
Investment Advisory Services
Texas
USD 194 M +USD 27.1 M +16% 10.8% 74.9% 96 4.17% 2.3
Monte Financial Group
4554
Monte Financial Group
Connecticut
USD 194 M +USD 31.2 M +19% 14.3% 66.7% 84 8.33% 2.6
TA
4555
Tamarack Advisers
California
USD 194 M +USD 23.9 M +14% 11.6% 46.5% 53 45.28% 1.5
GWA
4556
GGM Wealth Advisors
Maryland
USD 194 M +USD 8.74 M +5% 9.04% 25.9% 144 13.19% 1.3
Omega Financial Group
4557
Omega Financial Group
California
USD 194 M +USD 493 k +0.3% 6.14% 47% 83 9.64% 2.6
Front Row Advisors
4558
Front Row Advisors
California
USD 194 M +USD 500 k +0.3% 10% 142% 968 10.43% 3.6
Leisure Capital Management
4559
Leisure Capital Management
California
USD 194 M +USD 28.4 M +17% 9.52% 98% 148 14.19% 3.7
Platform Technology Partners
4560
Platform Technology Partners
New York
USD 194 M +USD 18 M +10% 8.37% – 217 14.75% 2
Argent Advisors
4561
Argent Advisors
Louisiana
USD 193 M +USD 21.9 M +13% 10.6% 63.1% 139 10.79% 2.2
Adirondack Trust Company
4562
Adirondack Trust Company
New York
USD 193 M +USD 14.4 M +8% 10.1% 96.7% 492 4.07% 5
PCA
4563
Prospect Capital Advisors
California
USD 193 M +USD 3.7 M +2% 7.7% 202% 35 31.43% 2.5
Roman Butler Fullerton & Co
4564
Roman Butler Fullerton & Co
Missouri
USD 193 M +USD 36 M +23% 10.1% 134% 201 21.39% 2.5
Wahed Invest
4565
Wahed Invest
New York
USD 193 M +USD 28.9 M +18% 8.88% 140% 254 11.42% 0.8
Ribbit Capital GP III
4566
Ribbit Capital GP III
California
USD 193 M -USD 21.5 M -10% 9.79% – 2 0% 1
Bull Street Advisors
4567
Bull Street Advisors
Georgia
USD 193 M +USD 15 M +8% 9.44% 48.5% 91 3.3% 3
Ardmore Road Asset Management
4568
Ardmore Road Asset Management
New York
USD 193 M -USD 59.9 M -24% 0.69% 245% 42 64.29% 0.4
MTM Investment Management
4569
MTM Investment Management
South Carolina
USD 193 M +USD 16.5 M +9% 9.65% 87.7% 276 8.33% 1.6
Westmount Partners
4570
Westmount Partners
California
USD 192 M – – 6.9% 101% 172 – 0
Raleigh Capital Management
4571
Raleigh Capital Management
North Carolina
USD 192 M +USD 21.2 M +12% 10.3% 79.9% 915 24.59% 0.6
David Kennon
4572
David Kennon
Florida
USD 192 M +USD 10.2 M +6% 6.34% 52.4% 17 0% 0.3
Hurlow Wealth Management Group
4573
Hurlow Wealth Management Group
Indiana
USD 192 M +USD 20.6 M +12% 8.51% 60.7% 98 6.12% 3.2
Exeter Financial
4574
Exeter Financial
Arizona
USD 192 M +USD 19.8 M +12% 12.2% 59.1% 89 6.74% 3.9
Hillman Company
4575
Hillman Company
Pennsylvania
USD 192 M +USD 245 k +0.1% 2.51% 118% 15 13.33% 1.6