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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)
CHA
4626
Carmichael Hill & Associates
Maryland
USD 255 M +USD 2.2 M +0.9% 3.44% 39.7% 794 4.53% 3.4
Verity Asset Management
4627
Verity Asset Management
North Carolina
USD 255 M +USD 75.7 M +42% 1.75% 79.7% 233 25.75% 2.5
Peachtree Investment Partners
4628
Peachtree Investment Partners
Florida
USD 255 M +USD 7.53 M +3% 6.91% 92.2% 100 6% 3.4
SC
4629
Schiavi & Co
Delaware
USD 255 M +USD 1.29 M +0.5% 0.21% 41.4% 37 16.22% 1.5
Chiron Investment Management
4630
Chiron Investment Management
New York
USD 255 M +USD 24.2 M +10% 8.54% 104% 121 56.2% 0.5
Ferguson Shapiro
4631
Ferguson Shapiro
Georgia
USD 255 M +USD 37.7 M +17% 1.87% 42.7% 62 32.26% 0.8
BHK Investment Advisors
4632
BHK Investment Advisors
Alabama
USD 255 M -USD 5.39 M -2% 0.69% 54.6% 64 7.81% 3.9
Camarda Financial Advisors
4633
Camarda Financial Advisors
Florida
USD 255 M +USD 7.08 M +3% 4.15% 196% 93 40.86% 1.4
Stableford Capital II
4634
Stableford Capital II
Arizona
USD 254 M +USD 5.32 M +2% 0.81% 66.9% 137 10.95% 1
Patriot Financial Partners
4635
Patriot Financial Partners
Pennsylvania
USD 254 M -USD 13.7 M -5% 0.16% 16.6% 9 0% 4.3
NME
4636
Notis-McConarty Edward
USD 254 M +USD 1.44 M +0.6% 3.77% 91.2% 92 5.43% 7.6
Union Heritage Capital
4637
Union Heritage Capital
Michigan
USD 254 M +USD 2.13 M +0.8% 1.88% 82.1% 59 0% 2.8
CWS Financial Advisors
4638
CWS Financial Advisors
Michigan
USD 254 M +USD 10.1 M +4% 0.08% 55.7% 111 9.01% 3.4
LA
4639
LFL Advisers
Illinois
USD 254 M -USD 22.9 M -8% 2.03% 83% 11 0% 6
Sterling Investment Counsel
4640
Sterling Investment Counsel
New York
USD 254 M +USD 37.5 M +17% 4.13% 93.8% 179 12.85% 1.8
Ruedi Wealth Management
4641
Ruedi Wealth Management
Illinois
USD 254 M +USD 16.3 M +7% 0.08% 44.9% 494 48.18% 0.6
Wolf Group Capital Advisors
4642
Wolf Group Capital Advisors
Virginia
USD 254 M +USD 43.5 M +21% 1.43% 28.2% 142 38.03% 2.8
FP
4643
FFG Partners
Florida
USD 254 M +USD 12.5 M +5% 13.7% 277% 35 28.57% 0.4
Colton Groome Financial Advisors
4644
Colton Groome Financial Advisors
North Carolina
USD 254 M +USD 4.86 M +2% 2.29% 65.8% 130 14.62% 1.9
Peregrine Asset Advisers
4645
Peregrine Asset Advisers
Oregon
USD 254 M +USD 3.1 M +1% 6.89% 182% 191 25.13% 1.7
Fiduciary Family Office
4646
Fiduciary Family Office
Florida
USD 253 M -USD 1.59 M -0.6% 6.83% – 220 16.82% 0.4
Metropolitan Life Insurance Company (MetLife)
4647
Metropolitan Life Insurance Company (MetLife)
New York
USD 253 M -USD 2043 M -89% 0.94% 50.8% 2,307 99.57% 8.5
Morton Brown Family Wealth
4648
Morton Brown Family Wealth
Pennsylvania
USD 253 M +USD 11.1 M +5% 1.18% 54.5% 240 18.33% 1.6
Montgomery Investment Management
4649
Montgomery Investment Management
Maryland
USD 253 M -USD 9.31 M -4% 2.63% 105% 91 3.3% 6.8
Fonville Wealth Management
4650
Fonville Wealth Management
Virginia
USD 252 M +USD 26.6 M +12% 1% – 99 7.07% 0.4