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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)
HA
4651
Hamel Associates
New Jersey
USD 295 M +USD 1.04 M +0.4% 1.52% 50.6% 82 14.63% 6.2
CWM
4652
Cedar Wealth Management
California
USD 295 M +USD 14.2 M +5% 8.73% 68.1% 237 21.1% 3.7
Pure Portfolios Holdings
4653
Pure Portfolios Holdings
Oregon
USD 295 M +USD 23.1 M +8% 7.51% – 107 12.15% 0.7
Colton Groome Financial Advisors
4654
Colton Groome Financial Advisors
North Carolina
USD 295 M +USD 37.4 M +15% 8.73% 65.8% 144 20.83% 2.3
Centerpoint Advisors
4655
Centerpoint Advisors
Massachusetts
USD 295 M +USD 24.2 M +9% 9.53% 74.2% 448 16.52% 3.6
SC
4656
Schiavi & Co
Delaware
USD 295 M +USD 22.2 M +8% 7.8% 41.4% 41 7.32% 2.1
Long Path Partners
4657
Long Path Partners
Connecticut
USD 295 M +USD 35.9 M +14% 3.15% 9.18% 10 40% 2.3
Straight Path Wealth Management
4658
Straight Path Wealth Management
Michigan
USD 295 M +USD 47.3 M +19% 10.3% 70.4% 121 13.22% 1.5
Defender Capital
4659
Defender Capital
North Carolina
USD 295 M +USD 40.9 M +16% 20.2% 101% 42 23.81% 2.9
Whitegate Investment Counselors
4660
Whitegate Investment Counselors
New Hampshire
USD 295 M +USD 12.8 M +5% 5.15% 48% 70 8.57% 6.4
WOCP
4661
White Oak Capital Partners
Singapore
USD 294 M +USD 49.5 M +20% 8.65% – 17 17.65% 0.4
Yakira Capital Management
4662
Yakira Capital Management
Connecticut
USD 294 M +USD 31.1 M +12% 6.64% 74.1% 267 49.06% 0.9
Goodman Advisory Group
4663
Goodman Advisory Group
Massachusetts
USD 294 M -USD 33.7 M -10% 13.3% 88.8% 209 43.54% 0.7
Hayek Kallen Investment Management
4664
Hayek Kallen Investment Management
Alabama
USD 294 M +USD 22.5 M +8% 8.35% 71.9% 98 10.2% 6.2
B&I Capital
4665
B&I Capital
Switzerland
USD 294 M -USD 13.6 M -4% 2.05% 30.5% 32 9.38% 2
Keystone Financial Services (Colorado)
4666
Keystone Financial Services (Colorado)
Colorado
USD 294 M +USD 31.6 M +12% 9.6% 66% 121 21.49% 1.9
Sivia Capital Partners
4667
Sivia Capital Partners
California
USD 294 M +USD 79.6 M +37% 15.2% – 464 43.97% 0.6
CVA
4668
Central Valley Advisors
California
USD 294 M +USD 29.8 M +11% 7.27% 77.8% 143 20.98% 0.9
XY Planning Network
4669
XY Planning Network
Montana
USD 294 M +USD 144 M +96% 7.74% – 174 41.95% 0.3
First American Financial Corporation
4670
First American Financial Corporation
California
USD 294 M +USD 24.4 M +9% 9.95% – 3 0% 1.5
Aurdan Capital Management
4671
Aurdan Capital Management
Pennsylvania
USD 294 M +USD 28.1 M +11% 6.7% – 92 13.04% 0.4
Sterling Wealth Management
4672
Sterling Wealth Management
Illinois
USD 293 M – – 6.63% – 110 – 1.3
Acima Private Wealth
4673
Acima Private Wealth
Virginia
USD 293 M +USD 14.8 M +5% 6.92% 51.1% 187 7.49% 5.4
Sea Cliff Partners Management
4674
Sea Cliff Partners Management
California
USD 293 M +USD 15 M +5% 8.84% – 18 33.33% 0.6
Arch Capital Group
4675
Arch Capital Group
Bermuda
USD 293 M -USD 65.3 M -18% 0.46% 3.08% 4 0% 2.8