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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)
Joule Financial
4726
Joule Financial
Kentucky
USD 246 M +USD 3.18 M +1% 0.34% 55.5% 113 15.93% 1.4
Bear Mountain Capital
4727
Bear Mountain Capital
Washington
USD 246 M +USD 13.8 M +6% 0.08% – 227 20.7% 0.5
Taylor Hoffman Wealth Management
4728
Taylor Hoffman Wealth Management
Virginia
USD 245 M +USD 9.9 M +4% 4.2% 47.8% 113 6.19% 4.5
Selway Asset Management
4729
Selway Asset Management
USD 245 M -USD 4.93 M -2% 2.82% 36.5% 84 11.9% 5.4
Excalibur Management
4730
Excalibur Management
Massachusetts
USD 245 M +USD 8.87 M +4% 1.9% 81.7% 170 9.41% 5.1
ACM
4731
Altium Capital Management
New York
USD 245 M -USD 7.55 M -3% 7.84% – 90 44.44% 0.8
RL
4732
Rogco LP
Oklahoma
USD 245 M +USD 563 k +0.2% 0.71% 53.3% 246 4.88% 0.7
Transatlantique Private Wealth
4733
Transatlantique Private Wealth
New York
USD 245 M +USD 15.7 M +7% 1.98% 88.6% 219 14.61% 1.5
City State Bank
4734
City State Bank
Iowa
USD 245 M +USD 18.4 M +8% 2.12% 79.1% 771 12.97% 2
Adirondack Trust Company
4735
Adirondack Trust Company
New York
USD 245 M +USD 5.98 M +3% 3.69% 96.7% 512 5.47% 5.7
Walled Lake Planning & Wealth Management
4736
Walled Lake Planning & Wealth Management
Illinois
USD 245 M +USD 1.2 M +0.5% 0.69% 51.7% 131 14.5% 1.7
Baker Tilly Wealth Management
4737
Baker Tilly Wealth Management
Wisconsin
USD 244 M -USD 309 M -56% 3.2% 96.9% 423 36.17% 2.8
SCI
4738
Silver Coast Investments
United States
USD 244 M -USD 427 k -0.2% 1.05% – 102 19.61% 0.4
Cumberland Advisors
4739
Cumberland Advisors
Florida
USD 244 M -USD 24.7 M -9% 0.38% 73.5% 57 8.77% 4
MTM Investment Management
4740
MTM Investment Management
South Carolina
USD 244 M +USD 1.61 M +0.7% 2.19% 80.5% 293 11.6% 2.7
Somerset Trust
4741
Somerset Trust
Pennsylvania
USD 244 M -USD 1.28 M -0.5% 0.3% 80.5% 152 4.61% 5.5
Silverlake Wealth Management
4742
Silverlake Wealth Management
Vermont
USD 244 M +USD 47.4 M +24% 1.88% 73.3% 293 21.16% 1.6
Insight Folios
4743
Insight Folios
North Carolina
USD 244 M -USD 3.2 M -1% 1.86% 32.9% 122 8.2% 2.7
Oldfather Financial Services
4744
Oldfather Financial Services
Nebraska
USD 244 M +USD 748 k +0.3% 0.38% 60.8% 74 6.76% 3.1
Texas Capital Bancshares
4745
Texas Capital Bancshares
Texas
USD 244 M +USD 23.1 M +10% 11.9% 175% 83 12.05% 3.7
Kelleher Financial Advisors
4746
Kelleher Financial Advisors
New York
USD 244 M +USD 2.45 M +1% 3.25% 72.4% 129 20.16% 4.5
Vance Wealth
4747
Vance Wealth
California
USD 244 M -USD 7.49 M -3% 1.7% 66.4% 98 12.24% 1.7
Tyler-Stone Wealth Management
4748
Tyler-Stone Wealth Management
Ohio
USD 243 M +USD 17.4 M +8% 5.33% – 1,015 8.67% 1.9
Performa Ltd (US)
4749
Performa Ltd (US)
South Carolina
USD 243 M +USD 16 M +7% 1.24% 55.8% 65 23.08% 2.3
Davis Investment Partners
4750
Davis Investment Partners
North Carolina
USD 243 M +USD 14.8 M +6% 1.28% 88.9% 122 9.84% 1.2