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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)
VCU Investment Management
4976
VCU Investment Management
Virginia
USD 170 M -USD 19.3 M -10% 2.39% – 8 12.5% 2.5
Fullen Financial Group
4977
Fullen Financial Group
Ohio
USD 170 M +USD 13.4 M +9% 3.98% 28.4% 60 3.33% 0.9
Wescott Financial Advisory Group
4978
Wescott Financial Advisory Group
Pennsylvania
USD 170 M +USD 15.7 M +10% 7.64% 55.5% 70 18.57% 0.4
TI
4979
Truehand Inc
New Hampshire
USD 170 M +USD 6.05 M +4% 4.8% 86.9% 202 2.48% 2.2
JSF Financial
4980
JSF Financial
California
USD 170 M +USD 10.4 M +7% 6.77% 91% 101 4.95% 1.4
RFG Holdings
4981
RFG Holdings
Texas
USD 170 M +USD 10 M +6% 4.15% 72.3% 33 12.12% 0.4
IronBridge Private Wealth
4982
IronBridge Private Wealth
Texas
USD 170 M +USD 12.3 M +8% 11.7% 122% 313 22.68% 0.4
Vista Investment Management
4983
Vista Investment Management
Pennsylvania
USD 170 M +USD 8.9 M +6% 4.65% 54.4% 160 6.25% 2.6
Red Spruce Capital
4984
Red Spruce Capital
Pennsylvania
USD 169 M +USD 12.2 M +8% 8.26% 98.4% 91 4.4% 1.3
IMS Capital Management
4985
IMS Capital Management
Oregon
USD 169 M +USD 10.6 M +7% 4.6% 119% 140 19.29% 3.2
Portland Hill Asset Management
4986
Portland Hill Asset Management
United Kingdom
USD 169 M +USD 21.6 M +15% 10.9% 30.2% 33 3.03% 2.6
RWG
4987
Regal Wealth Group
California
USD 169 M -USD 898 k -0.5% 5.65% 17% 267 82.4% 4.4
EWG
4988
Executive Wealth Group
Washington
USD 169 M +USD 6.57 M +4% 4.94% 14.9% 48 6.25% 2.6
Alan N. Hoffman Investment Management
4989
Alan N. Hoffman Investment Management
Massachusetts
USD 169 M +USD 19.5 M +13% 12.8% 76.8% 12 0% 0.5
Intel Corp
4990
Intel Corp
California
USD 169 M +USD 32.3 M +24% 22.9% 9.79% 4 25% 0.4
Harrington Investments
4991
Harrington Investments
California
USD 169 M +USD 8.98 M +6% 7.89% 109% 80 6.25% 3.2
Van Leeuwen & Company
4992
Van Leeuwen & Company
New Jersey
USD 169 M +USD 16.6 M +11% 9.78% 75.4% 81 34.57% 1.2
Sustainable Insight Capital Management
4993
Sustainable Insight Capital Management
New York
USD 169 M +USD 18.4 M +12% 7.27% 150% 145 38.62% 0.9
BCGM Wealth Management
4994
BCGM Wealth Management
Indiana
USD 169 M +USD 22.4 M +15% 5.46% 54.9% 100 9% 0.5
CSA
4995
Cottage Street Advisors
Massachusetts
USD 168 M +USD 16 M +11% 8.23% 95.8% 100 11% 3.1
LFWA
4996
LBJ Family Wealth Advisors
Texas
USD 168 M +USD 9.44 M +6% 7.47% 64.9% 22 13.64% 5.4
Cincinnati Casualty Company
4997
Cincinnati Casualty Company
Ohio
USD 168 M +USD 9.14 M +6% 6.09% 56% 27 3.7% 5.6
VeraBank
4998
VeraBank
Texas
USD 168 M +USD 14.2 M +9% 6.5% 60.6% 120 7.5% 1.9
Game Plan Financial Advisors
4999
Game Plan Financial Advisors
Ohio
USD 168 M +USD 12.9 M +8% 8.85% – 113 16.81% 0.7
Harvest Group Wealth Management
5000
Harvest Group Wealth Management
Massachusetts
USD 168 M +USD 8.47 M +5% 3.97% 28.1% 69 57.97% 0.6