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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)
Stephens Group
4976
Stephens Group
Arkansas
USD 225 M -USD 26 M -10% 6.01% 45% 4 0% 2.3
Tiemann Investment Advisors
4977
Tiemann Investment Advisors
California
USD 225 M +USD 1.05 M +0.5% 3.48% 77% 200 5.5% 6.5
Sandy Cove Advisors
4978
Sandy Cove Advisors
Massachusetts
USD 225 M +USD 7.64 M +4% 2.86% 78% 122 9.84% 1.8
SWMG LLC
4979
SWMG LLC
Texas
USD 225 M +USD 2.46 M +1% 1.74% 68.7% 108 21.3% 1.6
AFP
4980
Advus Financial Partners
Florida
USD 225 M -USD 230 k -0.1% 1.53% 56.5% 60 3.33% 1.9
Elmwood Wealth Management
4981
Elmwood Wealth Management
California
USD 225 M -USD 9.11 M -4% 0.88% 42.1% 126 5.56% 3.4
Saiph Capital
4982
Saiph Capital
New Jersey
USD 224 M +USD 9.09 M +4% 3.66% 52.4% 54 12.96% 1.6
WCM
4983
Wunderlich Capital Managemnt
Tennessee
USD 224 M +USD 2.22 M +1% 1.94% 33.6% 114 15.79% 4.5
WA
4984
Win Advisors
Florida
USD 224 M -USD 3.03 M -1% 6.27% 226% 86 80.23% 0.2
Daventry Group
4985
Daventry Group
New York
USD 224 M -USD 26.2 M -10% 6.96% 26.2% 10 20% 1.6
Whelan Financial
4986
Whelan Financial
California
USD 224 M +USD 4.83 M +2% 1.09% 57.9% 42 4.76% 1.8
AIC
4987
Anthracite Investment Company
Texas
USD 224 M -USD 50.2 M -18% 0.59% – 114 41.23% 0.4
Jacobsen Capital Management
4988
Jacobsen Capital Management
Utah
USD 224 M +USD 8.22 M +4% 3.25% 86.7% 102 14.71% 1.8
Brown Financial Advisors
4989
Brown Financial Advisors
Ohio
USD 224 M – – 1.22% – 219 – 0
California First Leasing Corp
4990
California First Leasing Corp
California
USD 224 M +USD 8.87 M +4% 3.13% 377% 43 11.63% 1.7
Monarch Alternative Capital
4991
Monarch Alternative Capital
New York
USD 224 M -USD 1.26 M -0.6% 3.32% 497% 6 16.67% 0.8
Breakwater Investment Management
4992
Breakwater Investment Management
Washington
USD 224 M +USD 6.23 M +3% 2.06% – 329 8.21% 0.2
Trinity Financial Advisors
4993
Trinity Financial Advisors
Ohio
USD 223 M +USD 1.18 M +0.5% 1.49% 74.5% 89 23.6% 1.5
Hassell Wealth Management
4994
Hassell Wealth Management
Louisiana
USD 223 M +USD 65.5 M +42% 0.57% 49.7% 27 11.11% 1
Evernest Financial Advisors
4995
Evernest Financial Advisors
Indiana
USD 223 M +USD 11.9 M +6% 2.76% – 130 5.38% 2.2
Consilio Wealth Advisors
4996
Consilio Wealth Advisors
Washington
USD 223 M +USD 9.45 M +4% 3.08% 66.4% 65 4.62% 1.4
Beaconlight Capital
4997
Beaconlight Capital
New York
USD 223 M -USD 27.8 M -11% 2.71% 282% 38 36.84% 1.4
Machina Capital
4998
Machina Capital
France
USD 223 M +USD 33 M +17% 2.85% 34.8% 367 64.31% 0.3
OIA
4999
Optimum Investment Advisors
Illinois
USD 223 M +USD 5.09 M +2% 5.88% 125% 666 8.26% 5.8
Bennett Selby Investments
5000
Bennett Selby Investments
Maine
USD 223 M +USD 8.43 M +4% 4.35% 82.1% 72 9.72% 2.3