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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)
BIMC
5026
Benson Investment Management Company
Virginia
USD 142 M -USD 18.4 M -11% 7.15% 99.8% 64 25% 2.4
OCP
5027
OCO Capital Partners
New York
USD 142 M -USD 6.62 M -4% 4.76% 679% 5 40% 1.2
Vienna Insurance Group
5028
Vienna Insurance Group
Poland
USD 142 M -USD 5.84 M -4% 1.67% 188% 37 8.11% 1
Fairfield, Bush & Co
5029
Fairfield, Bush & Co
Connecticut
USD 142 M -USD 28.4 M -17% 4.32% 112% 519 77.65% 5.4
Garrison Asset Management
5030
Garrison Asset Management
Arkansas
USD 142 M -USD 7.66 M -5% 3.49% 52.1% 97 6.19% 6.1
Sterneck Capital Management
5031
Sterneck Capital Management
Missouri
USD 141 M -USD 7.77 M -5% 6.84% 61.5% 97 9.28% 4.2
Baugh & Associates
5032
Baugh & Associates
Georgia
USD 141 M -USD 7.25 M -5% 4.35% 98.8% 38 0% 4.1
Bluestem Financial Advisors
5033
Bluestem Financial Advisors
Illinois
USD 141 M -USD 2.49 M -2% 5.64% 42.2% 27 0% 2.2
Trust Company of Kansas
5034
Trust Company of Kansas
Kansas
USD 141 M -USD 29.2 M -17% 5.95% 87% 49 12.24% 2
Collaborative Wealth Management
5035
Collaborative Wealth Management
Florida
USD 141 M -USD 11.1 M -7% 5.17% 41.6% 190 14.74% 1.4
Howard Wealth Management
5036
Howard Wealth Management
Connecticut
USD 141 M +USD 46.9 M +50% 4.07% 60.3% 117 49.57% 1.3
SM
5037
Scoggin Management
New York
USD 141 M -USD 69.5 M -33% 5.97% 889% 62 45.16% 0.9
Old West Investment Management
5038
Old West Investment Management
California
USD 141 M -USD 1.86 M -1% 0.96% 242% 44 11.36% 3.6
FOCUS Wealth Advisors
5039
FOCUS Wealth Advisors
Texas
USD 141 M -USD 4.8 M -3% 2.72% 68.7% 50 20% 1
AFP
5040
Advus Financial Partners
Florida
USD 141 M -USD 4.03 M -3% 6.15% 56.5% 62 16.13% 0.7
R.W. Roge & Company
5041
R.W. Roge & Company
New York
USD 141 M -USD 4.56 M -3% 3.02% 68.1% 39 10.26% 2.1
Peterson Wealth Services
5042
Peterson Wealth Services
Utah
USD 141 M +USD 2.31 M +2% 3.62% 153% 88 6.82% 0.7
Brown Miller Wealth Management
5043
Brown Miller Wealth Management
Virginia
USD 141 M -USD 5.99 M -4% 6.11% 102% 126 20.63% 1.4
Donald L. Hagan LLC
5044
Donald L. Hagan LLC
Florida
USD 141 M -USD 16 M -10% 6.76% 47.9% 95 13.68% 2.6
Intergy Private Wealth
5045
Intergy Private Wealth
Colorado
USD 141 M +USD 14.1 M +11% 6.39% 73.8% 71 26.76% 0.5
JCP Investment Management
5046
JCP Investment Management
Texas
USD 141 M -USD 245 k -0.2% 1.06% 94.7% 19 42.11% 0.4
Cypress Financial Planning
5047
Cypress Financial Planning
New Jersey
USD 141 M -USD 5.01 M -3% 5.75% 41.2% 54 5.56% 0.3
Connacht Asset Management
5048
Connacht Asset Management
New York
USD 141 M -USD 97.6 M -41% 0.27% 63.8% 180 50% 0.6
Lagoda Investment Management
5049
Lagoda Investment Management
New York
USD 141 M -USD 10.3 M -7% 1.79% 250% 39 5.13% 4.6
Reliant Investment Management
5050
Reliant Investment Management
Tennessee
USD 141 M -USD 1.84 M -1% 2.15% 129% 56 19.64% 2.7