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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)
IAS
5076
Investment Advisory Services
Texas
USD 162 M – – 7.24% 65.4% 92 – 1.2
CWA
5077
Clearview Wealth Advisors
Oregon
USD 162 M +USD 7.82 M +5% 4.68% 45.2% 699 13.3% 0.4
Camarda Financial Advisors
5078
Camarda Financial Advisors
Florida
USD 162 M +USD 22 M +16% 5.59% 196% 102 37.25% 1
AUA Capital Management
5079
AUA Capital Management
Pennsylvania
USD 162 M +USD 9.7 M +6% 5.4% 70.2% 369 7.86% 2.2
CIA
5080
Citadel Investment Advisory
Ohio
USD 162 M +USD 8.8 M +6% 7.15% 66.1% 74 0% 0.5
Sterneck Capital Management
5081
Sterneck Capital Management
Missouri
USD 162 M +USD 18.4 M +13% 7.11% 61.5% 107 27.1% 3
Treybourne Wealth Planners
5082
Treybourne Wealth Planners
Indiana
USD 162 M +USD 17.3 M +12% 7.15% – 48 14.58% 0.4
Delta Capital Management
5083
Delta Capital Management
New Jersey
USD 162 M +USD 5.04 M +3% 4.29% 129% 82 4.88% 4.4
Members Capital Advisors Inc
5084
Members Capital Advisors Inc
Wisconsin
USD 162 M +USD 31 M +24% 4.72% – 69 33.33% 0.9
Arrow Investment Advisors
5085
Arrow Investment Advisors
Maryland
USD 162 M +USD 16.5 M +11% 5.26% 36.3% 112 59.82% 0.5
Godshalk Welsh Capital Management
5086
Godshalk Welsh Capital Management
Pennsylvania
USD 161 M +USD 17.9 M +12% 8.9% 61.1% 119 5.88% 4.6
REMS
5087
Real Estate Management Services
USD 161 M +USD 18.5 M +13% 8.12% 67.2% 39 20.51% 2.6
Baugh & Associates
5088
Baugh & Associates
Georgia
USD 161 M +USD 9.8 M +6% 5.47% 98.8% 41 2.44% 2.8
Prosperity Planning
5089
Prosperity Planning
Missouri
USD 161 M +USD 20.4 M +14% 18.3% 43.5% 89 20.22% 0.4
GoalVest Advisory
5090
GoalVest Advisory
New York
USD 161 M +USD 27 M +20% 7.51% 94.8% 243 30.04% 0.3
Compass Advisory Group
5091
Compass Advisory Group
New York
USD 161 M +USD 11.2 M +8% 3.24% 49.2% 51 21.57% 0.4
Fundsmith Investment Services
5092
Fundsmith Investment Services
Mauritius
USD 161 M – – 13.1% 53.6% 29 – 0
Apexium Financial
5093
Apexium Financial
Texas
USD 161 M +USD 24.7 M +18% 8.18% 89.6% 83 13.25% 1.2
Hollow Brook Wealth Management
5094
Hollow Brook Wealth Management
New York
USD 161 M +USD 8.63 M +6% 12.7% 92.8% 61 18.03% 3.1
Baron Financial Group
5095
Baron Financial Group
New Jersey
USD 161 M +USD 15.5 M +11% 4.69% 55.5% 241 1.24% 0.8
Orion Capital Management
5096
Orion Capital Management
California
USD 161 M +USD 17.5 M +12% 9.78% 75.3% 315 7.94% 0.5
Banyan Capital Management
5097
Banyan Capital Management
Georgia
USD 161 M +USD 9.7 M +6% 7.19% 42.5% 20 0% 2.2
E Fund Management (HK)
5098
E Fund Management (HK)
Hong Kong
USD 161 M -USD 150 M -48% 3.97% 163% 54 31.48% 0.8
CL
5099
COWA LLC
Oklahoma
USD 161 M -USD 6.16 M -4% 4.87% 65.5% 365 68.22% 0.5
SMP
5100
Santa Monica Partners
Florida
USD 160 M +USD 4.9 M +3% 3.43% 135% 27 11.11% 2.6