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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)
Aevitas Wealth Management
5101
Aevitas Wealth Management
Massachusetts
USD 157 M +USD 184 k +0.1% 0.04% 36.4% 127 6.3% 2.7
Orleans Capital Management
5102
Orleans Capital Management
Louisiana
USD 157 M +USD 535 k +0.3% 0.26% 94.6% 80 3.75% 1.3
SV
5103
Stilwell Value
New York
USD 157 M +USD 14.8 M +10% 5.48% 87.9% 43 32.56% 2.9
Bluegrass Capital Partners
5104
Bluegrass Capital Partners
Florida
USD 157 M -USD 19.2 M -11% 7.31% 60.1% 18 22.22% 0.7
HCM
5105
Hall Capital Management
Rhode Island
USD 157 M +USD 1.69 M +1% 0.69% – 95 2.11% 4.4
Affinia Financial Group
5106
Affinia Financial Group
Massachusetts
USD 157 M -USD 9.32 M -6% 0.02% 37.5% 33 6.06% 1.1
Mader & Shannon Wealth Management
5107
Mader & Shannon Wealth Management
Missouri
USD 157 M -USD 37.6 M -19% 0.33% 53.1% 26 19.23% 1.8
Garrett Wealth Advisory Group
5108
Garrett Wealth Advisory Group
Texas
USD 156 M +USD 3.83 M +3% 0.57% 74.6% 57 21.05% 1.8
Costello Asset Management
5109
Costello Asset Management
Pennsylvania
USD 156 M +USD 3.87 M +3% 0.49% 81.5% 243 18.11% 1.3
Moser Wealth Advisors
5110
Moser Wealth Advisors
Washington
USD 156 M +USD 1.08 M +0.7% 1.07% – 149 12.08% 1.3
SC
5111
Steph & Co
Wisconsin
USD 156 M +USD 2.24 M +1% 0.73% 61.6% 280 19.64% 1.3
Wealth Dimensions Group
5112
Wealth Dimensions Group
Ohio
USD 156 M +USD 8.82 M +6% 0.51% 57.1% 131 9.16% 0.7
Eliot Finkel Investment Counsel
5113
Eliot Finkel Investment Counsel
California
USD 156 M +USD 465 k +0.3% 3.73% 88.9% 32 6.25% 3.4
IFS Advisors
5114
IFS Advisors
Kansas
USD 156 M +USD 7.14 M +5% 0.56% 54.2% 30 16.67% 0.6
Spreng Capital Management
5115
Spreng Capital Management
Ohio
USD 156 M +USD 1.53 M +1% 0.59% 72.5% 107 9.35% 1.4
SCM
5116
Symons Capital Management
Pennsylvania
USD 156 M -USD 19.5 M -11% 5.64% 25.4% 82 25.61% 1.3
Mad River Investors
5117
Mad River Investors
Massachusetts
USD 156 M USD 0 0% 15.2% 169% 25 0% 4.4
Sustainable Insight Capital Management
5118
Sustainable Insight Capital Management
New York
USD 156 M -USD 13 M -8% 1.16% 150% 135 26.67% 1.1
SVC
5119
Strycker View Capital
New York
USD 156 M +USD 2.99 M +2% 2.42% 114% 31 61.29% 0.2
State of Wyoming
5120
State of Wyoming
Wyoming
USD 156 M -USD 3.16 M -2% 0.64% 135% 1,392 24.5% 0.3
ARQ Wealth Advisors
5121
ARQ Wealth Advisors
Arizona
USD 156 M -USD 445 k -0.3% 0.04% 59.3% 54 20.37% 1.1
Mangham Associates
5122
Mangham Associates
Virginia
USD 155 M -USD 2.83 M -2% 0.19% 24.4% 7 14.29% 1.9
Albert D. Mason Inc
5123
Albert D. Mason Inc
Massachusetts
USD 155 M -USD 7.7 M -5% 1.86% 83.4% 151 6.62% 4.6
DB Wealth Management Group
5124
DB Wealth Management Group
California
USD 155 M -USD 995 k -0.6% 1% 19% 359 4.74% 0.7
Watchman Group
5125
Watchman Group
Texas
USD 155 M -USD 16.1 M -9% 1.66% 54% 77 14.29% 1.4