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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)
ASI
5176
Advisory Services & Investments
Oregon
USD 152 M +USD 15.1 M +11% 1.15% 19.9% 35 37.14% 0.3
Lugano Financial Advisors SA (LFA)
5177
Lugano Financial Advisors SA (LFA)
Switzerland
USD 152 M -USD 6.55 M -4% 1.84% 51.3% 115 23.48% 1.7
Investment Research & Advisory Group
5178
Investment Research & Advisory Group
Georgia
USD 152 M +USD 560 k +0.4% 0.69% 105% 184 26.09% 1.5
Briaud Financial Planning
5179
Briaud Financial Planning
Texas
USD 152 M +USD 1.96 M +1% 1.2% 113% 21 19.05% 1.2
Field & Main Bank
5180
Field & Main Bank
Kentucky
USD 152 M -USD 4.04 M -3% 1.38% 107% 218 5.96% 4.6
Horizon Financial Services
5181
Horizon Financial Services
North Carolina
USD 152 M +USD 14.1 M +10% 0.81% 42.6% 156 19.87% 0.5
S.A. Mason
5182
S.A. Mason
Michigan
USD 152 M +USD 6.51 M +4% 0.18% 116% 328 5.79% 1.5
Boyar Asset Management
5183
Boyar Asset Management
New York
USD 152 M -USD 3.41 M -2% 1.57% 75.5% 86 3.49% 4.6
Palumbo Wealth Management
5184
Palumbo Wealth Management
New York
USD 152 M +USD 2.68 M +2% 0.67% 115% 106 18.87% 0.6
Decatur Capital Management
5185
Decatur Capital Management
Georgia
USD 152 M -USD 168 M -53% 2.35% 135% 71 21.13% 1.9
Jess S. Morgan & Co
5186
Jess S. Morgan & Co
California
USD 152 M -USD 629 k -0.4% 0.64% 69.3% 42 7.14% 1.5
TPG Financial Advisors
5187
TPG Financial Advisors
Oregon
USD 151 M +USD 9.01 M +6% 1.17% – 37 5.41% 2.1
Private Wealth Group
5188
Private Wealth Group
Florida
USD 151 M +USD 298 k +0.2% 0.9% 52.9% 41 12.2% 1.7
Norris Financial Group
5189
Norris Financial Group
South Carolina
USD 151 M +USD 2.9 M +2% 3.22% 142% 90 16.67% 0.8
Beaton Management Company
5190
Beaton Management Company
Massachusetts
USD 151 M -USD 6.02 M -4% 1.09% 95.9% 138 5.07% 3
HighVista Strategies
5191
HighVista Strategies
Massachusetts
USD 151 M +USD 10.1 M +7% 1.91% 622% 155 43.23% 0.5
Carolina Wealth Advisors
5192
Carolina Wealth Advisors
South Carolina
USD 151 M +USD 2.61 M +2% 0.53% 62% 308 13.96% 1.1
Seneca Financial Advisors
5193
Seneca Financial Advisors
New York
USD 151 M -USD 1.85 M -1% 1.18% 50.9% 41 2.44% 0.7
Portland Hill Asset Management
5194
Portland Hill Asset Management
United Kingdom
USD 151 M -USD 18.5 M -11% 6.18% 30.2% 45 35.56% 2.2
Core Wealth Advisors (Florida)
5195
Core Wealth Advisors (Florida)
Florida
USD 151 M +USD 843 k +0.6% 0.71% 59.7% 211 22.27% 1.1
Endicott Management
5196
Endicott Management
New York
USD 151 M -USD 146 M -49% 15.3% 229% 8 0% 1.2
Fi3 Financial Advisors
5197
Fi3 Financial Advisors
Indiana
USD 151 M +USD 4.85 M +3% 5.24% 83.1% 45 6.67% 0.5
C.M. Bidwell & Associates
5198
C.M. Bidwell & Associates
Hawaii
USD 151 M -USD 2.01 M -1% 0.56% 70.6% 642 25.7% 1.4
Greencape Capital
5199
Greencape Capital
Australia
USD 151 M +USD 57.9 M +62% 6.98% 98.1% 2 0% 4.3
First Financial Corp
5200
First Financial Corp
Indiana
USD 151 M +USD 161 k +0.1% 0.76% 95.3% 357 5.32% 5.6