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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)
Garrett Wealth Advisory Group
5201
Garrett Wealth Advisory Group
Texas
USD 153 M +USD 11.3 M +8% 7.21% 74.6% 49 2.04% 1.8
C.M. Bidwell & Associates
5202
C.M. Bidwell & Associates
Hawaii
USD 153 M +USD 15.7 M +11% 7.21% 70.6% 645 35.81% 1.3
First Dallas Securities
5203
First Dallas Securities
Texas
USD 153 M +USD 35 M +30% 5.44% 163% 118 14.41% 2.8
Costello Asset Management
5204
Costello Asset Management
Pennsylvania
USD 153 M +USD 7.85 M +5% 8.23% 65.9% 269 23.79% 1.1
Sterling Investment Management
5205
Sterling Investment Management
Arizona
USD 153 M +USD 6.38 M +4% 5.92% 45.3% 64 12.5% 3.5
Corundum Group
5206
Corundum Group
Colorado
USD 152 M +USD 24.5 M +19% 6.64% 80.5% 104 13.46% 2.4
Cooper/Haims Advisors
5207
Cooper/Haims Advisors
New York
USD 152 M +USD 10.9 M +8% 7.32% 53.1% 92 19.57% 1.7
Cherry Creek Investment Advisors
5208
Cherry Creek Investment Advisors
Colorado
USD 152 M – – 9.69% 151% 112 – 0
Jess S. Morgan & Co
5209
Jess S. Morgan & Co
California
USD 152 M +USD 9.45 M +7% 12.9% 69.3% 44 9.09% 1.3
Hurlow Wealth Management Group
5210
Hurlow Wealth Management Group
Indiana
USD 152 M +USD 13.3 M +10% 6.77% 55.8% 101 7.92% 2
Viewpoint Investment Partners
5211
Viewpoint Investment Partners
Alberta, Canada
USD 152 M +USD 20.8 M +16% 6.64% 31.9% 14 21.43% 1.1
Harbor Group
5212
Harbor Group
New Hampshire
USD 152 M +USD 5.42 M +4% 6.58% 43% 54 20.37% 0.5
Investment Research & Advisory Group
5213
Investment Research & Advisory Group
Georgia
USD 152 M +USD 15.6 M +11% 8.68% 105% 183 26.78% 1.1
Iron Horse Wealth Management
5214
Iron Horse Wealth Management
Iowa
USD 152 M +USD 18.1 M +14% 4.6% 29.1% 220 12.27% 0.4
Banco BTG Pactual
5215
Banco BTG Pactual
Brazil
USD 152 M -USD 143 M -49% 9.37% 135% 147 61.9% 0.4
Weitzel Financial Services
5216
Weitzel Financial Services
Iowa
USD 151 M +USD 8.34 M +6% 3.58% 46.3% 30 16.67% 0.4
Gunma Bank
5217
Gunma Bank
Japan
USD 151 M -USD 23.7 M -14% 5.82% 24.5% 54 50% 0.8
XXEC Inc
5218
XXEC Inc
Oklahoma
USD 151 M +USD 9.19 M +6% 13.3% 19.3% 30 13.33% 0.6
Barnett & Company
5219
Barnett & Company
Tennessee
USD 151 M -USD 36.5 M -19% 5.65% 65.9% 295 28.14% 3.3
BCK Partners
5220
BCK Partners
New York
USD 151 M +USD 11 M +8% 5.1% 46% 28 3.57% 0.5
Attestor
5221
Attestor
United Kingdom
USD 151 M -USD 9.21 M -6% 6.93% 55.7% 3 66.67% 0.1
Private Wealth Group
5222
Private Wealth Group
Florida
USD 151 M +USD 11.1 M +8% 4.88% 52.9% 39 12.82% 1.5
Quaero Capital
5223
Quaero Capital
Switzerland
USD 151 M +USD 7.31 M +5% 9.48% 62.4% 60 31.67% 0.4
Empirical Capital Management
5224
Empirical Capital Management
Tennessee
USD 151 M +USD 8.72 M +6% 6.9% – 27 25.93% 1.2
Accel Wealth Management
5225
Accel Wealth Management
Iowa
USD 151 M +USD 27.4 M +22% 5.94% 82.4% 939 8.52% 0.5