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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)
Trail Ridge Investment Advisors
5251
Trail Ridge Investment Advisors
Colorado
USD 153 M +USD 8.01 M +6% 7.17% 83.9% 126 15.87% 1.1
AAF Wealth Management
5252
AAF Wealth Management
Massachusetts
USD 153 M +USD 12.1 M +9% 6% 75.1% 50 22% 1.2
Centennial Bank
5253
Centennial Bank
Arkansas
USD 153 M -USD 21.6 M -12% 3.63% 69.9% 344 10.17% 0.2
Eagle Capital Management (Louisiana)
5254
Eagle Capital Management (Louisiana)
Louisiana
USD 153 M +USD 16.8 M +12% 5.48% 103% 36 16.67% 4.9
Enterprise Financial Services Corp (EFSC)
5255
Enterprise Financial Services Corp (EFSC)
Missouri
USD 153 M +USD 8.27 M +6% 4.61% 112% 164 10.37% 6.9
Fortis Advisors
5256
Fortis Advisors
Pennsylvania
USD 153 M +USD 21.8 M +17% 3.42% 72.8% 286 15.73% 2.6
Aurora Investment Counsel
5257
Aurora Investment Counsel
Georgia
USD 153 M +USD 8.3 M +6% 6.62% 31.7% 128 25.78% 1.2
Crestmont Private Wealth
5258
Crestmont Private Wealth
Texas
USD 153 M +USD 6.8 M +5% 4.57% 54.8% 49 6.12% 0.6
Agate Pass Investment Management
5259
Agate Pass Investment Management
Washington
USD 153 M +USD 11.5 M +8% 3.83% 76% 97 6.19% 1.1
Goepper Burkhardt
5260
Goepper Burkhardt
South Carolina
USD 153 M +USD 10 M +7% 5.16% 50.4% 70 15.71% 1.8
Range Financial Group
5261
Range Financial Group
Oregon
USD 153 M +USD 6.06 M +4% 6.12% 195% 192 33.33% 1.2
Acute Investment Advisory
5262
Acute Investment Advisory
Arizona
USD 153 M +USD 5.99 M +4% 0.2% 15% 22 54.55% 0.6
Bennett Selby Investments
5263
Bennett Selby Investments
Maine
USD 153 M +USD 19.2 M +14% 18% 82.1% 58 12.07% 1.7
FSA
5264
Financial Services Advisory
Maryland
USD 153 M -USD 2.33 M -2% 7.45% 82.5% 45 57.78% 0.5
DCM
5265
Difesa Capital Management
New York
USD 153 M +USD 23.8 M +18% 5.46% – 252 19.84% 0.7
Trinity Wealth Management
5266
Trinity Wealth Management
Pennsylvania
USD 152 M +USD 11.9 M +8% 4.64% 56.7% 47 29.79% 1.9
Kathleen S. Wright Associates
5267
Kathleen S. Wright Associates
Pennsylvania
USD 152 M +USD 4.76 M +3% 4.39% 66% 209 22.97% 1
FOCUS Wealth Advisors
5268
FOCUS Wealth Advisors
Texas
USD 152 M +USD 7.65 M +5% 2.64% 68.7% 65 29.23% 1.1
Blue Square Asset Management
5269
Blue Square Asset Management
New York
USD 152 M -USD 3.39 M -2% 3.64% 117% 77 66.23% 0.4
Arbor Trust Wealth Advisors
5270
Arbor Trust Wealth Advisors
Michigan
USD 152 M +USD 7.25 M +5% 5.81% 63.8% 104 10.58% 2.6
Imprint Wealth
5271
Imprint Wealth
South Carolina
USD 152 M – – 2.91% – 158 – 0
LDR Capital Management
5272
LDR Capital Management
New York
USD 152 M -USD 30.6 M -17% 6.63% 28.4% 39 7.69% 1.3
Axis Capital Holdings
5273
Axis Capital Holdings
USD 152 M +USD 10 M +7% 7.01% 76% 3 0% 6.3
Mader & Shannon Wealth Management
5274
Mader & Shannon Wealth Management
Missouri
USD 152 M +USD 532 k +0.4% 4.64% 62.5% 17 11.76% 2.2
Shira Ridge Wealth Management
5275
Shira Ridge Wealth Management
California
USD 151 M +USD 6.23 M +4% 6.76% 72.8% 64 10.94% 0.2