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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)
Loudon Investment Management
5326
Loudon Investment Management
New Hampshire
USD 126 M -USD 7.74 M -6% 4.9% 61.6% 90 7.78% 4.8
Derbend Asset Management
5327
Derbend Asset Management
Georgia
USD 126 M +USD 5.85 M +5% 4.52% 23.9% 81 14.81% 1
ELCO Management
5328
ELCO Management
New York
USD 126 M +USD 3.66 M +3% 0.49% 98.3% 151 19.87% 2.9
Van Leeuwen & Company
5329
Van Leeuwen & Company
New Jersey
USD 126 M +USD 6.2 M +5% 4.36% 75.4% 59 18.64% 2.2
Morton Brown Family Wealth
5330
Morton Brown Family Wealth
Pennsylvania
USD 125 M -USD 3.63 M -3% 6.55% 54.5% 352 51.42% 0.5
AAF Wealth Management
5331
AAF Wealth Management
Massachusetts
USD 125 M -USD 7.28 M -5% 6.47% 75.1% 41 14.63% 1
First National Bank of Hutchinson
5332
First National Bank of Hutchinson
Kansas
USD 125 M -USD 9.05 M -7% 4.09% 121% 111 13.51% 3.6
Legacy Bridge
5333
Legacy Bridge
Iowa
USD 125 M -USD 10.1 M -7% 3.13% 236% 293 1.71% 3
Powers Advisory Group
5334
Powers Advisory Group
Illinois
USD 125 M -USD 4.65 M -4% 4.86% 49.8% 95 9.47% 0.7
Carl P. Sherr & Co
5335
Carl P. Sherr & Co
Massachusetts
USD 125 M -USD 8.26 M -6% 4.23% 68.8% 123 13.01% 2
Jentner Corp
5336
Jentner Corp
Ohio
USD 125 M -USD 6.35 M -5% 3.25% 38.9% 36 5.56% 3.8
SA
5337
Stonebridge Advisors
Connecticut
USD 125 M -USD 22.2 M -15% 1.88% 3.35% 4 25% 0.8
Ignite Planners
5338
Ignite Planners
California
USD 125 M +USD 3.41 M +3% 4.07% 83.8% 178 14.61% 0.6
MAS
5339
Madden Advisory Services
Florida
USD 125 M -USD 6.91 M -5% 5.18% 52.3% 80 5% 5
Bennett Selby Investments
5340
Bennett Selby Investments
Maine
USD 125 M -USD 4.66 M -4% 4.48% 82.1% 57 14.04% 1.5
Pointe Capital Management
5341
Pointe Capital Management
Michigan
USD 125 M -USD 9.06 M -7% 3.09% 62.6% 148 6.76% 4.1
St. Clair Advisors
5342
St. Clair Advisors
Ohio
USD 125 M +USD 1.4 M +1% 6.41% 77.5% 44 11.36% 1.5
CTC Capital Management
5343
CTC Capital Management
Illinois
USD 125 M +USD 33 M +36% 1.61% – 160 80.63% 0.1
Boyd Wealth Management
5344
Boyd Wealth Management
California
USD 125 M +USD 2.54 M +2% 5.17% 56.8% 44 9.09% 0.6
Mosaic Advisors
5345
Mosaic Advisors
Texas
USD 125 M -USD 8.66 M -6% 5.27% 50.9% 17 5.88% 1.3
RG
5346
Retirement Group
California
USD 125 M -USD 116 M -48% 4.95% 33.7% 858 41.72% 1.9
Cape Ann Savings Bank
5347
Cape Ann Savings Bank
Massachusetts
USD 125 M -USD 5.3 M -4% 4.91% 72.7% 82 7.32% 5.4
Trinity Wealth Management
5348
Trinity Wealth Management
Pennsylvania
USD 125 M -USD 3.4 M -3% 4.95% 56.7% 39 15.38% 1.8
Albert D. Mason Inc
5349
Albert D. Mason Inc
Massachusetts
USD 125 M -USD 9.7 M -7% 4.45% 83.4% 153 4.58% 4.8
Spectrum Asset Management (Connecticut)
5350
Spectrum Asset Management (Connecticut)
Connecticut
USD 125 M -USD 8.62 M -6% 2.46% 0.74% 8 25% 3.5