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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)
WD Rutherford
5326
WD Rutherford
Oregon
USD 156 M +USD 14.5 M +10% 12.9% 170% 83 12.05% 2
Concentrum Wealth Management
5327
Concentrum Wealth Management
California
USD 156 M +USD 21.5 M +16% 21.5% 174% 63 17.46% 2.4
Family Investment Center
5328
Family Investment Center
Missouri
USD 156 M +USD 10.7 M +7% 3.03% 53.1% 52 7.69% 0.5
McNaughton Wealth Management
5329
McNaughton Wealth Management
California
USD 156 M +USD 5.53 M +4% 3.29% 55.6% 56 7.14% 2.7
LBC
5330
Lawrence B. Cohen
USD 156 M +USD 7.22 M +5% 9.54% 41.8% 66 6.06% 5.6
KCM
5331
Kempner Capital Management
Texas
USD 156 M -USD 15 M -9% 0.11% 60.9% 60 15% 4.2
MB, Levis & Associates
5332
MB, Levis & Associates
Pennsylvania
USD 156 M +USD 12.4 M +9% 2.39% 43.1% 291 6.53% 0.5
Ascension Capital Advisors
5333
Ascension Capital Advisors
Texas
USD 156 M +USD 26.6 M +21% 4.32% 59.3% 39 12.82% 2.2
First Financial Corp
5334
First Financial Corp
Indiana
USD 156 M -USD 4.79 M -3% 4.38% 95.3% 382 12.83% 6.9
Northeast Financial Group
5335
Northeast Financial Group
Pennsylvania
USD 156 M +USD 17.4 M +13% 3.47% 31.6% 66 24.24% 1.1
Abbot Financial Management
5336
Abbot Financial Management
Massachusetts
USD 156 M +USD 6.86 M +5% 7.8% 102% 115 4.35% 4.4
Tieton Capital Management
5337
Tieton Capital Management
Washington
USD 156 M +USD 15.4 M +11% 10.5% 172% 32 6.25% 4.5
Aurora Investment Counsel
5338
Aurora Investment Counsel
Georgia
USD 156 M +USD 2.72 M +2% 3.48% 31.7% 126 19.05% 1.2
Mitsubishi UFJ Asset Management (UK)
5339
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 155 M +USD 948 k +0.6% 6.23% 151% 102 16.67% 1.7
Lynch Asset Management
5340
Lynch Asset Management
Pennsylvania
USD 155 M +USD 16 M +12% 15.2% 190% 48 4.17% 1.3
Phoenix Asset Management Partners
5341
Phoenix Asset Management Partners
USD 155 M +USD 34.6 M +29% 37.9% 139% 13 7.69% 0.5
Five Oceans Advisors
5342
Five Oceans Advisors
California
USD 155 M +USD 756 k +0.5% 5.26% 85.3% 165 11.52% 1.2
CC
5343
Codex Capital
New York
USD 155 M +USD 10.1 M +7% 17.5% 84.4% 38 5.26% 2.2
Fifth Third Wealth Advisors
5344
Fifth Third Wealth Advisors
Ohio
USD 155 M +USD 101 M +187% 8.93% 114% 139 46.04% 0.1
Carlsbad Wealth Advisory Group
5345
Carlsbad Wealth Advisory Group
California
USD 155 M – – 4.41% – 45 – 0
Morris Financial Concepts
5346
Morris Financial Concepts
South Carolina
USD 155 M +USD 12.8 M +9% 4.92% 56.5% 161 11.18% 1.1
Next Level Private
5347
Next Level Private
New York
USD 155 M +USD 27.6 M +22% 5.67% 95.9% 104 40.38% 0.5
BM
5348
Bislett Management
California
USD 155 M +USD 4.03 M +3% 5.81% 19.8% 13 0% 6.1
CIA
5349
Citadel Investment Advisory
Ohio
USD 155 M +USD 7.67 M +5% 6.25% 66.1% 80 1.25% 2.3
Fortress Wealth Management
5350
Fortress Wealth Management
California
USD 155 M +USD 11.8 M +8% 2.17% 52.1% 65 18.46% 1.1