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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)
Heartland Bank & Trust
5651
Heartland Bank & Trust
Illinois
USD 176 M +USD 4.25 M +2% 5.77% 105% 153 11.76% 1.6
Sterneck Capital Management
5652
Sterneck Capital Management
Missouri
USD 176 M +USD 8.86 M +5% 3.59% 61.5% 98 9.18% 5
Harrington Investments
5653
Harrington Investments
California
USD 176 M +USD 1.52 M +0.9% 4.85% 109% 83 3.61% 5.3
AIA
5654
Arcadia Investment Advisors
Idaho
USD 176 M +USD 1.03 M +0.6% 1.62% 56.4% 81 8.64% 4.3
Shore Point Advisors
5655
Shore Point Advisors
New Jersey
USD 176 M +USD 880 k +0.5% 0.45% 54.6% 61 8.2% 1.7
LSP Investment Advisors
5656
LSP Investment Advisors
New York
USD 176 M -USD 9.48 M -5% 2.94% 79.5% 29 17.24% 2.2
Cornerstone Partners Capital Management
5657
Cornerstone Partners Capital Management
Virginia
USD 176 M -USD 1314 M -88% 1.83% 51.8% 9 11.11% 2.7
Financial Freedom LLC
5658
Financial Freedom LLC
Ohio
USD 176 M +USD 7.28 M +4% 1.46% 72% 377 4.77% 1.4
TIM
5659
Timelo Investment Management
Ontario, Canada
USD 176 M -USD 87.3 M -33% 6.18% 104% 41 58.54% 0.5
Castleview Partners
5660
Castleview Partners
Texas
USD 176 M -USD 3.18 M -2% 1.46% 61.3% 1,016 21.65% 1.7
Altman Advisors
5661
Altman Advisors
Illinois
USD 176 M -USD 29.6 M -14% 6.07% 127% 97 30.93% 2.5
CIA
5662
Citadel Investment Advisory
Ohio
USD 176 M -USD 1.62 M -0.9% 0.91% 66.1% 82 0% 3.2
S.A. Mason
5663
S.A. Mason
Michigan
USD 176 M +USD 9.5 M +6% 4.04% 116% 328 7.01% 3.6
Dalton Investments
5664
Dalton Investments
Nevada
USD 176 M +USD 10.9 M +7% 12.9% 95.1% 29 13.79% 3.2
Gordian Capital (Singapore)
5665
Gordian Capital (Singapore)
Singapore
USD 176 M +USD 41.2 M +31% 8.43% 321% 189 31.75% 1.3
Woodward Financial Advisors
5666
Woodward Financial Advisors
North Carolina
USD 176 M +USD 9.35 M +6% 0.91% 55% 57 14.04% 1.9
SFG Wealth Management
5667
SFG Wealth Management
Maryland
USD 175 M +USD 7.03 M +4% 2.28% 86.3% 105 26.67% 1.6
Norway Savings Bank
5668
Norway Savings Bank
Maine
USD 175 M -USD 64.2 M -27% 4.44% 117% 137 27.01% 5.5
Acute Investment Advisory
5669
Acute Investment Advisory
Arizona
USD 175 M +USD 26.3 M +18% 0.31% 15% 16 50% 0.8
Buttonwood Financial Group
5670
Buttonwood Financial Group
Missouri
USD 175 M +USD 6.24 M +4% 3.76% 77.9% 30 6.67% 1.3
Independent Family Office
5671
Independent Family Office
New York
USD 175 M -USD 11 M -6% 0.87% 68.4% 76 11.84% 2.9
Capital Wealth Alliance
5672
Capital Wealth Alliance
Arizona
USD 175 M +USD 6.03 M +4% 3.23% 124% 115 13.91% 2.3
Quantitative Strategies
5673
Quantitative Strategies
California
USD 175 M +USD 1.53 M +0.9% 1.08% – 22 9.09% 0.9
Hapanowicz & Associates Financial Services
5674
Hapanowicz & Associates Financial Services
Pennsylvania
USD 175 M +USD 19.8 k +0% 0.81% 58.5% 34 20.59% 3
Arcadia Wealth Management (New Hampshire)
5675
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 175 M +USD 12.5 M +8% 1.71% 55.5% 65 15.38% 1