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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)
Silver Oak Advisory Group
5801
Silver Oak Advisory Group
Oregon
USD 254 M +USD 21.8 M +9% 7.02% 27% 87 9.2% 2.8
First Bancorp
5802
First Bancorp
Maine
USD 253 M +USD 52.2 M +26% 15.3% 80.3% 531 75.14% 1
WJ Wealth Management
5803
WJ Wealth Management
Arizona
USD 253 M +USD 39.9 M +19% 18.3% 95.6% 88 29.55% 2.3
Optima Capital
5804
Optima Capital
Oregon
USD 253 M +USD 38 M +18% 12.1% – 179 18.99% 1.1
Dogwood Wealth Management
5805
Dogwood Wealth Management
Kansas
USD 253 M +USD 23.1 M +10% 10.6% – 939 17.78% 1.1
93 Financial Group
5806
93 Financial Group
Massachusetts
USD 253 M +USD 29.1 M +13% 16.6% – 9 0% 0.5
DCM Advisors
5807
DCM Advisors
New York
USD 253 M +USD 33.5 M +15% 14.7% 99.3% 39 5.13% 4.3
ECM
5808
EMC Capital Management
Texas
USD 253 M – – 20.5% – 53 – 2.6
Hiley Hunt Wealth Management
5809
Hiley Hunt Wealth Management
Nebraska
USD 253 M +USD 26.3 M +12% 8.91% 48.4% 49 4.08% 2
SimpliFi Inc
5810
SimpliFi Inc
California
USD 253 M +USD 14.9 M +6% 6.14% 27.9% 45 4.44% 3.2
Granite Harbor Advisors
5811
Granite Harbor Advisors
Texas
USD 253 M +USD 23.8 M +10% 11.1% 61.5% 137 10.95% 2.1
Cane Capital Partners
5812
Cane Capital Partners
Louisiana
USD 253 M +USD 23.6 M +10% 29.6% – 168 42.86% 0.3
Brentview Investment Management
5813
Brentview Investment Management
Illinois
USD 253 M +USD 21.5 M +9% 11.8% – 64 4.69% 1.2
Central Asset Investments & Management Holdings
5814
Central Asset Investments & Management Holdings
Hong Kong
USD 253 M +USD 145 M +135% 166% 3,210% 32 65.63% 0.8
Empire Financial Management Company
5815
Empire Financial Management Company
New York
USD 253 M -USD 190 M -43% 9.99% 78.3% 224 43.75% 2.2
Eos Management LP
5816
Eos Management LP
New York
USD 252 M +USD 19.6 M +8% 13.4% 149% 44 27.27% 3.4
Darden Wealth Group
5817
Darden Wealth Group
Michigan
USD 252 M +USD 56.1 M +29% 45.3% – 169 19.53% 1.5
Hutner Capital Management
5818
Hutner Capital Management
Vermont
USD 252 M +USD 8.72 M +4% 3.73% 52.2% 45 6.67% 7.6
Christensen King & Associates Investment Services
5819
Christensen King & Associates Investment Services
Washington
USD 252 M +USD 18.6 M +8% 12.3% 57.9% 111 8.11% 2.1
Kintayl Capital
5820
Kintayl Capital
New York
USD 252 M +USD 59.7 M +31% 8.79% – 82 59.76% 0.3
Unifi Asset Management
5821
Unifi Asset Management
New York
USD 251 M -USD 80.3 M -24% 11.9% – 95 43.16% 0.4
Regency Capital Management
5822
Regency Capital Management
Hawaii
USD 251 M +USD 27.9 M +12% 12.8% 92.1% 72 27.78% 1.7
Norris Financial Group
5823
Norris Financial Group
South Carolina
USD 251 M -USD 55.1 M -18% 15.7% 142% 109 35.78% 1.7
Tandem Wealth Advisors
5824
Tandem Wealth Advisors
Arizona
USD 251 M +USD 27 M +12% 11.1% 43.1% 48 2.08% 2.6
Heritage Wealth Architects
5825
Heritage Wealth Architects
Minnesota
USD 251 M +USD 11.8 M +5% 11.2% – 74 4.05% 0.9