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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)
Retirement Guys Formula
5926
Retirement Guys Formula
Ohio
USD 95 M -USD 2.44 M -3% 4.92% 75.7% 136 19.12% 0.6
Andrews Lucia Wealth Management
5927
Andrews Lucia Wealth Management
California
USD 94.9 M -USD 10.8 M -10% 5.88% 59.7% 26 42.31% 0.5
Kinsale Capital Group
5928
Kinsale Capital Group
Virginia
USD 94.9 M -USD 5.3 M -5% 5.56% 70.9% 2 0% 0.8
CWM
5929
Cordatus Wealth Management
Pennsylvania
USD 94.9 M -USD 120 M -56% 3.07% 108% 147 68.03% 0.5
WealthTrust Asset Management
5930
WealthTrust Asset Management
Florida
USD 94.9 M -USD 11 M -10% 2.12% 102% 80 30% 0.8
W.H. Cornerstone Investments
5931
W.H. Cornerstone Investments
Massachusetts
USD 94.9 M – – 5.18% 51.4% 118 – 0
Millennium Capital Advisors
5932
Millennium Capital Advisors
Arkansas
USD 94.8 M -USD 7.59 M -7% 4.35% 134% 97 11.34% 0.7
ASI
5933
Advisory Services & Investments
Oregon
USD 94.7 M -USD 10 M -10% 6.73% 19.9% 42 14.29% 1
Cook & Bynum Capital Management
5934
Cook & Bynum Capital Management
Alabama
USD 94.7 M -USD 5.7 M -6% 11.2% 46.8% 5 0% 5.2
LCM Capital Management
5935
LCM Capital Management
Illinois
USD 94.7 M -USD 6.9 M -7% 4.37% 128% 89 8.99% 1.5
5th Street Advisors
5936
5th Street Advisors
Connecticut
USD 94.7 M -USD 828 k -0.9% 6.6% 47.5% 20 25% 0.6
Campion Asset Management
5937
Campion Asset Management
Virginia
USD 94.6 M -USD 6.56 M -6% 6.15% 70.2% 93 8.6% 1.4
Family CFO
5938
Family CFO
California
USD 94.4 M +USD 2.81 M +3% 6.25% 84% 55 0% 0.7
Greencape Capital
5939
Greencape Capital
Australia
USD 94.3 M -USD 77.6 M -45% 17.1% 98.1% 3 0% 3.8
Harrison & Co Wealth Management
5940
Harrison & Co Wealth Management
Virginia
USD 94.3 M -USD 11 M -10% 5.33% – 80 11.25% 0.7
GL
5941
GHE LLC
Tennessee
USD 94.2 M +USD 2.81 M +3% 6.28% 188% 61 29.51% 0.6
Tru Independence Asset Management 2
5942
Tru Independence Asset Management 2
Oregon
USD 94.1 M -USD 27.4 M -23% 1.2% – 87 44.83% 0.8
Von Berge Wealth Management Group
5943
Von Berge Wealth Management Group
California
USD 94.1 M -USD 2.15 M -2% 5.53% 60.5% 64 14.06% 0.7
Signify Wealth
5944
Signify Wealth
Missouri
USD 94 M +USD 21.9 M +30% 3.86% 36.7% 31 48.39% 0.7
Wealth Quarterback
5945
Wealth Quarterback
New Jersey
USD 94 M -USD 34.2 M -27% 5.6% 109% 120 15.83% 2.2
NED
5946
Nancy E. Dempze
USD 93.9 M -USD 5.61 M -6% 2.81% 83.1% 68 7.35% 4.3
Steinberg Asset Management
5947
Steinberg Asset Management
New York
USD 93.9 M -USD 861 k -0.9% 1.56% 130% 36 16.67% 3.7
EDMP Inc
5948
EDMP Inc
Florida
USD 93.8 M -USD 8.58 M -8% 5.72% 78% 59 5.08% 4.2
Objective Capital Management
5949
Objective Capital Management
Ohio
USD 93.8 M -USD 5.4 M -5% 5.4% – 94 6.38% 0.7
Raffles Associates
5950
Raffles Associates
New York
USD 93.8 M +USD 1.92 M +2% 0.16% 50% 58 31.03% 1.9