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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)
Montz Harcus Wealth Management
6176
Montz Harcus Wealth Management
Louisiana
USD 111 M -USD 2.74 M -2% 4.25% 84.1% 57 8.77% 0.2
Penobscot Wealth Management
6177
Penobscot Wealth Management
Maine
USD 111 M -USD 6.25 M -5% 5.33% 56.7% 68 23.53% 0.6
Erickson Financial Group
6178
Erickson Financial Group
Pennsylvania
USD 111 M -USD 4.9 M -4% 7.87% 63.3% 26 3.85% 0.2
Rise Advisors
6179
Rise Advisors
New York
USD 111 M +USD 6.09 M +6% 5.27% 62.8% 687 7.71% 0.2
Protective Life
6180
Protective Life
Alabama
USD 111 M -USD 3.07 M -3% 7.15% 38.4% 15 13.33% 2.7
Archvest Wealth Advisors
6181
Archvest Wealth Advisors
California
USD 111 M -USD 4.56 M -4% 4.47% 53.1% 45 13.33% 0.2
CEDRUS
6182
CEDRUS
Colorado
USD 111 M +USD 7.23 M +7% 5.66% 19.8% 166 18.67% 0.2
Tenret Company
6183
Tenret Company
Florida
USD 111 M -USD 687 k -0.6% 5.52% – 33 21.21% 0.6
Mork Capital Management
6184
Mork Capital Management
California
USD 111 M -USD 36.7 M -25% 1.04% 61.9% 116 20.69% 2.4
HFAS
6185
Hummer Financial Advisory Services
Illinois
USD 111 M -USD 7.74 M -7% 5.6% 71.8% 107 6.54% 1.9
Buttonwood Financial Advisors
6186
Buttonwood Financial Advisors
Maryland
USD 111 M +USD 8.58 M +8% 2.95% 73.4% 70 30% 0.2
NICM
6187
Neo Ivy Capital Management
New York
USD 111 M +USD 41.2 M +59% 2.72% – 617 55.43% 0.3
Maripau Wealth Management
6188
Maripau Wealth Management
Indiana
USD 111 M +USD 5.17 M +5% 4.09% 55.6% 94 21.28% 0.2
Tevis Investment Management
6189
Tevis Investment Management
Texas
USD 111 M -USD 4.16 M -4% 0.57% 58.7% 523 12.62% 0.2
Alethea Capital Management
6190
Alethea Capital Management
Washington
USD 111 M -USD 7.29 M -6% 1.09% 275% 104 54.81% 2.7
American Asset Management
6191
American Asset Management
Florida
USD 111 M -USD 3.01 M -3% 2.91% 42.5% 9 11.11% 4.7
Boyu Capital Investment Management Company
6192
Boyu Capital Investment Management Company
Hong Kong
USD 110 M -USD 6.3 M -5% 2.25% – 4 0% 1.3
BWM
6193
Bullock Wealth Management
Indiana
USD 110 M -USD 5.58 M -5% 4.44% 101% 537 9.31% 0.5
Wilson & Boucher Capital Management
6194
Wilson & Boucher Capital Management
California
USD 110 M -USD 630 k -0.6% 3.45% 69.8% 112 8.04% 0.2
Wealthspan Partners
6195
Wealthspan Partners
Iowa
USD 110 M -USD 2.86 M -3% 1.65% 65% 71 8.45% 0.2
Conrad Siegel Investment Advisors
6196
Conrad Siegel Investment Advisors
Pennsylvania
USD 110 M -USD 4.92 M -4% 5.1% 64.9% 69 66.67% 0.1
Portland Hill Asset Management
6197
Portland Hill Asset Management
United Kingdom
USD 110 M -USD 21.4 M -16% 11.6% 30.2% 44 6.82% 2.5
DGM
6198
Darwin Global Management
Jersey
USD 110 M -USD 544 M -83% 13.9% 2,582% 13 92.31% 0.3
Arctis Global
6199
Arctis Global
Puerto Rico
USD 110 M -USD 157 M -59% 14.9% 69.5% 16 68.75% 0.6
EMFO LLC
6200
EMFO LLC
Florida
USD 110 M -USD 3.15 M -3% 1% 25.8% 356 10.11% 0.7