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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)
BSWA
6426
Bromfield Sneider Wealth Advisors
Massachusetts
USD 95.3 M -USD 2.76 M -3% 7.03% – 106 74.53% 0.1
Synergy Financial Group
6427
Synergy Financial Group
California
USD 95.2 M -USD 16.2 M -15% 15.7% 133% 106 9.43% 0.2
BAM
6428
Bosun Asset Management
Illinois
USD 95.2 M -USD 14.9 M -14% 4.96% 278% 80 13.75% 0.2
Endowment Wealth Management
6429
Endowment Wealth Management
Wisconsin
USD 95.1 M -USD 3.79 M -4% 7.04% 66.3% 134 17.16% 0.2
Magnolia Wealth Management
6430
Magnolia Wealth Management
Alabama
USD 95.1 M -USD 2.64 M -3% 3.84% 48.7% 15 40% 0.2
Precept Management
6431
Precept Management
Texas
USD 94.9 M -USD 159 M -63% 7.83% 110% 82 76.83% 0.5
Kids Capital Management
6432
Kids Capital Management
California
USD 94.9 M -USD 22.3 M -19% 13.9% – 12 16.67% 0.2
Cook Wealth
6433
Cook Wealth
North Carolina
USD 94.8 M -USD 2.71 M -3% 4.19% 7.36% 44 15.91% 0.2
DLDF
6434
Dan L. Duncan Foundation
Texas
USD 94.7 M -USD 3.19 M -3% 5.63% 11.8% 4 0% 0.9
AAM
6435
Artha Asset Management
New Jersey
USD 94.5 M +USD 12.6 M +15% 8.86% – 37 67.57% 0.1
ACT Capital Management
6436
ACT Capital Management
Pennsylvania
USD 94.5 M -USD 43.8 M -32% 12.6% – 99 20.2% 0.6
5th Street Advisors
6437
5th Street Advisors
Connecticut
USD 94.5 M -USD 11 M -10% 2.91% 47.5% 20 40% 0.2
Intrinsic Value Partners
6438
Intrinsic Value Partners
Arizona
USD 94.4 M +USD 585 k +0.6% 1.14% 126% 49 6.12% 0.2
McAlister Sweet & Associates
6439
McAlister Sweet & Associates
Texas
USD 94.1 M -USD 20.5 M -18% 2.21% 83.6% 41 34.15% 0.2
Redmont Wealth Advisors
6440
Redmont Wealth Advisors
Illinois
USD 93.9 M +USD 472 k +0.5% 3.11% 46.1% 131 25.95% 0.2
First Farmers & Merchants Bank Trust
6441
First Farmers & Merchants Bank Trust
Tennessee
USD 93.9 M -USD 6.74 M -7% 1.97% – 107 12.15% 0.2
Claris Advisors
6442
Claris Advisors
Missouri
USD 93.8 M -USD 706 k -0.7% 3.37% 65.7% 52 11.54% 0.2
APS
6443
American Planning Services
Florida
USD 93.6 M -USD 19.4 M -17% 4% 23.8% 29 17.24% 0.2
Pin Oak Investment Advisors
6444
Pin Oak Investment Advisors
Texas
USD 93.6 M -USD 5.25 M -5% 8.89% 62.7% 451 12.2% 2.6
Enhancing Capital
6445
Enhancing Capital
Pennsylvania
USD 93.6 M +USD 1.48 M +2% 0.31% – 77 5.19% 0.2
Sender Company & Partners
6446
Sender Company & Partners
New York
USD 93.5 M -USD 102 M -52% 12.7% 69.8% 125 84% 0.1
USA Financial Formulas
6447
USA Financial Formulas
Michigan
USD 93.5 M -USD 23.1 M -20% 12.8% 104% 526 46.58% 1.1
Convergence Financial
6448
Convergence Financial
Missouri
USD 93.2 M -USD 2.98 M -3% 4.95% 62.3% 26 26.92% 0.2
CMANY
6449
Capital Management Associates (New York)
New York
USD 93.2 M -USD 9 M -9% 0.61% 205% 96 45.83% 1.9
Lynwood Capital Management
6450
Lynwood Capital Management
Ontario, Canada
USD 93.2 M -USD 11.3 M -11% 5.14% – 211 81.04% 0.1