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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)
Sulzberger Capital Advisors
8251
Sulzberger Capital Advisors
Florida
USD 98 M -USD 1.02 M -1% 2.06% – 53 9.43% 1.1
Thayer Financial
8252
Thayer Financial
North Carolina
USD 98 M +USD 3.37 M +4% 0.91% – 33 0% 0.3
Walsky Investment Management
8253
Walsky Investment Management
Pennsylvania
USD 98 M -USD 227 k -0.2% 1.09% – 53 7.55% 0.2
Advisory Advocates
8254
Advisory Advocates
Michigan
USD 97.9 M -USD 2.63 M -3% 3.34% – 181 18.78% 0.2
Ebert Capital Management
8255
Ebert Capital Management
California
USD 97.9 M -USD 5.49 M -5% 7.36% – 26 3.85% 0.2
Unified Investment Management
8256
Unified Investment Management
Georgia
USD 97.9 M -USD 1.93 M -2% 0.53% – 141 7.8% 1.1
Wulff, Hansen & Co
8257
Wulff, Hansen & Co
California
USD 97.9 M -USD 21.3 M -18% 1.9% 85.8% 104 7.69% 2.9
Whitford Management
8258
Whitford Management
New York
USD 97.9 M -USD 583 k -0.6% 2.74% 76.2% 30 40% 0.7
Financial Network Wealth Advisors
8259
Financial Network Wealth Advisors
Utah
USD 97.7 M +USD 1.73 M +2% 0.29% 57.7% 917 24.97% 1.3
GH
8260
GLP Holdings
Georgia
USD 97.7 M -USD 7.28 M -7% 6.91% – 4 0% 0.3
Urban Wealth Management
8261
Urban Wealth Management
California
USD 97.7 M -USD 9.9 M -9% 2.61% – 101 14.85% 1.5
CSP Financial Group
8262
CSP Financial Group
Arizona
USD 97.7 M – – 0.21% – 20 – 0
Bluebird Wealth Management
8263
Bluebird Wealth Management
Massachusetts
USD 97.7 M -USD 9.38 M -9% 1.6% – 88 32.95% 0.2
Villanova Investment Management
8264
Villanova Investment Management
Pennsylvania
USD 97.6 M -USD 44.3 M -31% 4.62% – 60 11.67% 1.4
BJB
8265
Broadhurst Jeffrey B
USD 97.6 M +USD 1.28 M +1% 1.05% – 42 7.14% 0.2
RCW Management
8266
RCW Management
Florida
USD 97.6 M -USD 1.44 M -1% 1.76% – 69 5.8% 0.2
Chiron Capital Management
8267
Chiron Capital Management
Florida
USD 97.5 M – – 4.31% – 117 – 2.2
Sensenig Capital Advisors
8268
Sensenig Capital Advisors
Pennsylvania
USD 97.5 M -USD 874 k -0.9% 1.07% – 36 16.67% 0.2
Ballast Financial Advisors
8269
Ballast Financial Advisors
Pennsylvania
USD 97.5 M +USD 413 k +0.4% 0.24% – 72 8.33% 0.2
JKSF
8270
John & Kathleen Schreiber Foundation
Illinois
USD 97.5 M -USD 31 M -24% 21.8% 30.8% 4 0% 3.3
Cogent Strategic Wealth
8271
Cogent Strategic Wealth
Illinois
USD 97.3 M +USD 5.58 M +6% 1.7% – 57 17.54% 0.2
Atlas Wealth Partners
8272
Atlas Wealth Partners
Pennsylvania
USD 97.3 M +USD 6.27 M +7% 12.9% 145% 67 7.46% 1.5
Strategic Financial Group
8273
Strategic Financial Group
Michigan
USD 97.1 M – – 0.18% – 18 – 0
Arrington Capital Management
8274
Arrington Capital Management
Florida
USD 97.1 M -USD 9.5 M -9% 2.53% – 37 45.95% 0.2
Partners Wealth Management
8275
Partners Wealth Management
California
USD 97 M +USD 1.31 M +1% 1.94% – 116 13.79% 1