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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)
Annandale Capital
3226
Annandale Capital
Texas
USD 588 M -USD 734 M -56% 3.87% 57.2% 134 14.93% 2.5
Armbruster Capital Management
3227
Armbruster Capital Management
New York
USD 588 M +USD 35.4 M +6% 6.09% 66.7% 133 5.26% 5.3
Well Done LLC
3228
Well Done LLC
Michigan
USD 587 M +USD 54.1 M +10% 7.23% 80.4% 198 16.67% 4.4
Financial Sense Advisors
3229
Financial Sense Advisors
California
USD 587 M +USD 162 M +38% 16.3% 152% 184 35.33% 1.5
Huntleigh Advisors
3230
Huntleigh Advisors
Missouri
USD 586 M +USD 68 M +13% 15.4% – 309 22.65% 0.6
Edenbrook Capital
3231
Edenbrook Capital
New York
USD 586 M +USD 120 M +26% 9.05% 267% 27 44.44% 1.9
Ithaka Group
3232
Ithaka Group
Virginia
USD 586 M +USD 1.6 M +0.3% 5.69% 143% 41 12.2% 4.6
Serenus Wealth Advisors
3233
Serenus Wealth Advisors
California
USD 585 M -USD 5.21 M -0.9% 4.94% – 71 21.13% 0.6
Clearstead Trust
3234
Clearstead Trust
Maine
USD 585 M +USD 56.7 M +11% 9.82% 124% 1,574 9.4% 1.2
Matthew Goff Investment Advisor
3235
Matthew Goff Investment Advisor
Texas
USD 585 M +USD 44.5 M +8% 8.49% 89.6% 99 6.06% 4.6
Retirement Income Solutions
3236
Retirement Income Solutions
Michigan
USD 585 M +USD 39.8 M +7% 6.73% 60.8% 170 10% 3.6
Jackson Hole Capital Partners
3237
Jackson Hole Capital Partners
Oklahoma
USD 585 M +USD 39.3 M +7% 6.74% 71.4% 310 10.32% 4.1
Commonwealth Financial Services
3238
Commonwealth Financial Services
West Virginia
USD 584 M +USD 65 M +13% 5.69% 64.2% 241 15.77% 3.4
Orrstown Financial Services
3239
Orrstown Financial Services
Pennsylvania
USD 584 M +USD 110 M +23% 6.22% 73.7% 144 13.89% 3.7
Mitchell Capital Management
3240
Mitchell Capital Management
Kansas
USD 584 M +USD 49.2 M +9% 12.3% 234% 139 32.37% 3.1
Providence Equity Partners
3241
Providence Equity Partners
Rhode Island
USD 584 M -USD 263 M -31% 2.14% 12.4% 3 0% 4.1
Abundance Wealth Counselors
3242
Abundance Wealth Counselors
Pennsylvania
USD 583 M +USD 49.3 M +9% 7.8% 107% 175 9.14% 1.7
SOA Wealth Advisors
3243
SOA Wealth Advisors
New York
USD 583 M +USD 50.9 M +10% 9.65% 79.1% 938 11.09% 3.6
Jacobson & Schmitt Advisors
3244
Jacobson & Schmitt Advisors
Wisconsin
USD 583 M +USD 18.5 M +3% 6.15% 70.3% 91 29.67% 2.3
Advyzon Investment Management
3245
Advyzon Investment Management
Illinois
USD 583 M +USD 131 M +29% 8.01% – 500 28.2% 0.4
Portfolio Design Labs
3246
Portfolio Design Labs
California
USD 582 M +USD 73.1 M +14% 7.94% 115% 230 48.26% 0.7
AIP LLC
3247
AIP LLC
New York
USD 582 M -USD 131 M -18% 12.5% 54.9% 2 0% 2.3
Perseverance Asset Management International
3248
Perseverance Asset Management International
Cayman Islands
USD 582 M +USD 185 M +46% 20.2% 120% 15 40% 1.3
Laird Norton Wetherby Trust Company
3249
Laird Norton Wetherby Trust Company
Washington
USD 582 M -USD 146 M -20% 6.92% 88.1% 73 16.44% 2.5
Topline Capital Management
3250
Topline Capital Management
California
USD 582 M -USD 1.86 M -0.3% 1.19% – 53 41.51% 0.4