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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)
FA
3251
FMA Advisory
Pennsylvania
USD 223 M +USD 10.9 M +5% 5.27% 46.7% 158 12.66% 1.1
Advisors Preferred
3252
Advisors Preferred
Maryland
USD 223 M -USD 528 k -0.2% 4.34% 102% 292 70.89% 0.6
Shah Capital Management
3253
Shah Capital Management
North Carolina
USD 223 M -USD 985 k -0.4% 9.28% 287% 12 0% 3.1
MM
3254
Midas Management
New York
USD 223 M +USD 12.8 M +6% 2.86% 43.3% 133 22.56% 1.9
Benedict Financial Advisors
3255
Benedict Financial Advisors
Georgia
USD 223 M +USD 20.8 M +10% 8.88% 72.4% 109 6.42% 3.1
Twin Securities
3256
Twin Securities
New York
USD 223 M -USD 129 M -37% 7.85% 506% 19 57.89% 0.6
Alpha Omega Wealth Management
3257
Alpha Omega Wealth Management
Virginia
USD 223 M +USD 18.9 M +9% 6.22% 65.9% 529 9.26% 1.8
JNBA Financial Advisors
3258
JNBA Financial Advisors
Minnesota
USD 223 M -USD 250 M -53% 6.22% 61.8% 800 71.38% 1.8
Roanoke Asset Management
3259
Roanoke Asset Management
New Jersey
USD 223 M +USD 15 M +7% 8.01% 50.3% 114 8.77% 3.5
Peak Financial Management
3260
Peak Financial Management
Massachusetts
USD 222 M +USD 5.83 M +3% 2.78% 58.2% 53 7.55% 1.7
KC
3261
Keenan Capital
California
USD 222 M +USD 9.8 M +5% 15.4% 110% 17 29.41% 0.6
Camelot Portfolios
3262
Camelot Portfolios
Ohio
USD 222 M -USD 12.7 M -5% 1.89% 41.3% 240 25% 2.1
Holderness Investments Company
3263
Holderness Investments Company
North Carolina
USD 222 M +USD 16.3 M +8% 6.75% 144% 207 9.66% 2.3
Trust Company
3264
Trust Company
Kansas
USD 222 M +USD 2.97 M +1% 4.86% 40.6% 367 11.17% 2.4
Windsor Capital Management
3265
Windsor Capital Management
Arizona
USD 222 M +USD 6.96 M +3% 3.17% 49.1% 120 5.83% 3.6
Roof Eidam Maycock Peralta (REMP)
3266
Roof Eidam Maycock Peralta (REMP)
California
USD 221 M +USD 7.42 M +3% 4.6% 62.3% 94 10.64% 2.6
ALS
3267
Andrew L. Share
USD 221 M -USD 154 M -41% 19.8% 14.8% 1 0% 0.8
Invesco Senior Secured Management
3268
Invesco Senior Secured Management
New York
USD 221 M +USD 27.8 M +14% 10.1% 18.1% 20 5% 0.6
Verger Capital Management
3269
Verger Capital Management
North Carolina
USD 221 M -USD 31 M -12% 2.87% 58.3% 14 7.14% 2.4
Peregrine Asset Advisers
3270
Peregrine Asset Advisers
Oregon
USD 221 M +USD 27.5 M +14% 14.3% 182% 155 49.03% 1.6
Cambridge Financial Group
3271
Cambridge Financial Group
Ohio
USD 221 M +USD 17.3 M +9% 9.26% – 31 0% 2.6
TI
3272
Telemetry Investments
New York
USD 220 M -USD 42.1 M -16% 1.34% 77.4% 176 61.36% 0.6
Burt Wealth Advisors
3273
Burt Wealth Advisors
Maryland
USD 220 M +USD 11.7 M +6% 3.55% 57.3% 413 9.44% 2.6
Forefront Analytics
3274
Forefront Analytics
Pennsylvania
USD 220 M +USD 5.2 M +2% 1.23% 50.9% 45 4.44% 0.7
Bender Robert & Associates
3275
Bender Robert & Associates
California
USD 220 M +USD 29.2 M +15% 14.2% 146% 48 2.08% 4.4