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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)
Wellington Shields & Co
3551
Wellington Shields & Co
New York
USD 185 M -USD 8.39 M -4% 10.5% 109% 158 15.19% 3.1
Artemis Wealth Advisors
3552
Artemis Wealth Advisors
New York
USD 184 M +USD 46.9 M +34% 8.04% 174% 30 0% 1.4
Malaga Cove Capital
3553
Malaga Cove Capital
California
USD 184 M -USD 13.6 M -7% 0.85% 88.1% 178 20.79% 1.2
Boston Standard Wealth Management
3554
Boston Standard Wealth Management
Massachusetts
USD 184 M – – 2.58% 47.1% 30 – 2.1
Tillar-Wenstrup Advisors
3555
Tillar-Wenstrup Advisors
Ohio
USD 184 M +USD 3.99 M +2% 4.73% 27.4% 59 6.78% 1.5
Yorktown Energy Partners IX
3556
Yorktown Energy Partners IX
New York
USD 184 M -USD 32.2 M -15% 7.12% 67.3% 2 0% 1.6
SimplyRich
3557
SimplyRich
California
USD 183 M +USD 9.07 M +5% 5.98% 98.3% 165 6.67% 0.7
Alliance Wealth Management Group
3558
Alliance Wealth Management Group
New Jersey
USD 183 M +USD 10.6 M +6% 2.76% – 59 10.17% 1.7
ECM
3559
EII Capital Management
New York
USD 183 M -USD 2.38 M -1% 0.03% 46.9% 255 14.9% 1.3
Meridian Investment Counsel
3560
Meridian Investment Counsel
California
USD 183 M +USD 5.89 M +3% 5.25% 116% 191 6.28% 3.5
MC
3561
MRJ Capital
New York
USD 183 M +USD 2.38 M +1% 5.88% 127% 53 20.75% 3
Redhawk Wealth Advisors
3562
Redhawk Wealth Advisors
Minnesota
USD 183 M – – 6.76% 116% 120 – 0
DI
3563
Diligent Investors
California
USD 182 M +USD 17.9 M +11% 6.19% 82.2% 213 8.92% 2.3
Mengis Capital Management
3564
Mengis Capital Management
Oregon
USD 182 M +USD 12.8 M +8% 7.55% 104% 127 8.66% 2.7
Globe Life
3565
Globe Life
Texas
USD 181 M +USD 12.7 M +8% 7.03% 60.1% 1 0% 1.8
FundX Investment Group
3566
FundX Investment Group
California
USD 181 M -USD 20.7 M -10% 7.45% 94.6% 43 23.26% 1.3
First Sabrepoint Capital Management
3567
First Sabrepoint Capital Management
Texas
USD 181 M +USD 16.3 M +10% 4.97% 218% 30 46.67% 0.5
Nepsis Inc
3568
Nepsis Inc
Minnesota
USD 181 M -USD 19.1 M -10% 4.18% 131% 40 10% 2.4
Pacific Edge Advisors
3569
Pacific Edge Advisors
California
USD 181 M -USD 162 k -0.1% 3.68% 31.3% 41 4.88% 0.6
Bridgeworth
3570
Bridgeworth
Alabama
USD 181 M -USD 51.3 M -22% 4.05% 19.3% 664 80.57% 0.8
Diversified Portfolios Inc
3571
Diversified Portfolios Inc
Michigan
USD 181 M +USD 5.53 M +3% 4.34% 38.2% 51 9.8% 2.8
Security National Bank
3572
Security National Bank
Nebraska
USD 181 M +USD 23.7 M +15% 10.6% 113% 68 11.76% 1.3
Augustine Asset Management
3573
Augustine Asset Management
Florida
USD 181 M +USD 9.12 M +5% 7.35% 316% 76 3.95% 2.3
Spring Creek Capital
3574
Spring Creek Capital
Kansas
USD 180 M -USD 682 M -79% 2.76% 312% 862 96.98% 0.2
Ibex Investors
3575
Ibex Investors
Colorado
USD 180 M +USD 3.83 M +2% 6.72% 16.6% 295 79.32% 0.1