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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)
CCC
3801
Chelsea Counsel Company
California
USD 166 M -USD 20.7 M -11% 3.31% 106% 76 11.84% 4.4
Denver PWM
3802
Denver PWM
Colorado
USD 166 M +USD 9.18 M +6% 0.39% 48.6% 225 70.22% 0.4
Twin Securities
3803
Twin Securities
New York
USD 166 M -USD 111 M -40% 2.19% 506% 15 46.67% 0.6
Oak Asset Management
3804
Oak Asset Management
California
USD 166 M +USD 4.76 M +3% 3.57% 91.8% 98 4.08% 1.4
Chanos & Company
3805
Chanos & Company
New York
USD 166 M -USD 40.4 M -20% 0.13% – 38 39.47% 1.2
Jackson Financial Management
3806
Jackson Financial Management
California
USD 166 M +USD 12.2 M +8% 1.09% – 40 27.5% 1.1
Frisch Financial Group
3807
Frisch Financial Group
New York
USD 166 M +USD 16.1 M +11% 1.4% 66.6% 111 21.62% 0.6
Summit Wealth & Retirement Planning
3808
Summit Wealth & Retirement Planning
California
USD 165 M -USD 5.48 M -3% 0.4% 67.6% 134 14.18% 0.7
Hedeker Wealth
3809
Hedeker Wealth
Illinois
USD 165 M +USD 7.68 M +5% 1.86% 161% 61 13.11% 3.2
Cribstone Capital Management
3810
Cribstone Capital Management
Maine
USD 165 M -USD 18.2 M -10% 1.49% 22.4% 657 16.59% 2.5
Archer Investment Corporation
3811
Archer Investment Corporation
Indiana
USD 165 M +USD 8.33 M +5% 1.78% 68.2% 588 22.79% 0.6
CRA Financial Services
3812
CRA Financial Services
New Jersey
USD 165 M -USD 1.14 M -0.7% 1.61% 91.9% 143 4.2% 0.7
CAN
3813
Claraphi Advisory Network
United States
USD 165 M -USD 5.44 M -3% 0.48% 88.3% 446 54.04% 0.6
RPg Family Wealth Advisory
3814
RPg Family Wealth Advisory
Massachusetts
USD 165 M -USD 3.39 M -2% 0.26% 117% 307 14.66% 1.6
Iron Gate Global Advisors
3815
Iron Gate Global Advisors
Utah
USD 165 M +USD 14.7 M +10% 0.46% 106% 81 24.69% 1.4
Qtron Investments
3816
Qtron Investments
Massachusetts
USD 165 M +USD 3.86 M +2% 1.82% 140% 289 36.33% 0.4
Arlington Capital Management
3817
Arlington Capital Management
Illinois
USD 165 M -USD 15.4 M -9% 4.23% 154% 65 44.62% 0.3
Affiance Financial
3818
Affiance Financial
Minnesota
USD 165 M +USD 1.18 M +0.7% 1.32% 57.8% 96 6.25% 3.3
Anderson Hoagland & Co
3819
Anderson Hoagland & Co
Missouri
USD 165 M +USD 3.28 M +2% 0.24% 104% 91 8.79% 3.7
Allred Capital Management
3820
Allred Capital Management
Texas
USD 165 M -USD 10.9 M -6% 1.88% 73.5% 184 14.67% 0.7
FC Advisory
3821
FC Advisory
Pennsylvania
USD 164 M +USD 3.03 M +2% 0.77% 46.6% 56 5.36% 2.9
Murphy Pohlad Asset Management
3822
Murphy Pohlad Asset Management
Minnesota
USD 164 M -USD 3.43 M -2% 2.51% 83% 94 3.19% 4.5
Chou Associates Management
3823
Chou Associates Management
Ontario, Canada
USD 164 M -USD 50 M -23% 8.18% 66.4% 24 8.33% 3.6
Cooper/Haims Advisors
3824
Cooper/Haims Advisors
New York
USD 164 M +USD 2.88 M +2% 0.21% 53.1% 54 12.96% 1.4
Evergreen Advisors
3825
Evergreen Advisors
Tennessee
USD 164 M +USD 4.32 M +3% 0.12% – 17 5.88% 0.6