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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)
West Michigan Advisors
3826
West Michigan Advisors
Michigan
USD 455 M +USD 19.6 M +5% 3.15% 86.6% 332 29.22% 1.8
AIS
3827
AM Investment Strategies
Tennessee
USD 455 M -USD 26 M -5% 4.53% 135% 122 13.93% 3.1
Garden State Investment Advisory Services
3828
Garden State Investment Advisory Services
New Jersey
USD 455 M +USD 811 k +0.2% 2.08% 94% 384 27.08% 1.6
Aries Wealth Management
3829
Aries Wealth Management
Maine
USD 455 M +USD 3.18 M +0.7% 0.43% 87.7% 245 9.39% 3
TPWM
3830
Twelve Points Wealth Management
Massachusetts
USD 455 M +USD 10.4 M +2% 1.52% 56.8% 211 12.32% 2.8
Paradiem
3831
Paradiem
Louisiana
USD 454 M +USD 36 M +9% 8.6% 107% 75 30.67% 1.5
Barry Investment Advisors
3832
Barry Investment Advisors
Massachusetts
USD 454 M +USD 4.35 M +1% 6.88% 66.7% 109 15.6% 4.3
Peddock Capital Advisors
3833
Peddock Capital Advisors
Massachusetts
USD 453 M -USD 23.8 M -5% 1.25% 113% 170 8.24% 6.5
Vodafone Ventures
3834
Vodafone Ventures
United Kingdom
USD 453 M +USD 56 M +14% 14.1% – 1 0% 0.3
Farmers National Bank
3835
Farmers National Bank
Kentucky
USD 453 M +USD 5.3 M +1% 0.03% – 197 12.18% 6.2
Act Two Investors
3836
Act Two Investors
California
USD 453 M -USD 103 M -18% 10.2% 53% 40 15% 3.7
Waller Financial Planning Group
3837
Waller Financial Planning Group
Ohio
USD 453 M +USD 2.73 M +0.6% 0.59% 47.5% 79 11.39% 4.5
Bulltick Wealth Management
3838
Bulltick Wealth Management
Florida
USD 453 M -USD 17.9 M -4% 4.45% 58.2% 162 34.57% 1.5
Compton Financial Group
3839
Compton Financial Group
Maryland
USD 453 M +USD 11.1 M +3% 1.48% 37.7% 72 15.28% 2.1
Wolff Financial Management
3840
Wolff Financial Management
Michigan
USD 453 M +USD 7.89 M +2% 0.42% 56.7% 104 3.85% 2.9
Addison Advisors
3841
Addison Advisors
Vermont
USD 452 M +USD 7.33 M +2% 0.2% 54.5% 999 12.11% 2.9
Blankinship & Foster
3842
Blankinship & Foster
California
USD 452 M -USD 10.4 M -2% 1.4% 67.1% 80 7.5% 4.8
Waterway Wealth Management
3843
Waterway Wealth Management
Texas
USD 452 M +USD 10.4 M +2% 3.38% 52.2% 99 25.25% 1
Essex Savings Bank
3844
Essex Savings Bank
Connecticut
USD 452 M -USD 9.38 M -2% 3.86% 95.2% 324 9.57% 4.2
Leverty Financial Group
3845
Leverty Financial Group
Wisconsin
USD 452 M +USD 33.8 M +8% 1.69% 57.3% 53 24.53% 2.2
HGC Investment Management
3846
HGC Investment Management
Ontario, Canada
USD 451 M -USD 20.3 M -4% 0.69% 33.2% 205 39.02% 0.4
Marion Wealth Management
3847
Marion Wealth Management
Pennsylvania
USD 451 M +USD 1.29 M +0.3% 1.6% 51.7% 154 11.69% 2.6
CDAM (UK)
3848
CDAM (UK)
United Kingdom
USD 451 M -USD 99 M -18% 15.5% 7.89% 12 16.67% 3.8
Lind Value II ApS
3849
Lind Value II ApS
Denmark
USD 451 M +USD 141 M +46% 12% – 11 45.45% 0.5
SIM
3850
SW Investment Management
Colorado
USD 451 M +USD 74.8 M +20% 8.59% 143% 8 12.5% 2.6