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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)
Raab & Moskowitz Asset Management
3851
Raab & Moskowitz Asset Management
New Jersey
USD 292 M +USD 18.4 M +7% 7.01% 75% 166 5.42% 5.6
Oak Grove Capital
3852
Oak Grove Capital
New Hampshire
USD 292 M +USD 47.8 M +20% 14.6% 470% 63 25.4% 2.1
Shakespeare Wealth Management
3853
Shakespeare Wealth Management
Wisconsin
USD 292 M +USD 10.6 M +4% 2.17% 49.6% 80 5% 3.4
Strategic Equity Management
3854
Strategic Equity Management
Arizona
USD 292 M +USD 11.2 M +4% 4.9% 70.3% 42 9.52% 1.2
Apeiron RIA
3855
Apeiron RIA
Texas
USD 292 M +USD 1.34 M +0.5% 3.68% 68.5% 203 10.84% 0.9
Waypoint Wealth Partners
3856
Waypoint Wealth Partners
California
USD 292 M +USD 11.7 M +4% 4.27% 52.1% 72 5.56% 1.5
WESPAC Advisors SoCal
3857
WESPAC Advisors SoCal
California
USD 292 M +USD 2.16 M +0.7% 8.56% 135% 88 5.68% 3.1
HF
3858
Halpern Financial
Virginia
USD 292 M +USD 13.9 M +5% 5.04% 26.3% 261 34.87% 1.8
Presilium Private Wealth
3859
Presilium Private Wealth
Pennsylvania
USD 292 M +USD 32.6 M +13% 3.47% 45.9% 59 15.25% 0.4
First Wilshire Securities Management
3860
First Wilshire Securities Management
California
USD 292 M -USD 1.47 M -0.5% 1.06% 135% 89 6.74% 4.2
AH Equity Partners LSV I
3861
AH Equity Partners LSV I
California
USD 291 M +USD 11 M +4% 4% – 3 0% 1.5
EdenTree Asset Management
3862
EdenTree Asset Management
United Kingdom
USD 291 M – – 8.36% 50.2% 76 – 0
PRW Wealth Management
3863
PRW Wealth Management
Massachusetts
USD 291 M +USD 35.5 M +14% 6.93% 42.3% 128 50.78% 1.3
Bank of Stockton
3864
Bank of Stockton
California
USD 291 M +USD 4.09 M +1% 5.39% 99.2% 119 6.72% 5.9
JCP
3865
Jennifer C. Price
USD 291 M -USD 22.8 M -7% 4.78% – 87 32.18% 0.8
PhiloSmith Capital
3866
PhiloSmith Capital
Connecticut
USD 291 M +USD 20.3 M +7% 8% 47% 24 0% 5.2
Defender Capital
3867
Defender Capital
North Carolina
USD 291 M +USD 4.5 M +2% 1.85% 101% 41 14.63% 2.2
Triangle Securities Wealth Management
3868
Triangle Securities Wealth Management
North Carolina
USD 291 M +USD 11 M +4% 6.54% 83.6% 187 3.21% 5.5
Coston McIsaac & Partners
3869
Coston McIsaac & Partners
Maine
USD 291 M +USD 22 M +8% 1.89% 34.3% 922 11.5% 0.8
Cornerstone Wealth Advisors
3870
Cornerstone Wealth Advisors
Minnesota
USD 290 M +USD 15.2 M +6% 4.21% 46.1% 45 4.44% 1.9
Timber Creek Capital Management
3871
Timber Creek Capital Management
Massachusetts
USD 290 M +USD 10.1 M +4% 6.87% 139% 149 14.77% 4.9
Cowen Prime Advisors
3872
Cowen Prime Advisors
New York
USD 290 M +USD 40.5 M +16% 15.5% 116% 232 3.88% 4.7
Pelham Capital
3873
Pelham Capital
United Kingdom
USD 290 M -USD 4.18 M -1% 26.2% 135% 9 33.33% 2
Steamboat Capital Partners
3874
Steamboat Capital Partners
New York
USD 290 M -USD 11.4 M -4% 10.3% 280% 45 17.78% 1.4
Ellsworth Advisors
3875
Ellsworth Advisors
Ohio
USD 290 M +USD 6.27 M +2% 2.98% 131% 187 29.95% 1.3