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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)
Chandler Asset Management
3926
Chandler Asset Management
California
USD 146 M +USD 32.1 M +28% 2.69% 35.6% 20 25% 0.6
Orleans Capital Management
3927
Orleans Capital Management
Louisiana
USD 146 M +USD 7.2 M +5% 7.19% 94.6% 91 23.08% 3.2
Mark Sheptoff Financial Planning
3928
Mark Sheptoff Financial Planning
Connecticut
USD 146 M +USD 10.6 M +8% 7.97% 92.4% 393 12.72% 3
Access Financial Services
3929
Access Financial Services
Minnesota
USD 146 M +USD 3.68 M +3% 4.52% 44.8% 69 20.29% 1.3
Ceeto Capital Group
3930
Ceeto Capital Group
Florida
USD 146 M +USD 12.2 M +9% 9.46% 94.4% 133 7.52% 0.9
Physicians Financial Services
3931
Physicians Financial Services
North Carolina
USD 145 M +USD 12 M +9% 10.1% 100% 109 2.75% 2.3
Peloton Wealth Strategists
3932
Peloton Wealth Strategists
Indiana
USD 145 M +USD 7.28 M +5% 8.74% 51.3% 65 20% 2.7
Crystal Rock Capital Management
3933
Crystal Rock Capital Management
Illinois
USD 145 M +USD 5.09 M +4% 5.32% 172% 31 6.45% 2.2
Cooper/Haims Advisors
3934
Cooper/Haims Advisors
New York
USD 145 M +USD 10 M +7% 3.46% 53.1% 62 14.52% 0.6
Peninsula Asset Management
3935
Peninsula Asset Management
Florida
USD 145 M +USD 7.37 M +5% 6.63% 44.1% 45 0% 4.2
Richmond Hill Investments
3936
Richmond Hill Investments
New York
USD 145 M +USD 9.9 M +7% 5.6% 55.2% 7 0% 3.4
G&S Capital
3937
G&S Capital
Colorado
USD 145 M +USD 14.2 M +11% 6.93% 77.2% 224 16.96% 0.6
Heritage Way Advisors
3938
Heritage Way Advisors
Illinois
USD 145 M +USD 8.12 M +6% 6.17% 79.4% 62 3.23% 1.5
HGI Capital Management
3939
HGI Capital Management
New York
USD 145 M -USD 89.8 M -38% 4.12% 47% 78 48.72% 0.4
Pecaut & Co
3940
Pecaut & Co
Iowa
USD 144 M +USD 7.44 M +5% 7.77% 67.6% 72 13.89% 2.2
AIS
3941
Accurate Investment Solutions
Pennsylvania
USD 144 M +USD 8.26 M +6% 6.51% 6.74% 591 40.27% 1.9
Global Trust Asset Management
3942
Global Trust Asset Management
Florida
USD 144 M +USD 11.4 M +9% 6.58% 178% 477 18.45% 0.6
HA
3943
Havens Advisors
New York
USD 144 M -USD 8.79 M -6% 6% 460% 47 55.32% 0.3
Mokosak Advisory Group
3944
Mokosak Advisory Group
Iowa
USD 144 M +USD 8.14 M +6% 3.09% 59.2% 13 23.08% 0.6
Reliant Investment Management
3945
Reliant Investment Management
Tennessee
USD 144 M +USD 10 M +7% 8.26% 129% 58 25.86% 2.5
Lugano Financial Advisors SA (LFA)
3946
Lugano Financial Advisors SA (LFA)
Switzerland
USD 144 M +USD 39.7 M +38% 2.56% 44.8% 163 22.7% 0.2
SimpliFi Inc
3947
SimpliFi Inc
California
USD 144 M +USD 16.8 M +13% 2.02% 26.7% 21 38.1% 0.5
VR Advisory Services
3948
VR Advisory Services
Cayman Islands
USD 144 M -USD 6.4 M -4% 3.59% 89.7% 27 14.81% 1
Progeny 3 Inc
3949
Progeny 3 Inc
Washington
USD 144 M -USD 16.3 M -10% 1.02% 96.8% 35 37.14% 1.2
Investors Asset Management of Georgia
3950
Investors Asset Management of Georgia
Georgia
USD 144 M +USD 7.03 M +5% 6.6% 118% 154 4.55% 3