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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)
Wela Strategies
3926
Wela Strategies
Georgia
USD 158 M +USD 7.56 M +5% 2.52% 51.3% 33 3.03% 1.6
Pettee Investors
3927
Pettee Investors
Connecticut
USD 157 M -USD 1.02 M -0.6% 2.7% 96.1% 119 7.56% 3
SWS Partners
3928
SWS Partners
Ohio
USD 157 M – – 2.65% 112% 120 – 0.9
VAM
3929
Velanne Asset Management
United Kingdom
USD 157 M +USD 12.7 M +9% 3.84% 29.6% 24 8.33% 0.4
Archer Investment Corporation
3930
Archer Investment Corporation
Indiana
USD 157 M +USD 8.97 M +6% 2.93% 68.2% 558 15.77% 0.4
Boltwood Capital Management
3931
Boltwood Capital Management
California
USD 157 M +USD 3.52 M +2% 3.25% 63% 129 3.1% 3.9
Denver PWM
3932
Denver PWM
Colorado
USD 157 M +USD 3.78 M +2% 2.23% 48.6% 79 24.05% 1.1
X-Square Capital
3933
X-Square Capital
Puerto Rico
USD 157 M +USD 11 M +8% 3.12% 158% 77 22.08% 1.2
GSI Capital Advisors
3934
GSI Capital Advisors
California
USD 157 M -USD 23.8 M -13% 0.24% 39.7% 28 10.71% 1.2
RCIM
3935
Russell Clark Investment Management
United Kingdom
USD 157 M -USD 134 M -46% 1.55% 174% 55 41.82% 1
Heritage Way Advisors
3936
Heritage Way Advisors
Illinois
USD 157 M +USD 7.4 M +5% 4.03% 79.4% 63 11.11% 1.9
MPS Loria Financial Planners
3937
MPS Loria Financial Planners
Illinois
USD 156 M +USD 5.66 M +4% 2.57% 80% 75 10.67% 1.6
Broadleaf Partners
3938
Broadleaf Partners
Ohio
USD 156 M +USD 13 M +9% 6.31% 180% 59 18.64% 1.1
SAM
3939
Security Asset Management
New York
USD 156 M +USD 4.53 M +3% 7.52% 67.4% 86 6.98% 3.3
Rench Wealth Management
3940
Rench Wealth Management
Texas
USD 156 M +USD 3.26 M +2% 2.96% 106% 54 3.7% 3.7
Eliot Finkel Investment Counsel
3941
Eliot Finkel Investment Counsel
California
USD 156 M +USD 5.06 M +3% 2.86% 88.9% 39 2.56% 2.6
Sage Rhino Capital
3942
Sage Rhino Capital
California
USD 156 M +USD 4.5 M +3% 1.91% 86.8% 139 11.51% 0.2
FA
3943
Financial Advisors
Massachusetts
USD 156 M +USD 9.39 M +6% 2.88% 71.5% 61 4.92% 0.5
AW
3944
Alpha Windward
Massachusetts
USD 156 M +USD 5.87 M +4% 4.34% 33.6% 482 34.65% 2.8
Jolley Asset Management
3945
Jolley Asset Management
North Carolina
USD 156 M +USD 17.6 M +13% 5.73% 3.47% 63 20.63% 3.4
Clear Perspective Advisors
3946
Clear Perspective Advisors
Illinois
USD 156 M +USD 14.8 M +11% 3.53% 88.5% 192 31.25% 1.4
HIM
3947
Hotaling Investment Management
Pennsylvania
USD 156 M +USD 7.81 M +5% 6.68% 52.6% 124 8.87% 0.5
SYM Financial Corp
3948
SYM Financial Corp
Indiana
USD 156 M -USD 2.41 M -2% 5.05% 56% 74 14.86% 1
Bay Colony Advisors
3949
Bay Colony Advisors
Massachusetts
USD 156 M +USD 4.06 M +3% 4.05% 91.8% 246 27.24% 0.6
StoneX Group
3950
StoneX Group
New York
USD 156 M +USD 24.3 M +18% 2.81% 85.2% 254 16.93% 1.4