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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)
SCA
3951
Sander Capital Advisors
Washington
USD 151 M -USD 6.43 M -4% 1.3% 113% 11 27.27% 1.3
Courant Investment Management
3952
Courant Investment Management
Tennessee
USD 151 M -USD 11.9 M -7% 0.33% 35.2% 13 23.08% 1.7
VST
3953
Van Strum & Towne
California
USD 151 M +USD 10.7 M +8% 0.07% 62.2% 80 13.75% 4.1
Biechele Royce Advisors
3954
Biechele Royce Advisors
Indiana
USD 151 M -USD 230 k -0.2% 2.87% 39.2% 40 5% 1.5
TFG Advisers
3955
TFG Advisers
Michigan
USD 151 M +USD 4.59 M +3% 2.39% 61.8% 164 7.32% 0.7
Vantage Financial Partners (Illinois)
3956
Vantage Financial Partners (Illinois)
Illinois
USD 151 M -USD 4.41 M -3% 0.53% 13.1% 87 22.99% 1.5
Howard Financial Services
3957
Howard Financial Services
Texas
USD 151 M +USD 4.78 M +3% 0.96% 55.9% 118 6.78% 0.6
FSA
3958
Financial Services Advisory
Maryland
USD 151 M -USD 2.4 M -2% 1.41% 82.5% 25 28% 0.4
SWMG
3959
Signature Wealth Management Group
Georgia
USD 151 M +USD 1.28 M +0.9% 1.92% – 81 13.58% 1.4
JRM Investment Counsel
3960
JRM Investment Counsel
Nebraska
USD 151 M +USD 7.2 M +5% 2.11% 65.5% 28 10.71% 3.5
Adalta Capital Management
3961
Adalta Capital Management
New York
USD 151 M -USD 1.2 M -0.8% 0.81% 80.4% 96 25% 1.6
Brand Asset Management Group
3962
Brand Asset Management Group
Missouri
USD 151 M -USD 1.46 M -1% 0.12% 70.2% 333 9.31% 0.9
Parisi Gray Wealth Management
3963
Parisi Gray Wealth Management
New Jersey
USD 151 M +USD 3.9 M +3% 1.44% 137% 104 4.81% 1.6
Global Trust Asset Management
3964
Global Trust Asset Management
Florida
USD 151 M +USD 1.64 M +1% 2.65% 178% 468 21.15% 1.4
Leonard Rickey Investment Advisors
3965
Leonard Rickey Investment Advisors
Washington
USD 150 M +USD 1.7 M +1% 0.24% 55.9% 83 12.05% 1.2
Aries Wealth Management
3966
Aries Wealth Management
Maine
USD 150 M +USD 7.3 M +5% 1.74% 87.7% 168 11.31% 1.3
HIS
3967
Horizon Investment Services
Indiana
USD 150 M +USD 3.13 M +2% 4.36% 250% 106 26.42% 2.1
CAGAS
3968
Capital Advisory Group Advisory Services
Minnesota
USD 150 M +USD 377 k +0.3% 0.59% 54.8% 466 8.58% 1.2
Capital Asset Advisory Services
3969
Capital Asset Advisory Services
Michigan
USD 150 M +USD 20.4 M +16% 1.88% 51% 118 14.41% 1.5
Qube Research & Technologies (QRT)
3970
Qube Research & Technologies (QRT)
United Kingdom
USD 150 M -USD 270 M -64% 0.09% 69.2% 505 76.44% 0.3
Birchview Capital
3971
Birchview Capital
Vermont
USD 150 M -USD 14.4 M -9% 2.44% 327% 55 10.91% 2.3
JLP Asset Management
3972
JLP Asset Management
New York
USD 150 M -USD 2.76 M -2% 6.95% 16.1% 31 9.68% 0.7
Advocacy Wealth Management Services
3973
Advocacy Wealth Management Services
Georgia
USD 150 M +USD 11.7 M +8% 0.49% 48.3% 192 27.08% 2.2
OCM
3974
Ogborne Capital Management
California
USD 150 M -USD 32.8 M -18% 2.68% 251% 13 53.85% 0.6
Aldebaran Financial
3975
Aldebaran Financial
USD 150 M +USD 5.07 M +4% 1.82% 89.7% 96 9.38% 4