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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)
VM
3951
Venator Management
Pennsylvania
USD 242 M -USD 72.2 M -23% 23.2% 101% 34 38.24% 0.9
Thomas J. Herzfeld Advisors
3952
Thomas J. Herzfeld Advisors
Florida
USD 241 M -USD 25.4 M -10% 12% 17.7% 346 12.72% 2.5
Horizon Wealth Management
3953
Horizon Wealth Management
Illinois
USD 241 M -USD 80.4 M -25% 17.5% 97.2% 124 24.19% 0.4
RG
3954
Retirement Group
California
USD 241 M -USD 17.6 M -7% 14.2% 33.7% 847 6.02% 1.6
Forest Hill Capital
3955
Forest Hill Capital
Arkansas
USD 241 M -USD 137 M -36% 14.7% 112% 52 21.15% 4
Diversified
3956
Diversified
Delaware
USD 241 M -USD 4.57 M -2% 14.5% 34.4% 117 15.38% 1.3
High Net Worth Advisory Group
3957
High Net Worth Advisory Group
Florida
USD 241 M -USD 34.1 M -12% 11.6% 75.7% 743 15.48% 0.4
SimplyRich
3958
SimplyRich
California
USD 241 M -USD 45 M -16% 12.1% 98.3% 171 7.6% 2.6
CIM
3959
CIM Investment Management
Pennsylvania
USD 241 M -USD 55.3 M -19% 17.4% 123% 264 17.8% 2.8
Medicxi Ventures Management
3960
Medicxi Ventures Management
Jersey
USD 241 M -USD 128 M -35% 31.9% 505% 7 14.29% 1.8
Atticus Wealth Management
3961
Atticus Wealth Management
Florida
USD 241 M -USD 33.1 M -12% 12.6% 73.9% 660 12.73% 1.2
Element Pointe Advisors
3962
Element Pointe Advisors
Florida
USD 241 M -USD 56 M -19% 15% 75.1% 92 32.61% 1.9
CA
3963
Crumly & Associates
Illinois
USD 241 M -USD 26.1 M -10% 13.3% 58.1% 122 24.59% 1.3
D. Scott Neal
3964
D. Scott Neal
Kentucky
USD 240 M -USD 11.3 M -4% 1.79% 105% 70 21.43% 2.3
Pathway Financial Advisors
3965
Pathway Financial Advisors
Vermont
USD 240 M -USD 26.9 M -10% 13% 52.7% 149 18.12% 2.9
NME
3966
Notis-McConarty Edward
USD 240 M -USD 40.2 M -14% 12.2% 91.2% 104 4.81% 6.2
Asset Allocation & Management Company
3967
Asset Allocation & Management Company
Illinois
USD 240 M -USD 38.9 M -14% 9.73% 58.5% 121 4.13% 1
Holderness Investments Company
3968
Holderness Investments Company
North Carolina
USD 240 M -USD 60.4 M -20% 13.5% 144% 217 11.98% 4.6
ETI
3969
Enterprise Trust & Investment
California
USD 240 M -USD 40 M -14% 16.2% 58.6% 372 51.34% 1.2
HGI Capital Management
3970
HGI Capital Management
New York
USD 239 M -USD 84.7 M -26% 17.4% 47% 80 76.25% 0.6
Carderock Capital Management
3971
Carderock Capital Management
Maryland
USD 239 M -USD 70.2 M -23% 14.7% 97.6% 72 6.94% 5.4
O'Brien Wealth Partners
3972
O'Brien Wealth Partners
Massachusetts
USD 239 M -USD 12.6 M -5% 14.7% 56.7% 67 23.88% 1.9
Broadleaf Partners
3973
Broadleaf Partners
Ohio
USD 239 M -USD 60.9 M -20% 17.5% 180% 71 12.68% 3
Rothschild Capital Partners
3974
Rothschild Capital Partners
New York
USD 239 M -USD 46.2 M -16% 12% 90.8% 31 3.23% 4.5
Mill Road Capital Management
3975
Mill Road Capital Management
Connecticut
USD 239 M -USD 29.9 M -11% 15.7% 85.1% 29 13.79% 1.9