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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)
Muhlenkamp & Co
4001
Muhlenkamp & Co
Pennsylvania
USD 224 M +USD 10.4 M +5% 0.94% 107% 29 10.34% 3.8
Grant Street Asset Management
4002
Grant Street Asset Management
Pennsylvania
USD 224 M +USD 31.1 M +16% 3.95% 47.2% 60 20% 1.4
Fairhaven Wealth Management
4003
Fairhaven Wealth Management
Illinois
USD 224 M +USD 10.7 M +5% 5.08% – 121 14.05% 2.4
Platte River Wealth Advisors
4004
Platte River Wealth Advisors
Colorado
USD 224 M -USD 7.3 M -3% 5.04% 28.6% 88 7.95% 2.3
NME
4005
Notis-McConarty Edward
USD 224 M -USD 16.4 M -7% 3.88% 91.2% 99 3.03% 6.6
Ironwood Wealth Management (Arizona)
4006
Ironwood Wealth Management (Arizona)
Arizona
USD 224 M USD 0 0% 6.27% 31.1% 54 0% 3.6
Sovereign Investment Advisors
4007
Sovereign Investment Advisors
Arizona
USD 223 M -USD 7.37 M -3% 2.89% 43.7% 32 0% 2.2
Keating Investment Counselors
4008
Keating Investment Counselors
Florida
USD 223 M -USD 13.7 M -6% 8.08% 50% 60 6.67% 6.2
Outlook Wealth Advisors
4009
Outlook Wealth Advisors
Texas
USD 223 M -USD 21.4 M -9% 4.33% 70% 202 17.82% 2
Western Asset Management Company
4010
Western Asset Management Company
California
USD 223 M -USD 10.3 M -4% 1.53% 2.29% 25 12% 1.5
Algebris (UK)
4011
Algebris (UK)
United Kingdom
USD 223 M -USD 65.7 M -23% 3.72% 24.5% 47 59.57% 0.6
Oxbow Capital Management (HK)
4012
Oxbow Capital Management (HK)
Hong Kong
USD 222 M -USD 6.92 M -3% 3.85% 2,244% 9 22.22% 0.3
Stonepine Capital Management
4013
Stonepine Capital Management
Oregon
USD 222 M +USD 7.51 M +3% 4.14% 231% 26 30.77% 1.4
TMD Wealth Management
4014
TMD Wealth Management
Arizona
USD 222 M -USD 16.4 M -7% 6.19% 2.41% 44 13.64% 1.3
Ameraudi Asset Management
4015
Ameraudi Asset Management
New York
USD 222 M -USD 19.7 M -8% 5.8% 47.1% 58 18.97% 1.5
Navalign LLC
4016
Navalign LLC
California
USD 222 M -USD 6.71 M -3% 5.09% 50.7% 127 9.45% 1.3
SimplyRich
4017
SimplyRich
California
USD 222 M -USD 18.8 M -8% 5.83% 98.3% 167 13.17% 2.8
Whitcomb & Hess
4018
Whitcomb & Hess
Ohio
USD 222 M -USD 8.96 M -4% 5.52% 54% 37 16.22% 1
UID
4019
Union Investments & Development
Israel
USD 222 M -USD 2.37 M -1% 6.51% 17% 60 8.33% 0.6
Greenup Street Wealth Management
4020
Greenup Street Wealth Management
Michigan
USD 222 M +USD 9.34 M +4% 6.04% 65.6% 88 18.18% 0.5
IAA
4021
Ironsides Asset Advisors
North Carolina
USD 222 M -USD 42.7 M -16% 0.67% 49.3% 101 18.81% 2.6
Alpha Square Group S
4022
Alpha Square Group S
New York
USD 222 M -USD 15.1 M -6% 0.1% 53.8% 60 46.67% 0.4
Bard Associates
4023
Bard Associates
Illinois
USD 222 M -USD 11.9 M -5% 3.85% 241% 193 8.81% 4.4
EVM
4024
Evelyn V. Moreno
USD 221 M -USD 207 M -48% 4.63% 39.4% 164 17.07% 2.5
Continental Grain Company
4025
Continental Grain Company
New York
USD 221 M -USD 20.8 M -9% 9.62% 5.73% 4 0% 1.8