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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)
Howard Financial Services
4026
Howard Financial Services
Texas
USD 130 M – – 12.3% 55.9% 95 – 0
Israel Discount Bank of New York
4027
Israel Discount Bank of New York
New York
USD 130 M -USD 22.8 M -15% 10.5% 40.8% 461 14.32% 1.6
Portland Investment Counsel
4028
Portland Investment Counsel
Ontario, Canada
USD 130 M +USD 32.3 M +33% 19.7% 108% 39 25.64% 3.8
Vienna Insurance Group
4029
Vienna Insurance Group
Poland
USD 130 M -USD 20.1 M -13% 8.77% 188% 70 21.43% 1
Wills Financial Group
4030
Wills Financial Group
Virginia
USD 130 M -USD 21.4 M -14% 9.01% 57.5% 70 18.57% 3.1
Concentric Wealth Management
4031
Concentric Wealth Management
California
USD 130 M -USD 12.6 M -9% 11.2% 33.4% 94 12.77% 1.9
Heritage Way Advisors
4032
Heritage Way Advisors
Illinois
USD 130 M -USD 14.6 M -10% 11% 79.4% 64 17.19% 1.7
WCM
4033
Wunderlich Capital Managemnt
Tennessee
USD 130 M -USD 10.9 M -8% 11.1% 33.6% 103 32.04% 2.9
Shakespeare Wealth Management
4034
Shakespeare Wealth Management
Wisconsin
USD 130 M +USD 123 k +0.1% 12.3% 49.6% 45 22.22% 0.7
Tidal Investments
4035
Tidal Investments
Wisconsin
USD 130 M – – 13% 208% 92 – 0
Peachtree Investment Advisors
4036
Peachtree Investment Advisors
Georgia
USD 130 M -USD 16.9 M -12% 12.2% 24.2% 81 17.28% 3.9
AB
4037
Atlas Brown
Kentucky
USD 130 M -USD 33.2 M -20% 12% 115% 149 10.07% 3.7
West Paces Advisors
4038
West Paces Advisors
Georgia
USD 130 M -USD 9.29 M -7% 9.63% 57.7% 484 2.27% 1.8
Smart Portfolios LLC
4039
Smart Portfolios LLC
Washington
USD 130 M -USD 32.1 M -20% 8.03% 41.3% 226 49.12% 0.5
AIA
4040
AIMZ Investment Advisors
California
USD 130 M -USD 25.9 M -17% 13.5% 81.3% 105 13.33% 3.6
Financial Life Advisors
4041
Financial Life Advisors
Texas
USD 129 M -USD 7.2 M -5% 7.96% 47% 49 8.16% 0.9
LexAurum Advisors
4042
LexAurum Advisors
Kansas
USD 129 M -USD 13.4 M -9% 10.9% – 176 24.43% 0.8
Adirondack Trust Company
4043
Adirondack Trust Company
New York
USD 129 M -USD 19.1 M -13% 10.8% 96.7% 376 12.77% 3.7
Perkins Capital Management
4044
Perkins Capital Management
Minnesota
USD 129 M -USD 37.6 M -23% 13.7% 303% 142 16.9% 2
NKCFO LLC
4045
NKCFO LLC
Illinois
USD 129 M – – 7.24% 211% 86 – 0
Mokosak Advisory Group
4046
Mokosak Advisory Group
Iowa
USD 129 M -USD 15.3 M -11% 13% 59.2% 24 54.17% 0.5
SWMG
4047
Signature Wealth Management Group
Georgia
USD 129 M -USD 5.88 M -4% 8.2% – 337 78.93% 0.9
LBC
4048
Lawrence B. Cohen
USD 129 M -USD 18.4 M -13% 11.3% 41.8% 68 0% 4.1
CAGAS
4049
Capital Advisory Group Advisory Services
Minnesota
USD 129 M -USD 21.1 M -14% 11.6% 54.8% 438 17.35% 0.6
MA
4050
Menlo Advisors
California
USD 129 M -USD 19.4 M -13% 9.63% 108% 43 18.6% 3.6