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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)
Roof Eidam Maycock Peralta (REMP)
4026
Roof Eidam Maycock Peralta (REMP)
California
USD 268 M +USD 8.68 M +3% 5.42% 62.3% 104 10.58% 3.9
Jacobs Asset Management
4027
Jacobs Asset Management
New York
USD 268 M +USD 14.8 M +6% 2.9% 114% 57 38.6% 1.3
D.B. Root & Company
4028
D.B. Root & Company
Pennsylvania
USD 268 M +USD 13.4 M +5% 6.51% 57.3% 215 10.7% 2.2
Summit Financial Group
4029
Summit Financial Group
West Virginia
USD 267 M +USD 26.5 M +11% 4.55% 26.1% 197 8.12% 2.3
JCA
4030
Jade Capital Advisors
New Jersey
USD 267 M +USD 16.1 M +6% 0.72% 28.9% 102 51.96% 0.4
Central Asset Investments & Management Holdings
4031
Central Asset Investments & Management Holdings
Hong Kong
USD 267 M +USD 93.2 M +54% 7.64% 3,210% 79 53.16% 0.5
Stewardship Advisors
4032
Stewardship Advisors
Pennsylvania
USD 267 M +USD 12.6 M +5% 4.48% 46.1% 54 16.67% 1
Laffer Tengler Investments
4033
Laffer Tengler Investments
Tennessee
USD 267 M +USD 2.71 M +1% 4.7% 96.5% 447 51.01% 0.9
PCJ Investment Counsel
4034
PCJ Investment Counsel
Ontario, Canada
USD 267 M +USD 12.6 M +5% 13.1% 164% 93 53.76% 2
Citizens & Northern Corp
4035
Citizens & Northern Corp
Pennsylvania
USD 267 M +USD 14 M +6% 8.34% 73.3% 104 6.73% 4.6
Horiko Capital Management
4036
Horiko Capital Management
New York
USD 267 M +USD 45.1 M +20% 11.9% 275% 27 11.11% 1.8
Blue Zone Wealth Advisors
4037
Blue Zone Wealth Advisors
California
USD 266 M +USD 31.3 M +13% 9.56% 91.1% 86 5.81% 0.9
Proquility Private Wealth Partners
4038
Proquility Private Wealth Partners
Nevada
USD 266 M +USD 15.6 M +6% 5.81% 19.4% 89 5.62% 0.4
Elwood & Goetz Wealth Advisory Group
4039
Elwood & Goetz Wealth Advisory Group
Georgia
USD 266 M +USD 25 M +10% 4.66% 58.2% 50 12% 1.6
Blue Water Life Science Advisors
4040
Blue Water Life Science Advisors
California
USD 266 M +USD 61.1 M +30% 7.78% 503% 26 23.08% 0.4
AFS
4041
Aft Forsyth & Sober
Florida
USD 266 M +USD 21.3 M +9% 6.91% 94.6% 79 6.33% 1.9
Allied Investment Advisors
4042
Allied Investment Advisors
Montana
USD 266 M +USD 32 M +14% 5.66% 68.4% 58 13.79% 2.5
ICICI Prudential Asset Management
4043
ICICI Prudential Asset Management
India
USD 265 M +USD 70.6 M +36% 8.14% 62.1% 50 18% 1.5
Diversified Portfolios Inc
4044
Diversified Portfolios Inc
Michigan
USD 265 M -USD 38.6 M -13% 7.27% 38.2% 121 31.4% 2.2
Bridgefront Capital
4045
Bridgefront Capital
Texas
USD 265 M -USD 55.9 M -17% 4.66% 52.1% 1,024 81.25% 0.1
Sara-Bay Financial
4046
Sara-Bay Financial
Florida
USD 265 M +USD 20.1 M +8% 11.8% 233% 88 19.32% 0.8
Alpha Paradigm Partners
4047
Alpha Paradigm Partners
Illinois
USD 265 M +USD 9.09 M +4% 10.5% – 737 65.13% 0.2
LJHT
4048
Laurie J. Hall Trustee
USD 265 M +USD 4.6 M +2% 7.52% 105% 340 5.29% 4.5
Covenant Partners
4049
Covenant Partners
Tennessee
USD 265 M +USD 13.8 M +5% 6.32% 70.3% 208 6.73% 1.6
Friess Associates
4050
Friess Associates
Delaware
USD 265 M +USD 7.91 M +3% 16.2% 256% 124 55.65% 0.6