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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)
Boyd Watterson Asset Management
4051
Boyd Watterson Asset Management
Ohio
USD 147 M -USD 11.8 M -7% 2.98% 101% 123 8.94% 3.9
TFG Advisers
4052
TFG Advisers
Michigan
USD 147 M +USD 7.88 M +6% 3.7% 61.8% 158 3.8% 0.5
Mark Sheptoff Financial Planning
4053
Mark Sheptoff Financial Planning
Connecticut
USD 146 M +USD 7.7 M +6% 4.86% 92.4% 375 7.73% 3.3
Elm Advisors
4054
Elm Advisors
California
USD 146 M +USD 3.9 M +3% 2.85% 50.5% 87 2.3% 4.4
TMD & Associates
4055
TMD & Associates
Arizona
USD 146 M +USD 8.85 M +6% 2.32% 20.5% 48 16.67% 1.2
Pecaut & Co
4056
Pecaut & Co
Iowa
USD 146 M +USD 1.6 M +1% 3.94% 67.6% 74 12.16% 2.5
Opes Wealth Management
4057
Opes Wealth Management
California
USD 146 M +USD 9.48 M +7% 2.5% 54.1% 48 27.08% 0.2
WAM
4058
Westport Asset Management
Connecticut
USD 146 M +USD 3.23 M +2% 2.94% 64.2% 63 1.59% 3.1
LDR Capital Management
4059
LDR Capital Management
New York
USD 146 M +USD 22.8 M +18% 1.75% 28.4% 36 36.11% 0.6
Howard Financial Services
4060
Howard Financial Services
Texas
USD 146 M +USD 5.27 M +4% 1.7% 55.9% 120 12.5% 0.4
Glen Eagle Advisors
4061
Glen Eagle Advisors
New Jersey
USD 146 M +USD 8.67 M +6% 3.58% 68.5% 817 12.61% 1.7
FA
4062
Financial Advantage
Maryland
USD 146 M +USD 5.82 M +4% 4.43% 24.3% 111 6.31% 1.4
OneAscent Financial Services
4063
OneAscent Financial Services
Alabama
USD 146 M – – 3.02% 63.8% 224 – 0
Monetta Financial Services
4064
Monetta Financial Services
Illinois
USD 146 M +USD 7.19 M +5% 6.19% 275% 47 38.3% 1.9
Mitchell McLeod Pugh & Williams
4065
Mitchell McLeod Pugh & Williams
Alabama
USD 146 M +USD 2.41 M +2% 4.26% 90.7% 175 5.14% 3.7
Graybill Wealth Management
4066
Graybill Wealth Management
Illinois
USD 146 M +USD 2.62 M +2% 6.53% – 53 13.21% 3.5
Continuum Advisory
4067
Continuum Advisory
Idaho
USD 146 M +USD 11.9 M +9% 2.98% 77% 143 16.08% 1.3
SCC
4068
Second Curve Capital
Pennsylvania
USD 146 M +USD 14.4 M +11% 12.2% 160% 24 33.33% 1.8
Cloverdale Capital Management
4069
Cloverdale Capital Management
Texas
USD 146 M -USD 36.4 M -20% 2.4% 20.8% 22 68.18% 0.4
Trinity Legacy Partners
4070
Trinity Legacy Partners
Texas
USD 146 M -USD 6.64 M -4% 4.94% 63.3% 77 41.56% 0.3
Richmond Hill Investments
4071
Richmond Hill Investments
New York
USD 145 M +USD 23.8 M +20% 14.9% 55.2% 8 25% 2.4
Stonepine Capital Management
4072
Stonepine Capital Management
Oregon
USD 145 M -USD 28.6 M -16% 13.9% 231% 32 28.13% 1.1
Augustine Asset Management
4073
Augustine Asset Management
Florida
USD 145 M -USD 5.43 M -4% 5.05% 316% 82 31.71% 2.6
Morgens Waterfall Vintiadis & Co
4074
Morgens Waterfall Vintiadis & Co
New York
USD 145 M +USD 5.46 M +4% 10.1% 594% 68 36.76% 1
MA
4075
Menlo Advisors
California
USD 145 M +USD 4.68 M +3% 3.18% 108% 40 5% 3.6