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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)
KS
4051
Karpas Strategies
Connecticut
USD 319 M -USD 2.89 M -0.9% 1.45% 16.1% 117 2.56% 7.4
Court Place Advisors
4052
Court Place Advisors
Maryland
USD 319 M +USD 8.72 M +3% 0.55% 92% 164 9.15% 6.8
CCM
4053
Contrarian Capital Management
Connecticut
USD 318 M -USD 48.2 M -13% 8.28% 29.4% 32 18.75% 2.5
Uncommon Cents Investing
4054
Uncommon Cents Investing
Wisconsin
USD 318 M -USD 8.44 M -3% 2.02% 91.4% 190 3.68% 4
Oak Harbor Wealth Partners
4055
Oak Harbor Wealth Partners
North Carolina
USD 318 M -USD 3.08 M -1% 0.43% 73.9% 233 8.58% 2.1
DSC Meridian Capital
4056
DSC Meridian Capital
New York
USD 318 M +USD 123 M +63% 0.58% – 15 60% 0.2
Aries Wealth Management
4057
Aries Wealth Management
Maine
USD 317 M +USD 7.07 M +2% 2.29% 87.7% 217 8.29% 1.9
HA
4058
Hamel Associates
New Jersey
USD 317 M +USD 5.53 M +2% 1.3% 50.6% 78 11.54% 6
Myriad Asset Management US
4059
Myriad Asset Management US
Florida
USD 317 M – – 7.91% – 1 – 0.5
Coston McIsaac & Partners
4060
Coston McIsaac & Partners
Maine
USD 317 M +USD 5.91 M +2% 0.7% 34.3% 865 6.59% 1.7
FSI
4061
Flow State Investments
Illinois
USD 317 M -USD 32.9 M -9% 0.84% – 271 40.96% 0.6
Arvin Capital Management
4062
Arvin Capital Management
Texas
USD 317 M +USD 49.9 M +19% 3.86% – 36 41.67% 0.3
MilWealth Group
4063
MilWealth Group
Wisconsin
USD 317 M +USD 3.17 M +1% 0.27% 36.8% 69 10.14% 3.8
Navalign LLC
4064
Navalign LLC
California
USD 317 M +USD 15 M +5% 2.65% 50.7% 120 7.5% 2.7
Meridian Investment Counsel
4065
Meridian Investment Counsel
California
USD 316 M +USD 15.4 M +5% 2.53% 116% 216 6.02% 6.5
PA
4066
PSI Advisors
Florida
USD 316 M +USD 39.2 M +14% 1.57% 58.2% 916 16.81% 2.1
SimplyRich
4067
SimplyRich
California
USD 316 M +USD 6.46 M +2% 3.69% 98.3% 188 10.11% 3.3
American Assets Capital Advisers
4068
American Assets Capital Advisers
California
USD 316 M -USD 35.2 M -10% 4.74% 73.5% 36 11.11% 3.3
O'Brien Greene & Co
4069
O'Brien Greene & Co
Pennsylvania
USD 316 M +USD 11.6 M +4% 1.33% 81.4% 144 12.5% 3.4
AFA
4070
Alta Fundamental Advisers
New York
USD 316 M +USD 51.2 M +19% 19.9% 340% 30 36.67% 1.2
EdenTree Asset Management
4071
EdenTree Asset Management
United Kingdom
USD 316 M +USD 282 k +0.1% 1.34% 50.2% 66 6.06% 0.9
Buckley Wealth Management
4072
Buckley Wealth Management
Nevada
USD 316 M +USD 3.65 M +1% 4.41% 88% 109 11.01% 4.5
Bank of Stockton
4073
Bank of Stockton
California
USD 315 M -USD 8.56 M -3% 1.71% 99.2% 135 8.15% 5.7
Avalon Capital Management
4074
Avalon Capital Management
California
USD 315 M +USD 71.3 M +29% 6.83% 151% 129 30.23% 1.4
Okabena Investment Services
4075
Okabena Investment Services
Minnesota
USD 315 M +USD 15 M +5% 1.77% 72.4% 115 20% 1.5