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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)
Engrave Wealth Partners
4101
Engrave Wealth Partners
Texas
USD 214 M -USD 11.9 M -5% 3.01% 39.9% 60 15% 1.5
S.E.E.D. Planning Group
4102
S.E.E.D. Planning Group
New York
USD 214 M -USD 6.96 M -3% 4.16% 57.3% 86 6.98% 1.9
Ballast Advisors
4103
Ballast Advisors
Minnesota
USD 214 M -USD 8.54 M -4% 4.35% 66.7% 184 5.43% 2.5
Buck Wealth Strategies
4104
Buck Wealth Strategies
Colorado
USD 214 M – – 4.68% 42% 57 – 0
Arena Investors
4105
Arena Investors
New York
USD 214 M -USD 12.4 M -5% 0.66% – 199 29.15% 0.3
Old Mission Investment Co
4106
Old Mission Investment Co
Michigan
USD 214 M -USD 15.2 M -7% 5.41% 82% 107 4.67% 2.2
United Capital Management of KS
4107
United Capital Management of KS
Kansas
USD 214 M +USD 967 k +0.5% 2.42% 272% 91 12.09% 2.4
Jackson Creek Investment Advisors
4108
Jackson Creek Investment Advisors
Colorado
USD 214 M -USD 33.8 M -14% 1.47% 239% 363 37.19% 0.8
TS Financial Group (TSFG)
4109
TS Financial Group (TSFG)
Illinois
USD 214 M -USD 19.1 M -8% 5.19% 81% 1,064 8.18% 2.4
PH
4110
Pinnacle Holdings
Oklahoma
USD 214 M -USD 4.81 M -2% 2.66% 79.6% 251 25.5% 4.4
Citizens & Northern Corp
4111
Citizens & Northern Corp
Pennsylvania
USD 213 M -USD 16.1 M -7% 5.35% 73.3% 103 8.74% 5.3
Leonard Rickey Investment Advisors
4112
Leonard Rickey Investment Advisors
Washington
USD 213 M -USD 15.3 M -7% 5.54% 55.9% 66 10.61% 3.3
Income Research & Management
4113
Income Research & Management
Massachusetts
USD 213 M -USD 20.1 M -9% 0.03% 1.19% 24 8.33% 1.4
Hayek Kallen Investment Management
4114
Hayek Kallen Investment Management
Alabama
USD 213 M -USD 16.6 M -7% 5.88% 71.9% 86 5.81% 5.2
MYDA Advisors
4115
MYDA Advisors
New York
USD 213 M -USD 145 M -40% 1.96% 232% 249 56.63% 0.6
LGT Fund Management
4116
LGT Fund Management
Liechtenstein
USD 213 M -USD 469 M -69% 3.65% 121% 185 37.84% 0.6
AC
4117
ASB Consultores
Florida
USD 213 M -USD 17 M -7% 4.78% 84.6% 191 15.18% 0.6
Key Financial Inc
4118
Key Financial Inc
Pennsylvania
USD 213 M +USD 28 M +15% 5.83% 55.5% 1,204 5.98% 1.4
Investment Management Associates
4119
Investment Management Associates
Colorado
USD 213 M -USD 19.9 M -9% 3.32% 51.6% 44 9.09% 1.4
Kiley Juergens Wealth Management
4120
Kiley Juergens Wealth Management
Washington
USD 213 M +USD 1.39 M +0.7% 3.85% 106% 75 10.67% 2.5
Biechele Royce Advisors
4121
Biechele Royce Advisors
Indiana
USD 213 M -USD 12.5 M -6% 3.87% 39.2% 67 11.94% 2.9
Allegheny Financial Group
4122
Allegheny Financial Group
Pennsylvania
USD 213 M -USD 2.02 M -0.9% 1.88% 71.1% 175 12.57% 1.3
BCS Wealth Management
4123
BCS Wealth Management
Tennessee
USD 213 M -USD 12.6 M -6% 4.61% 46.7% 194 18.04% 1.7
Ayalon Insurance Company
4124
Ayalon Insurance Company
Israel
USD 212 M +USD 2.45 M +1% 5.14% 99.6% 112 10.71% 3.2
Bay Harbor Wealth Management
4125
Bay Harbor Wealth Management
Maryland
USD 212 M -USD 9.27 M -4% 6.09% 47.9% 219 21.46% 1.9