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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)
WA
4126
WP Advisors
California
USD 305 M +USD 34.7 M +13% 11.1% 113% 108 6.48% 3.7
Wiser Wealth Management
4127
Wiser Wealth Management
Georgia
USD 305 M +USD 30.4 M +11% 5.97% 53% 36 22.22% 1.9
O'Keefe Stevens Advisory
4128
O'Keefe Stevens Advisory
New York
USD 305 M +USD 56.4 M +23% 26.8% 208% 67 34.33% 2.8
SPC
4129
Stony Point Capital
New York
USD 305 M +USD 1.86 M +0.6% 13.4% 208% 30 33.33% 1.1
L2 Asset Management
4130
L2 Asset Management
Massachusetts
USD 305 M +USD 61.3 M +25% 14.3% 128% 214 18.69% 1.2
Sea Cliff Partners Management
4131
Sea Cliff Partners Management
California
USD 304 M +USD 47.9 M +19% 6.85% – 17 29.41% 0.2
O'Brien Greene & Co
4132
O'Brien Greene & Co
Pennsylvania
USD 304 M +USD 19.8 M +7% 8.91% 90.9% 138 12.32% 3.4
CWM
4133
Cedar Wealth Management
California
USD 304 M +USD 29.3 M +11% 7.14% 68.1% 363 27.82% 2.7
Semmax Financial Advisors
4134
Semmax Financial Advisors
North Carolina
USD 304 M +USD 29.3 M +11% 6.51% – 451 21.06% 2.7
AFS
4135
Annapolis Financial Services
Maryland
USD 304 M -USD 95.5 M -24% 5.79% 15% 478 28.45% 2.6
Susquehanna Foundation
4136
Susquehanna Foundation
Pennsylvania
USD 303 M +USD 23 M +8% 8.25% 36.7% 4 0% 6
MFGP
4137
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 303 M +USD 23.3 M +8% 7.24% 65.5% 58 13.79% 4
Mokosak Advisory Group
4138
Mokosak Advisory Group
Iowa
USD 303 M +USD 24.1 M +9% 6.37% 59.2% 31 12.9% 3.4
Financial Sense Advisors
4139
Financial Sense Advisors
California
USD 303 M +USD 33.4 M +12% 15.9% 152% 139 29.5% 1.4
Gladius Capital Management
4140
Gladius Capital Management
Illinois
USD 303 M -USD 338 M -53% 7.61% 85% 433 57.51% 0.9
Hill Island Financial
4141
Hill Island Financial
Michigan
USD 303 M +USD 9.45 M +3% 8.48% 78.3% 72 9.72% 1.4
Access Investment Management
4142
Access Investment Management
Georgia
USD 303 M +USD 34.7 M +13% 8.92% – 103 19.42% 0.2
JRM Investment Counsel
4143
JRM Investment Counsel
Nebraska
USD 303 M +USD 29.1 M +11% 10.1% 65.5% 21 4.76% 4.5
PCJ Investment Counsel
4144
PCJ Investment Counsel
Ontario, Canada
USD 303 M +USD 43.3 M +17% 8.53% 164% 91 36.26% 2.3
Bulldog Investors
4145
Bulldog Investors
New Jersey
USD 303 M -USD 1.77 M -0.6% 3.92% 22.5% 206 39.81% 1.3
Empire Financial Management Company
4146
Empire Financial Management Company
New York
USD 303 M +USD 47.1 M +18% 10.3% 78.3% 213 14.55% 0.8
Bordeaux Wealth Advisors
4147
Bordeaux Wealth Advisors
California
USD 302 M +USD 6.4 M +2% 19.8% 141% 126 21.43% 1.7
Ritter Daniher Financial Advisory
4148
Ritter Daniher Financial Advisory
Ohio
USD 302 M +USD 32.5 M +12% 7.7% 56.7% 351 15.1% 2.2
Little House Capital
4149
Little House Capital
Massachusetts
USD 302 M +USD 27.7 M +10% 10.7% 118% 143 30.07% 2
Navalign LLC
4150
Navalign LLC
California
USD 302 M +USD 15.2 M +5% 5.49% 50.7% 127 10.24% 2.5