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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)
PA
4151
PSI Advisors
Florida
USD 337 M -USD 4.4 M -1% 0.9% 58.2% 948 11.92% 2.4
Roberts, Glore & Co
4152
Roberts, Glore & Co
Illinois
USD 337 M -USD 8.73 M -3% 0.27% 72.3% 216 6.94% 6.3
Westend Capital Management
4153
Westend Capital Management
California
USD 337 M +USD 45.1 M +15% 19.7% – 254 15.35% 1.7
OTL
4154
Oak Thistle LLC
New York
USD 337 M +USD 29.2 M +9% 1.38% 58.3% 578 65.74% 0.2
Compton Financial Group
4155
Compton Financial Group
Maryland
USD 336 M +USD 5.44 M +2% 2.75% 37.7% 34 8.82% 2.9
Fourth Sail Capital
4156
Fourth Sail Capital
Cayman Islands
USD 336 M -USD 61.6 M -15% 6.92% – 28 39.29% 0.6
Sovereign Investment Advisors
4157
Sovereign Investment Advisors
Arizona
USD 336 M +USD 31.2 M +10% 0.46% 43.7% 94 64.89% 1.4
Astoria Strategic Wealth
4158
Astoria Strategic Wealth
Texas
USD 336 M -USD 5.33 M -2% 1.7% 42.1% 35 11.43% 3.5
Garden State Investment Advisory Services
4159
Garden State Investment Advisory Services
New Jersey
USD 336 M +USD 24 M +8% 3.71% 94% 301 21.93% 1.2
Old Mission Investment Co
4160
Old Mission Investment Co
Michigan
USD 336 M +USD 8.27 M +3% 0.8% 82% 128 13.28% 3.6
MBM Wealth Consultants
4161
MBM Wealth Consultants
Missouri
USD 336 M +USD 18.9 M +6% 1.05% 57.1% 113 14.16% 3.5
Uncommon Cents Investing
4162
Uncommon Cents Investing
Wisconsin
USD 336 M -USD 20.1 M -6% 1.17% 91.4% 444 55.63% 4.2
Reverence Capital Partners
4163
Reverence Capital Partners
New York
USD 336 M -USD 38.6 M -10% 16.9% 17.1% 1 0% 0.8
WA
4164
WealthTrust Axiom
Pennsylvania
USD 336 M -USD 1.9 M -0.6% 1.64% 125% 270 7.78% 6.2
Brooklyn Investment Group
4165
Brooklyn Investment Group
New York
USD 336 M +USD 31.6 M +10% 4.75% – 1,959 47.78% 0.2
Greencape Capital
4166
Greencape Capital
Australia
USD 335 M -USD 36.5 M -10% 11.6% 98.1% 3 0% 3.4
West Wealth Group
4167
West Wealth Group
California
USD 335 M +USD 26.6 M +9% 0.78% 79.8% 97 17.53% 1.5
Brown, Lisle/Cummings
4168
Brown, Lisle/Cummings
Rhode Island
USD 335 M +USD 5.97 M +2% 0.35% 82.3% 666 11.26% 2.2
Meridian Investment Counsel
4169
Meridian Investment Counsel
California
USD 335 M +USD 4.17 M +1% 1.16% 116% 224 10.27% 6.4
Midwest Professional Planners Ltd (MPPL)
4170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 335 M +USD 7.78 M +2% 3.41% 136% 169 18.93% 3.2
Mason & Associates (Virginia)
4171
Mason & Associates (Virginia)
Virginia
USD 335 M +USD 7.98 M +2% 0.93% – 39 5.13% 0.5
AFA
4172
Alta Fundamental Advisers
New York
USD 334 M -USD 12.7 M -4% 12% 340% 34 32.35% 1.6
Freedom Day Solutions
4173
Freedom Day Solutions
Texas
USD 334 M +USD 12.6 M +4% 0.46% 86.6% 108 16.67% 3.3
Flagship Pioneering
4174
Flagship Pioneering
Massachusetts
USD 334 M -USD 258 M -44% 41.2% 13.3% 6 16.67% 5.1
Engle Capital Management
4175
Engle Capital Management
Connecticut
USD 334 M -USD 5.85 M -2% 16.7% 398% 29 48.28% 0.6