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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)
CWM
4176
Cedar Wealth Management
California
USD 218 M -USD 28.8 M -12% 12.8% 68.1% 383 11.75% 2.1
Tenzing Global Management
4177
Tenzing Global Management
California
USD 218 M -USD 60.3 M -22% 25.2% 273% 15 20% 1.4
PH
4178
Pinnacle Holdings
Oklahoma
USD 218 M -USD 36.2 M -14% 9.78% 79.6% 272 29.78% 4
Baldrige Asset Management
4179
Baldrige Asset Management
Pennsylvania
USD 218 M -USD 26.4 M -11% 12.4% 43.5% 333 9.61% 1.4
Amtrust Financial Services
4180
Amtrust Financial Services
New York
USD 218 M -USD 55.6 M -20% 13.6% 61.9% 20 5% 1.3
Sandbar Asset Management
4181
Sandbar Asset Management
United Kingdom
USD 218 M +USD 51.3 M +31% 9.56% 128% 72 54.17% 0.6
Verde Capital Management
4182
Verde Capital Management
Michigan
USD 218 M -USD 34.5 M -14% 16.5% 80.3% 42 9.52% 1.8
Carlton Hofferkamp & Jenks Wealth Management
4183
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 218 M -USD 26.3 M -11% 11.2% 63.9% 142 10.56% 4.3
Graticule Asia Macro Advisors
4184
Graticule Asia Macro Advisors
New York
USD 218 M -USD 468 M -68% 8.49% – 96 81.25% 0.4
Ribbit Capital GP II
4185
Ribbit Capital GP II
California
USD 218 M -USD 140 M -39% 39.2% – 1 0% 0.5
Windward Private Wealth Management
4186
Windward Private Wealth Management
Kansas
USD 218 M -USD 24.5 M -10% 9.54% 35.5% 46 2.17% 1.4
Ogorek Anthony Joseph
4187
Ogorek Anthony Joseph
New York
USD 218 M -USD 26.5 M -11% 10.7% 61.1% 259 16.99% 3.1
First United Bank & Trust
4188
First United Bank & Trust
Maryland
USD 218 M -USD 36.9 M -14% 13.5% 78% 168 16.67% 4.8
Blankinship & Foster
4189
Blankinship & Foster
California
USD 217 M -USD 30.3 M -12% 13% 67.1% 58 15.52% 3.4
SCM
4190
Snowhook Capital Management
New York
USD 217 M -USD 71 M -25% 15.4% – 13 15.38% 0.4
Eclipse Ventures
4191
Eclipse Ventures
California
USD 217 M -USD 183 M -46% 43.5% – 3 0% 0.5
SHFA
4192
SS&H Financial Advisors
Michigan
USD 217 M -USD 39.3 M -15% 10.7% – 130 10% 0.2
AlphaMark Advisors
4193
AlphaMark Advisors
Kentucky
USD 216 M -USD 53.8 M -20% 11.8% 26.4% 692 12.28% 3.4
Townsend & Associates
4194
Townsend & Associates
Colorado
USD 216 M -USD 896 k -0.4% 11.4% 58% 87 22.99% 2.2
Fairfield Financial Advisors
4195
Fairfield Financial Advisors
Massachusetts
USD 216 M -USD 60.5 M -22% 10.1% – 332 13.25% 0.2
Old Point Trust & Financial Services N A
4196
Old Point Trust & Financial Services N A
Virginia
USD 216 M -USD 28.2 M -12% 9.58% 87.3% 81 7.41% 6.3
Stableford Capital II
4197
Stableford Capital II
Arizona
USD 216 M -USD 20.3 M -9% 9.4% 66.9% 139 29.5% 1.7
Covenant Partners
4198
Covenant Partners
Tennessee
USD 216 M -USD 34.9 M -14% 14.5% 70.3% 210 23.81% 2.2
Jackson Wealth Management
4199
Jackson Wealth Management
Florida
USD 216 M -USD 504 M -70% 9.5% 72.1% 125 41.6% 2.1
West Wealth Group
4200
West Wealth Group
California
USD 216 M -USD 36 M -14% 13.8% 79.8% 73 23.29% 0.4