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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)
Shaker Financial Services
4226
Shaker Financial Services
Virginia
USD 202 M -USD 3.09 M -2% 7.82% 12.9% 170 31.76% 1.4
Newman & Schimel
4227
Newman & Schimel
Illinois
USD 202 M -USD 5.46 M -3% 4.8% – 46 4.35% 1.5
Wealth Dimensions Group
4228
Wealth Dimensions Group
Ohio
USD 202 M -USD 8.53 M -4% 5.74% 57.1% 127 5.51% 1.6
AlphaMark Advisors
4229
AlphaMark Advisors
Kentucky
USD 202 M -USD 14.5 M -7% 4.26% 26.4% 789 25.6% 3.2
Droms Strauss Advisors
4230
Droms Strauss Advisors
Missouri
USD 202 M +USD 2.66 M +1% 4.55% 68.7% 66 21.21% 1.8
Steamboat Capital Partners
4231
Steamboat Capital Partners
New York
USD 202 M -USD 102 M -34% 0.6% 280% 40 35% 1.9
Burton Enright Welch
4232
Burton Enright Welch
California
USD 201 M +USD 35.1 M +21% 5.38% 62.8% 65 12.31% 0.7
Thames Capital Management
4233
Thames Capital Management
New Jersey
USD 201 M -USD 47.6 M -19% 1.73% 1,177% 31 35.48% 1.6
CWM
4234
Cedar Wealth Management
California
USD 201 M -USD 17.3 M -8% 7.38% 68.1% 351 5.41% 2.3
BDA
4235
Borer Denton & Associates
Pennsylvania
USD 201 M -USD 6.45 M -3% 6.34% 44.2% 55 5.45% 0.5
Collective Family Office
4236
Collective Family Office
Pennsylvania
USD 201 M -USD 30.1 M -13% 5.39% 52.5% 201 26.87% 1.3
HCM
4237
Hudson Capital Management
New Jersey
USD 201 M -USD 9.6 M -5% 4.7% 66.8% 70 22.86% 3
Capital Today Evergreen Fund
4238
Capital Today Evergreen Fund
Cayman Islands
USD 201 M +USD 77.7 M +63% 37.4% 23.7% 4 25% 0.5
Juncture Wealth Strategies
4239
Juncture Wealth Strategies
Arizona
USD 201 M -USD 2.16 M -1% 2.9% 76.5% 119 22.69% 3
Weik Capital Management
4240
Weik Capital Management
Pennsylvania
USD 200 M -USD 19 M -9% 3.79% 66.9% 105 4.76% 6.4
Lion Street Advisors
4241
Lion Street Advisors
Texas
USD 200 M +USD 9.32 M +5% 1.24% 38% 174 42.53% 0.8
Patient Capital Management
4242
Patient Capital Management
Maryland
USD 200 M -USD 25.3 M -11% 1.15% 131% 45 15.56% 0.6
Elmwood Wealth Management
4243
Elmwood Wealth Management
California
USD 200 M +USD 24.5 M +14% 9.04% 42.1% 121 14.05% 2.9
Retireful LLC
4244
Retireful LLC
Michigan
USD 200 M +USD 154 M +335% 1% 437% 15 93.33% 0
BCGM Wealth Management
4245
BCGM Wealth Management
Indiana
USD 200 M +USD 3.02 M +2% 3.77% 54.9% 113 11.5% 1.3
Tillar-Wenstrup Advisors
4246
Tillar-Wenstrup Advisors
Ohio
USD 200 M +USD 269 k +0.1% 4.41% 27.4% 52 17.31% 1.9
SC&H Financial Advisors
4247
SC&H Financial Advisors
Maryland
USD 200 M -USD 14.5 M -7% 6.61% 66.2% 138 10.87% 0.7
Shepherd Kaplan Krochuk
4248
Shepherd Kaplan Krochuk
Massachusetts
USD 200 M -USD 29.2 M -13% 0.95% 38.5% 201 32.34% 3.2
WFA
4249
Wade Financial Advisory
California
USD 200 M -USD 11.2 M -5% 7.2% 15.9% 76 6.58% 2.1
Financial Life Advisors
4250
Financial Life Advisors
Texas
USD 200 M -USD 13.9 M -7% 6.53% 47% 71 30.99% 2.2