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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)
Chessman Wealth Strategies RIA
4276
Chessman Wealth Strategies RIA
Texas
USD 114 M +USD 109 k +0.1% 3.5% – 209 85.65% 0.1
Quad-Cities Investment Group
4277
Quad-Cities Investment Group
Iowa
USD 114 M +USD 5.98 M +6% 4.53% 67.3% 900 6.78% 0.3
Guardian Investment Management
4278
Guardian Investment Management
California
USD 114 M +USD 9 M +9% 7.44% 89.7% 54 3.7% 3.5
Quadrant Private Wealth Management
4279
Quadrant Private Wealth Management
Pennsylvania
USD 114 M +USD 10.9 M +11% 8.69% 87.9% 103 6.8% 0.6
Security National Bank of Sioux City Iowa
4280
Security National Bank of Sioux City Iowa
Iowa
USD 113 M +USD 6.67 M +6% 7.83% 61% 94 18.09% 3.2
Euclidean Technologies Management
4281
Euclidean Technologies Management
Washington
USD 113 M +USD 6.07 M +6% 5.58% 124% 68 14.71% 1.7
Ironwood Wealth Management (Arizona)
4282
Ironwood Wealth Management (Arizona)
Arizona
USD 113 M +USD 6.57 M +6% 2.35% 31.1% 60 6.67% 0.9
Vista Investment Management
4283
Vista Investment Management
Pennsylvania
USD 113 M +USD 10.8 M +11% 4.2% 54.4% 146 7.53% 0.7
Western Standard LLC
4284
Western Standard LLC
California
USD 113 M +USD 14.4 M +15% 5.13% 83.7% 61 39.34% 0.7
Trellis Advisors
4285
Trellis Advisors
Washington
USD 113 M +USD 6.56 M +6% 5.27% 23.3% 49 14.29% 0.6
HC Financial Advisors
4286
HC Financial Advisors
California
USD 113 M +USD 10.5 M +10% 7.22% 31.2% 68 5.88% 0.7
Sagil Capital
4287
Sagil Capital
United Kingdom
USD 113 M +USD 298 k +0.3% 1.5% 104% 27 55.56% 0.4
RB Capital Management
4288
RB Capital Management
Nevada
USD 113 M -USD 22.3 M -16% 7.17% 79.4% 147 23.13% 1.4
Axel Capital Management
4289
Axel Capital Management
New York
USD 113 M +USD 5.27 M +5% 8.11% 194% 34 41.18% 1.1
Armor Investment Advisors
4290
Armor Investment Advisors
North Carolina
USD 113 M +USD 1.26 M +1% 4.99% 56.6% 153 11.11% 1.5
Edgbaston Investment Partners
4291
Edgbaston Investment Partners
USD 112 M +USD 11.3 M +11% 11.1% 4.67% 2 0% 0.8
LFGH
4292
Lee Financial Group Hawaii
Hawaii
USD 112 M +USD 4.34 M +4% 6.68% 12.9% 34 17.65% 0.6
Field & Main Bank
4293
Field & Main Bank
Kentucky
USD 112 M +USD 2.16 M +2% 8.26% 107% 229 3.49% 3.1
Smith Shellnut Wilson
4294
Smith Shellnut Wilson
Mississippi
USD 112 M – – 7.69% 98.6% 118 – 1.3
Martin Capital Partners
4295
Martin Capital Partners
Oregon
USD 112 M +USD 12.8 M +13% 5.79% 42.3% 58 22.41% 0.6
Paulson Wealth Management
4296
Paulson Wealth Management
Illinois
USD 111 M +USD 10.2 M +10% 4.38% 57.1% 129 15.5% 0.6
Matisse Capital
4297
Matisse Capital
Oregon
USD 111 M -USD 15 M -12% 2.59% 66.9% 133 18.8% 1.5
Congress Park Capital
4298
Congress Park Capital
New York
USD 111 M +USD 7.16 M +7% 8.69% 99.9% 106 13.21% 0.6
Aries Wealth Management
4299
Aries Wealth Management
Maine
USD 111 M +USD 3.19 M +3% 7% 75% 142 9.15% 0.7
DIS
4300
Diversified Investment Strategies
Louisiana
USD 111 M +USD 2.97 M +3% 6.51% 86% 43 6.98% 3.2